Xcelerate Your AI Dexterity
with Jody Padar & Katie Tolin
AI is getting more capable every day. It can summarize a meeting, flag a risk, analyze a pattern and draft a follow-up before you have finished your coffee. Some accountants look at that and feel nervous. If AI can do all of that, what exactly is lef...
There is a version of AI leadership that requires you to understand large language models and build a firm-wide strategy from scratch. Most accountants are far too busy for that. And honestly, it’s not what your team or your clients need from you.
W...
AI is in the room. Now what?
A lot of firms are still figuring that out. The tools are here. The interest is real. The profession is moving toward clearer standards around responsible use. But there is still a gap between having the tool and knowing...
AI is now part of the day-to-day work in accounting and professional services. You can feel the momentum building. It helps teams save time, support coaching and create space for more advisory conversations that clients value.
At the same time, firm...
AI is moving into more parts of the accounting profession. Research, summaries, drafting, workflow support, meeting follow-up. And increasingly, the relationship-driven advisory work that firms are trying to grow.
That’s exciting. For a lot of accou...
Tip credits are no longer just a fundamental tax topic. They’ve jumped to front-page news status, and rightly so. H.R.1 and the “no tax on tips” provisions reframe how tax law treats tipped income and the benefits.
Why does this matter? Because firm...
“AI-first” is everywhere right now. Sometimes it means we want to modernize. Sometimes it means we do not want to get left behind. Sometimes it means we bought a tool and now we need to use it.
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Regardless, we need a starting point that fits insid...
Everywhere you turn, someone is saying firms need to be focused on AI. For a lot of us, that doesn’t feel like opportunity. It feels like one more thing on an already full plate.
And let’s be honest. Most firms don’t have the time or appetite to ove...
Most of us went into accounting because we like getting the numbers right. We like making sense of messy information and explaining what actually happened. That part of the job still matters. Maybe more than ever.
What’s changing is what clients exp...
The accounting profession, like so many others, is caught in a frenzied paradox. News and updates on AI are everywhere, yet the profession is not leveraging AI beyond basic automation.
Recent OpenAI reports show that 73% of ChatGPT usage happens for...
Everywhere you look, businesses are using AI. New tools. New pilots. New dashboards. The energy is real, but the breakthroughs everyone hoped for haven’t happened. Productivity gains have leveled out, and the excitement is wearing thin.
That’s not a...
AI is getting smarter every day. It sorts information. It outlines the first draft. It catches patterns that used to take hours of human time. With all of that happening in the background, a new question sits right in front of us.
Where do people ad...