CPA Firm Survival Kit: How to Thrive in the Age of AI
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Is your CPA firm sleepwalking into irrelevance?
The accounting profession isn't dying… but a lot of firms are going to become casualties of the AI wave if they don't get serious right now.
In this episode, I'm breaking down the survival kit every CPA firm owner needs to not just survive the next 1-2 years, but actually thrive through it. We're talking real AI immersion, secure local LLM setup for sensitive client data, building a team with a vision people actually want to show up for, and the hire most firms won't make… but should.
This isn't optional enrichment. This is survival literacy.
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I help high earners, business owners, and financial professionals understand how money actually works. Tax strategy, system design, modern finance tools, and the big shifts happening in today's climate. Bitcoin shows up when it's the best example, not as the headline every time.
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