The Woodard Report

AI-First Doesn’t Mean People-Last

Written by Jennifer Scott | Sep 25, 2025 4:06:09 PM

AI is transforming the accounting profession faster than most of us ever imagined. Tools that automate bookkeeping, streamline payroll, and even draft tax memos are no longer futuristic; they’re here, and firms are adopting them at record speed.  

But here’s the truth: technology alone won’t carry firms forward.  

Yes, AI can reduce manual work and boost efficiency, but it doesn’t build trust. It doesn’t inspire a team to rally through change. It doesn’t reassure clients who fear being left behind.  That’s the work of leadership, especially in times of disruption, and it must be rooted in empathy, communication, and resilience. Without those things, even the flashiest AI rollout can fail to deliver its promised impact. 

The human side of AI adoption 

Whenever I talk with business owners about AI, I hear the same themes. They are excited about efficiency gains, have anxiety around implementation and guardrails, and they fear resistance from staff who feel change is being forced on them. This isn’t surprising.   

For many employees, “AI” sounds like code for “your job is at risk.” For clients, it can feel like the human touch they value is being replaced by a robot. And let’s be honest, sometimes, as leaders, we don’t help. We announce a new tool, expect everyone to adopt it overnight, and wonder why the rollout stalls. What we’re really bumping into isn’t a tech issue. It’s a trust issue. 

Empathy in leadership 

Adopting AI without empathy is like installing new software without instructions. It leaves people frustrated and disengaged. Empathy in leadership means pressing pause to understand how your team and clients feel about change before pushing them into it. It sounds like, “I know this feels overwhelming right now.” Or “It’s natural to worry about what this means for your role.” Or “Let’s walk through how this tool will help you do your job better, not replace you.”  

When leaders acknowledge these concerns instead of brushing them aside, resistance softens. People may not love the change right away, but when they feel seen, it makes all the difference.  

Here’s a practical tip: involve your team early. Instead of dropping a new tool on them fully baked, invite them to pilot it, test it, and give feedback. Not only will you spot issues faster, but your team will feel ownership in the process. 

Leading through the long game 

Change fatigue is real. And recently, we have been navigating nonstop shifts. Leaders who succeed are the ones who model resilience. Resilience doesn’t mean pretending everything is fine. It means being honest about challenges while also showing a clear path forward. For example, “Yes, this tool will take some time to learn. But once we master it, we’ll free up hours each week for advisory work.” And “There will be bumps in the rollout, but we’ll tackle them together.”  

When leaders frame disruption as an opportunity instead of a threat, they help their teams and clients build confidence in the future. 

Turning AI into a trust-building moment 

Here’s the exciting part: AI adoption, done right, can actually increase trust. For teams, it shows that leadership is investing in tools that reduce burnout and make their jobs more fulfilling. Imagine being freed from hours of manual data entry so you can focus on analysis, strategy, and client relationships. That’s empowering.   

For clients, AI can mean more accurate data, faster turnaround, and deeper insights. But they need reassurance, too. That may sound like, “We use automation so we can spend more time advising you, not less time with you.” Or “AI improves accuracy, but it’s our people who interpret the numbers and guide you through decisions.”   

When we frame AI this way, clients see it not as a replacement for human expertise but as an enhancement of it. 

A framework for leading AI adoption 

Try this simple three-step framework to guide teams through disruption: 

  1. Acknowledge – Recognize and validate concerns. Don’t gloss over them. 
  1. Adapt – Provide the training, role clarity, and support people need to succeed. 
  1. Align – Connect the change back to your firm’s higher purpose and values.  

Hold a listening session with your team. Ask what excites them about AI, what worries them, and what support they need. Map out client messaging before launching, too. Give your team talking points that emphasize benefits while reinforcing the human role. It’s not rocket science, but it works. It turns AI adoption from a technology project into a leadership opportunity. 

The bottom line 

AI is changing the way we work, but it doesn’t change what people need: trust, clarity, and leadership that puts them first. As firm owners, we have a choice. We can roll out technology in a way that creates fear and resistance, or we can lead with empathy, integrity, and resilience, turning disruption into an opportunity for growth.  

At the end of the day, AI may transform our tools, but it’s how we lead through change that will determine whether our firms thrive.