Build an AI-Powered CAS Practice by 2028 w/ Peter McCarroll

Aug 19, 2026

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Join Roger Knecht and guest Peter McCarroll on the latest episode of Building the Premier Accounting Firm as they discuss the urgent transformation of accounting practices through AI implementation. Learn how to shift from historical reporting to real-time advisory services and why adopting these technologies within the next two busy seasons is critical for the survival and growth of modern firms.

In This Episode:

00:00:00 The Urgency of AI Adoption 00:03:49 Moving From Rearview to Dashboard 00:08:44 The Role of a Strategic Navigator 00:13:39 Phases of AI Implementation 00:18:21 Practical AI Applications 00:23:09 Advisory and Scaling Knowledge 00:28:48 Advanced Integration and Workflows 00:33:08 Empowering Staff in the AI Era 00:38:37 Final Thoughts and Future Roadmap

Key Takeaways:

Adopt AI tools now to prepare for the industry landscape of 2028.
Transition accounting services from "rearview mirror" reporting to real-time, "dashboard" insights.
Leverage AI as a strategic collaborator to identify revenue growth opportunities.
Train staff members to become "accountant agent managers" who oversee AI-driven workflows.
Integrate AI with existing platforms to optimize data transformation and efficiency.

Featured Quotes:

"AI is going to change the way we do our work, it's going to change the way we run our firm, it's going to change the way we engage with our clients." — Peter McCarroll
"You can't drive very far or very fast looking in the rearview mirror." — Peter McCarroll
"I don't sell tools. I sell thought." — Peter McCarroll

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.

Sponsors:

Universal Accounting Center

Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Exclusive offer: Get $500 off the AI Practice Transformation program — our three-week cohort that helps CAS firms redesign workflows, engineer their AI context, and build a real advisory model. That brings it from $2,997 to $2,497. Mention this episode when you reach out, and we'll apply the discount. Start at theaiaccountant.ai/transformation

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For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal