EP549: Sam Leon - AI Does The Heavy Lifting: How One CPA Automated His Whole Workflow

Podcast: The Successful Bookkeeper Podcast · Michael Palmer

Opublikowano: 2026-09-14

See what the team at The Successful Bookkeeper has on right now → If you have ever wondered what it actually looks like to build AI into your accounting practice — not in theory, but day-to-day — this episode is for you. Sam Leon, CPA and founder of TaxWeave, joined guest host Louie Prosperity to share exactly how he went from experimenting with ChatGPT to building his own secure AI platform for tax professionals. The conversation is practical, honest about the risks, and full of ideas you can act on right away. Chapters [00:00] Introduction and Sam's Background[02:45] Why Sa...