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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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AI isn’t coming for accounting, it’s already here. And it’s quietly rewriting who wins and who falls behind.
In this episode, Daniel Moshe, CEO of TechGuru, breaks down how smart firms are already using AI, cybersecurity, and modern tech stacks to:
• Attract better-fit clients (and actually land them)
• Add capacity without burning out staff
• Win more proposals by proving security and compliance
• Automate the admin, elevate the advisory
You’ll also hear Daniel’s bold predictions for where AI-driven client acquisition is headed and why peer groups and human trust will matter more than ever.
💻 Learn more at: www.techguruit.com
🔗 Connect with Daniel on LinkedIn: linkedin.com/in/danielmoshe
This episode is brought to you by Bill.com
Ready to take your finances to the next level? See how BILL Spend & Expense can power up your business and get that free grill at http://bill.com/cfochronicles
Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.
Let’s map out your growth plan together → Book your free strategy call
Chapters
1. AI's Impact on Accounting Firms (00:00:00)
2. Why Focus on Accounting Technology (00:03:30)
3. Creating Value Through Specialization (00:05:25)
4. Marketing AI Capabilities Effectively (00:11:15)
5. Common Technology Challenges for Firms (00:14:50)
6. Effective Client Acquisition Strategies (00:21:50)
7. AI's Future in Client Acquisition (00:26:54)
8. Human Connection in a Digital World (00:31:49)
9. Final Thoughts and Contact Information (00:34:04)
63 episodes
