Think AI will free you from ‘mundane bookkeeping’ so you can do advisory? Blake and David say it’s the opposite. Hear how owners already use AI as a de facto CFO, why drafting narratives—not matching bank feeds—is the real win, what the ‘AI premium’ means in a billable-hour world, and the two numbers firm owners should track in 2026: monthly recurring revenue and bottom-line profit.
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Show Notes
These Small-Business Owners Are Putting AI to Good Use
https://www.wsj.com/tech/ai/small-business-ai-chatgpt-prompts-0c9a95c4
AI Thought Leaders Survey 2026: Process Predictions
https://www.accountingtoday.com/list/ai-thought-leaders-survey-2026-process-predictions
Tech Spending Outpacing People Spending as Firms Adopt AI
https://www.accountingtoday.com/list/tech-spending-outpacing-people-spending-as-firms-adopt-ai
How Much is the 'AI Premium?'
https://www.accountingtoday.com/list/how-much-is-the-ai-premium
AI Can't Replace Accountants. When Could It?
https://www.accountingtoday.com/list/ai-cant-replace-accountants-when-could-it
Accounting in 2026: The Year Ahead in Numbers
https://www.accountingtoday.com/list/accounting-in-2026-the-year-ahead-in-numbers
AI Vending Machine Lost $1,000 to Social Engineering
https://www.wsj.com/tech/ai/anthropic-ai-claude-vending-machine-c7baef6f
Anthropic's Project Vend Phase 2
https://www.anthropic.com/research/project-vend-2
Trump Commutes Sentence of Private Equity CEO Convicted of Fraud
https://www.cnn.com/2025/12/01/politics/david-gentile-trump-pardon
Trump Commutes 7-Year Prison Sentence of Former Private Equity CEO David Gentile
https://www.nbcnews.com/politics/white-house/trump-commutes-7-year-prison-sentence-former-private-equity-ceo-david-rcna246744
California's Controversial Wealth Tax Proposal Leaves Billionaires With Little Way Out
https://www.cnbc.com/2026/01/08/california-wealth-tax-proposal-leaves-billionaires-with-little-way-out.html
California Could Impose a Billionaire Tax. Here's How It Would Work
https://www.cbsnews.com/news/california-billionaire-tax-ballot-initiative-how-it-works/
New Tax on the Wealth of Billionaires
https://lao.ca.gov/BallotAnalysis/Initiative/2025-024
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Transcripts
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page