『Scaling New Heights 2026, Part Two』のカバーアート

Scaling New Heights 2026, Part Two

Scaling New Heights 2026, Part Two

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ATL268 — Scaling New Heights 2026, Part Two is an episode of the Accounting Technology Lab podcast hosted by Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA.In Part Two of their Scaling New Heights 2026 recap, Randy Johnston and Brian Tankersley examine what the conference revealed about artificial intelligence, accounting platforms and the profession’s readiness for change. They describe an unusually divided AI adoption curve: a relatively small group is experimenting aggressively with agents and advanced workflows, while many accounting professionals have done little or nothing with the technology.The hosts review keynote speakers, educational sessions and the conference’s AI-enabled general-ledger tour. Products discussed include Campfire, SoftLedger, Kick, Xero, Puzzle, Microsoft Dynamics 365 Business Central, Sage, Digits, Zoho and Acumatica. They also observe growing dissatisfaction with Intuit and uncertainty about replacements for QuickBooks Desktop.A central lesson is that firms should not select technology merely to reproduce today’s processes. Instead, they should define how services, pricing and workflows should operate three to five years from now and choose platforms that support that future. Johnston and Tankersley also warn that an overcrowded accounting-technology market will produce additional vendor failures and discontinued products. Firms therefore need careful due diligence, realistic implementation plans, data-export procedures and a viable Plan B—even when buying from established publishers._________________________________KEY THEMESAI adoption is highly uneven - Brian estimates that approximately 10% of conference participants were actively working with agents and advanced AI, another 10% had experimented with prompts, and a much larger group appeared to have done little with the technology. Randy compares the pattern to a K-shaped economy rather than a traditional bell-shaped adoption curve.Compliance still dominates - Despite years of discussion about client advisory services, many firms remain heavily dependent on compliance work. The transition to advisory, alternative pricing and technology-supported higher-value services continues more slowly than industry advocates expected.Accounting platforms are entering a transition period - The exhibit floor showed renewed competition among traditional accounting systems, AI-native ledgers and broader ERP platforms. Several offerings emphasized automated transaction coding, reconciliations, close management, reporting and real-time financial information.Firms must buy for their future operating model - A replacement platform should support the firm that management intends to operate in three to five years—not simply recreate existing workflows. Strategy concerning pricing, advisory services, staffing and automation should precede product selection.Every firm needs a technology exit plan - Vendor shutdowns, acquisitions and product discontinuations affect both startups and established publishers. Firms should understand data ownership, export formats, contractual terms, conversion options and the operational consequences of replacing a core application.Notable quotes03:34 | Brian Tankersley | “The tool’s ready to be used… The challenge is pulling along those laggards that are out there.”04:41 | Randy Johnston | “You’ve got the really early adopters, and you’ve got the other people that aren’t moving—and there’s a big gap in the middle.”10:29 | Brian Tankersley | “It felt like there were a lot of people that were in the middle of a divorce with Intuit right now.”17:43 | Randy Johnston | “There’s too doggone many products trying to get to too small of a market.”20:58 | Brian Tankersley | “You need to have a Plan B in your workflow for what’s going to happen if your product is discontinued.”21:41 | Brian Tankersley | “Pick the tools that are going to enable not how you run the firm today, but how the firm’s going to run in three years—five years.”22:39 | Brian Tankersley | “We’re seeing an increasing rate of failures because they’re trying to buy products that solve the old workflow.”Episode informationEpisode: ATL268 — Scaling New Heights 2026, Part TwoPublication date: July 31, 2026Recorded: July 2, 2026Hosts: Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMAProgram: Accounting Technology LabPresented by: CPA Practice AdvisorApproximate runtime: 23 minutes, 35 secondsPrimary topics: Scaling New Heights 2026, artificial intelligence, AI-enabled general ledgers, technology adoption, advisory services, software selection, vendor risk and accounting-platform migration
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