224 | Using Human-First AI for Visibility with Kelly Sinclair

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Hey Kelly, welcome to the Ambitious Bookkeeper Podcast.
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How are you today?
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I'm so excited to talk to you, Serena.
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Thanks for having me on the show.
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Yeah, I'm super excited to have you on.
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This is airing right after another interview with an A fellow mix reminder.
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So, just getting all those knocked out at the same time, but it, the conversation I feel like is going to.
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Flow nicely.
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Because we talked about AI in that in like more human first type AI as well.
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but before we dive into that whole conversation, would you mind introducing yourself to, the audience?
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Yeah, absolutely.
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I am like I. Feel like I'm in reinvention number 1 million, whatever, which don't we all go through that with business.
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I mean, my, my background has been pr, communications and marketing for almost 20 years, and I've been running my own business for over eight now.
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Holy moly.
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And.
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It's been sort of shifting with the times, learning about online business, still wanting to do a lot of in-person stuff for me in real life and human connection and relationship building is always really like the strength and the power behind the.
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Growth and, and for anybody.
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And, but 2025 was just like not on my bingo card at all.
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I decided, okay, AI is gonna play an important role in what things are, how things are moving and how I wanna operate.
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And I've always been like the kind of person who's, I've started my business because I want to spend more time with my family.
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I wanna be able to do the.
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The kid stuff.
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I'm a professional mom.
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Taxi probably every day from three till 7:00 PM or four till whatever, and then all weekends long we're driving all the places to the gymnastics and the hockey and the volleyball practices and singing lessons and all of those things.
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And that's why I started my business.
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So when I saw the opportunity for AI to come in and help streamline things and kind of give me some time and space back, I was like, yeah, let's go.
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And that turned into me becoming an accidental tech nerd and.
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starting an AI company, which I'm like, it still feels weird to say that out loud because that's like where things are going, and I realized that there's a lot of.
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Aspects of this that we just have to be super intentional about.
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There are definitely some risks involved with into technology in a big way, and I also think just, it's just another place where we'll start feeling pressure as business owners to create more and do more and do more faster and have more stuff and, and like, I'm not here for that.
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I'm here for.
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Using it to support you to be more human like AI, so that you can human better doing the things that really you can do well and that are your expertise and that allow you to show up in the best way for yourself and for your clients.
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Yeah, I completely resonate with that.
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and before we hit record, we were chatting about like, to social media or not to social media, so I'm sure we're gonna get into that, but, but yeah, I've, I've had like a love hate relationship with AI because of that whole like feeling like, oh, you need to use it to do more.
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Like plugging it into areas of my business where it's not actually helping that much.
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And so I wanted to this end, this is ending up being like a little mini AI series with the interviews I've been doing, but like, I feel like.
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People are, the, the big hype is kind of over.
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And now people are starting to like, okay, now where, where should we actually be like using this?
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And how do we keep the human touch?
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Because we, we know that that's the one thing that AI can't take from us.
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So, so yeah.
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I'm really excited to, to dive into this with you.
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I, I just finished writing an email series where I'm like making my predictions for 2026, and I'm like, I'm calling it, it's the year of the bot, Mm-hmm.
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it's about really knowing.
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How to integrate that in a way that's supportive and Yeah, the best way to do it?
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Like do we need to be making 6,000 social media posts or can we use it to help leverage higher value opportunities that help us grow?
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yeah, yeah.
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And then there's like a lot of companies have already implemented it.
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As like their help teams and like laid people off and customers were getting upset.
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So it's like, I don't think that's the right move to just go completely all in.
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so interested to hear your take on that.
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but yeah, so you have a marketing background and so, I think originally we were gonna talk about like using AI in a visibility strategy, which might open the door to that social media conversation.
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Yeah, So.
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so for anyone listening, , Kelly is the host of Entrepreneur School, the podcast, and if you've listened to any of her episodes in the past, like few months, you've talked a lot about how you took off for the summer, off of social media.
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so go ahead and like give us a little like, background of how that came about and then what you found the results to be.
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Yeah, so first of all, I have been having conversations.
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With people and clients for the entirety of my business around using social media, and there's just this.
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Feeling among people that it's a requirement, right?
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We have to be there.
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You have to, and I actually like, remember when social media first came out?
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It was after I finished university and we actually spent time then trying to convince.
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Our corporate clients that they needed, you know, a presence online.
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And I think that's really where the debate is, is like what is an online presence versus what is the need to be on social media actually mean?
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And I was on a panel last year with a social media manager and we had a really interesting debate about this because think for some businesses it's more important than others.
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But if you are a service provider, if you sell your knowledge and your skills, you are selling your own brain.
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What you really need to do is position yourself as a thought leader.
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What you really need to do is be able to create trusting relationships, especially in the bookkeeping industry, like you're, I'm like, I'm never getting rid of my bookkeeper.
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She knows everything, every bad decision I've ever made.
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of the stuff, right?
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Like it's vulnerable, this Yeah.
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that we're establishing.
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So we need to really show and create that connection with people that we are the right person for them.
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Right?
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As far as like you as a bookkeeper, you as a service provider.
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So what does that mean for social media?
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Does it mean that you need to be there all of the time?
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Does it mean that you just need to show a little bit of your personality and have it be like, I look at it as a, I've always looked at it as a nurturing area.
