DiscoverCPA Trendlines PodcastsBeyond Bots & Bookkeeping: AI's Your Strategic Partner | It's Not Just the Numbers
Beyond Bots & Bookkeeping: AI's Your Strategic Partner | It's Not Just the Numbers

Beyond Bots & Bookkeeping: AI's Your Strategic Partner | It's Not Just the Numbers

Update: 2025-12-14
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AI's already in the workflow. The question is: Do you know what it’s doing?


It's Not Just the Numbers

With Penny Breslin and Damien Greathead

For CPA Trendlines


Artificial intelligence has arrived in accounting, but not in the way many expected. It’s not a single app or a single process. It’s everywhere, embedded in workflows, changing how firms scope engagements, price cleanup work, and train their people. 



In the latest episode of It’s Not Just the Numbers, co-hosts Damien Greathead and Penny Breslin explore how AI reshapes the day-to-day work of accounting firms. Their conversation moves beyond theory to real-world examples of how AI is being used in client engagements, what it means for team development, and why critical thinking, not coding, is the skill every firm must cultivate next. 

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Beyond Bots & Bookkeeping: AI's Your Strategic Partner | It's Not Just the Numbers

Beyond Bots & Bookkeeping: AI's Your Strategic Partner | It's Not Just the Numbers

CPA Trendlines