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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
X: https://twitter.com/HeatherSmithAU
