NEW PODCAST: The Practitioner's Edge, Ep. 7

The FICPA's "The Practitioner's Edge" delivers practical insights for CPAs and professionals in small firms. Each episode explores strategies, trends, and real-world solutions to help you run a stronger practice, serve clients better, and stay ahead in a changing profession.

This month, we're joined by Georgia Smith, lead product manager with Wolters Kluwer, to explore how small accounting firms can harness technology and AI to work more efficiently, reduce risk, and uncover new opportunities for growth. Smith discusses tools such as CCH AnswerConnect's Document Analysis and CCH Axcess Advisor, sharing real-world examples of how firms are reducing time spent on manual work, identifying advisory opportunities across their client base, and creating capacity without adding staff. She also addresses one of the biggest questions surrounding AI adoption: how firms can embrace new technology while maintaining security, accuracy, and the human expertise clients depend on.

"Technology is not your enemy. You should leverage technology to help automate your repetitive tasks." Georgia Smith, Technology Product Partner, Wolters Kluwer
 

Georgia Smith | LinkedIn
Wolters Kluwer: Overview | LinkedIn
 

Additional Resources

• Book: Working Backwards: Insights, Stories, and Secrets from Inside Amazon by Colin Bryar and Bill Carr…The idea is to define the ideal customer experience and work backwards to build it.
• CCH Axcess™ Advisor: CCH Axcess™ Advisor | Wolters Kluwer *Learn more, schedule a demo, contact us.
• CCH AnswerConnect: Association Member Benefit Program - CCH AnswerConnect with Document Analysis *Sign up for a 14-day trial

Listen to The Practitioner's Edge wherever you get your podcasts:

Apple Podcasts | Podbean | Spotify | YouTube

FICPA Members: Discover additional tools and resources in the FICPA Small Firm Suite.