Podcast: The AI-powered CPA
AI is increasingly changing how work gets done, but what could that mean for CPAs and the future of the profession?
In this episode of "Future-Proof, Bill Sheridan sits down with Shane Mason, a CPA and co-founder of Brooklyn FI, to explore what an AI-powered accounting and financial planning practice could look like. Shane discusses how AI can take on routine and technical work, the new skills CPAs will need to work effectively with these tools, and why prompting is becoming a critical part of the profession's skill set. He also explains why the real opportunity may be using AI to create more time for what clients value most: meaningful conversations, thoughtful guidance, and human connection.
Listen to our conversation in its entirety:
Catch Shane in person at the MACPA's 41st annual Personal Financial Planning Conference, a live webcast scheduled for Oct. 27. He'll be addressing "AI-Powered Practices: Workflow, Efficiency, and Growth." Get details and register here.