AI-Native Accounting

Presented by Digits

Hosted by Kacee Johnson, fintech innovation leader and Principal at Radical, AI-Native Accounting is the podcast at the crossroads of AI and the future of finance. Engage in monthly discussions with firm owners, tech pioneers, and visionary accountants. Explore real-world applications of AI, uncovering how it's streamlining processes and enhancing decision-making. Discover what's working, what's emerging, and what's on the horizon in the world of accounting technology.

  1. A Top 20 Accounting Firm's AI Playbook, Without the Hype | Tom DeMayo, PKF

    6 МАЯ

    A Top 20 Accounting Firm's AI Playbook, Without the Hype | Tom DeMayo, PKF

    Most accounting firms are jumping into AI headfirst, buying tools, chasing models, and wondering why nothing is sticking. Thomas DeMayo, AI lead at PKF O'Connor Davies, one of the top 20 accounting firms in the country, has a different approach entirely. He breaks down why your knowledge layer has to come before any tool decision, what AI can and cannot do in audit, and why the billable hour is already on its way out. If you're a firm leader trying to build an AI strategy that holds up over time, this one is worth your time. Connect with us here: Thomas DeMayoKacee JohnsonAI Native AccountingDigitsPFK O’Connor Davies (00:00) Trailer (01:08) Introduction (03:16) From help desk to cyber security to AI leadership (05:15) What architecture first means in practice (08:35) Owning the data layer versus third-party tools (10:36) The governance council and risk management (13:23) Mistakes firms make chasing the hype (15:52) Balancing innovation with technical controls (17:15) Overcoming fear and resistance to AI adoption (19:04) Use cases delivering real value (22:42) AI in audit and regulatory sensitivity (24:28) Training programs and AI champions (26:02) How AI might change roles in firms (28:05) The road map to agentic workflows (28:54) Fee pressure and value-based billing (30:17) Advice for smaller firms (31:44) Lightning round (34:23) Wrap-up

    35 мин.
  2. Accounting’s Biggest Shift in 100 Years | Allan Koltin

    20 АПР.

    Accounting’s Biggest Shift in 100 Years | Allan Koltin

    If AI can deliver the outputs, why would clients still pay for the accountant? Allan Koltin, CEO of Koltin Consulting Group, joins Kacee Johnson to explore how accounting firms must evolve from service providers to value creators in a rapidly changing landscape. They also explore: Why firms heavily dependent on compliance may see revenue declinePrivate equity is moving from large firms to mid-sized and even smaller firmsWhy the “talent shortage” may solve itself as the nature of work shiftsMany firms are held back by partnership models that can’t make fast or tough decisionsConnect with us here: Allan Koltin - https://www.linkedin.com/in/allan-koltin-24a8181/Kacee Johnson - https://www.linkedin.com/in/kacee-johnson/AI Native Accounting Foundation - https://www.linkedin.com/company/ai-native-accounting-foundation/Digits - https://www.linkedin.com/company/digits-financial/ (00:00) Trailer (01:02) Introduction (02:07) Structural forces reshaping the profession (06:22) By 2030, accountants won't prepare returns (10:45) AI and the repricing of compliance work (17:13) How AI impacts firm valuations and deals (22:24) Where the PE narrative has outpaced reality (29:10) Organic growth without M&A (34:36) The cross-selling mindset problem (37:13) Culture and leadership as the differentiator (41:50) Lightning round (47:07) Wrap-up

    48 мин.
  3. The AI Advantage Accounting Firms Aren't Seeing Yet

    25 МАР.

    The AI Advantage Accounting Firms Aren't Seeing Yet

    We may be overestimating AI adoption today, and underestimating its long-term impact. Kimberly Ellison-Taylor, Founder and CEO of KET Solutions LLC and past Chair of the AICPA, joins Kacee Johnson to explore how leaders are preparing for a more AI enabled profession. She challenges traditional views on ROI by shifting the focus from cost savings to productivity and impact, and explains why AI fluency requires dedicated time to learn rather than just pressure to adopt. Kimberly Ellison-Taylor- https://www.linkedin.com/in/kimberly-n-ellison-taylor-b1a13a2/Kacee Johnson- https://www.linkedin.com/in/kacee-johnson/Digits- https://www.linkedin.com/company/digits-financial/ (00:00) Trailer (01:02) Introduction (02:09) Where is accounting with AI right now? (03:47) AI governance as a board-level issue (04:57) What boards expect from operators on AI (06:53) Signals that management is being thoughtful (09:17) Explainability and accountability in AI (11:30) ROI on AI initiatives (14:41) Innovation isn't a checkbox (17:02) Will AI reduce headcount in the profession? (21:31) Industry investment in upskilling (24:17) AI fluent versus AI fearful workforce (28:51) Lack of imagination as a risk factor (31:07) AI's role in education and learning (34:17) What we're overestimating and underestimating (39:20) Embedded finance and shifting client expectations (40:15) Kimberly's career aha moment (43:00) AI tools she uses personally (43:58) Book recommendations (45:00) Wrap-up and where to learn more

    46 мин.
  4. PE, M&A, and AI: What Accounting Firms Need to Know Now for 2026

    4 МАР.

