Episode Details

In this episode, Josh Parnell welcomes returning guest Eric Joern, partner and chief revenue officer at Kaizen CPAs and Advisors, to discuss how AI is changing the way businesses operate and how to approach adoption the right way. Eric shares how Kaizen supports independent automotive repair shops through monthly financials, tax planning, payroll, fractional CFO services, and long-term financial planning. He also explains how the firm is using AI to accelerate data compilation and deliver deeper financial insights across nearly 300 shop rooftops. Eric previews his upcoming PASBA conference session on taking AI from a small pilot program to firm-wide adoption, sharing how Kaizen addressed concerns around data security and accuracy through a protected ChatGPT team environment, an internal AI policy, and a commitment to fact-checking results. He breaks down how the firm encourages adoption through small wins, an internal AI challenge, and a continuous-improvement mindset rooted in the Kaizen philosophy. The conversation also explores the importance of moving beyond constant busyness, leading through curiosity, and using the “And what else?” question to uncover better insights and opportunities for growth.

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Timestamps:

00:00 AI Slop Warning
00:27 Podcast Intro
01:01 Meet Eric Joern
02:02 Foundational Reset
03:40 Sponsor Break
05:11 Kaizen Services Overview
09:21 Kaizen Sponsorship
10:15 More Sponsor Spots
12:10 AI Impact at Kaizen
14:53 PASBA AI Talk
18:09 Adoption ACT Framework
19:53 Security and AI Policy
24:21 AI Summer Challenge
26:09 Kaizen Mindset Explained
28:32 Reject the Grind
30:47 AWE Question Method
35:09 How to Find Kaizen
37:39 Reset Takeaways
40:51 Final Thanks and Outro

I'm Josh Parnell, Founder and CEO of Limitless Leadership. With a team of leadership coaches, trainers, and speakers, Limitless Leadership helps aspiring leaders tap into unrecognized potential to achieve limitless results.

For more information, please visit https://www.limitlessleadership.co.