John Higgins: Leveraging ChatGPT for Advisory | Gear Up For Growth [Video]

“AI and ChatGPT-type tools can become your advisory services assistant,” says John Higgins, founder and CEO of Higgins Advisory. “It can help CPAs communicate better as an advisor and help identify the things CPAs should focus on for the type of client they’re advising.” 

Higgins was a guest on Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines. Higgins shares specific examples of how ChatGPT can help CPAs become more efficient by providing quick research assistance, summarizing complex information for client presentations, and creating tools like Excel templates for common tasks. How does efficiency impact a firm’s pricing model? 

Higgins is pushing for CPAs to adopt value pricing or subscription pricing models. “Clients want value, and now, with these tools, you can give them more value,” Higgins says. “Just don’t give …