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Accounting Voices is a senior leadership platform hosted by Rob Brown that interprets the forces reshaping accounting firms across North America and beyond.
This "AI Reality Inside Firms" series brings together influential accounting leaders to answer the same five structured questions about how AI is actually landing inside firms.
No hype. No vendor narratives. Just honest leadership perspective from someone navigating AI from the inside.
In this solo wrap-up episode, Rob Brown, host of Accounting Voices, asks the strategic question most accounting firms are still avoiding: what kind of firm are you trying to become?
The five questions:
Five questions. One honest conversation. Part of a season that is building a definitive picture of AI reality inside accounting firms in 2026.
https://youtu.be/hH0h22fwdWw
This episode is part of AI Reality Inside Firms on Accounting Voices, where senior accounting firm leaders answer the same five questions about how AI is genuinely landing inside their firms. Find the full series on YouTube, LinkedIn, CPA Trendlines and all major podcast platforms.
Thank you to our series partners: Fieldguide, the AI-native platform for audit and advisory firms. Karbon, the global leader in AI-powered practice management software. Digits, the AI-powered financial intelligence platform for accounting firms. Filed, the intelligent tax workspace for preparation and review automation. Instead, the first AI tax agent for end-to-end research, planning, filing and defence.
As AI Reality Inside Firms draws toward a close, Rob Brown steps back from the interview chair to examine what the wider data reveals about AI investment across the accounting profession. More than 70% of accounting firms increased AI budgets in the past year. Roughly 44% report no measurable impact from any of it. In this solo wrap-up episode, Rob connects the profession-wide data to the patterns that emerged across the series and asks whether accounting firms have a technology problem or a strategy problem.
https://youtu.be/hgmq3IGHY1s
AI Reality Inside Firms is a structured series on Accounting Voices where senior accounting firm leaders answer the same five questions about how AI is genuinely landing inside their firms. You can find the full series on YouTube, LinkedIn, CPA Trendlines and all major podcast platforms.
This series is brought to you in partnership with FieldGuide, the AI native platform for audit and advisory firms. Instead, the first AI tax agent for end to end research, planning, filing and defense. Karbon, the global leader in AI powered practice management software. Digits, the AI powered financial intelligence platform for accounting firms. And Filed, the intelligent tax workspace for preparation and review automation.
Accounting Voices is a senior leadership platform hosted by Rob Brown that interprets the forces reshaping accounting firms across North America and beyond.
This "AI Reality Inside Firms" series brings together influential accounting leaders to answer the same five structured questions about how AI is actually landing inside firms.
No hype. No vendor narratives. Just honest leadership perspective from someone navigating AI from the inside.
Today's special guest is Leroy Kerry, co-founder of Filed, the intelligent tax workspace for preparation and review automation.
The five questions:
Five questions. One honest conversation. Part of a season that is building a definitive picture of AI reality inside accounting firms in 2026.
Watch this episode on YouTube: https://youtu.be/tP_VMLXBY8E
Thank you to our Season Partners for making this series possible.
Fieldguide is the AI-native platform for audit and advisory enabling human and AI collaboration to scale capacity, improve quality and transform how firms operate. fieldguide.io
Instead is the first AI agent that owns end-to-end tax from research, planning, filing, and defense all in one system. It replaces CCH, GoSystems, UltraTax, Lacerte, ProConnect, Drake and many more. instead.com
Karbon is the global leader in AI-powered practice management software for accounting firms. Their research into how technology is reshaping firm performance is essential reading for anyone leading a firm in 2026. karbonhq.com
Digits is the world’s first AI-native accounting platform. It's accounting software that works for you to deliver real-time financials and automate the month-end close. digits.com
Filed is the intelligent tax workspace for preparation and review automation and the only AI for prep, review and planning that runs inside your tax software especially made for high-volume firms. filed.com
Accounting Voices is a senior sense-making platform for firm owners, managing partners and senior operators navigating the forces reshaping accounting firms. Host Rob Brown convenes structured conversations with leaders across the profession to interpret what AI, private equity, consolidation and leadership pressure mean in practice.
