Advertisement
TOPICS

What AI agents mean for CPA firms

Q Why does AI still feel hit-or-miss for me? A Folks tend to focus on the prompt, but truly great results depend on the “context” you can provide. Tax questions without facts are just hypothetical. A tax question with the client’s partnership agreement, the prior year’s return, and the relevant Treasury

Real-life ways small firms use AI

Learn how four practices with fewer than 10 employees deploy artificial intelligence to expand capacity, do faster research, and more.

Are finance leaders moving too fast on agentic AI?

While more than 9 in 10 senior finance leaders in a recent survey said they’re under career pressure to demonstrate a return on agentic AI investment, the ROI may be slowed by an emphasis on speed above all.

From estate planning to AI: Managing CPA liability

A coauthor of the JofA’s Professional Liability Spotlight column discusses the risks for CPAs related to the Great Wealth Transfer, how accountants can serve as a “critical guardrail” for clients, and the key components of an effective AI policy. Listen to the podcast episode or read the Q&A.

A guide to fighting AI-fueled AP/AR fraud

Widely available AI is making payment fraud easier to perpetrate and harder to detect, raising the stakes for controls, verification, and professional skepticism.

AI for CPAs: From efficiency tool to decision engine

Most global finance leaders in a new survey report that artificial intelligence is improving decision-making and forecast accuracy in the finance function, and organizations using agentic AI and those making sure AI is assurance-ready are seeing bigger gains.

FROM THIS MONTH'S ISSUE

What small firm CPAs need to know

In a new JofA column, the AICPA’s small firm advocate answers questions about making A&A services and peer review more manageable, dealing with frequent tax law changes, and planning for retirement.