
Leverage AI in Your Accounting Firm to Save Time and Boost Client Value
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About this listen
Are routine tasks eating up your day and leaving little time for growth?
AI for accounting firms is changing that. With the right tools, you can save hours each week, reduce your workload, and focus on the work that truly drives profitability.
0:00 – Why ignoring AI is like ignoring email in the 90s
2:24 – How AI saves time for accounting firms
5:01 – The real threat: transactional client relationships
7:36 – 3 ways AI boosts efficiency and client value
11:03 – Stanford & MIT study: proof AI saves hours and accelerates work
13:42 – Shifting from technician to trusted advisor with AI
16:28 – Simple AI steps to implement in your firm this week
This episode shows you how to use AI in your accounting firm to automate emails, proposals, and meeting prep—so you can step into your role as a trusted advisor instead of staying stuck in the weeds. AI won’t replace firm owners, but it will replace firms that refuse to adapt.
What you’ll learn:
1️⃣ How to spot the tasks AI can automate right now
2️⃣ Ways to shift from compliance technician to strategic advisor
3️⃣ Why adopting AI today keeps your firm relevant and competitive tomorrow
Watch now to discover how AI can boost client value, strengthen relationships, and help your firm grow.
If you want to double your income, working half the time, then Get Paid What You're Worth is a FREE resource for accounting professionals.
Download this 43-page e-book at https://businesssuccesssolution.com/worth
Subscribe to the Accounting Firm Growth Strategies Podcast:
https://podcasters.spotify.com/pod/show/loren-fogelman2