ai

ashley francis: ai’s a partner, not a replacement | the disruptors

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don’t be a vending machine for tax compliance.

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the disruptors
with liz farr

ashley francis wants accountants to value their time and expertise. “i want accountants to stop thinking of themselves as just vending machines for tax knowledge and vending machines for tax compliance,” she says. “i’m not the default. you put a quarter in me, and i’m going to spit out an answer.”

more podcasts and videos: richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had |

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on linkedin, and formerly on twitter, francis is well-known for generously sharing her expertise in trust and estate accounting and taxation, areas in which many accountants lack knowledge. many firms designate someone as the “trust person” simply because they’ve done it once before, but this specialized area requires deep expertise.

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becky livingston: use ai to boost marketing & client engagement | gear up for growth

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level up thought leadership and advisory services.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

the latest episode of gear up for growth, hosted by jean caragher of capstone marketing and powered by 卡塔尔世界杯常规比赛时间, featured an insightful discussion with becky livingston, founder and ceo of penheel marketing, on the role of artificial intelligence (ai) in cpa firm marketing. the conversation centered around two key takeaways: ai’s ability to enhance thought leadership efforts and its role in shifting cpas toward more strategic client advisory services.

download becky livingston’s free ai marketing tool guide here

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

marketing research shows that high-growth cpa firms prioritize thought leadership through blogging, white papers, and public speaking. ai tools such as chatgpt, perplexity, and jasper are revolutionizing this space by enabling firms to generate high-quality content efficiently. these tools allow cpas to personalize content for niche audiences, optimize seo strategies beyond traditional search engines, and streamline content creation to maintain a consistent and authoritative online presence.

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steve yoss: up your ai skills | quick tech talks

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transform your workday and discover practical ways to save time.

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quick tech talk
with steve yoss
cpe today

generative ai tools are revolutionizing how we approach work, offering practical, efficient, and innovative solutions for professionals across industries. if you haven’t explored tools like openai’s chatgpt or anthropic’s claude, now is the time to dive in. these cutting-edge technologies are as accessible as they are powerful, requiring no special training—just your ability to clearly express your needs.

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more tech
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imagine completing a 10-hour workload in just six hours. that’s the promise of generative ai: helping you work smarter, not harder.

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john higgins: leveraging chatgpt for advisory | gear up for growth

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“clients want value, and now, with these tools, you can give them more value.”
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“ai and chatgpt-type tools can become your advisory services assistant,” says john higgins, founder and ceo of higgins advisory. “it can help cpas communicate better as an advisor and help identify the things cpas should focus on for the type of client they’re advising.” 

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

higgins was a guest on gear up for growth, hosted by jean caragher, president of capstone marketing, and powered by 卡塔尔世界杯常规比赛时间. higgins shares specific examples of how chatgpt can help cpas become more efficient by providing quick research assistance, summarizing complex information for client presentations, and creating tools like excel templates for common tasks. how does efficiency impact a firm’s pricing model? 

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thomson reuters brings al to audit solutions

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auditors can experience increased efficiency, enhanced accuracy and improved transparency.

by rick richardson
technology this week

thomson reuters, a global content and technology company focused on the public accounting profession, launched thomson reuters audit intelligence recently. this suite of ai-powered, data-driven audit solutions is designed to transform audit practices by reducing errors and enhancing confidence while enabling auditors to realize efficiency gains.

more: technology this week with rick richardson

the first tool in the suite, audit intelligence analyze, employs ai and machine learning to enhance audit quality and efficiency simultaneously. the solution focuses on high-risk areas by efficiently segmenting audit testing populations based on risk level and reducing the number of items to be tested. with advanced anomaly detection, analyze integrates directly within existing workflows, identifying unusual items often overlooked by humans and automatically generating all necessary audit documentation.
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ai will steal your job. and that’s a good thing | accounting arc

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ai’s integration into accounting is an opportunity to elevate the profession and enhance job satisfaction.

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accounting arc
with liz mason, byron patrick, and donny shimamoto.
center for accounting transformation

few industries are poised for as dramatic a transformation as accounting in the rapidly advancing world of artificial intelligence. the latest episode of accounting arc, “ai will take your job—and that’s a good thing,” explores this impending shift, offering a fresh and optimistic perspective on ai’s role in the profession.

more accounting arc

the episode’s hosts, liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma; delve into the implications of ai with a bold assertion: ai will indeed take over many accounting jobs, but this is a development that should be welcomed, not feared.

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ai displacing more jobs in banking than other sectors

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upskilling will be key to keeping staff.

by rick richardson
technology this week

according to citigroup inc., artificial intelligence (ai) will likely replace more positions in the banking sector than in any other. technology is going to transform consumer finance and make employees more productive.

more: your brain can store 10 times more than anyone thought | how many ev charging stations will we need? | google launches new private space feature | microsoft discovers a security flaw impacting android apps | what is an ai pc, and should i get one? | fool’s gold may not be so foolish now | ai-engineered enzyme could be solution to plastic pollution | german researchers develop ev motor with no rare-earth magnets | ai named the highest-paying in-demand tech skill for 2024
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according to citigroup’s most recent ai assessment, roughly 54 percent of banking professions might be automated. ai technology has the potential to enhance an additional 12 percent of jobs within the business.

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accounting arc: exploring ai’s role in modern accounting

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stringent ethical oversight and proactive regulation are needed as ai becomes more integrated into daily life.

accounting arc 
with donny shimamoto and liz mason
center for accounting transformation

in the latest episode of the accounting arc podcast, hosts liz mason, cpa, and donny shimamoto, cpa/citp, cgma, explore the evolving role of artificial intelligence (ai) in the accounting profession, focusing on both its transformative potential and the ethical challenges it presents.

more: accounting arc: unraveling the collapse of silicon valley bank | accounting arc: introducing accounting, reaction, comedy | harper & co. cpas: the perspective of a non-accountant is imperative | menlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis |

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their conversation sheds light on the history of ai in accounting, the distinction between different types of ai, and the implications for professional ethics and regulatory standards.

“generative ai is different than machine learning, but machine learning has been in the accounting space for a long time,” says mason, the ceo and founder of high rock accounting. “our code of ethics should be considered at every point in time, and we need to understand the tech, review it, and manage it appropriately, making sure that we’re ahead of the regulatory environment and we’re advising on what it looks like for the future of our profession.”

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