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It's a place where people found me somewhere else, and now we're connected on social media.
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Like nobody, pretty much nobody is finding me because of social media.
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I think that's an important thing to analyze for yourself and if you are not the kind of business that's growing because people are finding you in the explore feed or your stuff is being shared constantly because of the kind of content that it is and you don't wanna make that kind of content, then that's.
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That's like the first step to be able to make that decision.
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And so since I knew that, I'm like, social media is a nurture place.
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I like it for connecting with people in the dms, having conversations.
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I mostly like it for collaborations.
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So like I wanna, you know, share that I'm on this podcast, share a behind the scenes picture of it.
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Don't, don't forget to let making sure we take one of those.
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'cause I I know.
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I'm not even.
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The habit, the habit has shifted since I took the summer off of social media.
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I was like, I'm gonna do this as an experiment because I'm always talking about this.
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People are always asking, and I, I've kind of built my position as a visibility strategist to help my clients.
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To create visibility in ways that don't rely on social media.
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So I think it's really important that when we're trying, like trying different marketing strategies, which there's gazillions of, and all of them work, and also all of them don't work.
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Yeah.
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important things is that we're aligned.
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It feels good to do this.
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I love podcasting.
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I will podcast all day.
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I give me a microphone, give me a stage, like that's where I wanna be.
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I do not wanna be writing.
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A social media caption or figuring out whether I should do a video or remembering to take B roll when I go to some event.
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'cause I, it just isn't aligned for me.
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Yeah.
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just gonna not do it for the whole summer.
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Taking the summer off.
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a picture of me at the lake was like summer off social.
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See you in September.
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I barely even came back in September, to be honest.
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So what it has meant was I, I started reading a Kindle.
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I replaced my habit.
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I have to acknowledge that it is to remove the habit of picking up your phone and scrolling and replacing it with something else.
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That was what I did.
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I read like eight books this summer because of that.
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I had the best summer financially in my business in several years, in like four years I think I was just, I was just more aligned and that whole energy shift that comes with that, right?
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Like having had done some other things, like speaking in person, I was at a big Women in Business conference as a speaker in May, which led to several private clients.
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I just leaned into connecting with people in my email list and doing some things like that.
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And then, and just another acknowledgement is I didn't take the summer off of visibility.
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I took the summer off of social media.
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still did all the other things that I would normally do, like participate in bundles, book speaking opportunities, have connection calls with people to create collaborations.
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I also planned my own bundle that I hosted in September, so I was just more focused on doing those kinds of things, and that was incredibly more successful, felt better, and was more.
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Profitable Yeah.
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Yeah, I, I told you this before we hit record, but I did something similar, and if you're listening, you've probably already seen this in my newsletters and things.
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but I took fall break off of social media.
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That was pretty much, I didn't make an announcement or anything.
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I just, one day I was like, I'm just deleting the app off my phone.
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I'm gonna spend the fall break with my kids and focus on them.
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And then the end of fall break came along and I checked my dms through mini chat.
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So I just still didn't add it back to my computer or my phone.
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And I was like, let me just see if there's any important messages.
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And there was like one important message.
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The rest of 'em were just spam.
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And so I was like, okay, I can actually just check messages on ManyChat and make sure all of my automations are filing firing.
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And we do still, like, I have the team that schedules the, like the podcast clips on social media, but that's all we're doing.
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I wasn't on stories or anything like that, but that's part of our visibility strategy.
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So, but it's not like me physically on the app.
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Yeah.
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And I think that that's also important.
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Like you are using it as a leverage, to repurpose other things, and I think that's exactly how it should be used.
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I do the same thing.
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Most of the content that I share is just.
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My podcast related stuff and if I'm like participating in a, a summit or a bundle or some kind of collaboration and I wanna connect with the other person through social media, that's what I'm doing that for.
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I'm not ever making something that just goes on Instagram.
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Yeah.
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Yeah.
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and.
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So we went, I went through fall break, checked my messages.
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Nothing really was that important.
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And the one message that was, I just answered them.
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And then I set up a new automation that just fires off a message anytime someone dms me, like outside of a normal, many chow automation.
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And that was like.
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I'm taking a break from social media, the response is gonna be delayed.
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So they have already expected, like if they need to get ahold of me, they can figure out how else go listen to the podcast, go to the YouTube channel.
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Otherwise, I'll reply to your message in like within the next week or something.
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or And, an email like a normal person trying to reach a person.
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Yeah, so anyone who's actually a customer or wants to work with me, they'll figure out how other than a dm. But, I still haven't added it back to my phone.
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And like you said, I've been reading more, I've been journaling, I've been doing crafting and all sorts of stuff that I didn't have time for before.
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And I don't miss.
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The social media scroll at all.
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Like, yes, I am kind of out of touch with some things going on in the world, but you know, everything has a, you win some, you lose some.
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Oh, it's, it's, yeah.
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Yes, a hundred percent.
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And I think it's important to, I think we have it kind of hyped up in our heads what the risk is if we take, if we get off of this, like I've had people talk to me who have like a hundred followers and they're worried about what happens if I get off social media.
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It's like.
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Like no one will notice.
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Like, No.
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and I'm not saying that to be it's Yeah.
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it's performative.
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It's what I call performative marketing where we're doing something for the sake of feeling like we're doing something.
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Yeah.
