The Top Experts in AI Accounting Every Firm Should Follow

Artificial intelligence is rapidly changing the accounting profession, from workflow automation and bookkeeping to tax, advisory, and practice management. The experts featured below are helping accountants understand, adopt, and implement AI in practical ways. Whether you want to automate repetitive work, improve firm operations, or prepare your practice for the future, these professionals are among the leading voices worth following.

Introduction

Artificial intelligence has become one of the biggest topics in the accounting profession.

New AI tools are helping firms automate repetitive work, improve client communication, streamline operations, and create more time for advisory services.

But with so much information available, it can be difficult to know who to learn from.

Fortunately, several accounting professionals, educators, consultants, and technology leaders consistently share practical insights about AI adoption inside accounting firms.

Below are some of the top experts in AI accounting whose work is helping shape the future of the profession. This list was inspired by a LinkedIn discussion started by David Cristello, where accounting professionals shared some of the leading experts in AI accounting they follow and learn from.

Jason Staats, CPA

Jason Staats is a CPA, founder of Realize, and a well-known educator in the accounting profession. He regularly shares practical insights on AI, accounting technology, workflow optimization, and firm operations through videos, podcasts, and educational content aimed at helping accounting firms grow more efficiently.

His content regularly covers:

• AI tools for accountants
• Accounting practice management
• Workflow optimization
• Firm operations
• Accounting software
• Productivity systems

Jason frequently publishes practical demonstrations showing how accounting firms can integrate AI into everyday work while improving efficiency and client service.

Why follow Jason Staats?

• Practical AI demonstrations
• Workflow-focused advice
• Accounting technology reviews
• Practice management insights

Isaac Perdomo

Isaac Perdomo specializes in helping accounting firms use AI, automation, and no-code technology to eliminate repetitive work. His content focuses on practical workflows, operational efficiency, and real-world automation strategies that firms can implement quickly.

His work emphasizes:

• Process automation
• AI implementation
• Client onboarding
• Administrative automation
• Operational efficiency

Rather than discussing AI at a theoretical level, Isaac shares practical workflows firms can implement immediately.

Why follow Isaac?

• AI automation tutorials
• Process optimization
• Low-code and no-code solutions
• Time-saving workflows

Toni Witt

Toni Witt is an accounting technology educator and fractional AI director who helps accountants understand and adopt AI tools in their daily work. His content focuses on workflow improvements, automation, productivity, and practical applications of emerging technologies within accounting firms.

Topics frequently include:

• AI productivity
• Workflow improvements
• Accounting technology
• Process documentation
• Practice efficiency

His content focuses on helping accountants use AI responsibly while maintaining high-quality client service.

Why follow Toni Witt?

• Practical AI education
• Accounting workflow improvements
• Technology adoption guidance
• Operational best practices

Jan Haugo

Jan Haugo is an accounting technology consultant and educator with a focus on AI adoption, process improvement, and digital transformation. She helps firms modernize operations by integrating technology into accounting and bookkeeping workflows.

Her work often covers:

• AI adoption
• Financial process improvement
• Accounting technology
• Change management
• Firm modernization

She also provides education and training to help firms successfully implement new technologies.

Why follow Jan Haugo?

• AI implementation strategies
• Accounting transformation
• Process improvement
• Change management expertise

Preston Cardwell, CPA

Preston Cardwell is a CPA and a founder of Memorial Ridge who combines accounting expertise with AI and automation to help firms improve operational efficiency. He shares practical guidance on modernizing accounting workflows, implementing technology, and building scalable business systems.

His content focuses on:

• AI systems
• Accounting automation
• Business operations
• Financial analysis
• Practice efficiency

He regularly shares examples of how AI can improve accounting workflows while supporting better business decision-making.

Why follow Preston Cardwell?

• AI strategy for accountants
• Automation frameworks
• Practical implementation advice
• Business process improvement

Chad Davis, CPA

Chad Davis is a CPA, Co-founder at LiveCA LLP & AutomationTown.io and accounting technology advocate who focuses on helping firms improve productivity through AI and automation. His educational content highlights practical ways accountants can simplify recurring work and improve firm operations with modern technology.

His content frequently discusses:

• AI tools
• Accounting automation
• Practice efficiency
• Digital transformation
• Firm operations

His educational content focuses on helping firms simplify everyday work while improving scalability.

Why follow Chad Davis?

• AI adoption guidance
• Technology education
• Workflow optimization
• Practical automation examples

Brian Clare

Brian works in accounting technology with a focus on AI-powered workflows, automation, and software that improves firm operations. He regularly shares insights on using technology to streamline accounting processes, reduce manual work, and improve operational efficiency.

His content regularly covers:

• AI-powered accounting workflows
• Firm operations
• Payroll technology
• Automation
• Accounting software

He shares insights into how firms can use technology to eliminate repetitive work and improve operational visibility.

