Advisory Services 101
Advisory services are no longer optional for accountants and bookkeepers. They are the future of the profession.
In this episode, Sarah Prevost and Steven Libhart dig into what it really means to be a trusted financial partner to your law firm clients in the age of AI. From beverage machines that diagnose themselves to bank transitions handled with a single phone call to a senior vice president, the conversation covers what AI can and cannot do, why human relationships and institutional knowledge are irreplaceable, and how bookkeepers and accountants can step confidently into the advisory…
The skinny
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