AI has evolved tremendously in just a few years, and it is not going anywhere. We have to learn to live with it and use it to our advantage. Amy Vetter chats with Jessica McKellar, co-founder and CTO of Pilot, a provider of AI-powered bookkeeping and advisory solutions for small-to-midsized businesses and startups. She shares how they leverage AI to automate bookkeeping and help small businesses achieve huge success. They also discuss the future of accounting and finance, the role of automation in transforming the industry, and why professionals need to adapt to these inevitable changes while maintaining their role as trusted financial advisors.

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The Simple Firm is more than a book; it's a revolutionary blueprint for accounting professionals seeking true professional freedom. Join author Darren Root, a veteran CPA, firm owner, and Founder of Better Everyday, as he breaks down the structured approach from his new book. Root, also the author of bestsellers like The Intentional Accountant and The E-Myth Accountant, details the four essential components of this freedom: time, money, relationships, and purpose. Learn his personal and practical insights on creating a clear business model that supports your ideal lifestyle and how to develop proactive roadmaps for advisory services. He emphasizes that moving away from a generalist mindset to choosing the right clients is the critical step to creating a lifestyle business that aligns with your desired work-life balance and future goals.

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Major career and life transformations are a necessary, messy process that teaches us how to emerge from the goo to become a butterfly. Optimistic futurist and serial entrepreneur Josh Allan Dykstra transparently shares his life story and career journey, detailing his path from his South Dakota upbringing and rockstar music aspirations to his eventual pivot into consulting and launching his technology company, #lovework. He discusses how a deep fascination with leadership, first observed in his family, guided his evolution when the music industry was not the right fit, offering valuable lessons on how to lead yourself through significant change. Josh reflects on the importance of timing, embodiment, and listening to his gut, key leadership principles that inform his career, all of which now guide his current focus on his family and future business endeavors as a keynote speaker and author.

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