Why You Can't Fake Tech Expertise in Accounting Advisory

In this episode of the Canopy Practice Success podcast, host Casey Brothers sits down with Michelle Voyer, CPA, MBA, and Director of Client Advisory Services at CohnReznick Advisory. Michelle shares her 17, year journey scaling CAS long before it became an industry buzzword. Discover how modern firms are leveraging technology, automation, and AI to achieve a faster close, eliminate workflow bottlenecks, and deliver deep advisory value without losing the human touch. Key Takeaways The True Core of CAS: Why bookkeeping is a critical baseline, but true client advisory services require a passion for guiding client business goals. The Race to a Zero-Day Close: How automation fixes weak financial data and decentralized banking issues to provide real, time data insights. Managing Tech Fatigue: Why leaders must attend software demos and actively involve their teams to build enduring change rather than tech burnout. Human-Led AI Adoption: The importance of coaching generative AI tools like Copilot to match your unique brand tone while maintaining strict human review. Check it out: https://www.getcanopy.com/resources/podcasts/client-advisory-services-automation-monthly-close/