257 [Q&A] How I really feel about AI

NOV 4, 202655 MIN

Description

some links are affiliate links This live Q&A started with tactical bookkeeping questions and ended with me on my soapbox about AI. We covered capital loans, payroll, pricing, statement of cash flows, and how I balance running two businesses with my family. Then someone asked how I’m using AI in my practice, and I gave the honest answer: Real talk, I hope I don’t get canceled for this one. In this episode you’ll hear: My raw opinion on AI usage How to protect client data if you do use AI What’s in my monthly reporting pack and the email recap clients love How I plan my week around my family How to price a premium package without confusing your clients Resources mentioned in this episode: Xero**: https://xeroamericas.partnerlinks.io/79afz10exu7d Elevate: https://www.ambitiousbookkeeper.com/elevate Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba Effortless Client Requests: https://serenashoup.krtra.com/t/j7gf1iOhVBYf AI Firm By Design: https://workflowqueen.thrivecart.com/ai-firm-by-design/ The AI Advisory Advantage: https://workflowqueen.thrivecart.com/ai-advisory/ For experienced bookkeepers & accountants: Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® https://www.ambitiousbookkeeper.com/bba Grab my FREE Start your Bookkeeping Biz Checklist https://www.ambitiousbookkeeper.com/checklist Grab my FREE New Client Onboarding Templates https://www.ambitiousbookkeeper.com/onboard For new bookkeepers: Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** https://www.katieferro.com/a/38894/2PQNgtvv For creators: Become a client at my firm, Of Course Financial https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit my website: https://www.ambitiousbookkeeper.com/ Subscribe to my Newsletter: https://www.ambitiousbookkeeper.com/blog/ Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper/ Connect on Threads: https://www.threads.net/@ambitiousbookkeeper Podcast Publishing Tools we use: Podcast Editing: Sabr Media LLC https://www.iangilliam.com/sabr-media-llc Descript**: https://get.descript.com/u7lubkx09073 Buzzsprout**: https://www.buzzsprout.com/?referrer_id=1753696 AFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.