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AI Adoption

Intelligent expense categorization uses custom AI models trained on firm-specific rules to handle unique industry requirements, edge cases, and ambiguous transactions accurately.

7 min read

Intelligent Expense Categorization: Training AI on Firm-Specific Rules

Picture of Writing Team Writing Team: Jan 19, 2026 8:00:01 AM

Every accounting firm has clients whose expenses don't fit standard categories. A film production company codes equipment rentals differently than...

AI Capabilities AI Adoption AI Accounting Tools
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AI transformation succeeds when everyone knows their role. Here's what leaders, managers, and staff must do to make transformation work—not just talk about it.

6 min read

Your Role in AI Transformation: What Leadership, Managers, and Staff Must Do

Picture of Joy Youell Joy Youell: Dec 15, 2025 7:00:01 AM

The managing partner looked frustrated.

Leadership AI Adoption
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AI transformation fails when mindsets stay stuck in traditional patterns. These four critical shifts determine whether your firm evolves or stalls with AI adoption.

6 min read

The Mindset Shifts Required for AI Transformation in Professional Services

Picture of Joy Youell Joy Youell: Dec 8, 2025 7:00:01 AM

Language reveals everything.

Professional services AI Investment AI Adoption
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You can't navigate to your AI destination without knowing your starting point. This three-dimensional assessment reveals where your firm actually stands today.

7 min read

Where Is Your Firm Today? The Three-Dimensional AI Readiness Assessment

Picture of Joy Youell Joy Youell: Dec 8, 2025 7:00:00 AM

Every AI transformation conversation starts with the same question: "Where should we begin?"

Professional services AI Governance AI Adoption
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Bad technology doesn't kill AI initiatives—bad culture does. Learn why cultures that punish curiosity and reward perfection guarantee transformation failure.

4 min read

What Kills AI Initiatives: It's Not Technology, It's Culture

Picture of Joy Youell Joy Youell: Dec 1, 2025 7:00:02 AM

I can predict which AI initiatives will fail within the first hour of talking to a firm's leadership team.

Culture Accounting Professional services AI Adoption
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Curious cultures don't happen by accident. They're built on four specific pillars. Here's how to construct the cultural foundation AI transformation requires.

5 min read

The Four Pillars of a Curious Culture for AI Adoption

Picture of Joy Youell Joy Youell: Dec 1, 2025 7:00:00 AM

Every firm says they want a culture of innovation. They put it in their values statements. They mention it in recruiting pitches. They talk about it...

Culture Leadership AI Adoption
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Accounting firms lose IP and waste resources through poor AI vendor management. Learn how strategic governance prevents duplicative systems and protects your technology investments.

3 min read

When Technology Vendors Become Liabilities: The Hidden Cost of Poor AI Implementation Management

Picture of Writing Team Writing Team: Nov 24, 2025 1:26:05 PM

The technology vendor showed up with impressive credentials and promised transformative results. Three months later, your firm is paying for...

Professional services AI Capabilities AI Adoption
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Accounting culture rewards precision and punishes mistakes. AI adoption requires experimentation and iteration. Here's how to bridge this fundamental tension.

6 min read

How to Build Curiosity in a Profession Built on Precision

Picture of Joy Youell Joy Youell: Nov 24, 2025 7:00:00 AM

I was in a partner meeting last month when someone said something that stopped the entire conversation cold.

Accounting Leadership AI Adoption
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Not all AI resistance is the same. Learn to identify the four distinct types of resistance in your firm—and the specific strategies that address each one.

4 min read

The Four Types of AI Resistance—And How to Address Each One

Picture of Joy Youell Joy Youell: Nov 24, 2025 7:00:00 AM

Here's what most leaders get wrong about resistance: they treat it like a single problem with a single solution.

Culture Leadership AI Adoption
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Most firms create a technology roadmap and call it AI transformation. Then they're shocked when adoption fails. Here's the critical map you're probably missing.

7 min read

If All You're Planning For AI is Tech, you're Missing This...

Picture of Joy Youell Joy Youell: Nov 17, 2025 7:00:02 AM

I can tell within the first thirty minutes of an AI transformation planning session whether a firm is going to succeed or fail.

Professional services AI technology AI Adoption
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Fear-based AI adoption creates resistance and talent loss. Opportunity-based adoption drives innovation and growth. Here's how to tell which path you're on.

5 min read

Fear-Based vs. Opportunity-Based AI Adoption: Which Path Are You On?

Picture of Joy Youell Joy Youell: Nov 17, 2025 7:00:01 AM

There's a moment in every AI adoption conversation where you can tell which path a firm is on.

Accounting Professional services AI Adoption
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