Perspectives from the Profession: The Realities of AI in Accounting and Advisory

When people ask how to “get started with AI,” we often tell them: Don’t start with the tool — start with the problem.

At LBMC, we’ve learned that AI adoption isn’t a one-time project — it’s a strategic mindset rooted in curiosity, structure, and measurable impact. Over the past five years, our teams have been leveraging AI within existing systems — CRM platforms, marketing technology, data analytics — well before AI became the headline of every business conversation.

Author: Lisa Namm