#203 How We’re Using AI In Our Firm

AI is moving fast — but are you keeping up? In this episode, I share how I’m using tools like ChatGPT and Claude in my firm (and coaching business) to: ✅ Draft emails, reports, and even legal replies ✅ Supercharge my team’s productivity ✅ Handle tax research and onboarding in minutes ✅ Move away from report-based pricing to something way more valuable I also reveal the one new feature that blew my mind — and how it's changing how I approach complex tax planning. If you’ve been meaning to experiment with AI but haven’t quite got around to it… this one’s 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 Join 1500+ accountants owners in the Profitable Accountant Free Facebook group  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