How can accounting firms use AI to save time, improve efficiency, and deliver better advisory services? In this episode of Accounting Insiders, host Gary DeHart, Publisher of Insightful Accountant, sits down with Pankaj Makkar, Founder and CEO of Vizhen Books Inc., to discuss how cloud technology, artificial intelligence, and smarter workflows are reshaping modern accounting practices. Pankaj shares how Vizhen Books built a fully cloud-based, remote firm and adopted tools like Claude to streamline operations. He also discusses how his team evaluates new technology and reports saving up to 30–40 hours per month on certain client engagements. Key takeaway: You don't need to wait for the perfect technology. Start with your biggest challenges, test solutions, and build a culture of continuous improvement.
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