The Trifecta: 2030 Playbook for CPAs with Jeff, Dan & Craig

Three of the most influential builders in modern accounting software explain the shift every firm will feel as AI reshapes the profession, both in the near term and the decade ahead.In this episode, Dan Wernikoff (Bill), Craig Walker (Digits), and Jeff Seibert (Digits) sit down with Kacee Johnson to break down what’s actually coming next.You’ll hear them discuss:• How AI goes far beyond the cloud shift accountants lived through• The automation of month-end close expected by 2026• What 96% AI accuracy actually means for bookkeeping and review• What is expected of accountants as firms go AI-native by 2030Connect with us here:Dan Wernikoff: https://www.linkedin.com/in/dwernikoff/Craig Walker: https://www.linkedin.com/in/storminwalker/Jeff Seibert: https://www.linkedin.com/in/jseibert/Kacee Johnson: https://www.linkedin.com/in/kacee-johnson/Digits: https://www.linkedin.com/company/digits-financial/00:00 Trailer01:28 Introduction02:27 Journey Through Cloud Solutions and AI06:38 The Future of Accounting: AI and Automation23:55 The One That Got Away: Unbuilt Features and Missed Opportunities27:21 The Future of Budgeting: Automating Financial Planning28:41 Trust and AI: Balancing Innovation with Client Confidence38:54 Predictions for 2030: The AI Native Firm

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