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what we really need to focus on are things that have higher ROI.
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So knowing what that is for your business, what is actually getting you leads?
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What is actually getting you in front of the better fit clients growing your email list?
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Doing those str strategic things, Mm-hmm.
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that's what we need to be spending time on.
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I actually built an AI tool that helps you like audit this.
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Her name's Valerie, the visibility auditor, and you can, keep track.
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'cause part of it is building a habit, right?
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Like.
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Like it's all in our head a little bit around, we have to be on social media, so you know, I'm gonna post, I'm gonna post, I'm gonna post, or, and you just look back and go, oh, I haven't posted at all this week or something.
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And that's your entire assessment, whether or not you've done something, for visibility.
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But there's tons of other options.
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Like Valerie has like 35 baked in strategic, moves that you can make for your Yeah.
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And actually, I have a. gift I'll give you as well, whether I might be giving you lots of gifts, , at, by the end of this conversation.
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But just to help you to make decisions about what to actually do, because that might mean like having a, a coffee chat with somebody and actually like booking a collaboration, doing an email list, swap, being part of a bundle, being part of an online event or a summit, being in real life, going to a networking event, like all of these things.
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Just emailing a past client or somebody that you really like wanna connect with.
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Those things are way more strategic than posting on social media, have way more impact on your business and the the end goal of actually getting leads so you can get clients so that you can have more impact with what you.
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Yeah, absolutely.
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And my final note on taking the break, which I told you before, was I'm still not on social media and I, I've since, in that timeframe I booked three new clients.
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So it's not that.
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It was pointless to like have social media, but it's not what was bringing me clients.
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Yeah, it, more of a nurturing tool.
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So, I can take the pressure off right yeah.
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know that the reality for you, like what is the reality of the role of social media in your own business?
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Do that assessment.
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Yeah, yeah.
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Absolutely.
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So, for.
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The for building in AI to the visibility.
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So you have the visibility tool, Valerie, right?
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I, yes, I know all of my, I can hardly keep track.
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I have so many now and they all have lady names and Love it.
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and fun, cute little avatar pictures.
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So.
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That's awesome.
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So you've, so it sounds like you've built like a suite of little tools to help.
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Is it with just visibility or other marketing, and other pieces of your business?
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Oh, that's a very big question.
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I use AI in almost everything that I do.
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I, I now have switched gears.
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I realized over the last year that I switched to.
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I switched the way I think entirely so that I access, how can AI support me with this first, Mm-hmm.
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of looking at at it like, how can AI like polish this or it, maybe add to this or review this for me.
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So I think that that's the main thing that I've done.
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Overall.
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And so I use it for every piece of my podcast, my communications and marketing materials.
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I know that kind of what my philosophy on visibility is that it has to become a habit.
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So these things that you do that are strategic, they should take you less than 10 minutes a day, they can have huge impact.
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But a lot of these things, they take a long time, like how many times do we reschedule this podcast interview?
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Right.
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No, but that's just the reality of it.
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Yeah.
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you're not like getting on a podcast every day unless for months in advance you've been.
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Reaching out and connecting with podcast hosts all the time.
00:20:09.183 --> 00:20:09.679
And Yeah.
00:20:09.933 --> 00:20:12.304
to actually get on that podcast, what do you need?
00:20:12.304 --> 00:20:13.294
You need your bio.
00:20:13.294 --> 00:20:17.104
You need a description of whatever free gift you might be giving away.
00:20:17.104 --> 00:20:30.784
You need that all set up and all those things can be supported by AI as well, so that everything is at your fingertips and ready to make that podcast pitch just as easy and quick for you as what you think.
00:20:31.578 --> 00:20:33.858
take you for a social media post.
00:20:34.639 --> 00:20:49.098
So that's where you really are like leveraging it and choosing like the things that maybe felt harder or like a bigger reach now just as simple for you to achieve as the things that you thought were low hanging fruit and quick.
00:20:49.683 --> 00:20:50.104
Mm-hmm.
00:20:50.778 --> 00:20:51.959
Which, I Yeah.
00:20:52.009 --> 00:20:52.969
opinions on that too.
00:20:52.969 --> 00:20:54.078
Back to the social media thing.
00:20:54.108 --> 00:21:07.939
Have you ever posted on social media had it not take you at least 45 minutes by the time that you post it and format it and get a picture and then engage with people and find the music, and then you're scrolling and then you've lost 45 minutes?
00:21:07.939 --> 00:21:08.689
It just, it, it's.
00:21:09.723 --> 00:21:13.430
Yeah, it's, it's quite the time suck, for sure.
00:21:13.819 --> 00:21:16.309
And it used to be fun for me.
00:21:16.309 --> 00:21:19.279
And then somewhere along the way it stopped being fun.
00:21:20.950 --> 00:21:21.289
Yeah.
00:21:21.912 --> 00:21:33.451
but, yeah, so I love that you're positioning, like looking at things as far as like, how can AI support you from on the front end instead of like on the back end.
00:21:33.451 --> 00:21:38.881
So does that mean you are then going in at the end and polishing it with the human touch?
00:21:39.540 --> 00:21:39.961
Yes.
00:21:40.726 --> 00:21:42.286
Yes, 100%.
00:21:42.586 --> 00:21:45.766
And for me, I, I have like control issues over that for sure.
