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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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#699 Bookkeeping might feel like an industry “at risk” in the age of AI — but according to returning guest Kate Johnson, it’s actually positioned for major growth! In this episode hosted by Kirsten Tyrrel, Kate shares how the accounting landscape is evolving, why AI-enabled bookkeepers will thrive, and how to ethically use new tools to speed up workflows and deliver higher-value insights. She also highlights the rising demand for fractional bookkeeping and CFO-style support, the opportunity in emerging software, and why storytelling, advisory skills, and strong financial fundamentals will keep human bookkeepers indispensable for years to come!
What we discuss with Kate:
+ AI’s impact on bookkeeping
+ Security concerns with financial data
+ Hourly vs. project-based pricing
+ Using AI for notes and summaries
+ Automating client intake workflows
+ Emerging accounting software options
+ Value of human context and storytelling
+ Transitioning to fractional roles
+ Expanding into CFO-level advisory
+ Niching down with specific software
Thank you, Kate!
Use code MU for 50% off the Bookkeeping Side Hustle Guidebook.
Join the Bookkeeping Side Hustle Facebook Group.
Follow Kate on Instagram, LinkedIn, Twitter, and YouTube.
Follow Kate on Substack.
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699 episodes
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