Discover how Chad Davis leverages AI in his firm to save time, improve workflows, and grow
According to Chad, AI is not some distant innovation on the horizon. It’s already making an impact in forward-thinking firms. At LiveCA, the team is actively using AI to:
💡 "It’s like giving your team a superpower - but you need to train it well."
Rather than waiting for perfect solutions, LiveCA takes a pragmatic approach: experiment in small ways, learn quickly, and scale what works. By piloting tools in contained environments, they gain valuable feedback without overwhelming the team.
✅ Tip: Start with one pain point, such as reporting or workflow triage, and trial a single AI-powered solution. Small wins build momentum.
Chad sees AI as a tool that frees up capacity, enabling the team to focus on what matters most: strategic thinking, relationship-building, and delivering higher-value advice.
🎯 "The value of our team isn’t in data entry. It’s in asking better questions and offering better advice."
At LiveCA, curiosity is a core hiring trait. Chad looks for people who explore problems, challenge assumptions, and continuously ask “why.” This mindset is crucial for adapting to AI-powered workflows.
👀 To foster this culture, encourage experimentation, celebrate discoveries, and create space for exploration.
For firms like LiveCA, AI is not just a productivity tool - it’s a catalyst for evolving the profession. By adopting AI with intention, firms can unlock new ways to serve clients, support staff, and scale sustainably. AI is already transforming the accounting profession. Firms that lean into this shift - with curiosity, experimentation, and a people-first mindset — will lead the next chapter of advisory.
As Chad puts it, "We don’t need to fear AI. We just need to use it well."