00:21:45.766 --> 00:21:54.703
Like, I'm not giving anything away that is like automatically being sent out or anything like that because I feel like this is where I wanna make sure that, human.
00:21:55.114 --> 00:21:55.923
Is involved.
00:21:56.374 --> 00:21:58.024
And so a couple of things to note here.
00:21:58.294 --> 00:22:00.903
One, you have to train your ai.
00:22:00.903 --> 00:22:03.903
You, I have a tool now called Brand Calibrator.
00:22:04.233 --> 00:22:13.915
This is other people call this a brand book or, you know, your brand guidelines or whatnot, but it's, it's a deep dive assessment on the way that you.
00:22:14.085 --> 00:22:33.255
communicate not just your language and your voice and your brand tone and style, which is important, but also a really deep understanding of who your audience is so that everything that you're speaking about is really resonant with the people who are reading it, and then also your personality because that needs to come through.
00:22:33.255 --> 00:22:37.559
That's often one of the most important things in distinguishing your own personal brand is.
00:22:37.910 --> 00:22:44.390
The way that you show up, like your fun quirks or however you are that make people connect with you.
00:22:44.779 --> 00:22:51.769
'cause there's a million bookkeepers out there that are doing the same thing, but why does somebody want to hire you specifically?
00:22:52.039 --> 00:22:53.329
And that all comes into it.
00:22:53.329 --> 00:23:03.470
So having that clarity and also that like document that brand DNA, I call it brand calibrator, is one of the most important things for.
00:23:03.529 --> 00:23:14.655
For using AI effectively, this is why I'm able to be the last point in of contact with it, kind of rather than, flipping it the other way and just making it like a polishing engine.
00:23:14.986 --> 00:23:19.921
I wanted to produce something that's like 80 to 90% effective right out of the gate.
00:23:21.191 --> 00:23:23.681
So with brand calibrator, it can do that.
00:23:24.101 --> 00:23:30.851
And so having the clarity around that and then, you know, knowing what the task is that you want it to take, that's the other piece.
00:23:30.851 --> 00:23:35.560
And when you fuse those two together, you're really getting AI to work for you effectively.
00:23:35.951 --> 00:23:38.030
I also wanted to talk about kind of the.
00:23:39.010 --> 00:23:45.790
The topic of monetization with ai, because that's definitely an opportunity.
00:23:45.790 --> 00:23:48.341
It's like, how can we use AI to make us more money?
00:23:48.881 --> 00:23:54.221
And that doesn't have to be limited to just an AI tool.
00:23:54.865 --> 00:23:56.846
Like, at first that's what I was doing.
00:23:56.846 --> 00:23:58.675
I was like, Ooh, I'll build these tools.
00:23:58.675 --> 00:23:59.846
I'll build Ba Valerie.
00:23:59.846 --> 00:24:01.526
I built brand Calibrator.
00:24:01.796 --> 00:24:02.546
Her name's Brenda.
00:24:02.836 --> 00:24:03.526
that's my mom's name.
00:24:04.756 --> 00:24:07.975
And, and you know, and then I'll give those to my clients.
00:24:08.005 --> 00:24:14.394
'cause that was actually what unlocked for me is I, as a service provider, someone who provides strategy, I was like, oh my gosh.
00:24:14.725 --> 00:24:21.535
AI is the bridge between the strategy I create and their ability to implement it, right?
00:24:21.535 --> 00:24:24.384
So now I can give them tools to help them implement these things.
00:24:24.384 --> 00:24:33.025
So if we build out a visibility strategy and we talk about you getting on podcasts, then maybe you need a bot that optimizes your bio.
00:24:33.025 --> 00:24:35.095
You need a podcast pitching assistant.
00:24:35.095 --> 00:24:38.591
You need, a podcast topic idea planner.
00:24:39.401 --> 00:24:40.480
Person bought.
00:24:40.931 --> 00:24:52.931
You know, those are the kinds of tools that you need to implement the strategy you have, and that's what's really exciting that connects the dots between what you're offering the success your clients ultimately have.
00:24:53.381 --> 00:24:57.520
And so there's probably a lot of opportunities to do that in, in the bookkeeping space as well.
00:24:57.520 --> 00:25:04.721
And AI tools to help, you know, support that you would give to clients to help them do a task.
00:25:04.990 --> 00:25:06.071
The other two areas.
00:25:06.740 --> 00:25:13.730
Which I don't think people think about this when it comes to monetization are your operational efficiency.
00:25:14.060 --> 00:25:21.296
So especially when you're in client service, like as a service provider, you only have so much time Yeah.
00:25:21.740 --> 00:25:22.701
your time is what.
00:25:23.273 --> 00:25:24.173
is making you money.
00:25:24.173 --> 00:25:25.673
So how do you get more of it back?
00:25:26.153 --> 00:25:38.633
How do you use AI to help you with administration, with content creation or repurposing so you're not spending so much time doing that research Maybe.
00:25:39.813 --> 00:25:43.353
Keeping up to date on like news and advancements.
00:25:43.353 --> 00:25:46.863
Maybe you have to follow like CPA news, right?
00:25:46.863 --> 00:26:03.063
And have that distilled and you don't have time to go and read, but you know, all these sources that you like and you wanna filter that all together and have like a, a weekly report that you review, which you then put into something like Notebook lm, and it reads you a podcast version of the notes that you got.