This season, AI Reality Inside Firms, brings together senior accounting firm leaders answering the same five structured questions about how AI is actually landing inside firms, separating execution from narrative.
Find all episodes on your preferred podcast platform or on the Accounting Voices YouTube channel. https://www.youtube.com/@accountingvoices
To find out more or to explore season partnership opportunities, connect with Rob on LinkedIn. https://www.linkedin.com/in/therobbrown
Accounting Voices is a senior leadership platform hosted by Rob Brown that interprets the forces reshaping accounting firms across North America and beyond.
This "AI Reality Inside Firms" series brings together influential accounting leaders to answer the same five structured questions about how AI is actually landing inside firms.
No hype. No vendor narratives. Just honest leadership perspective from someone navigating AI from the inside.
Today's special guest is Matthew May, the Tech CPA, currently leading accounting services at Soren.
The five questions:
Five questions. One honest conversation. Part of a season that is building a definitive picture of AI reality inside accounting firms in 2026.
Watch this episode on YouTube: https://youtu.be/yMUi4h0tMq4
Thank you to our Season Partners for making this series possible.
Fieldguide is the AI-native platform for audit and advisory enabling human and AI collaboration to scale capacity, improve quality and transform how firms operate. fieldguide.io
Instead is the first AI agent that owns end-to-end tax from research, planning, filing, and defense all in one system. It replaces CCH, GoSystems, UltraTax, Lacerte, ProConnect, Drake and many more. instead.com
Karbon is the global leader in AI-powered practice management software for accounting firms. Their research into how technology is reshaping firm performance is essential reading for anyone leading a firm in 2026. karbonhq.com
Digits is the world’s first AI-native accounting platform. It's accounting software that works for you to deliver real-time financials and automate the month-end close. digits.com
Filed is the intelligent tax workspace for preparation and review automation and the only AI for prep, review and planning that runs inside your tax software especially made for high-volume firms. filed.com
Accounting Voices is a senior sense-making platform for firm owners, managing partners and senior operators navigating the forces reshaping accounting firms. Host Rob Brown convenes structured conversations with leaders across the profession to interpret what AI, private equity, consolidation and leadership pressure mean in practice.
This season, AI Reality Inside Firms, brings together senior accounting firm leaders answering the same five structured questions about how AI is actually landing inside firms, separating execution from narrative.
Find all episodes on your preferred podcast platform or on the Accounting Voices YouTube channel. https://www.youtube.com/@accountingvoices
To find out more or to explore season partnership opportunities, connect with Rob on LinkedIn. https://www.linkedin.com/in/therobbrown
Accounting Voices is a senior leadership platform hosted by Rob Brown that interprets the forces reshaping accounting firms across North America and beyond.
This "AI Reality Inside Firms" series brings together influential accounting leaders to answer the same five structured questions about how AI is actually landing inside firms.
No hype. No vendor narratives. Just honest leadership perspective from someone navigating AI from the inside.
Today's special guest is John Roman, Chief Information Officer at Bonadio Group
The five questions:
Five questions. One honest conversation. Part of a season that is building a definitive picture of AI reality inside accounting firms in 2026.
Watch this episode on YouTube: https://youtu.be/jzao8J0Bhxg
Thank you to our Season Partners for making this series possible.
Fieldguide is the AI-native platform for audit and advisory enabling human and AI collaboration to scale capacity, improve quality and transform how firms operate. fieldguide.io
Instead is the first AI agent that owns end-to-end tax from research, planning, filing, and defense all in one system. It replaces CCH, GoSystems, UltraTax, Lacerte, ProConnect, Drake and many more. instead.com
Karbon is the global leader in AI-powered practice management software for accounting firms. Their research into how technology is reshaping firm performance is essential reading for anyone leading a firm in 2026. karbonhq.com
Digits is the world’s first AI-native accounting platform. It's accounting software that works for you to deliver real-time financials and automate the month-end close. digits.com
Filed is the intelligent tax workspace for preparation and review automation and the only AI for prep, review and planning that runs inside your tax software especially made for high-volume firms. filed.com
Accounting Voices is a senior sense-making platform for firm owners, managing partners and senior operators navigating the forces reshaping accounting firms. Host Rob Brown convenes structured conversations with leaders across the profession to interpret what AI, private equity, consolidation and leadership pressure mean in practice.
