David Grau Sr.

It is making our meetings go faster.

It can take notes.

It can process some of the paperwork and it keeps better records.

But in terms of sitting down and doing tax planning, our small business clients want to sit down and talk to us face to face, eye to eye, small business owner to small business owner.

Maybe 25, 30 years from now, when the young folks in our office who grew up with AI sit down and talk with young folks who know nothing better or nothing different, that will be how they do it.

But we don't see it in the next 10 to 20 years in our small professional service model.

And I have heard that across the board.

Bookkeeper.

You find most people are keeping their own books?

They run that treadmill, right?

And they're going to save every dollar they can.

And so they do the marketing, they do the sales, they do the bookkeeping, and they process the paper.

It's like, no, your time is worth $500 to $1,000 an hour.

If you don't think that way, start.

Bookkeeping, you don't need to get good at bookkeeping.

Somebody else is good at bookkeeping.

Bring that person in, have them take care of the payroll, and literally give yourself back five to 10 hours a week.

It's just not that hard.

And I say that funny because that's where I started.

And that person then sat down, still with my company, 25 years later, knows everything about the P&Ls, the balance sheets, where we came from, our growth rates, our taxes, payroll taxes.