The Advisory Mindset Shift: AI, FP&A, and the Future of Accounting Firms

In this episode of Pulse of the Practice, Mo Arbas and Paul Miller sit down with Fady Hawatmeh, founder of Clockwork, to explore what advisory really means in today’s accounting landscape—and what it will take to scale it successfully.

Fady shares the origin story behind Clockwork, why he built an AI‑native FP&A platform from the ground up, and how firms can move from rear‑view reporting to forward‑looking insight. The conversation dives into mindset shifts, why most “AI hype” misses the mark, and how agentic AI will soon function as a true financial planning team—not just a tool.

If you’re an accounting firm looking to modernize advisory services, improve client experience, and understand where AI truly adds value, this episode is packed with practical insight and honest perspective.