Embracing Change: The Impact of Technology and AI on Business
Thu Feb 05 2026
What does it really take to embrace change—and build a business that can keep up?
In this episode of Beyond the Numbers, Randy Kardas, CPA, sits down with Jackie R. Campbell, CFP®, CPA, PFS (Founder & President of Campbell & Company) to talk about how technology and AI are reshaping operations, decision-making, and long-term business value.
They cover what it takes to move past manual workflows and spreadsheet dependency, how to use AI as a thinking partner (not a replacement), and how to choose systems that support growth without adding complexity. The conversation also digs into enterprise value and succession planning—why documented processes, repeatable workflows, and a modern finance stack can turn an owner-dependent business into one that can scale or transition smoothly.
They also share a practical take on proactive tax planning, and why waiting until year-end can get expensive.
Visit us at https://www.mycampbellandco.com
Call us at 352-683-7365
Or drop us a line at beyondthenumbers@mycampbellandco.com
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What does it really take to embrace change—and build a business that can keep up? In this episode of Beyond the Numbers, Randy Kardas, CPA, sits down with Jackie R. Campbell, CFP®, CPA, PFS (Founder & President of Campbell & Company) to talk about how technology and AI are reshaping operations, decision-making, and long-term business value. They cover what it takes to move past manual workflows and spreadsheet dependency, how to use AI as a thinking partner (not a replacement), and how to choose systems that support growth without adding complexity. The conversation also digs into enterprise value and succession planning—why documented processes, repeatable workflows, and a modern finance stack can turn an owner-dependent business into one that can scale or transition smoothly. They also share a practical take on proactive tax planning, and why waiting until year-end can get expensive. Visit us at https://www.mycampbellandco.com Call us at 352-683-7365 Or drop us a line at beyondthenumbers@mycampbellandco.com