The Trifecta: 2030 Playbook for CPAs with Jeff, Dan & Craig
Episode Summary
Three of the most influential builders in modern accounting software explain the shift every firm will feel as AI reshapes the profession, both in the near term and the decade ahead.
In this episode, Dan Wernikoff (Intuit QuickBooks), Craig Walker (Digits), and Jeff Seibert (Digits) sit down with Kacee Johnson to break down what’s actually coming next.
You’ll hear them discuss:
- How AI goes far beyond the cloud shift accountants lived through
- The automation of month-end close expected by 2026
- What 96% AI accuracy actually means for bookkeeping and review
- What is expected of accountants as firms go AI-native by 2030
Watch the full video here
Hosted by Kacee Johnson, fintech innovation leader and Principal at Radical, AI-Native Accounting is the podcast at the crossroads of AI and the future of finance. Engage in monthly discussions with firm owners, tech pioneers, and visionary accountants. Explore real-world applications of AI, uncovering how it's streamlining processes and enhancing decision-making. Discover what's working, what's emerging, and what's on the horizon in the world of accounting technology.
Featured Guests
Dan Wernikoff
Board Member, BILL (former GM, Intuit)
Dan Wernikoff is a longtime technology and fintech executive known for leading major product transformations at Intuit, where he oversaw QuickBooks and TurboTax. He later served as CEO of LegalZoom, guiding the company through a shift to subscription services and its successful IPO. Wernikoff has deep expertise in small-business software, payments, and cloud-based platforms. He currently serves on the board of BILL, helping shape the future of financial operations for SMBs.
Jeff Seibert
CEO & Founder, Digits
Jeff Seibert is a serial tech entrepreneur currently leading Digits, an AI-native accounting platform for small businesses. He previously co-founded Crashlytics — a top-tier mobile crash-reporting service acquired by Twitter — and later served as Twitter’s Head of Consumer Product. Over his career he’s also co-founded and exited other startups, invested in dozens of companies, and become a recognized voice in fintech and startup product design.
Craig Walker
Head of Product Strategy, Digits
Craig Walker is the co-founder and former CTO of Xero, where he helped build one of the world’s leading cloud-accounting platforms from the ground up. With deep expertise in accounting technology, product strategy, and scaling global SaaS systems, he’s played a major role in modernizing how small businesses manage their finances. Craig is now the Head of Product Strategy at Digits, where he’s focused on advancing AI-driven accounting tools and redefining the future of financial operations.
Your Host
Kacee Johnson
Digits Advisor & Innovation Partner
Kacee Johnson is a leading figure in the accounting profession, recognized among Accounting Today's Top 100 Most Influential People, CPA Practice Advisor's Top 25 Thought Leaders, and as one of the Most Powerful Women in Accounting. She advises AICPA and CPA.com as an innovation partner and leads the Startup Accelerator program, mentoring startups that shape the profession's future. In 2025, she completed Harvard Business School's Executive Program on Private Equity and Venture Capital and joined the be radical team as a Principal in FinTech Innovation.
