All Episodes

In this conversation, Tony Wilson, a fractional CFO and founder of Equip, discusses his journey into entrepreneurship, the impact of AI on the accounting industry, and the importance of personal relationships in advisory services.

In this conversation, Ryan Bakke, CEO of Tax Strategy 365, shares his journey from working at Deloitte to starting his own firm focused on helping real estate investors maximize their ROI through tax strategies. The discussion delves into the impact of AI on the...

In this conversation, Kendale King, CPA, shares his insights on the integration of AI in accounting, emphasizing the excitement and opportunities it brings. He discusses the definition of productivity in the accounting field, the bottlenecks caused by client...

In this episode, Seth Fineberg shares his unique journey from journalism to becoming a consultant in the accounting profession. He emphasizes the importance of authenticity in building trust with clients and discusses the dual feelings of excitement and trepidation...

In this conversation, Chad Davis, co-founder of LiveCA and AutomationTown, discusses his journey in the accounting industry, the impact of AI and automation on business models, and the importance of community in navigating these changes.

In this conversation, Mike Sylvester, a managing partner at SBS CPA Group, discusses his unique background and the evolving role of AI in the accounting industry.

In this conversation, Dean Blachford, owner of Blachford Tax Law, discusses the challenges and stress associated with tax disputes, particularly with the CRA.

In this introduction episode, host Julian White sets the stage for AI Meets the Firm — the podcast where artificial intelligence meets the real-world challenges and opportunities of the professional services industry.