In this solo episode Heather Smith explores how accountants can harness AI as a strategic enabler, boosting data-driven decision making, enhancing client value, and leading with ethics, integrity, and curiosity.

Summary

In this solo episode, I talk about . . .

Key Points:

• Technology as a strategic enabler, not just an operational tool
• AI reduces repetitive work, empowering advisory services
• Algorithms + data = core to accountants’ strengths
• Data as a strategic asset: dashboards, analytics, forecasting tools
• AI skills now a core competency—embrace continuous learning
• Importance of curiosity and experimentation
• Changing client expectations around speed, transparency, and insights
• Data security, ethics, and integrity as professional superpowers
• AI governance—opportunity to lead and educate clients
• Leadership moment for accountants in shaping AI adoption

00:00 – Welcome & Episode Overview Heather introduces the AI in accounting theme.

00:45 – 1 AI as a Strategic Enabler Why technology is more than an operational necessity.

02:10 – 2. Automation Frees Accountants to Be Human From data entry to strategic advisory work.

03:30 – AI in Simple Terms: Algorithms + Data Why this formula matters for accountants and bookkeepers.

04:50 – 3. Data as a Strategic Asset Leveraging dashboards, analytics, and forecasting tools.

06:15 – 4. AI Skills Are the New Core Competencies From spreadsheets to generative AI proficiency.

07:35 – 5. Curiosity & Experimentation Drive Innovation How to create space for trying new tools.

09:10 – 6. Meeting Evolving Client Expectations Speed, transparency, and tech-savvy service delivery.

10:40 – 7. Data Security & AI Disclosure Best practices for safeguarding sensitive financial data.

12:05 – 8. Ethics & Integrity as the Accountant’s Superpower Embedding responsible AI use into daily decisions.

13:25 – 9. AI Governance: A New Service Opportunity Helping clients set rules and policies for AI adoption.

15:00 – 10. Leadership Moment for Accountants Shaping how AI delivers value and manages risk.

17:10 – Final Thoughts & Resources Encouraging continuous learning and professional community engagement.

Contact details:

Accounting Apps newsletter: http://accountingapps.io/

Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind

LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

YouTube Channel: https://www.youtube.com/ANISEConsulting

X: https://twitter.com/HeatherSmithAU