3 New AI Tools Every Accountant Needs to Know

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If you’re new here, I’m Tyler S. Clark — co-founder of Dream Firms where we give entrepreneurial accountants the proven playbook to grow a hyper-profitable accounting firm with all the support they could ever need.

But since anyone on YouTube can claim anything, here’s why I’ve earned the right to talk about the accounting profession:

Legacy Roots: My grandfather built a $10M accounting firm (today’s dollars) in the 60s using sales and marketing when it was still “illegal” for CPAs. My grandmother promptly lost it all at the slots in Atlantic City.
Family Business: My dad carried the torch, scaled and sold his own accounting firm, then launched New Clients Inc. (NCI), which generated over $1B in revenues for accountants nationwide.
My Path: I started my career as a growth consultant for accountants at NCI, then co-founded and scaled my accounting firm adding $100K/yr to it. Sold that firm and built an advisory firm to $1M cash collected in 18 months on a part-time effort.

Today, Dream Firms has delivered 100K+ CPE credits by training accounting professionals on the tactics that created the success above and works with a select number of firms each year to implement those tactics with them: adding $100K+/yr in new profitable client engagements, to as high as $1.2M in 6 months for one accounting advisory firm.

To all the entrepreneurial accountants forging their own path despite the overwhelming self-doubt...

The most important step is always the next one.

Keep at it, don't stop learning and you will get there.

And never forget...

Only you can create your dream firm, but we help you every step of the way.

Tyler


⏱ Timestamps:
00:00 – Intro & Why These Tools Matter (not just another ChatGPT walkthrough)
01:00 – The Zapier Effect & Why Integrations Matter
02:14 – Tool #1: N8N (a.k.a. Nathan) – Automations + AI agents that talk to each other
05:51 – AI Chatbots for Support – Faster than human reps!
06:14 – Tool #2: Google AI Tools (Gemini & NotebookLM) – Hidden AI features in your Google Suite
08:28 – Canva Premium AI – AI video & image generation for accountants
10:37 – How Firms Can Use AI Video Creators
11:00 – The REAL Problem: Training & Onboarding Staff Efficiently
12:04 – Tool #3: NotebookLM by Google – Create an AI-powered “Efficiency Guide” for your firm
15:22 – Training AI on Your Firm’s Own Data (Tax code, QuickBooks, processes, etc.)
17:21 – Save 60% of Client Interaction Time with AI
18:44 – Why You Should Start NOW (and how Dream Firms helps clients stay ahead)
19:50 – Final Thoughts: Don’t replace your team—enhance them with AI