DiscoverThe Growth Minded AccountantHow to Thrive in the New AI Order: Survival for Tax & Accounting Firms
How to Thrive in the New AI Order: Survival for Tax & Accounting Firms

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

Update: 2025-09-03
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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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How to Thrive in the New AI Order: Survival for Tax & Accounting Firms

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

Lee Reams II from CountingWorks PRO