AI, Automation, and Client Support: How Account Ability Consulting Stays Ahead

On February 20, 2026, Gary DeHart sits down with Susan Cook and Abby Rocheleau of Account Ability Consulting to talk about what it really looks like to run a modern QuickBooks consulting practice. Susan shares how she went from doing everything herself to hiring help, achieving “zero inbox” 📥, and freeing up time for revenue-producing work. Abby explains what made the onboarding successful, starting with low-risk repeatable tasks, documenting processes 📝, and gradually expanding responsibilities. They also dive into the QuickBooks Solution Provider program, inventory and manufacturing workflows 📦, and how consultants help accounting firms solve complex system and process challenges. Susan also discusses how she chooses the right tech stack for clients, including tools like Cin7 Core, Lightspeed, and Shopify. The conversation also explores how automation and AI 🤖 are being used carefully to support clients, improve communication, and streamline operations without sacrificing accuracy. If you’re an accountant, consultant, bookkeeper, or firm owner, this episode offers practical insights on hiring, specialization, delegation, and building a consulting practice that scales.

Accounting Insiders · Gary DeHart, Susan Cook, Abigail Rocheleau