#265 AI Can Already Do Most Of What Accountants Do (So Why Are Most Firms Ignoring It?)
This week, I share the message I gave my managers in a meeting yesterday. AI can now do most of what we do day to day in an accounting firm. The real challenge isn’t the technology. It’s getting your team to use it. I break down: The DOCTORS framework Claude helped me build for sales calls, and why prescription without diagnosis is malpractice Why accountants keep giving away free advice on sales calls, and what to do instead Why you need to start planning your exit years before you actually want out The maths behind why I’d happily pay £1,000 to win a single client The £1,000 referral offer we make to our existing clients, and how to get a copy of the email The video I added to our thank you page to warm up cold leads before we ever speak to them What happened when I asked Claude to prepare a full set of accounts whilst I picked my daughter up from swimming Why “rules-based and repetitive” describes most of the work happening in your firm right now How I’m getting experienced, sceptical managers to treat AI like an employee, not a chatbot Why autonomy without accountability means you’ll keep tolerating missed targets Why I think a pod of 2 could soon look after 200 clients, and which layer of the firm is most at risk I also share how I’ve built my second brain across Fathom, SharePoint and Notion so every AI tool I use has the context it needs. And if your firm is at or close to £1m in fees and you’re thinking about an exit, message me on LinkedIn. This episode is sponsored by Karbon , the practice management platform we recently moved to after 12 years on our previous system. If you’ve ever wondered how much of your firm’s work AI could already be doing, this episode is for you. If you’ve enjoyed my podcasts, here’s how you can get more value from me: Free stuff Get a free copy of my book The Four Pillars from here Watch a short 8 min video on how you can win new clients whilst you sleep here My inner-circle Join 150+ accounting firm owners in the Profitable Accountants Community (the PAC) to get access to the tools, training and tribe to help you grow your firm - without wasting time and money doing it the hard way. Join the PAC NOW! For larger sole practitioner firms wanting more support, direction and accountability, access the Profitable Accountants Mastermind including 1-2-1 access to me If you’re going to create an account and use OnlineJobs.ph use my affiliate link here and i’ll get a few pennies back in return to fund my coffee addiction 🙂 http://store.onlinejobs.ph/?aid=377675 And if you haven’t already, here’s a link to sign up to Fathom AI for your video calls so you can generate those transcripts to help in your content writing.