00:26:03.063 --> 00:26:05.613
Like so many things can be happening there.
00:26:06.278 --> 00:26:06.847
Oh wow.
00:26:07.018 --> 00:26:09.778
And then the third, so we've got operational efficiency.
00:26:09.778 --> 00:26:16.018
We've got the productization of AI tools for monetization, and then the other one is enhancing client delivery.
00:26:16.288 --> 00:26:23.428
So what can you be doing that's kind of like an extension of you that you're using behind the scenes to make your clients.
00:26:24.543 --> 00:26:30.903
have a bigger win or get something faster or really like, enhance or improve what you're doing.
00:26:31.009 --> 00:26:49.339
I can give you an example of that because the whole thing about visibility strategies that came from what I used to do when I worked in a PR firm where we did bill for every 15 minutes of our time talk about PTSD time management and issues with valuing yourself.
00:26:49.690 --> 00:26:55.569
How much time some things are taking, which is a whole other piece around a mindset shift for ai.
00:26:55.809 --> 00:27:05.559
But it would take me 20 hours, like we would bill about 20 hours for a plan all the client got was the plan, And like a meeting to talk about it.
00:27:06.430 --> 00:27:17.890
now I build that plan under two hours with my AI bot or my AI tools, I deliver it to my client.
00:27:18.745 --> 00:27:19.735
I even talk to them.
00:27:20.350 --> 00:27:36.153
So I created an AI onboarding assistant that is interactive and goes and gets all of the information that I need from my client in a better way than a Google form, like a more, Fun and expansive experience.
00:27:37.203 --> 00:27:44.284
that information, I build the plan, I give it to them, and now we can have a more detailed, nuanced conversation.
00:27:44.554 --> 00:27:54.094
They get me coming with more capacity, with more brain power to speak to some of the details and like get a better result for them.
00:27:54.634 --> 00:27:58.834
So that's what I mean by like enhancing client delivery like a big win.
00:27:59.044 --> 00:28:03.124
And it just gives you more space to do better at what you human do.
00:28:03.963 --> 00:28:04.413
Yeah.
00:28:04.594 --> 00:28:13.324
like in the end, all of these pieces, they allow you to human more, do the things that really can't be done by the bots and let the bots do the rest.
00:28:14.389 --> 00:28:15.949
Yeah, I love that.
00:28:16.087 --> 00:28:27.751
there's so many ways that I am, I'm sure a lot of bookkeepers are probably thinking of ways that they could use it to, like, make their operations more efficient, but maybe not.
00:28:27.867 --> 00:28:29.548
it's something that I'm constantly.
00:28:29.938 --> 00:28:30.837
Reevaluating.
00:28:30.837 --> 00:28:36.448
I'm going through a big project right now, kind of like revamping what whatever we can to automate things.
00:28:36.448 --> 00:28:41.278
And we use a lot of Zapier, so like building that in with AI type of stuff.
00:28:41.502 --> 00:28:41.893
Mm-hmm.
00:28:42.208 --> 00:28:52.390
it's been fun, but yeah, wherever we can get more efficient, obviously that's gonna help, help things, but also on the like advising side.
00:28:53.785 --> 00:29:03.325
Being able to like, use AI to strategize with you and bring things to like when you don't have a teammate to bounce ideas off of.
00:29:03.432 --> 00:29:05.712
it's really good to be able to have that.
00:29:05.807 --> 00:29:15.528
and often a lot of times I'll pop like things into chat GPT or whatever, and like ask it, what would, you know, how would you advise this client on blah, blah, blah?
00:29:15.528 --> 00:29:17.807
And most of the time it's stuff I would've already.
00:29:19.008 --> 00:29:22.278
Come up with, but it's nice to be like validated as well.
00:29:24.288 --> 00:29:28.428
Yes, and chat GT tends to be very validating.
00:29:28.428 --> 00:29:29.718
It's kind of, it's Yes.
00:29:30.528 --> 00:29:32.208
but you could bill.
00:29:32.988 --> 00:29:43.337
A bot that was like Serena duplicated, that was trained specifically on your approach and the way that Yeah.
00:29:44.298 --> 00:29:49.087
like the top, you know, strategies that you like to deploy and, Yeah.
00:29:49.367 --> 00:29:58.307
with your brand voice and all of those pieces so that when you're conversing with it, it's really like a co CEO for you.
00:29:58.478 --> 00:29:58.898
Mm-hmm.
00:29:59.648 --> 00:29:59.938
Yeah.
00:30:00.617 --> 00:30:06.932
And so that could be used Especially being able to train it on like a certain industry or like whatever, if you're, if you're niche.
00:30:06.956 --> 00:30:09.806
but yeah, have barely dipped my toe into that, so.
00:30:10.931 --> 00:30:11.471
Yeah.
00:30:11.476 --> 00:30:16.931
And, and I think it's exciting that I, I think this is just it, like where we're at right now.
00:30:16.931 --> 00:30:21.410
We're recording this, November, 2025, the.
00:30:22.394 --> 00:30:25.725
The trend is, is that it's not a trend anymore.
00:30:26.025 --> 00:30:27.914
Like it's not a fad, it's not going away.
00:30:27.914 --> 00:30:34.785
So it's time to figure out how to get on board and integrate this and ask all the questions.
