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Podcast: Journal of Accountancy Podcast
Episode: Getting unstuck by rethinking processes, people, and AI
Description: Samantha Bowling, CPA, CGMA, managing partner of GWCPA, shares how her firm eliminated busy season, limited hours, and improved morale while still meeting client needs. She also explained how thoughtful use of AI can support advisory services, boost efficiency, and help small firms get "unstuck." This episode of the JofA podcast was recorded at Digital CPA in National Harbor, Md., in December 2025. What you'll learn from this episode: The steps Bowling's firm took to eliminate traditional busy season. How productivity and morale were affected by limiting hours and weekend work. The value the firm...