This season, AI Reality Inside Firms, brings together senior accounting firm leaders answering the same five structured questions about how AI is actually landing inside firms, separating execution from narrative.
Find all episodes on your preferred podcast platform or on the Accounting Voices YouTube channel. https://www.youtube.com/@accountingvoices
To find out more or to explore season partnership opportunities, connect with Rob on LinkedIn. https://www.linkedin.com/in/therobbrown
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Accounting Voices is a senior leadership platform hosted by Rob Brown that interprets the forces reshaping accounting firms across North America and beyond.
This "AI Reality Inside Firms" series brings together influential accounting leaders to answer the same five structured questions about how AI is actually landing inside firms.
No hype. No vendor narratives. Just honest leadership perspective from someone navigating AI from the inside.
Today's special guest is Carla McCall, Managing Partner of AAFCPAs and past chair of the AICPA.
The five questions:
Five questions. One honest conversation. Part of a season that is building a definitive picture of AI reality inside accounting firms in 2026.
Watch this episode on YouTube: https://youtu.be/BkRyKcdMum8
Thank you to our Season Partners for making this series possible.
Fieldguide is the AI-native platform for audit and advisory enabling human and AI collaboration to scale capacity, improve quality and transform how firms operate. fieldguide.io
Instead is the first AI agent that owns end-to-end tax from research, planning, filing, and defense all in one system. It replaces CCH, GoSystems, UltraTax, Lacerte, ProConnect, Drake and many more. instead.com
Karbon is the global leader in AI-powered practice management software for accounting firms. Their research into how technology is reshaping firm performance is essential reading for anyone leading a firm in 2026. karbonhq.com
Digits is the world’s first AI-native accounting platform. It's accounting software that works for you to deliver real-time financials and automate the month-end close. digits.com
Filed is the intelligent tax workspace for preparation and review automation and the only AI for prep, review and planning that runs inside your tax software especially made for high-volume firms. filed.com
Accounting Voices is a senior sense-making platform for firm owners, managing partners and senior operators navigating the forces reshaping accounting firms. Host Rob Brown convenes structured conversations with leaders across the profession to interpret what AI, private equity, consolidation and leadership pressure mean in practice.
This season, AI Reality Inside Firms, brings together senior accounting firm leaders answering the same five structured questions about how AI is actually landing inside firms, separating execution from narrative.
Find all episodes on your preferred podcast platform or on the Accounting Voices YouTube channel. https://www.youtube.com/@accountingvoices
To find out more or to explore season partnership opportunities, connect with Rob on LinkedIn. https://www.linkedin.com/in/therobbrown
Accounting Voices is a senior leadership platform hosted by Rob Brown that interprets the forces reshaping accounting firms across North America and beyond.
This "AI Reality Inside Firms" series brings together influential accounting leaders to answer the same five structured questions about how AI is actually landing inside firms.
No hype. No vendor narratives. Just honest leadership perspective from someone navigating AI from the inside.
Today's special guest is Ric Opal, AI Enablement Catalyst at BDO USA.
The five questions:
Five questions. One honest conversation. Part of a season that is building a definitive picture of AI reality inside accounting firms in 2026.
Watch this episode on YouTube: https://youtu.be/ysoNusfS294
Thank you to our Season Partners for making this series possible.
