Why Smaller CPA Firms Have the AI Advantage with Joey Kinney and Adam Hale

Why Smaller CPA Firms Have the AI Advantage with Joey Kinney and Adam Hale

September 1, 2026 · 44 min

About this episode

The episode discusses how smaller CPA firms may have an advantage in adopting AI technologies compared to larger firms.

Most accounting firm owners assume the big, PE-backed players have an unbeatable head start on AI. In this state-of-the-industry conversation, Joey Kinney, Virtual CFO at Anders, pinch-hits for Tom Wadelton and sits down with Adam Hale, Partner at Anders, for an unscripted look at where AI is actually changing accounting advisory work right now. Fresh off a live Basis AI conference with the top 100 firms in the room, Adam explains why smaller, faster-moving firms may have more room to c...

More episodes of The Modern CPA Success Show

Explore listener stats, chart rankings, contacts and more on the The Modern CPA Success Show podcast page.