Why follow Brian?

• Workflow automation
• Accounting software insights
• Operational improvements
• Practical AI applications

What These AI Accounting Experts Have in Common

Although each expert brings a different background and area of expertise, several common themes appear throughout their work. Whether they focus on firm operations, automation, advisory services, or accounting technology, they share a practical approach to helping firms adapt to AI in meaningful ways.

Practical AI Implementation

Rather than focusing on AI as a future concept, these experts demonstrate how it can solve everyday challenges inside accounting firms. Their content often includes real examples, tutorials, and workflows that firms can implement to automate repetitive tasks, improve productivity, and free up more time for higher-value client work.

Better Firm Operations

Many of these experts view AI as a way to strengthen firm operations, not simply speed up individual tasks. They frequently discuss improving workflow visibility, reducing manual processes, standardizing recurring work, and creating systems that allow firms to scale more efficiently while maintaining service quality.

Education First

A common characteristic among these experts is their commitment to education. Through videos, webinars, podcasts, newsletters, social media, and online communities, they help accounting professionals understand emerging technologies and make informed decisions about adopting AI within their firms.

Responsible AI Adoption

These experts consistently emphasize that AI should complement, not replace, professional expertise. While AI can automate administrative work, summarize information, and assist with routine tasks, critical thinking, client relationships, compliance, and professional judgment remain essential responsibilities of accountants. Their guidance encourages firms to use AI as a productivity tool while maintaining the accuracy, ethics, and trust that clients expect.

How AI and Workflow Software Work Together

Artificial intelligence becomes even more valuable when paired with structured accounting workflows.

AI can help firms:

• Draft client communications
• Summarize meetings
• Organize documents
• Generate checklists
• Extract information
• Automate repetitive administrative work

Workflow software then ensures that work is assigned, tracked, completed, and delivered consistently.

Together, AI and workflow systems help firms improve visibility, accountability, and client service.

Choosing the Right AI Resources

Every accounting firm has different goals.

Some firms want to automate bookkeeping.

Others want to improve tax workflows or strengthen advisory services.

Following a variety of AI accounting experts provides exposure to different strategies and practical implementation ideas.

The most successful firms typically combine AI education with standardized workflows and proven operational processes.

Conclusion

AI continues to reshape the accounting profession, but successful adoption depends on learning from experienced practitioners who understand both technology and accounting.

The experts featured in this article are helping firms navigate AI with practical advice, educational content, and real-world implementation strategies.

Whether your goal is improving efficiency, automating repetitive work, or building a more scalable firm, these professionals provide valuable insights that can help you prepare for the future of accounting.

Frequently Asked Questions

Who are the top experts in AI accounting?

Some of the leading experts in AI accounting include Jason Staats, Isaac P., Toni Witt, Jan Haugo, Preston Cardwell, Chad Davis, and Brian C., all of whom regularly share educational content on AI, automation, and accounting firm operations.

Why should accounting firms follow AI experts?

AI experts help accounting firms understand how to implement automation, improve workflows, increase efficiency, and prepare for changes in the profession.

Can AI replace accountants?

No. AI is primarily used to automate repetitive tasks and improve productivity. Professional judgment, client relationships, and advisory services remain essential responsibilities for accountants.

How does AI improve accounting workflows?

AI can automate administrative work, summarize meetings, organize documents, assist with communication, and improve workflow efficiency when combined with accounting workflow software.

What should firms look for when adopting AI?

Accounting firms should focus on practical AI solutions that improve operations, integrate with existing workflows, support compliance, and help teams deliver better client service.

Last Updated: June 2026

Editor’s note: This list is based on publicly available educational content, professional experience, and contributions to AI adoption within the accounting profession. It is intended as an educational resource rather than a ranked endorsement.

Related Articles

• From Spreadsheets to Systems: The Shift in Nonprofit Financial Management
• How Accounting Firms Are Valued in Today’s Market with Doug Lewis
• I Sold My Accounting Firm: A Panel Discussion on the Process and Lessons
• Inside the Minds of Firm Buyers: Lessons from Accounting M and A Leaders
• Scaling an Accounting Firm: Systems That Protect Client Experience
• How a Remote Accounting Firm Uses EOS to Scale from 6 to 10 Team Members in 90 Days
• The Power of Simplicity in Accounting Firms: Simplify Services with Better Packaging and Pricing
• How Tailor Hartman Took His Accounting Firm to 200K in Year 1
• Why Outsourcing plus Workflow Software is the Future of Accounting Firms
• How Jeff Seibert Is Using AI Accounting Firm Automation to Build a 90% Automated Firm
• How to Scale to a $1M Accounting Firm Without Hiring More Staff
• The Accounting Firm Growth Strategy That Took Calculate to $10M in Revenue
• How Workflow Systems for Accounting Firms Help Firms Become AI-Ready