[[File:ATL255.jpg|thumb|ATL255: Generative AI in (Your) Practice]]

= ATL255: Generative AI in (Your) Practice (April 24, 2026) =

== Episode Summary ==
In this episode of the ''Accounting Technology Lab'', Randy Johnston and Brian Tankersley explore how generative AI is actively reshaping accounting practices—not as a future concept, but as a present-day operational tool. They break down where AI is already embedded in workflows, from document processing and OCR to client communication, research, and advisory services. The discussion emphasizes that AI adoption is no longer optional for firms seeking efficiency and competitiveness.

The hosts highlight practical use cases, including automating routine tasks, enhancing decision-making, and improving data extraction accuracy. They also caution listeners about critical considerations such as data security, privacy risks, and the importance of understanding how AI tools handle sensitive client information.

A key theme is that firms must develop intentional strategies for AI adoption—choosing tools carefully, setting policies, and training staff to use AI responsibly. Rather than replacing professionals, AI augments their capabilities, allowing accountants to focus more on advisory and higher-value work.

Ultimately, the episode encourages practitioners to experiment thoughtfully with AI, stay informed about rapid developments, and build governance frameworks to ensure ethical and effective use in their firms.

== Key Quotes ==
* “Generative AI has had a lot of traction over the last few years.” ''(00:01:49)''
* “You need to think about how AI is appearing in your practice—and how you’ll use it going forward.” ''(00:02:07)''
* “AI can already do more for you today than most firms are actually using.” ''(00:03:19)''
* “One of the biggest concerns we hear is about the security of AI.” ''(00:09:42)''
* “AI can help—but you still have to manage the process.” ''(00:24:57)''
* “Firms need to be intentional about how they adopt AI tools.” ''(~00:25:30)''

== Social Media Posts ==
# AI isn’t the future of accounting—it’s already here. #AccountingTech
# Are you using AI… or falling behind because you’re not?
# Generative AI is transforming accounting workflows right now.
# Stop thinking “if”—start thinking “how” with AI in your firm.
# AI can automate more than you think. Are you leveraging it?
# Security matters: Do you know where your AI data is going?
# The firms winning in 2026 are AI-enabled. Are you one of them?
# AI doesn’t replace accountants—it amplifies them.
# From OCR to advisory: AI is everywhere in accounting.
# Smart firms are building AI policies—not just experimenting.
# AI adoption without strategy is a risk.
# Your competitors are already using AI.
# The biggest AI mistake? Not starting.
# AI frees you to focus on higher-value client work.
# Data privacy + AI = a conversation you must have.
# AI tools are only as good as how you use them.
# Don’t fear AI—understand it.
# The real ROI of AI? Time and insight.
# AI is a tool. Governance is the key.
# Accounting firms must evolve—or risk irrelevance.

== Products, Services, and Companies Mentioned ==
{| class="wikitable"
! Name !! Type !! X (Twitter) !! Facebook !! LinkedIn !! Instagram
|-
| CPA Practice Advisor || Media || @cpapracadvisor || CPA Practice Advisor || CPA Practice Advisor || @cpapracadvisor
|-
| Ricoh (ScanSnap IX2500) || Hardware || @RicohUSA || Ricoh USA || Ricoh Company || @ricoh_usa
|-
| ScanSnap || Scanner Product || @ScanSnap || ScanSnap || PFU (Ricoh) || @scansnap
|-
| Generative AI Tools || Software Category || N/A || N/A || N/A || N/A
|-
| OCR / Document Automation Tools || Software Category || N/A || N/A || N/A || N/A
|}

File:ATL255.jpg

Bftcpa606:

[[File:ATL248 Analysis with ChatGPT 5 Pro.jpg|thumb|ATL248: Analysis with ChatGPT 5 Pro]]

= ATL248: Analysis with [[ChatGPT]] 5 Pro =

== Episode Summary ==

In this episode of the ''Accounting Technology Lab'', [[Randy Johnston]] and [[Brian Tankersley]] explore how accounting professionals can use '''ChatGPT 5 Pro''' to perform advanced strategic analysis in minutes instead of days. Fresh from a technology conference presentation, Brian demonstrates how he used ChatGPT 5 Pro to analyze [[BDO USA]]’s national office footprint, identify geographic coverage gaps, and generate metro-level expansion insights — all in about an hour.

