Is AI a threat to your accounting firm or the key to increasing profit while reducing your workload?

Many accounting firm owners worry that AI will replace their expertise. However, AI isn’t your competition. It’s a reliable digital assistant that streamlines low-value tasks, improves client communication, and helps you focus on high-value advisory work.

Firms that adopt AI now will gain efficiency, strengthen client relationships, and increase revenue. Firms that resist will fall behind.

Here’s how to use AI intentionally and profitably in your firm.

0:00 Introduction: AI for firms of the future

4:15 Breaking through the fear: why AI won’t kill your accounting business

9:30 Practical quick wins: using ChatGPT to automate micro-tasks

16:45 AI chatbots for client communication

23:20 Building your AI tech stack

28:50 The ROI of AI: how much time firms actually get back

32:10 Five steps to successfully implement AI

In this conversation with Mark Flynn of Computer Care, Loren Fogelman shares a practical roadmap for accounting firm owners ready to use AI strategically without losing the personal connection that clients value.

You’ll learn how to streamline internal operations, improve client responsiveness, and create space for deeper advisory work.

You’ll discover:

✔️ Why procrastinating on AI adoption costs your firm profit

✔️ How to use ChatGPT to automate email writing, summaries, data review, and tax prep support

✔️ The advantage of AI chatbots that answer client questions around the clock

✔️ How to document and digitize your firm’s knowledge base

✔️ Why clients appreciate simple, self-service options

✔️ How to balance automation with meaningful client interaction

If you’re ready to reduce stress, improve margins, and build a more scalable firm, this episode gives you a clear, actionable starting point.

Connect with Mark Flynn: mark.flynn@computerc.co.uk

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