"Your data is good to go. Customer comes into Hub Analytics and starts chatting with the chat bot to ask questions about the data, get visualized charts and graphs, and really have kind of this virtual CFO experience, which is cool."
-Tommy Vincent

Tommy Vincent, Co-Founder and Chief Revenue Officer at Hub Analytics, returns to explain how AI is reshaping analytics, advisory, and the bookkeeper's role. He shares how data diagnostics improve pricing confidence, why early forecasting matters, and how AI tools give clients clearer financial insight without added complexity.

In this interview, you'll learn:

How AI checks bookkeeping work in seconds & catches errors early
Why forward-looking analytics matter more than past reports
How to deliver CFO-level insight without becoming a CFO

To learn more about Hub Analytics, click here.

Connect with Tommy on LinkedIn.

Time Stamp

00:00 - How AI scans bookkeeping data & flags issues
02:13 - Why AI fits naturally into accounting & finance
05:01 - Using AI to validate work & reduce review time
06:22 - Moving from historical reports to forward-looking insight
08:37 - Why many bookkeepers don't want to deliver CFO services
09:13 - How the Hub Analytics partner program works
11:45 - Using data diagnostics to check & price new clients
14:22 - Catching errors & unknowns before onboarding
16:10 - Why small businesses need forecasting earlier
19:36 - Cash flow forecasting & scenario planning
20:34 - Using AI chat tools as a virtual CFO
22:32 - Turning insights into real business decisions
25:02 - How bookkeepers stay connected to advisory work
29:57 - Making CFO-level insight affordable for small businesses
32:14 - How to get started with Hub Analytics

EP511: Spotlight - Tommy Vincent - How AI Is Changing Analytics For Bookkeepers

The Successful Bookkeeper Podcast