257 [Q&A] How I really feel about AI

some links are affiliate links

This live Q&A started with tactical bookkeeping questions and ended with me on my soapbox about AI. We covered capital loans, payroll, pricing, statement of cash flows, and how I balance running two businesses with my family.

Then someone asked how I’m using AI in my practice, and I gave the honest answer: Real talk, I hope I don’t get canceled for this one.

In this episode you’ll hear:

• My raw opinion on AI usage
• How to protect client data if you do use AI
• What’s in my monthly reporting pack and the email recap clients love
• How I plan my week around my family
• How to price a premium package without confusing your clients

Resources mentioned in this episode:

• Xero**: https://xeroamericas.partnerlinks.io/79afz10exu7d
• Elevate: https://www.ambitiousbookkeeper.com/elevate
• Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bba
• Effortless Client Requests: https://serenashoup.krtra.com/t/j7gf1iOhVBYf
• AI Firm By Design: https://workflowqueen.thrivecart.com/ai-firm-by-design/
• The AI Advisory Advantage: https://workflowqueen.thrivecart.com/ai-advisory/

For experienced bookkeepers & accountants:

Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®

https://www.ambitiousbookkeeper.com/bba

Grab my FREE Start your Bookkeeping Biz Checklist

https://www.ambitiousbookkeeper.com/checklist

Grab my FREE New Client Onboarding Templates

https://www.ambitiousbookkeeper.com/onboard

For new bookkeepers:

Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper**

https://www.katieferro.com/a/38894/2PQNgtvv

For creators:

Become a client at my firm, Of Course Financial

https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73f

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit my website: https://www.ambitiousbookkeeper.com/
• Subscribe to my Newsletter: https://www.ambitiousbookkeeper.com/blog/
• Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper/
• Connect on Threads: https://www.threads.net/@ambitiousbookkeeper

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC https://www.iangilliam.com/sabr-media-llc
• Descript**: https://get.descript.com/u7lubkx09073
• Buzzsprout**: https://www.buzzsprout.com/?referrer_id=1753696

AFFILIATE DISCLAIMER

We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.