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Leverage AI in Your Accounting Firm to Save Time and Boost Client Value

Leverage AI in Your Accounting Firm to Save Time and Boost Client Value

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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

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