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It's not Just the NumbersFocused on CAS, this accounting podcast helps firm owners build their accounting and bookkeeping business with intention Author: Beyond Numbers
Its Not Just the Numbers is a podcast for accounting firm owners, leaders, and professionals building modern firms beyond compliance. Hosted by Damien Greathead and Penny Breslin, the show explores what it really takes to create a sustainable, advisory-driven accounting practice in a profession undergoing rapid change. From technology, systems, workflow, and pricing strategy to leadership, client experience, staffing, and the future role of the accountant this podcast goes beyond the spreadsheets and into the real conversations shaping the profession. Each episode features practical insights, honest discussions, and lessons from firm owners, industry experts, technology leaders, and operators working at the forefront of modern accounting. Whether youre building a Client Advisory Services (CAS) practice, refining your operations, navigating AI and automation, or simply trying to build a better firm, Its Not Just the Numbers delivers thoughtful conversations grounded in real-world experience. Because the future of accounting isnt just about compliance. Its about strategy. Its about relationships. Its about systems. Its about leadership. And ultimately, its not just the numbers. A Beyond Numbers podcast. Language: en Genres: Business, Management, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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How AI Is Rebuilding the Accounting Firm | It's Not Just the Numbers
Episode 86
Friday, 16 October, 2026
Most accounting firms are bracing for AI to replace them. Trent Yesberg went a different direction: he used Claude and ChatGPT to build automation inside his own firm, then turned the industry's most annoying billing problem into a software company. This is what it actually looks like when a working firm goes AI-native, not a slide deck version of it.What You'll LearnHow Regional Business Services built automated client reporting workflows using scripts written by Claude, without paying ongoing AI costs to run themWhy a non-technical team member can build real production automation just by describing a workflow in plain languageThe “forward deployed engineer” model AI companies use internally, and why accountants are already positioned to run itHow to tell which software vendors in your tech stack will survive the shift to agentic AI, and which will struggleHow Trent's firm cut a full day of monthly billing work down to about thirty minutes, and recovered revenue it had been quietly missingWhat Trent expects to happen to his own client base over the next twelve months as AI adoption splits the marketGuest BioTrent Yesberg is a co-founder of Twine Apps and director of Regional Business Services (RBS), an accounting firm in Townsville, North Queensland that was a repeat finalist, and eventual winner, of Intuit's Firm of the Future award. He built Twine Biller, a subscription rebilling tool for accounting and bookkeeping firms, out of a problem he lived inside his own practice.Connect with Trent on LinkedIn.Check out our SponsorsMoneyPenny, LLC for outsourced backoffice tax and accounting support.TwineApps for simplified subscription billing.Connect with the HostsDamien GreatheadPenny BreslinLinks referenced in this episode:bill.commoneypennyllc.comtwineapps.co
