CPA Trendlines Podcasts

AI Can Fix Your Workflow—or Break It in Seconds | ARC

April 30, 2026·34 min
Episode Description from the Publisher

Deliberate experimentation can unlock value—without creating costly mistakes. Accounting ARCWith Liz Mason and Byron PatrickCenter for Accounting TransformationArtificial intelligence is moving fast—fast enough that even the people experimenting with it daily admit they’re still figuring it out in real time. On the latest episode of Accounting ARC, Byron Patrick, CPA.CITP, and Liz Mason, CPA, take listeners inside that reality: a profession eager to unlock AI-driven efficiency, but still learning how to manage the risks that come with it.The conversation centers on a deceptively simple idea—just because AI can do something doesn’t mean it should. And in accounting, the consequences of getting that wrong can be immediate.  MORE Accounting ARC: Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting |  The discussion begins with a practical example: integrating AI tools like Claude into everyday workflows, particularly in systems such as QuickBooks or Excel. What makes these tools powerful is also what makes them risky.

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