00:30:34.785 --> 00:30:41.954
Like, the questions that I am hearing from people are, how do I, you know, do this in a, in an ethical way that Yeah.
00:30:42.045 --> 00:30:48.828
right for me and values aligned and that I'm not like cheating and I'm not, you know, giving up, my.
00:30:49.639 --> 00:31:06.409
Everything that I worked for, all of my skills, um, the years of experience and handing it over to a bot, it's just a shift in your own mindset to really approach this from a way that says that you can, you don't need to let AI replace you.
00:31:06.409 --> 00:31:08.209
That's not the goal.
00:31:08.568 --> 00:31:11.749
It's allowing it to enhance you.
00:31:12.624 --> 00:31:31.683
So right, because like if you are, if you are a full cup and you pour all of that cup into like messing around doing admin stuff, and then you're supposed to have like a strategy conversation with a client and you're fully depleted at that point, then you're not gonna be showing up for your client in the way that you want to.
00:31:32.669 --> 00:31:32.989
Yeah.
00:31:33.229 --> 00:31:42.151
So that's where we can really lean on on these tools and bringing, bringing Ai ai adoption into your business into, in 2026.
00:31:42.151 --> 00:31:46.560
It's, it's, it's time Yeah.
00:31:46.651 --> 00:31:47.250
Yeah.
00:31:47.382 --> 00:32:02.741
One of the things that a lot of bookkeepers are fearing and being told unfortunately by people, whether it's in the industry or outside, it's like bookkeeping seems to be one of those things that is like, AI is coming for your job.
00:32:03.072 --> 00:32:04.541
We're going to be obsolete.
00:32:05.021 --> 00:32:16.392
And so I'm curious from your perspective as a business owner, if that's how you feel about the bookkeeping prof profession, because I feel like we become, we all get into this.
00:32:17.037 --> 00:32:19.977
Echo chamber in our own industries, right?
00:32:19.977 --> 00:32:25.947
And so we continue to be fed the same information from various sources within our industry.
00:32:25.947 --> 00:32:35.636
And so, since you're a business owner and not a bookkeeper, I'm curious to hear your perspective on that and what you're like, what you're seeing, what you've experienced.
00:32:35.697 --> 00:32:37.197
'cause you said you have a bookkeeper.
00:32:37.385 --> 00:32:42.546
I'm not sure if you're on QuickBooks Online or something else, but all these tools are also building in ai.
00:32:42.635 --> 00:32:43.026
So.
00:32:43.641 --> 00:32:44.060
Mm-hmm.
00:32:44.946 --> 00:32:47.736
And I don't touch any of them myself.
00:32:47.736 --> 00:32:52.026
Like the reason I have a bookkeeper is because I don't wanna do any of it ever.
00:32:52.726 --> 00:32:53.016
Yeah.
00:32:53.405 --> 00:32:56.165
I wanna hand her the pile of receipts and that's it.
00:32:56.226 --> 00:32:57.020
Like, Yeah.
00:32:57.096 --> 00:33:01.175
you know, forward things to an email address that she organizes and everything.
00:33:01.446 --> 00:33:02.915
I think, you know.
00:33:03.766 --> 00:33:17.746
What I would say to that comment is overall with respect to any industry, bookkeeping, or any other industry, it just shifts what you need to do in order to show your value, right?
00:33:17.746 --> 00:33:29.020
So if you now have access to AI tools that are doing things faster and automated, and for you, then what do you get to do now that you have time for that is not what your client was.
00:33:29.691 --> 00:33:31.581
Paying you for before, right?
00:33:31.581 --> 00:33:42.141
Like what's the new win or the way that you can like add an extra human layer, because I think that that's actually an expectation shift that's going to happen, right?
00:33:42.141 --> 00:33:47.961
We were in an age where we just thought, you know, done for you everything like.
00:33:48.891 --> 00:33:50.841
Or like I can do it myself.
00:33:50.871 --> 00:33:51.530
That's great.
00:33:51.530 --> 00:33:52.671
I've got this tool.
00:33:53.000 --> 00:34:01.040
But I think that with more AI and more online people are going to crave more human connection.
00:34:01.461 --> 00:34:15.891
So I think that we're going to move into an era where we're providing for you stuff and more one-on-one or like more immersive experiences as far as our Yeah.
00:34:15.920 --> 00:34:16.250
go.
00:34:17.000 --> 00:34:19.701
Yeah, I, I agree with that.
00:34:19.793 --> 00:34:23.813
I just like to hear it from business owner perspectives because there are still business owners out there.
00:34:23.813 --> 00:34:28.458
This happened on, I had a conversation on threads, where I had posted something about.
00:34:29.020 --> 00:34:39.851
like creating an offer where we are delivering financial results within five days after the close of a business, which is actually really, really fast compared to most bookkeeping businesses.
00:34:39.851 --> 00:34:42.670
Usually it's like 15 to 20 days after the end of the month.
00:34:43.121 --> 00:34:48.911
But I was like, what if we created an offer where we give you the results, like so much faster so you can make better, faster decisions?
00:34:49.210 --> 00:34:55.121
And somebody, a business owner commented like, why would I pay you to do this when AI can do it for me?
00:34:55.121 --> 00:34:55.871
And it's like.
