Finance

Freeing time for client advisory and relationship building

AI removes low-value manual tasks so accountants can spend more time meeting clients, building relationships, and providing strategic advice.

Why the human is still essential here

The trust, strategic thinking, and client conversations that create value still depend on the accountant; AI only creates more room for that human work.

How people use this

Client advisory email first drafts

AI drafts follow-up emails, tax-planning summaries, and client memos from notes and financial data so accountants can respond faster and spend more time advising live.

ChatGPT / Claude

Meeting notes and action item capture

AI meeting assistants record advisory calls, summarize what was discussed, and extract next steps so accountants can stay present with clients instead of taking notes.

Fathom / Fireflies.ai

Scenario analysis for client conversations

AI helps model cash-flow, margin, or tax scenarios in spreadsheets and turns them into plain-English explanations that support more strategic client discussions.

Microsoft Copilot / Excel

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Opinion
LinkedIn

Mark Andreessen says "nothing replaces the person who knows what to do."

Mark Andreessen says "nothing replaces the person who knows what to do."
The avg accountant today generates $175K/yr in revenue.

With the right AI tools, that accountant can generate $500K to $750K/yr.


Everyone keeps saying AI will replace accountants.


I run in these circles every day and I haven't seen a single accountant lose their job to AI. Not one.


I've only seen an accountant shortage that's getting worse YoY.


The average accountant generates roughly $175K in revenue, maybe $250K if they're senior level.


Hand that same accountant the right AI tools and I have complete

conviction that they could generate $500K to $750K (3x to 4x their value).


Two camps are forming right now:


Camp one picks up AI tools and says

"I can do my job better, serve more clients, and be more strategic."


Camp two sees the same tools and does the bare minimum.


High-agency accountants will outcompete the low-agency accountants at every turn.

The decision to actually care is the forcing function.


Think about your own accountant for a second.


When was the last time you actually saw them?

When did they call you to strategize instead of just filing?


You email them and might hear back five days later...


The biggest complaint every client has about their accountant is "I never even see them."


The accountants who use AI to automate the grunt work

and then reinvest that time into:


- Sitting across from clients

- Building relationships

- Actually strategizing


Those are the ones who will 3x to 4x their value.


AI can make the accountant 4x more productive today.


But only the ones who decided that productivity

means more time with people will 4x their value.

NB
Nicholas Bird, CPA, CIACPA
May 4, 2026