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In this episode, I share five real AI workflows that accounting firms are already using in production, from reading handwritten checks and verifying tax transcripts to automating audit checklists, preparing spreadsheet workpapers, and building AI-powered email dashboards. I explain how firms should think about moving from AI assistants to AI-driven workflows and why documentation, goals, and process design matter more than prompts. Then I review an accounting firm built by a non-accountant, discuss pricing and niche strategy, and answer questions.
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// Chapters:
00:00 - Five AI Workflows Firms Use Today
18:01 - AI-Powered Email Dashboards
20:24 - Roast a Firm
31:30 - Mailbag
35:20 - Buying Legacy Firms in the AI Era
49:45 - Mailbag 2
59:45 - Closing thoughts
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