Fieldguide is the AI-native platform for audit and advisory enabling human and AI collaboration to scale capacity, improve quality and transform how firms operate. fieldguide.io
Instead is the first AI agent that owns end-to-end tax from research, planning, filing, and defense all in one system. It replaces CCH, GoSystems, UltraTax, Lacerte, ProConnect, Drake and many more. instead.com
Karbon is the global leader in AI-powered practice management software for accounting firms. Their research into how technology is reshaping firm performance is essential reading for anyone leading a firm in 2026. karbonhq.com
Digits is the world’s first AI-native accounting platform. It's accounting software that works for you to deliver real-time financials and automate the month-end close. digits.com
Filed is the intelligent tax workspace for preparation and review automation and the only AI for prep, review and planning that runs inside your tax software especially made for high-volume firms. filed.com
Accounting Voices is a senior sense-making platform for firm owners, managing partners and senior operators navigating the forces reshaping accounting firms. Host Rob Brown convenes structured conversations with leaders across the profession to interpret what AI, private equity, consolidation and leadership pressure mean in practice.
This season, AI Reality Inside Firms, brings together senior accounting firm leaders answering the same five structured questions about how AI is actually landing inside firms, separating execution from narrative.
Find all episodes on your preferred podcast platform or on the Accounting Voices YouTube channel. https://www.youtube.com/@accountingvoices
To find out more or to explore season partnership opportunities, connect with Rob on LinkedIn. https://www.linkedin.com/in/therobbrown
Accounting Voices is a senior leadership platform hosted by Rob Brown that interprets the forces reshaping accounting firms across North America and beyond.
This "AI Reality Inside Firms" series brings together influential accounting leaders to answer the same five structured questions about how AI is actually landing inside firms.
No hype. No vendor narratives. Just honest leadership perspective from someone navigating AI from the inside.
Today's special guest is Mike DePrisco, President and CEO of IMA, the Institute of Management Accountants.
The five questions:
Five questions. One honest conversation. Part of a season that is building a definitive picture of AI reality inside accounting firms in 2026.
Watch this episode on YouTube: https://youtu.be/vFE5B2jslRY
Thank you to our Season Partners for making this series possible.
Fieldguide is the AI-native platform for audit and advisory enabling human and AI collaboration to scale capacity, improve quality and transform how firms operate. fieldguide.io
Instead is the first AI agent that owns end-to-end tax from research, planning, filing, and defense all in one system. It replaces CCH, GoSystems, UltraTax, Lacerte, ProConnect, Drake and many more. instead.com
Karbon is the global leader in AI-powered practice management software for accounting firms. Their research into how technology is reshaping firm performance is essential reading for anyone leading a firm in 2026. karbonhq.com
Digits is the world’s first AI-native accounting platform. It's accounting software that works for you to deliver real-time financials and automate the month-end close. digits.com
Filed is the intelligent tax workspace for preparation and review automation and the only AI for prep, review and planning that runs inside your tax software especially made for high-volume firms. filed.com
Accounting Voices is a senior sense-making platform for firm owners, managing partners and senior operators navigating the forces reshaping accounting firms. Host Rob Brown convenes structured conversations with leaders across the profession to interpret what AI, private equity, consolidation and leadership pressure mean in practice.
This season, AI Reality Inside Firms, brings together senior accounting firm leaders answering the same five structured questions about how AI is actually landing inside firms, separating execution from narrative.
Find all episodes on your preferred podcast platform or on the Accounting Voices YouTube channel. https://www.youtube.com/@accountingvoices
To find out more or to explore season partnership opportunities, connect with Rob on LinkedIn. https://www.linkedin.com/in/therobbrown
Accounting Voices is a senior leadership platform hosted by Rob Brown that interprets the forces reshaping accounting firms across North America and beyond.
This "AI Reality Inside Firms" series brings together influential accounting leaders to answer the same five structured questions about how AI is actually landing inside firms.
No hype. No vendor narratives. Just honest leadership perspective from someone navigating AI from the inside.
Today's special guest is Charles Richards, Head of Digital at Azets.
