CPA Trendlines Podcasts The Year of the Advisor is Here | Accounting Influencers
Apr 26, 2025
Join Angie Grissom, a growth strategist for accounting firms, James Hickey, UK-based operations consultant, Todd Robinson, who enhances efficiency at Woodard, and Itamar Jobani, CEO of Payem, as they explore the future of the accounting profession. They tackle the crucial need for firms to adapt to rapid technological changes and embrace AI, shifting from compliance to advisory roles. They also discuss the importance of cultural shifts and strong client relationships, underscoring the need for strategic mindsets in a rapidly evolving landscape.
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Episode notes
Tailor Tech to Client Needs
- Cookie-cutter tech solutions create chaos; understanding client needs is key.
- Tailor technology and mindset to solve specific client problems effectively.
Decisive Leadership and Culture
- Stop delaying decisions with consensus-seeking approaches.
- Invest in culture and empower people at all levels to own growth and change.
Audit Transformation Ahead
- Most of the profession won't change as many are financially successful.
- Audit will transform via real-time data hubs, altering the audit practice landscape.