Trust has officially moved to AI — and most accounting and tax professionals don’t realize how drastically the landscape just changed.
Update: 2025-11-19
Description
In this episode, Lee Reams II and Rebekah Barton break down the impact of Intuit’s new $100M partnership with OpenAI and what it means for the future of the profession. Clients are no longer starting with Google or referrals. They’re starting with AI — and they trust the answer.
We cover:
- Why the compliance-first model is getting compressed
- How AI has become the new referral source
- Why advisory is not just for high-net-worth clients
- The human moat: what AI can’t replace
- The Four Pillars of Trust in the AI era
- How narrative, positioning, and visibility determine who AI recommends
This is not the end of the profession — it’s the end of the old profession.
Advisory-first firms will become the obvious choice. Here’s how to thrive.
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