Learning AI is the easy part. Getting your team to use it is harder.
Most accounting firms don't stall on the tech. They stall on people. Old habits stick, staff worry about what it means for their jobs, and new tools quietly go unused. The fix is hands-on training on your own files, one champion inside the firm who owns it, and a monthly report that proves it's working.
By Mike Libbey, CEO of YBL
Why AI tools go unused
- Training happens once, on generic examples, then everyone goes back to the old way.
- Nobody inside the firm owns it.
- Staff aren't sure what it means for their jobs.
- There's no proof it's saving time, so it slides down the list.
What works
- Training on your own files, from partners to first-years, so nobody gets left behind.
- A champion inside your firm, trained to own it after we hand it over.
- A one-page report every month showing what it handled and the time it saved.
We stay on it
We went through all of it rebuilding YBL. We don't take the money and disappear. Change management is a big part of the job, and we stay on it as long as your team needs us.
Common questions
How do we know it's working?
Every month you get a one-page report showing what it handled, the time it saved, and what that time is worth. Plus a short video walkthrough of anything we've changed.
Will AI replace our staff?
Our view is to let the machine handle the repetitive stuff and keep the humans where it truly matters. The goal is giving your team hours back for client work and judgment calls.