The CFO Project

How to Use AI To Handle Low Level Tasks In Your Practice

September 19, 2023 Adam Lean Season 1 Episode 21
The CFO Project
How to Use AI To Handle Low Level Tasks In Your Practice
Show Notes

Welcome to a brand-new episode of the "Escaping the Accountant's Trap" podcast! In this enlightening conversation, hosts Adam Lean and Shane Westra delve into the realm of AI and its transformative impact on the accounting profession. Join the discussion as they explore how leveraging AI can liberate accountants, CPAs, and bookkeepers from the tedious, time-consuming tasks that often hold them back. Shane, the Chief Product Officer at Canopy Tax, shares valuable insights on how AI can revolutionize the way accounting professionals operate.

Discover how AI serves as a powerful tool, enabling accountants to elevate their roles from number-crunching to high-value client advisory services. Learn about the array of tasks that AI can streamline, from communication and document management to insightful reporting. Shane's expertise sheds light on how AI can free up accountants' time, allowing them to focus on becoming true experts in their chosen niches. The future of accounting is bright, with AI as a catalyst for growth, efficiency, and enhanced client experiences. Tune in now to explore the incredible potential that AI holds for the accounting industry!

Learn More About The CFO Project:
https://thecfoproject.com/

Visit Shane's Website:
https://www.getcanopy.com/