The BILL accounting firm AI ambition survey vol 3 - Reinventing services and delivery

82% of accounting firm leaders say AI has raised client expectations, particularly around speed of service, data privacy, and cybersecurity. Firms that are acting on this knowledge can pull ahead.

Volume 3 of the BILL Accounting Firm AI Ambition Survey draws on responses from 200+ accounting firm leaders to show how AI is changing services and the client experience.

It includes expert perspective and actionable guidance from CPA.com, connecting the data to steps firm leaders can take now.

One click, no form. Download the report to explore:

• Where firms are expanding their service mix
• How AI is reshaping roles and client journeys
• The early impact of AI-enabled services
• What it looks like to move from periodic work to continuous, AI-enabled delivery

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This report is one of a series of 4 focused on accounting firms and AI.

• ‍Volume 1: What AI says about the profession's future reveals where firms really stand on AI today, based on research with 200+ firm leaders.
• Volume 2: Strategy & investments—from ambition to allocation explores how firms are turning intent into concrete plans and budgets. 
• Volume 3: Reinventing services & delivery—from compliance to continuous advisory explores how AI is reshaping roles, skills, and the client experience.  
• Volume 4: Business model & pricing innovation—monetizing AI will examine how leaders are rethinking firm structure and pricing to capture AI-driven value. (coming July 2026).

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