Ashley Francis, CPA/PFS

Hey Friends! Thanks for coming by and checking out my profile. I am a CPA that works with UHNW individuals and family groups and their related entities - mostly trust and estates, family partnerships and charitable planning. I am also an early adopter of generative AI technology (think ChatGPT and BingChat) and enjoy finding ways to help firms incorporate it into their tax, accounting and financial planning practices. On the heels of that, I’m a big fan of folks learning about automation in general (and Power Automate in particular). What AI won’t be able to do, automation can. And if it can’t, maybe we need an agent (a bot). And finally, I’m a big advocate of CPAs that work with small and medium-sized businesses on the tax side to (responsibly) add more services around financial planning. Oftentimes we’re the only “money matters” person in a client’s life and financial planning encompasses so much more than just stock portfolios. We can help make a positive difference not only for their business but for their personal financial matters as well. I love connecting with people but I get a lot of requests from folks that I don’t know. If you send me a LinkedIn connection request, please let me know how we know each other. If you are reaching out to partner on small business bookkeeping or payroll, I, unfortunately, will not be able to help you. I refer out that service (where needed) to more knowledgeable folks than I on those matters.