    PE, M&A, and AI: What Accounting Firms Need to Know Now for 2026

    In accounting, complexity has never been higher, and neither has opportunity. With Top 100 firms growing 8.58% in 2025, Daniel Hood, Editor-in-Chief of Accounting Today, joins Kacee Johnson to unpack why firms between below $1B are outperforming the broader market. They also get into: • How cross-selling improves client retention and increases revenue per client • Why growth is funding technology investments rather than technology driving growth To further discover why 2026 is shaping up to be “the year of the client,” dive in here: https://www.accountingtoday.com/2026-the-top-100-firms-and-regional-leaders Connect with us here:  1. Daniel Hood- https://www.linkedin.com/in/daniel-hood-3494ab49/  2. Kacee Johnson- https://www.linkedin.com/in/kacee-johnson/  3. Digits- https://www.linkedin.com/company/digits-financial/

    40 мин.
  5. How MCPs Will Change Accounting in 2026

    23 ФЕВР.

    How MCPs Will Change Accounting in 2026

    If you only learn one thing about accounting tech in 2026, it's MCPs. EVP of K2 Enterprises and NMGI’s co-founder & CEO Randy Johnston joins Kacee Johnson for a grounded conversation on what's real and what's noise in AI for accounting right now. They cover: • MCPs replacing APIs and why every platform will have one • The surprising swing back to single-vendor suites • Why large-size firms are loosing clients to mid-size firms • The client migration from big firms to the mid-market First episode under the AI Native Accounting Foundation. Awards nominations open at ainativeaccounting.org. Connect with us here: Randy Johnston: https://www.linkedin.com/in/rpjohnston/ Kacee Johnson: https://www.linkedin.com/in/kacee-johnson/ Digits: https://www.linkedin.com/company/digits-financial/

    44 мин.
  6. Why Younger CPAs Are Essential to AI Readiness | Susan Coffey

    12 ЯНВ.

    Why Younger CPAs Are Essential to AI Readiness | Susan Coffey

    What does responsible AI look like inside the world’s most trusted profession? Susan S. Coffey, CEO of Public Accounting at the AICPA, joins Kacee Johnson to explore the non-negotiable guardrails for AI in accounting and how the profession can innovate without compromising its standards. They also get into: • why AI in accounting must remain auditable • why reverse mentoring with younger professionals accelerates AI fluency across firms • how CPA education is shifting from knowledge to application Connect with us here:  1. Susan Coffey- https://www.linkedin.com/in/susan-s-coffey-cpa-cgma-7b26a68/  2. Kacee Johnson-  https://www.linkedin.com/in/kacee-johnson/  3. Digits-  https://www.linkedin.com/company/digits-financial/

    43 мин.
  7. From Bookkeeping to Advisory: How Top Firms Reposition CAS for Growth

    22.12.2025

    From Bookkeeping to Advisory: How Top Firms Reposition CAS for Growth

    CAS practices are growing 30% annually. But most firms still can't scale past bookkeeping. In this episode, Kane Polakoff, Partner and CAS Practice Leader at CohnReznick, shares how they are approaching AI adoption with discipline, transparency, and professional responsibility. In this episode, we cover: • The AI question clients are already asking firms • How and when to be transparent about AI use • Why CAS growth often slows inside firms • What drives sustainable CAS growth at scale Get this right, and you'll build client trust competitors can't replicate. Connect with us here:  Kane Polakoff: https://www.linkedin.com/in/kanepolakoff/  CohnReznick:https://www.linkedin.com/company/cohnreznick-/ Kacee Johnson: https://www.linkedin.com/in/kacee-johnson/  Digits: https://www.linkedin.com/company/digits-financial/

    43 мин.
  8. The Trifecta: 2030 Playbook for CPAs with Jeff, Dan & Craig

    24.11.2025

    The Trifecta: 2030 Playbook for CPAs with Jeff, Dan & Craig

    Three of the most influential builders in modern accounting software explain the shift every firm will feel as AI reshapes the profession, both in the near term and the decade ahead. In this episode, Dan Wernikoff (Intuit QuickBooks), Craig Walker (Digits), and Jeff Seibert (Digits) sit down with Kacee Johnson to break down what’s actually coming next. You’ll hear them discuss: • How AI goes far beyond the cloud shift accountants lived through • The automation of month-end close expected by 2026 • What 96% AI accuracy actually means for bookkeeping and review • What is expected of accountants as firms go AI-native by 2030 Connect with us here: Dan Wernikoff: https://www.linkedin.com/in/dwernikoff/Craig Walker: https://www.linkedin.com/in/storminwalker/Jeff Seibert: https://www.linkedin.com/in/jseibert/Kacee Johnson: https://www.linkedin.com/in/kacee-johnson/Digits: https://www.linkedin.com/company/digits-financial/ 00:00 Trailer 01:28 Introduction 02:27 Journey Through Cloud Solutions and AI 06:38 The Future of Accounting: AI and Automation 23:55 The One That Got Away: Unbuilt Features and Missed Opportunities 27:21 The Future of Budgeting: Automating Financial Planning 28:41 Trust and AI: Balancing Innovation with Client Confidence 38:54 Predictions for 2030: The AI Native Firm

    48 мин.
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Hosted by Kacee Johnson, fintech innovation leader and Principal at Radical, AI-Native Accounting is the podcast at the crossroads of AI and the future of finance. Engage in monthly discussions with firm owners, tech pioneers, and visionary accountants. Explore real-world applications of AI, uncovering how it's streamlining processes and enhancing decision-making. Discover what's working, what's emerging, and what's on the horizon in the world of accounting technology.

Информация

  • Автор
    Presented by Digits
  • Годы выхода
    2025 - 2026
  • Выпуски
    13
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Presented by Digits
  • Сайт подкаста
    AI-Native Accounting

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