The Productivity Leap: AI’s Growing Role in Workflows and Profitability

Overview

AI is steadily moving from concept to capability. While it hasn’t solved every challenge, it’s beginning to influence how CPA firms approach workflows, team structure and client delivery. This session will explore early-stage adoption patterns and share observations on where firms are beginning to see small, but meaningful shifts.

Rather than presenting AI as a finished solution, this webinar offers a practical, non-technical look at where experimentation is happening, what operational challenges are surfacing, and how firms can start preparing for what's coming. Learn how to build “AI readiness” into team models, resource planning and compliance workflows — without losing sight of the complexity and nuances involved. Whether you're cautiously curious or already testing possibilities, this session aims to prompt strategic reflection and help firm leaders take the right next steps.

1 Hour of CPE | Presented by Countable

Speaker(s) Name
Atin Gupta, Co-founder & CEO, Countable
Harpaul Lehry, VP - Sales & Marketing, Countable

Atin Gupta, Co-founder & CEO, Countable
Atin is a seasoned professional with deep expertise in accounting, audits, M&A strategy, technology initiatives, and leadership roles. Before establishing Countable, he was a partner at a leading Canadian accounting firm and a “Technology Enabler of The Year.” He was recognized on PBS’ Viewpoint for bringing working paper automation to the accounting ecosystem. Atin delivers practical insights and solutions that enable firms to adapt, improve and grow.

Harpaul Lehry, VP - Sales & Marketing, Countable
Harpaul has a foundational background in accounting and more than a decade of experience helping accounting firms modernize, grow and serve clients more effectively. He led Sage’s go-to-market strategy and brought Sage Intacct Accountants to Canada. With a strong grasp of firm operations and the evolving tech landscape, Harpaul is passionate about simplifying complexity and helping firms turn strategy into action.

Social Media Handles / Hashtags
LinkedIn: https://linkedin.com/company/countable-inc
Facebook: https://www.facebook.com/countable.co
Twitter/X: https ://x.com/Countableco

Highlights

Hear practical examples of how firms are starting to integrate AI into specific workflow stages, especially for prep and review tasks.
Learn early-stage adoption trends - what’s working, what’s still evolving, and how to prep for readiness.
Gain insights on centralizing compliance workflows to improve task coordination and team visibility across hybrid environments.
Using emerging strategies for implementing automation to handle seasonal workload spikes without increasing burnout.
Observe shifting team models - how firms are beginning to reassign capacity as certain manual processes become automated.

Prerequisites

None

Designed For

Public Accounting Firms

Objectives

By attending this webinar, participants will be able to:

Identify areas within year-end and compliance workflows where AI experimentation is beginning to improve consistency, speed and file quality.

Analyze how AI-informed review approaches are helping reduce rework and partner bottlenecks in some firms.

Understand how firms are adjusting workflows to improve coordination and visibility across remote or distributed teams.

Evaluate common resourcing strategies being tested during peak delivery periods by firms blending people and process automation.

Explore how team roles may evolve as repetitive prep work is gradually offloaded to smarter systems, allowing team members to focus on review and strategic work.

Preparation

None

Notice

FICPA Webinars are presented virtually.

Our Webinars include a live presentation with speaker audio, video and PowerPoint presentation. Attendees can ask questions. The presenter(s) will repeat questions to share with all attendees and answer questions as time allows. Individuals can also reach out to the presenter directly via email after the event.

For more information feel free to call the FICPA Member Service Center at 800-342-3197.