10/23/2026
Think about everything that has to happen before a staff accountant can even start on a client’s books.
Statements pulled, payroll connected, logins working, tax docs in the door.
At our firm, a lot of that sits with admin and AP now.
Matt and Mike walk through how the work has been divided, and how much of what’s left is moving to automation and AI.
How is that work split up at your firm?
🎧 Check out the full episode on our new YouTube channel → https://hubs.la/Q04hd-by0