Accounting Voices

← Accounting Voices20 Jul · 12 min

How One Mid-Tier CPA Firm Is Really Using AI Day to Day

How One Mid-Tier CPA Firm Is Really Using AI Day to Day20 Jul12 min

Accounting Voices is a senior leadership platform hosted by Rob Brown that interprets the forces reshaping accounting firms across North America and beyond.

This "AI Reality Inside Firms" series brings together influential accounting leaders to answer the same five structured questions about how AI is actually landing inside firms.

No hype. No vendor narratives. Just honest leadership perspective from someone navigating AI from the inside.

Today's special guest is Chris Jones of Linkenheimer, a North Bay accounting firm in Sonoma County, California.

The five questions:

Where is AI genuinely reshaping strategic direction for firms?What are firms still getting wrong about AI?Which AI-related leadership decisions will matter most over the next two years?Where is AI creating the greatest internal tension in firms?By 2027, what will separate leading firms from the rest?

Five questions. One honest conversation. Part of a season that is building a definitive picture of AI reality inside accounting firms in 2026.Watch this episode on YouTube: https://youtu.be/DCAv6qtcnXc

Thank you to our Season Partners for making this series possible.

Fieldguide is the AI-native platform for audit and advisory enabling human and AI collaboration to scale capacity, improve quality and transform how firms operate. fieldguide.io

Instead is the first AI agent that owns end-to-end tax from research, planning, filing, and defense all in one system. It replaces CCH, GoSystems, UltraTax, Lacerte, ProConnect, Drake and many more. instead.com

Karbon is the global leader in AI-powered practice management software for accounting firms. Their research into how technology is reshaping firm performance is essential reading for anyone leading a firm in 2026. karbonhq.com

Digits is the world’s first AI-native accounting platform. It's accounting software that works for you to deliver real-time financials and automate the month-end close. digits.com