The five questions:
Five questions. One honest conversation. Part of a season that is building a definitive picture of AI reality inside accounting firms in 2026.
Watch this episode on YouTube: https://youtu.be/2u6fD6BcWBU
Thank you to our Season Partners for making this series possible.
Fieldguide is the AI-native platform for audit and advisory enabling human and AI collaboration to scale capacity, improve quality and transform how firms operate. fieldguide.io
Instead is the first AI agent that owns end-to-end tax from research, planning, filing, and defense all in one system. It replaces CCH, GoSystems, UltraTax, Lacerte, ProConnect, Drake and many more. instead.com
Karbon is the global leader in AI-powered practice management software for accounting firms. Their research into how technology is reshaping firm performance is essential reading for anyone leading a firm in 2026. karbonhq.com
Digits is the world’s first AI-native accounting platform. It's accounting software that works for you to deliver real-time financials and automate the month-end close. digits.com
Filed is the intelligent tax workspace for preparation and review automation and the only AI for prep, review and planning that runs inside your tax software especially made for high-volume firms. filed.com
Accounting Voices is a senior sense-making platform for firm owners, managing partners and senior operators navigating the forces reshaping accounting firms. Host Rob Brown convenes structured conversations with leaders across the profession to interpret what AI, private equity, consolidation and leadership pressure mean in practice.
This season, AI Reality Inside Firms, brings together senior accounting firm leaders answering the same five structured questions about how AI is actually landing inside firms, separating execution from narrative.
Find all episodes on your preferred podcast platform or on the Accounting Voices YouTube channel. https://www.youtube.com/@accountingvoices
To find out more or to explore season partnership opportunities, connect with Rob on LinkedIn. https://www.linkedin.com/in/therobbrown
Accounting Voices is a senior leadership platform hosted by Rob Brown that interprets the forces reshaping accounting firms across North America and beyond.
This "AI Reality Inside Firms" series brings together influential accounting leaders to answer the same five structured questions about how AI is actually landing inside firms.
No hype. No vendor narratives. Just honest leadership perspective from someone navigating AI from the inside.
Today's special guest is Bill Sorensen, an AI implementation and cybersecurity advisor to accounting firms. Check out his book “The Bottleneck & The Machine” here: http://theaibottleneck.com
The five questions:
Five questions. One honest conversation. Part of a season that is building a definitive picture of AI reality inside accounting firms in 2026.
Watch this episode on YouTube: https://youtu.be/QbhzZDp4WTM
Thank you to our Season Partners for making this series possible.
Fieldguide is the AI-native platform for audit and advisory enabling human and AI collaboration to scale capacity, improve quality and transform how firms operate. fieldguide.io
Instead is the first AI agent that owns end-to-end tax from research, planning, filing, and defense all in one system. It replaces CCH, GoSystems, UltraTax, Lacerte, ProConnect, Drake and many more. instead.com
Karbon is the global leader in AI-powered practice management software for accounting firms. Their research into how technology is reshaping firm performance is essential reading for anyone leading a firm in 2026. karbonhq.com
Digits is the world’s first AI-native accounting platform. It's accounting software that works for you to deliver real-time financials and automate the month-end close. digits.com
Filed is the intelligent tax workspace for preparation and review automation and the only AI for prep, review and planning that runs inside your tax software especially made for high-volume firms. filed.com
Accounting Voices is a senior sense-making platform for firm owners, managing partners and senior operators navigating the forces reshaping accounting firms. Host Rob Brown convenes structured conversations with leaders across the profession to interpret what AI, private equity, consolidation and leadership pressure mean in practice.
This season, AI Reality Inside Firms, brings together senior accounting firm leaders answering the same five structured questions about how AI is actually landing inside firms, separating execution from narrative.
Find all episodes on your preferred podcast platform or on the Accounting Voices YouTube channel. https://www.youtube.com/@accountingvoices
To find out more or to explore season partnership opportunities, connect with Rob on LinkedIn. https://www.linkedin.com/in/therobbrown
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