AI has evolved tremendously in just a few years, and it is not going anywhere. We have to learn to live with it and use it to our advantage. Amy Vetter chats with Jessica McKellar, co-founder and CTO of Pilot, a provider of AI-powered bookkeeping and advisory solutions for small-to-midsized businesses and startups. She shares how they leverage AI to automate bookkeeping and help small businesses achieve huge success. They also discuss the future of accounting and finance, the role of automation in transforming the industry, and why professionals need to adapt to these inevitable changes while maintaining their role as trusted financial advisors.

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The Simple Firm is more than a book; it's a revolutionary blueprint for accounting professionals seeking true professional freedom. Join author Darren Root, a veteran CPA, firm owner, and Founder of Better Everyday, as he breaks down the structured approach from his new book. Root, also the author of bestsellers like The Intentional Accountant and The E-Myth Accountant, details the four essential components of this freedom: time, money, relationships, and purpose. Learn his personal and practical insights on creating a clear business model that supports your ideal lifestyle and how to develop proactive roadmaps for advisory services. He emphasizes that moving away from a generalist mindset to choosing the right clients is the critical step to creating a lifestyle business that aligns with your desired work-life balance and future goals.

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Major career and life transformations are a necessary, messy process that teaches us how to emerge from the goo to become a butterfly. Optimistic futurist and serial entrepreneur Josh Allan Dykstra transparently shares his life story and career journey, detailing his path from his South Dakota upbringing and rockstar music aspirations to his eventual pivot into consulting and launching his technology company, #lovework. He discusses how a deep fascination with leadership, first observed in his family, guided his evolution when the music industry was not the right fit, offering valuable lessons on how to lead yourself through significant change. Josh reflects on the importance of timing, embodiment, and listening to his gut, key leadership principles that inform his career, all of which now guide his current focus on his family and future business endeavors as a keynote speaker and author.

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Entrepreneurial poverty continues to challenge business owners who work tirelessly yet struggle to find true financial stability and fulfillment. Mike Michalowicz, a business author known for Profit First, opens up about his personal and professional journey from growing up in New Jersey to becoming an entrepreneur and writer dedicated to improving the financial well-being of business owners. He shares lessons from building and selling multiple companies, his current work as a business investor, and his mission to help entrepreneurs overcome financial stress through his Profit First methodology and lifelong commitment to eradicating entrepreneurial poverty. His story reminds us that success isn’t just about revenue, but about creating a sustainable, purpose-driven path that frees entrepreneurs from the very struggles they set out to escape.

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Chris Gallo, Partner and Director of Business Accounting Services at Creative Planning, offers valuable career and leadership lessons that could help you find your own success. He shares his journey from political science to establishing a successful state and local tax consulting practice, including his experiences with various companies and the development of his business from the ground up. Chris talks about his company's growth strategies, leadership dynamics, and his approach to using technology and AI in their operations. We also explored the broader implications of AI on work and the economy, while also discussing his views on money, professional relationships, and the importance of mentoring the next generation.

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Culture built on joy, trust, and innovation can transform teams and drive lasting impact. Bob Doyle, President and CEO of the Michigan Association of Certified Public Accountants (MICPA), shares his personal and professional journey, including his experience with family loss and his career transition from environmental engineering to association leadership. He discusses how these three pillars shape his organization’s approach to advocacy, collaboration, and education. Drawing on personal experiences of loss, career pivots, and leadership lessons, Bob explains how gratitude, intentional routines, and work-life integration strengthen both leaders and the communities they serve.

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Your job should make your life more fulfilling and purposeful, not more miserable and depressing. Finding genuine joy in your professional life is never impossible, and it should be one of your top career priorities. Joining Amy Vetter is author, leadership coach, and keynote speaker Lisa Even, who provides strategies for creating joy in daily life as takeaways to remember in your own life. She looks back on her background growing up in a small farming community, her transformative college experiences, and her career journey from healthcare to leadership training and speaking. Lisa also talks about the power of active listening, the gift of being present, and the right way to address historical baggage to unlock a new personal transformation.

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Sometimes it’s the smallest acts of compassion that create the strongest connections and shape entire communities. In this conversation, Alicia Gelinas, President and CEO of the Colorado Society of CPAs, shares her remarkable journey from a determined nine-year-old aspiring CPA to a respected leader guiding her profession today. Along the way, she reflects on the influence of her parents and mentors, the lessons of resilience from personal loss, and how fostering children with her husband deepened her commitment to empathy and patience in leadership. Alicia also offers valuable insights on money management, the role of professional organizations in personal and professional growth, and why embracing compassion can transform the way we connect and lead.

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