Episode Details

Use AI to work smarter and connect deeper.

The Disruptors
With Liz Farr

Jacob Schroeder, founder of Ascend Consulting, is clear-eyed about artificial intelligence. He doesn’t see it as a silver bullet or a threat. Instead, he sees it as a catalyst that helps accountants get back to what matters most: being human.

“AI is not the solution. It's a tool,” Schroeder says. “If you're trying to make AI the solution, you're going about it wrong.”

• MORE PODCASTS and VIDEOS: Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI's a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine |

Instead of chasing efficiency for efficiency’s sake, Ascend uses AI to free up time for meaningful conversations and thoughtful, strategic guidance.

By embedding QuickBooks data directly into client emails, for instance, Schroeder’s team ensures that every communication is efficient and infused with empathy and relevance.

“Suddenly, now your response can be more human.”

Ascend’s model is built around what Schroeder calls holistic advisory, a blend of business and personal financial strategy that reflects the full picture of a client’s life.

“We help build a better future for you, your business, and your family. It’s about helping people create value—not just crunch numbers.”