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
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