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ai is not your enemy; here’s why

clients will always need context.
by penny breslin
it’s not just the numbers
in 1994, in a small hotel meeting room in colorado springs, 50 accounting firms were up in arms when the presenter mentioned quickbooks. they shouted angry comments: “quickbooks is destroying my business.” “they want to take my clients.” “they are giving people a false sense of security with their commercials that say, ‘if you can write a check, you can do quickbooks.’”
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the presenter was nervous and asked me what he was to do. i said i use quickbooks for your company, and i have no idea what i am doing, and i could use an accountant to teach me.
manage change through a pact
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will hill is the founder and owner of will hill consults, llc, a coaching and consulting firm serving the tax and accounting profession. he has been serving the tax and accounting community since 2001. |
are you communicating enough?
by will hill
the holistic guide to wealth management
the pace of change in the tax and accounting profession has increased dramatically in the last 20 years. some change, such as regulatory change, is forced. other forms of change, such as technology change, is imperative to make. but when it comes to making changes to your client engagement strategy, that choice is yours. i have not spoken to a firm owner yet over the past half decade who hasn’t had at least one significant change to their practice during that time. many have gone through multiple changes per year.
more: priority no. 1: your mental and physical health | build stronger financial futures with health care planning | use goodwill to maximize exit readiness | a question of trust: not just for the wealthy | bridge the advice gap for better financial futures | subscriptions beat aum and hourly fees for wealth management | pursue excellence to win the battle for talent | seven tech keys to a holistic service model | toward a 21st-century cpa: a dynamic vision | why cpas are best positioned to become financial advisors | rory henry upends the traditional accounting firm
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but just because you have gone through changes to your practice doesn’t mean you’ll be more successful. so, when we look at firms that have navigated change successfully to make a positive impact on their business, what sets them apart? they have one thing in common: they make “a pact” for success.
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in 3 years, 1/2 of accounting leaders will be irrelevant | accounting influencers
private equity is redefining influence, and only agile, change-ready professionals will survive.
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accounting influencers
with rob brown
in the next 36 months or so, nearly half of accounting leaders could find themselves labeled as legacy problems. that’s the stark prediction in the latest episode of accounting influencers, where host rob brown unpacks how private equity is fundamentally reshaping the rules of leadership, authority, and influence in the profession.
as private equity (pe) firms continue to invest heavily in accounting, they’re accelerating transformation—and not everyone is keeping up. “this is not just about writing big checks,” says brown. “it’s a power shift that rewards adaptability, speed, and strategic boldness over patience and technical seniority.”


