May 1 Webinar | AI Adoption: A Practical Guide for Small Practitioners

Apr 17, 2024 | CPE Education & Webinars

You are invited to join us for a special event, hosted by CPAacademy.org Date: May 1, 2024 Time: 10 – 11 am Pacific Duration: 1 hour Cost: FREE to CPA Academy members Register Now Course Description Artificial Intelligence (AI) has taken the world by storm. How should...

Case Study: AI Financial Planning Assistant Helps CPA Complete Complex Business Plan in Half the Time

Apr 8, 2024 | Blog

How the HIVE AI Financial Planning Assistant Helped Jeffrey Orr, a CPA, Complete a Complex (Investing in Puerto Rico) Client Case within Half of the Budgeted Time Background Jeffrey Orr  is a CPA based in California that specializes in providing financial...

Case Study: Human Financial Advisors vs. HIVE’s AI Financial Planning Assistant

Mar 28, 2024 | Company News

Executive Summary This case study examines the efficiency, quality, and comprehensiveness of retirement financial plans generated for Jeff and Susan Matthews by both a human financial advisor and HIVE’s AI financial planning assistant. The findings reveal that the AI...

AI Adoption Guide for Financial Advisors

Mar 5, 2024 | Blog

Future of Financial Planning is Here. Are You Ready? Financial planning is on the cusp of a major transformation, driven by the emergence of artificial intelligence (AI). While this exciting development holds immense potential, many financial advisors are hesitant to...

2024 AI Adoption Guide for Small CPA Firms

Mar 4, 2024 | Blog

The Future of Accounting is Here. Are You Ready? The accounting profession is on the cusp of a major transformation, driven by the emergence of artificial intelligence (AI). While this exciting development holds immense potential, many small and medium-sized...