Join Hector Garcia, a CPA, QuickBooks trainer, and AI thought leader with over 300,000 YouTube subscribers, as he redefines the role of accountants in the AI era. He discusses how empathy and personalization are becoming crucial in an increasingly automated field. The conversation dives into innovative business models like outcome-driven billing and subscription pricing. Hector also emphasizes the importance of ethical considerations and AI literacy, urging accountants to embrace creativity and communication to thrive in a transformed landscape.
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insights INSIGHT
Accountants as Truth Reconcilers
AI will soon answer most tax questions, making traditional accountant roles obsolete for basic queries.
Accountants must rebrand as human reconcilers of truth to stay relevant in advisory roles.
insights INSIGHT
Rebrand Accountants as Human Advisors
Most accounting client relationships are adversarial and clients desire automation, not more humans.
Accountants must rebrand as creative, human advisors rather than technical experts to remain essential.
insights INSIGHT
AI Replaces Software Expertise
AI replaces software expertise and routine tax/accounting tasks.
Accountants must leverage creativity, judgment, and innovation to remain indispensable.
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In this book, Phil M. Jones shares his expertise on the importance of choosing the right words at the right time to influence outcomes. He delivers what he calls ‘Magic Words’ and provides precise examples of how to use them to enhance communication skills. The book is applicable to various situations, including business, sales, and personal interactions, and emphasizes the role of words in shaping favorable outcomes. Jones draws from his extensive experience in training people across the globe to demystify the art of effective communication.
The Four Conversations
A New Model for Selling Expertise
Blair Enns
In "The Four Conversations," Blair Enns presents a revolutionary approach to selling expertise in professional services. The book challenges traditional sales methodologies, emphasizing the importance of building genuine relationships with clients. Enns argues that successful selling is less about pitching and more about understanding client needs and positioning oneself as a trusted advisor. The four conversations outlined in the book provide a framework for navigating client interactions, fostering trust, and ultimately closing deals. The book's practical advice and insightful perspectives make it a valuable resource for professionals seeking to improve their sales and marketing strategies.
Implementing Value Pricing
Ronald J. Baker
What if the future of accounting isn't about being faster or smarter—but more human?
In this episode of The Modern Firm Podcast, host TJ Lewis sits down with Hector Garcia, CPA, YouTuber, and AI thought leader, to explore what it means to be an AI-enhanced accountant. They unpack the shift from traditional number crunching to a more human-centered, tech-savvy role—where accountants use AI to personalize client experiences, automate reporting, and step into true advisory. Hector emphasizes the rising importance of empathy and explains how accountants can lead with creativity and emotional intelligence in an AI-driven world.
The conversation also tackles the business model shifts AI may spark—from subscription-based pricing and outcome-driven billing to new approaches for compensating talent. Ethical considerations and the growing need for AI literacy round out the discussion. This episode offers concise, practical guidance for firms aiming to stay relevant and thrive in an evolving landscape.
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