In doing so, we are not only addressing persistent operational challenges such as staffing constraints, capacitylimitations,andworkflowbottlenecks—wearealsoactivelyrepositioningthefirmforlong-term sustainability in atechnology-enabled profession.The result isa modelthat elevatesthe roleof the CPA team, strengthens client relationships, and aligns firm operations with the direction in which the profession is already moving.
A defining aspect of my leadership approach is the use of AI as a collaborative tool in firm design, communication development, and operational planning. This application letter, for example, was developed through a collaborative drafting process between myself and our internal AI system, reflecting how we routinely integrate professional judgment with AI-enabled drafting, refinement, and analysis to enhance clarity and execution speed.
I am particularly interested in contributing to PCPS because of its commitment to providing practical, implementablepracticemanagement resourcesforCPAfirms.Ibelievethe mostvaluable insightscome from real-world operating environments where guidance is tested against the realities of staffing, deadlines, client expectations, and profitability pressures.
I would welcome the opportunity to contribute perspectives from a firm that is actively evolving its operating modelwhile embeddingtechnology and AI into its core processes.Mygoal is to supportPCPS in advancing tools and resources that reflect how firms operate today and where the profession is headed.
Thank you for your consideration. I would be honored to contribute to the PCPS Executive Committee and support its mission of strengthening CPA firm operations and advancing practice management excellence.
Sincerely,
Samantha Bowling, CPA, CEPA, CFE, CGMA Managing Partner GWCPA LLP
AI & Firm Innovation Leadership
Samantha leads an AI-integrated firm transformation model that embeds technology into the operating rhythm of the practice.
Key AI- enabled capabilities include:
• Tax research and technical analysis
• Advisory and client communication drafting
• Workflow design and SOP development
• Financial analysis and planning support
• Internal knowledge systems and automation tools
Embedding AI as an operational layer improves speed, consistency, capacity, and advisory depth while supporting a lean , scalable team structure.
Operating Model Transformation
GWCPA is redesigning its operating model through initiatives that improve accountability, scalability, client value, and staff development.
• EOS implementation to strengthen accountability and scalability
• Fixed-fee service framework replacing traditional billing models
• Workflow automation and capacity redesign
• Leadership development pathways for staff progression
The firm’s training model shifts professionals from transactional execution toward review, judgment, and advisory oversight preparing the team for a more automated profession while elevating staff into highervalue client-facing roles.
Professional Identity Statement
A CPA leader modernizing firm operations through governance experience, operational redesign, and AIenabled innovation advancing the profession while elevating people and strengthening client relationships.