The discussion moves beyond simple prompting into practical advisory applications. By uploading structured data into ChatGPT, Brian had the AI build pivot tables, histograms, scoring models, and metro-area rollups automatically. The result? Actionable recommendations identifying San Antonio, Providence, and Tucson as strategic expansion opportunities.

Randy reinforces the broader implication: accountants can now perform complex benchmarking, KPI analysis, competitive comparisons, and industry-level research in 10–15 minutes. This episode makes clear that AI is not replacing professional judgment — it’s accelerating analytical capacity.

For firms looking to expand into advisory services, increase strategic value, or deliver board-level insights without adding headcount, ChatGPT 5 Pro represents a powerful new analytical engine.

The takeaway: run 20 analyses in half a day — even if 15 fail, the five breakthroughs can transform client conversations.

== Memorable Quotes ==

* “We want real time data and real time information without real time work.”
** — Brian Tankersley (2:23)

* “I wrote none of this content. ChatGPT wrote all of this.”
** — Brian Tankersley (11:23)

* “If you really want to get this right, you need to do this at the metro level.”
** — Brian Tankersley (7:54)

* “You could run 20 of these analyses in a half day.”
** — Brian Tankersley (15:57)

* “If 15 of them are complete crap, you still have five earth-shattering things.”
** — Brian Tankersley (15:57)

* “I did an analysis… compared the financials, charted trends, developed KPIs — 12 minutes.”
** — Randy Johnston (14:14)

== Key Themes ==

* [[Artificial Intelligence]] in accounting advisory
* Strategic geographic analysis
* Metro Statistical Area (MSA) evaluation
* AI-generated pivot tables and histograms
* KPI benchmarking and competitive analysis
* Advisory acceleration using AI tools

== Products, Services, and Companies Mentioned ==

{| class="wikitable"
! Product / Company
! X (Twitter)
! Facebook
! LinkedIn
! Instagram
|-
| [[ChatGPT]] / [[OpenAI]]
| https://x.com/OpenAI
| https://facebook.com/openai
| https://linkedin.com/company/openai
| https://instagram.com/openai
|-
| [[BDO USA]]
| https://x.com/BDO_USA
| https://facebook.com/BDOUSALLP
| https://linkedin.com/company/bdo-usa-llp
| https://instagram.com/bdo_usa
|-
| Digits
| https://x.com/digits
| N/A
| https://linkedin.com/company/digitsfinancial
| N/A
|-
| [[Microsoft Excel]]
| https://x.com/Microsoft
| https://facebook.com/Microsoft
| https://linkedin.com/company/microsoft
| https://instagram.com/microsoft
|-
| [[CPA Practice Advisor]]
| https://x.com/CPAPAdvisor
| https://facebook.com/CPAPracticeAdvisor
| https://linkedin.com/company/cpa-practice-advisor
| N/A
|-
| Wisconsin Institute of CPAs
| https://x.com/WICPA
| https://facebook.com/WICPA
| https://linkedin.com/company/wicpa
| N/A
|}

== Related Topics for Internal Linking ==

* [[Accounting Technology Lab]]
* [[Artificial Intelligence]]
* [[Advisory Services]]
* [[KPI Benchmarking]]
* [[Geographic Expansion Strategy]]
* [[Metro Statistical Areas (MSA)]]

File:ATL248 Analysis with ChatGPT 5 Pro.jpg

2026-02-24T20:11:13Z

Bftcpa606:

ATL248: Analysis with ChatGPT 5 Pro