Can AI Help Your Firm Close Faster Without Giving Up Control?
There’s a lot of hype right now around AI in accounting.
Every software company says it has AI. Every conference has an AI panel. Every firm I talk to is trying to figure out what this actually means for the day-to-day work of serving clients.
But if you run an accounting firm, the question is not whether AI is coming.
It’s this:
Can it actually help my team work faster without giving up control?
That’s what I’m exploring in an upcoming livestream with Puzzle.
Register here: https://streamyard.com/watch/diUGSBn3N7wa
AI should do the processing. Accountants should do the thinking.
What interests me about Puzzle is the idea of AI-powered, human-led accounting.
That’s the right model.
Computers are good at spotting patterns, processing data, and writing first drafts.
Humans are good at adding context, making judgments, and communicating with clients.
When firms get this division of labor right, everything changes.
Instead of spending hours categorizing transactions and chasing down missing info, accountants can review exceptions, make decisions, and focus on advising clients.
That’s the future we’ll explore in this livestream.
Not AI replacing accountants.
AI helping accountants work better.
What we’ll cover
In this session, I’ll be joined by Sasha Orloff, cofounder and CEO of Puzzle, for a sneak peek of Puzzle’s AI-powered close checklist and a conversation about what AI in accounting actually looks like in practice.
If AI can help your team handle month-end tasks faster, with a clear review process and audit trail, then you’re not just saving time. You’re changing the economics of your firm.
You’re reducing cleanup work.
You’re freeing up your team.
You’re creating more capacity without adding headcount.
That’s a big deal.
Who should attend
This livestream is especially for:
CAS or bookkeeping practice owners looking to scale.
Firms struggling with month-end review bottlenecks.
Anyone curious about practical AI (not just the hype).
Leaders looking to grow capacity without adding headcount.
If that sounds like you, this session will be worth your time.
Join us live
Accountants need less hype and more real examples.
We need to see it for ourselves.
We need to ask questions.
If you want to see how Puzzle is approaching this and ask your questions, join us.
There will also be free CPE available, which never hurts.
Register here: https://streamyard.com/watch/diUGSBn3N7wa
See you there.
