AI in accounting

The Future of AI in Accounting with Dave Hartley

As a small business owner, you’re constantly thinking about the future. You see the challenges and opportunities ahead, and you know you need to be prepared to face them in order to scale and grow your business.

But let’s be real: Without the right tools and resources, it’s going to be tough. That’s why it’s important to use the tools and resources becoming more and more available to you, especially when planning for the future of your firm.

In today’s episode, TPM CEO Christian Jones is joined by Dave Hartley, CPA and lifelong technologist. Dave Hartley spearheads growth and innovation efforts at Anders CPAs + Advisors and has a lot of insight on what’s available to the accountants right now.

Join Christian and Dave as they share their insights on the future of the CPA profession, including the impact of AI in accounting, how to scale your business, and why now is a great time to be a young CPA.


Connect with Dave:

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– AI is going to create new opportunities for accountants to focus on more strategic and value-added services.

– Tax pros who can embrace technology and provide value-added services will be the most successful.

– There’s never been a better time to be a young CPA!

This episode is brought to you by TaxProMarketer, a leading marketing agency serving CPA & tax firms. It was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry.

Currently, TaxProMarketer serves clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing the following tools: a relational email marketing program, social media feed program, local listings management & optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).

TaxProMarketer is a Keap Certified Partner and a Digital Marketer Certified Agency.