How to Thrive in the New AI Order: Survival for Tax & Accounting Firms

The Growth Minded Accountant

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1M ago 47:27

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AI has changed everything for tax and accounting firms. Referrals and Google rankings are no longer enough—clients now turn to AI tools for answers, and only the most trusted firms get recommended. In this episode, Lee Reams II and Rebekah Barton unpack what this shift means, why compliance-only models are at risk, and how firms can pivot to advisory, leverage AI to scale, and protect their client base from competitors.

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