Learn how accounting professionals across 6 continents are moving beyond experimentation and using AI more intentionally in their firms.
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Accounting firms are at a rare convergence point:
Clients are actively asking for deeper HR advisory services
AI has finally matured enough to strip the liability and chaos out of payroll
And the technology to act on both is here right now. Join Ashley Rhoden from High Rock Accounting and Melissa Stout from Milestone Business Solutions, Inc. as they share their AI journeys and transitions to Client Advisory Services (CAS).
You’ll learn:
Why payroll is a crucial foundation for delivering successful CAS
Practical examples of how payroll is used to launch high-value HR and People advisory services
About Ashley and Melissa’s own transitions, including the wins, lessons learned, and the tools they use to make it happen
How the Karbon and Gusto integration connects workflow automation with payroll execution so you can stop chasing deadlines and meet surging CAS needs
Who is this session for?
Firm owners, partners, and operations leaders evaluating their CAS infrastructure, and the accountants and bookkeepers doing the day-to-day work who want to see what a connected payroll workflow actually looks like.
If you can’t join live, register to receive the recording.
Meet the Speakers
Learn how accounting professionals across 6 continents are moving beyond experimentation and using AI more intentionally in their firms.
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Most accounting firms are experimenting with AI, but the firms leading the way are those that have wired it into how the firm actually runs, underpinned by a rich data layer.
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Learn how accounting professionals across 6 continents are moving beyond experimentation and using AI more intentionally in their firms.
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Download free accounting templates to manage everything from client onboarding to payroll processing.
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We spoke with managers from high-performing accounting firms to find out the best interview questions to ask when hiring new candidates.
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