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AI Is Here—But We’re Just Getting Started Dan and Brannon dive into the transformative role artificial intelligence is beginning to play in accounting. While the AI boom is still in its infancy, the industry is already seeing an influx of capital and enthusiasm for automation, agentic AI systems, and data-driven insight. Dan emphasizes the importance of starting small—testing tools, cleaning data, and learning to interact with AI—to position CPA firms for long-term impact and return on investment. @AccountingToday Timestamps 00:42 – Introduction of Dan Hood, Editor-in-Chief at Accounting Today 01:50 – Dan’s career journey from receptionist to editor 04:22 – AI’s growing impact on accounting and data usage 11:20 – Starting small with AI: how to learn and scale 16:05 – Scaling your firm: "What got you here won’t get you there" 21:50 – The shift in revenue per employee as firms grow 24:20 – Letting go to grow: moving toward zero billable hours 26:10 – Advisory services, PE firms, and new ownership models 29:30 – The challenges of the traditional partnership model 32:00 – Wedding story: accountants aren’t boring! 34:48 – Book rec: Say Nothing 39:03 – Closing thoughts and where to connect with Dan Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are navigating firm growth or exploring the nuances of succession planning, join us to learn actionable insights that will empower and inspire you to love your firm again. 🎧 Subscribe to the Podcast: https://poegroupadvisors.com/podcast/ ❓FAQ’s for sellers: https://poegroupadvisors.com/selling/... Succession Planning Guide https://poegroupadvisors.com/successi... 💸 What is your firm worth? https://poegroupadvisors.com/blog/cpa... 📱Book a strategy call: https://poegroupadvisors.com/plan-you... 🎙️Upcoming Speaking Events: https://poegroupadvisors.com/events/ 💻 Poe Group Advisors: https://poegroupadvisors.com/ 📚 Accounting Practice Academy: https://www.accountingpracticeacademy... ✅ Subscribe to the channel: / @poegroupadvisors 🤝 For Acquisitions https://poegroupadvisors.com/buying/p... ******************* Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms. Poe Group Advisors is the premier accounting practice intermediary firm in the industry. With over 20 years of experience in the accounting industry Brannon Poe’s work helping certified public accountants in brokerage and acquisitions has made Poe Group Advisors one of the premier consulting firms in the business. Buying or selling a CPA firm is one of life’s most significant ventures. Qualified buyers looking to buy an accounting firm want to find the right business opportunity and accounting practice sellers want to find the right buyer. For those looking to improve their firm for long term growth, our expertise can help maximize cash flow, increasing the bottom line and making your firm the best and most profitable that it can be. We offer many resources including Accounting Practice Academy: a community-based, 8-week workshop designed by Brannon Poe for accounting firm owners who want to increase profitability and reduce owner hours. As well as a TOP 50 featured accounting blog, the Accountant’s Flight Plan podcast and books on the issues that matter most: Prepare Your CPA Firm for a Sale , The Unplugged Vacation , and Scaling Your Cloud Accounting Practice to name a few. Subscribe for more resources to make your CPA firm the best that it can be!