On this episode of the Woodard Report podcast, Joe speaks with Tanya Hilts about how bookkeepers can move from compliance work into true advisory by leading with better questions, leaning into collaboration, and building confidence through real-time financial conversations. Tanya shares how AI tools like ChatGPT, Claude, and Perplexity can help generate smarter client questions and speed up analysis, while emphasizing that the real "threat" isn't AI itself, but professionals who learn to use it well.
About Tanya Hilts Tanya Hilts, CPB, FCPB is an award-winning accounting pro helping firms adopt practical AI, tighten processes, and grow profit-focused advisory.
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard