Artwork

Content provided by Powered By ProConnect Tax. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Powered By ProConnect Tax or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Where AI Helps and Where It Still Intimidates Us with Steven Gabrielsen

40:07
 
Share
 

Manage episode 508263161 series 3669332
Content provided by Powered By ProConnect Tax. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Powered By ProConnect Tax or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Are you curious how real tax pros are using AI in their firms today and where they're drawing the line?
In this episode of Deduct This, CPA and firm owner Steven Gabrielsen shares how he's harnessing AI to streamline workflows, free up time for advisory work, and boost client service without sacrificing the human relationships that define his practice.
What you'll learn:

  • Steven's journey from early adopter to AI advocate, and what tools actually delivered ROI
  • How automation is reshaping tax prep, bookkeeping, and client communication
  • Real talk: where AI still feels risky or untrustworthy for tax pros
  • Why firm structure matters if you want to innovate without burning out
  • Tips for starting small, building confidence, and keeping people at the center

Whether you're already integrating AI or just exploring its possibilities, this conversation offers grounded insights from someone who's balancing tech innovation with client trust.
Explore the future of tax tech with Intuit Professional Tax Software. Your partner for cloud-based tax planning, automation, and advisory services:
https://accountants.intuit.com/tax-software/
Connect with the hosts:Carrie Hammond – linkedin.com/in/cahammondLexi Bonicard – linkedin.com/in/lexibonicard
Follow Steven Gabrielsen (Snapback CPA):
LinkedIn: https://www.linkedin.com/in/stevengabrielsen/
Instagram: https://www.instagram.com/snapbackcpa/

  continue reading

9 episodes

Artwork
iconShare
 
Manage episode 508263161 series 3669332
Content provided by Powered By ProConnect Tax. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Powered By ProConnect Tax or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Are you curious how real tax pros are using AI in their firms today and where they're drawing the line?
In this episode of Deduct This, CPA and firm owner Steven Gabrielsen shares how he's harnessing AI to streamline workflows, free up time for advisory work, and boost client service without sacrificing the human relationships that define his practice.
What you'll learn:

  • Steven's journey from early adopter to AI advocate, and what tools actually delivered ROI
  • How automation is reshaping tax prep, bookkeeping, and client communication
  • Real talk: where AI still feels risky or untrustworthy for tax pros
  • Why firm structure matters if you want to innovate without burning out
  • Tips for starting small, building confidence, and keeping people at the center

Whether you're already integrating AI or just exploring its possibilities, this conversation offers grounded insights from someone who's balancing tech innovation with client trust.
Explore the future of tax tech with Intuit Professional Tax Software. Your partner for cloud-based tax planning, automation, and advisory services:
https://accountants.intuit.com/tax-software/
Connect with the hosts:Carrie Hammond – linkedin.com/in/cahammondLexi Bonicard – linkedin.com/in/lexibonicard
Follow Steven Gabrielsen (Snapback CPA):
LinkedIn: https://www.linkedin.com/in/stevengabrielsen/
Instagram: https://www.instagram.com/snapbackcpa/

  continue reading

9 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play