255. The AI-powered CPA, with Shane Mason
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255. The AI-powered CPA, with Shane Mason
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AI is changing how accounting work gets done, but what could that mean for the role of the CPA? In this episode of Future-Proof, Bill Sheridan sits down with Shane Mason, CPA and co-founder of Brooklyn Fi (BKFi), to explore what an AI-powered accounting and financial planning practice could look like.
Shane discusses how AI can take on routine and technical work, the new skills CPAs will need to work effectively with these tools, and why prompting is becoming an important part of the profession’s skill set. He also explains why the real opportunity may be using AI to create more time for what clients value most: meaningful conversations, thoughtful guidance, and human connection.
Resources:
- Shane Mason / Brooklyn Fi (BKFi)
- MACPA Personal Financial Planning Conference
- OpenAI Prompting Guide
- BILL, episode sponsor
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