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In this episode, I sit down with RAMP’s Brad Gustafson to unpack where firms are headed next: scheduled tax seasons, deeper bookkeeping automation, and AI-driven advisory. You’ll learn how to kickstart AI adoption, lock in your 2026 tech stack, and use three-tier renewals to grow margins without losing the human touch.
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Financial Cents: https://financial-cents.com/
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💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/
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