00:34:56.215 --> 00:35:01.976
Well, because AI's not perfect and it's not gonna be accurate, but they might be able to do it for you.
00:35:02.275 --> 00:35:09.420
We just, we haven't seen a hundred percent accuracy with the AI yet, so at the very least, Such a good distinction.
00:35:10.346 --> 00:35:15.415
And this is a thing that people who are just AI users don't necessarily get.
00:35:15.415 --> 00:35:28.855
We think that AI should just know everything, but there is a huge difference between AI and backed, AI lawyer backed AI marketing strategist backed ai.
00:35:28.855 --> 00:35:33.145
Like everything that AI knows is, is trained from.
00:35:33.335 --> 00:35:43.865
Like the internet and things that people put out there, but your own individual approach and strategy that is different for you.
00:35:43.865 --> 00:35:48.745
It's you are using AI and you know what the outcome should be, Yeah.
00:35:48.905 --> 00:35:58.805
that's the difference is when you put something through, you ask the AI the same question that I did, you would know whether or not it was actually correct.
00:35:59.605 --> 00:36:00.085
Yeah.
00:36:00.505 --> 00:36:03.775
or whether you'd wanna reframe it in a certain way, right?
00:36:03.775 --> 00:36:12.625
Like when I ask for help building a visibility strategy, which you could do, yours would say, go do these things.
00:36:12.625 --> 00:36:14.215
And you'd be like, huh, that sounds pretty good.
00:36:14.860 --> 00:36:30.070
probably is, but my approach would be to, you know, nuance this and ensure that messaging and make sure that like it aligns with these goals, like has all these cross-reference checkpoints in it, that that's not generic.
00:36:30.795 --> 00:36:34.155
That, that's my, my lens on it.
00:36:34.155 --> 00:36:34.635
Right?
00:36:34.875 --> 00:36:36.375
And the same with bookkeepers.
00:36:36.375 --> 00:36:40.935
You put your lens on it because you have your expertise and your experience.
00:36:41.326 --> 00:36:50.175
There's a huge difference between generic AI and AI that is built by or used with somebody who has a particular expertise.
00:36:51.100 --> 00:36:54.640
Yeah, it's just, it's sparking questions for me.
00:36:54.640 --> 00:36:57.971
Like I wonder what QuickBooks is using to train ai.
00:36:57.971 --> 00:37:05.320
Is it they're using the current bookkeeping that's being done in their software by bookkeepers and business owners, because that's why they're.
00:37:05.440 --> 00:37:10.120
Probably getting inaccuracies because business owners don't have the same training that we do.
00:37:10.480 --> 00:37:16.721
And then there's also bookkeepers in there doing bookkeeping that shouldn't be, and so their stuff is inaccurate as well.
00:37:16.721 --> 00:37:21.701
So like what is their I AI even being trained on, and is that why it's not perfect?
00:37:23.410 --> 00:37:24.730
Like all these questions.
00:37:25.395 --> 00:37:35.070
It, it, it is this whole, this whole evolution, like it's, still pretty new, like Gen AI only came onto the scene.
00:37:35.910 --> 00:37:40.495
As we're speaking just three years ago, Yeah.
00:37:40.680 --> 00:37:53.400
and so everything, and it's, it's changed and evolved so much in that time in terms of people's awareness of it, its own effectiveness, how LLMs work, what.
00:37:53.800 --> 00:37:57.460
You know, different ones have come onto the scene is competition.
00:37:58.000 --> 00:37:59.170
All of those things.
00:37:59.170 --> 00:38:09.343
Like, so really like, it's, what's interesting about it is, and I'm working with a software developer right now because we're building our own, AI platform and.
00:38:10.213 --> 00:38:16.093
He says, like in his experience building software, you build software and then it either works or it doesn't work.
00:38:16.093 --> 00:38:17.143
Like it's pretty black or white.
00:38:17.143 --> 00:38:18.433
You know what it's supposed to do.
00:38:18.853 --> 00:38:23.083
When you're building with Gen ai, has interpretation.
00:38:23.083 --> 00:38:27.643
It has anticipation, it has like recommendations.
00:38:27.643 --> 00:38:31.483
It, it's trying to anticipate what you wanna do next all the time.
00:38:31.873 --> 00:38:37.303
So thinking about how to program that is, it's a whole different way of using your brain.
00:38:38.009 --> 00:38:38.608
Yeah.
00:38:39.058 --> 00:38:40.678
Super fun, but it's wild.
00:38:41.098 --> 00:38:54.928
Yeah, that's like a real, um, I don't wanna swear, but like that's a real mind Yes, I be like, okay, if the thing is gonna anticipate, I have to anticipate what it's going.
00:38:55.138 --> 00:38:55.678
Anticipate.
00:38:56.413 --> 00:38:57.043
Totally.
00:38:57.283 --> 00:38:57.613
Yes.
00:38:57.613 --> 00:38:58.933
Like to the point that I've gotten.
00:38:58.933 --> 00:38:59.563
Okay.
00:38:59.622 --> 00:39:02.472
you're not supposed to do this like you're supposed to.
00:39:02.472 --> 00:39:05.262
Your job is to stay in this box, basically.
00:39:05.262 --> 00:39:10.092
Like, I want you to be really good at this box that you're in, not anticipating other things.
00:39:10.092 --> 00:39:17.832
So it's, you know, taught me how to custom specific guardrails that prevent like.
