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المحتوى المقدم من James Donovan. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة James Donovan أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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AI Isn’t the Future of Accounting, It’s Already Killing Off the Old Way - With Daniel Moshe

34:38
 
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Manage episode 505666921 series 3589598
المحتوى المقدم من James Donovan. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة James Donovan أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

AI isn’t coming for accounting, it’s already here. And it’s quietly rewriting who wins and who falls behind.

In this episode, Daniel Moshe, CEO of TechGuru, breaks down how smart firms are already using AI, cybersecurity, and modern tech stacks to:

• Attract better-fit clients (and actually land them)
• Add capacity without burning out staff
• Win more proposals by proving security and compliance
• Automate the admin, elevate the advisory

You’ll also hear Daniel’s bold predictions for where AI-driven client acquisition is headed and why peer groups and human trust will matter more than ever.

💻 Learn more at: www.techguruit.com
🔗 Connect with Daniel on LinkedIn: linkedin.com/in/danielmoshe

Send us a text

This episode is brought to you by Bill.com

  • Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.
Let’s map out your growth plan together → Book your free strategy call

  continue reading

فصول

1. AI's Impact on Accounting Firms (00:00:00)

2. Why Focus on Accounting Technology (00:03:30)

3. Creating Value Through Specialization (00:05:25)

4. Marketing AI Capabilities Effectively (00:11:15)

5. Common Technology Challenges for Firms (00:14:50)

6. Effective Client Acquisition Strategies (00:21:50)

7. AI's Future in Client Acquisition (00:27:06)

8. Human Connection in a Digital World (00:32:01)

9. Final Thoughts and Contact Information (00:34:16)

56 حلقات

Artwork
iconمشاركة
 
Manage episode 505666921 series 3589598
المحتوى المقدم من James Donovan. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة James Donovan أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

AI isn’t coming for accounting, it’s already here. And it’s quietly rewriting who wins and who falls behind.

In this episode, Daniel Moshe, CEO of TechGuru, breaks down how smart firms are already using AI, cybersecurity, and modern tech stacks to:

• Attract better-fit clients (and actually land them)
• Add capacity without burning out staff
• Win more proposals by proving security and compliance
• Automate the admin, elevate the advisory

You’ll also hear Daniel’s bold predictions for where AI-driven client acquisition is headed and why peer groups and human trust will matter more than ever.

💻 Learn more at: www.techguruit.com
🔗 Connect with Daniel on LinkedIn: linkedin.com/in/danielmoshe

Send us a text

This episode is brought to you by Bill.com

  • Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.
Let’s map out your growth plan together → Book your free strategy call

  continue reading

فصول

1. AI's Impact on Accounting Firms (00:00:00)

2. Why Focus on Accounting Technology (00:03:30)

3. Creating Value Through Specialization (00:05:25)

4. Marketing AI Capabilities Effectively (00:11:15)

5. Common Technology Challenges for Firms (00:14:50)

6. Effective Client Acquisition Strategies (00:21:50)

7. AI's Future in Client Acquisition (00:27:06)

8. Human Connection in a Digital World (00:32:01)

9. Final Thoughts and Contact Information (00:34:16)

56 حلقات

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