00:39:17.997 --> 00:39:19.047
Scope creep.
00:39:20.157 --> 00:39:20.547
Yeah.
00:39:20.577 --> 00:39:24.717
wanna go down that road, especially if you're giving something away.
00:39:24.717 --> 00:39:37.887
Like if you're building an AI tool for a client, you don't want it to start making certain recommendations, especially, and like, you know, giving advice around what's a write off or tax strategies or stuff like that.
00:39:37.987 --> 00:39:38.407
Mm-hmm.
00:39:38.457 --> 00:39:42.657
be, I'd be really cautious about that in your industry For sure.
00:39:43.152 --> 00:39:43.632
Yeah.
00:39:44.262 --> 00:39:44.622
Yeah.
00:39:44.622 --> 00:39:48.413
I did build A custom bot in mind, pal.
00:39:48.442 --> 00:39:56.392
'cause you can like put it behind a way, a paywall and like basically give it the information you want it to actually use to Yeah.
00:39:56.632 --> 00:39:57.442
information.
00:39:57.525 --> 00:39:59.955
just to help like file 10 99.
00:39:59.955 --> 00:40:06.346
So it's like one tiny little scope of things and like it's reading the IRS instructions and basing.
00:40:07.090 --> 00:40:08.110
Stuff off of that.
00:40:08.110 --> 00:40:10.242
So that was an interesting little experiment.
00:40:10.255 --> 00:40:17.576
but yeah, so we'll see what happens whenever I put in the New Year's regulations and how well it does.
00:40:17.576 --> 00:40:19.100
But Yeah.
00:40:19.370 --> 00:40:19.580
Yeah.
00:40:19.580 --> 00:40:23.690
You have to test these things regularly to know that they're still working.
00:40:23.690 --> 00:40:27.951
'cause that's the other thing is like a software, you would build it and it would just work.
00:40:29.120 --> 00:40:33.655
this is like now there's a new version of Chad GBT every few Oh, rogue.
00:40:34.545 --> 00:40:45.076
And now it thinks it's trying to be smarter, but sometimes when it's trying to be smarter, it's like it's lost all of the personality that I tried to infuse into it.
00:40:45.076 --> 00:40:55.815
Like my brand Calibrator is a very complex custom GPT at this point until I transfer it over into my platform, which will be ready in a couple of months.
00:40:57.615 --> 00:41:03.195
I need to make sure that it, like, I want it to be an experience like it's interacting with me, like people are interacting with me.
00:41:03.195 --> 00:41:10.785
The quite, like, I basically took my entire brand strategy process from a VIP day and put it into a bot.
00:41:11.235 --> 00:41:13.155
So I don't want it to be cold.
00:41:13.155 --> 00:41:14.330
I don't want it to be Yeah.
00:41:14.475 --> 00:41:15.465
I want it to like.
00:41:16.125 --> 00:41:27.195
Have reflective responses and like how do you, you know, program that and ensure that that's happening when on the backend people are like, we're tired of chat GPT being a cheerleader.
00:41:27.465 --> 00:41:31.335
And I'm like, I want it to be a cheerleader in this context, Yeah.
00:41:31.455 --> 00:41:32.475
allow it to do that.
00:41:32.475 --> 00:41:36.315
So I have to go back and check and test and make sure that those things keep working.
00:41:36.795 --> 00:41:46.635
And when you're handing over your own reputation a bit to a bot, Yeah, it's a, it's a, it's a murky little pool that we're in.
00:41:47.515 --> 00:41:48.805
Yeah, it sure is.
00:41:50.350 --> 00:41:53.500
Well, thank you so much for sharing all of this with us.
00:41:53.500 --> 00:42:01.045
If someone wants to get their hands on the bots that you've been building and get into your world, where is the best place for them to go?
00:42:01.645 --> 00:42:02.155
Yes.
00:42:02.155 --> 00:42:12.063
So come to my website, k sco.ca, ks co.ca, and everything that I build and share will be linked from there.
00:42:12.513 --> 00:42:18.088
But I'm happy to also provide, since we were talking about, visibility strategy and, the bots.
00:42:18.243 --> 00:42:19.623
That I created for that.
00:42:19.623 --> 00:42:31.053
I have a 90 day visibility sprint starter kit that has an AI tool built into it and gives you a special offer if you wanna buy Valerie on the back end of that to help you.
00:42:31.053 --> 00:42:35.563
Just planning and mapping out and deciding what strategic visibility moves to make.
00:42:36.208 --> 00:42:39.478
So I'll give you a special link for that, Serena, for your listeners.
00:42:39.563 --> 00:42:54.833
and yeah, I'd love to have you come and check out the Entrepreneur School podcast where we are talking about all things being an entrepreneur, the strategies, the mindsets, the running a business and a life, and being a mom and all of that stuff.
00:42:54.833 --> 00:43:01.463
And a lot more lately AI things because that's where my business is going in 2026.
00:43:01.718 --> 00:43:02.828
Yeah, exciting.
00:43:02.828 --> 00:43:09.728
Yes, definitely recommend listening to the podcast and we will link all of these resources in the show notes for you all.
00:43:09.728 --> 00:43:12.759
Thank you again, Kelly, so much for joining me.
00:43:13.088 --> 00:43:13.886
and we'll talk to you soon.