In a time of rapid change and rising challenges, staying competitive requires not only innovation but also the ability to look at familiar problems through a new lens. At Fieldguide, we’re passionate about bringing fresh perspectives to the audit and advisory industry. That’s why we were so excited to host a virtual town hall with Billy Beane, the legendary architect of Major League Baseball’s “Moneyball” strategy (if you weren't able to attend, the recording is available here).
If you're not familiar with Billy Beane's story or the hugely successful film, here's a glimpse that Billy shared with the audience.
The topics Billy explored with us are not exclusive to baseball; data, technology and culture drive transformational change in any industry. The turnout from audit and advisory leaders across the country reaffirmed what we’ve always believed: there’s a hunger for bold ideas and forward-thinking strategies in our profession.
Here are some of the key takeaways that resonated with our audience:
From Intuition to Insight
Baseball, much like the CPA profession, has long been driven by intuition and gut instincts. As Billy described it:
“Sports, in general, is very much an emotional gut-feel business… But from a business standpoint, that’s not a particularly good process to adhere to.”
Traditionally, firm leaders have relied on experience and instinct to guide decisions. While valuable, this approach can lead to inefficiencies, particularly when firms face increasing complexity and competition. Data changes this equation.
Jin Chang, Fieldguide CEO and Cofounder, highlighted how combining intuition with analytics can elevate leadership:
“Great leaders historically relied on intuition developed from experience. Now, with mountains of data, we can validate those intuitions and make even better decisions.”
The shift to data-driven insights doesn’t replace human judgment—it enhances it. Leaders can make decisions more confidently and consistently by using data to confirm or challenge their hypotheses.
Innovation Born from Necessity
Billy's pivot to analytics was driven by the Oakland A’s need to compete with larger, better-funded teams. As he put it:
“Innovation is usually driven by need and necessity. For us, it was about not just surviving but thriving in a business that expects success.”
Similarly, CPA firms are facing pressing challenges: talent shortages, rising client expectations, and technological disruption. These pressures demand innovative solutions. Firms that embrace AI and data analytics are not just surviving but pulling ahead of their peers.
Jin shared that many firms are already seeing the benefits of this shift:
“Firms that lean into AI are pulling ahead faster than their competitors. The reality is, leveraging technology today creates a major advantage for the next decade.”
Innovation doesn’t happen in a vacuum—it arises from the need to overcome obstacles. In both baseball and accounting, data has emerged as a powerful tool for tackling these challenges head-on.
Predicting the Future with AI
One of the most striking insights Billy offered was how baseball statistics, one of the original business metrics that started 150 years ago, allowed teams to predict player performance effectively:
“Baseball is like any other business. The key is trying to efficiently predict the future of what’s next.”
This is precisely what AI enables for CPA firms. Jin explained how AI is shifting focus from individual productivity to team-wide efficiency:
“We’re seeing interest in AI agents—technology that performs tasks humans used to do, faster and often more accurately. This goes beyond a co-pilot for practitioners; it’s about enhancing entire engagement teams.”
Just as baseball teams embraced data analytics to transform America's pastime, accounting firms now stand at a similar inflection point with AI. The future belongs to firms that can effectively harness AI not just as a productivity tool, but as a driving force for reimagining how entire teams collaborate and deliver value.
Retaining Talent with Data
Empowering Teams and Retaining Talent
Data is not just about improving outcomes; it’s also about supporting the people behind those outcomes. In both baseball and accounting, retaining top talent is a priority. Billy noted that analytics allowed his team to make better decisions while managing risk. Similarly, Fieldguide’s platform is helping firms address a growing concern: employee burnout.
Jin explained how Fieldguide surfaces insights to help leaders balance workloads:
“Your best employees tend to be overworked. With data, leaders can see who’s at risk of burnout and take proactive steps to support their teams.”
This kind of visibility ensures that firms can protect their most valuable resource—their people.
The Future Is AI + Human Expertise
Both Billy and Jin emphasized that the most successful organizations of the future will rely on a powerful synergy: the analytical precision of artificial intelligence combined with the creativity and judgment of human expertise. This is not about replacing humans with machines but about elevating human potential through the intelligent use of technology.
Billy illustrated this point by discussing how consistent, data-backed decisions can build a long-term competitive advantage:
“Over time, making consistently better decisions creates a gap between you and your competitors.”
Jin expanded on this vision, explaining how firms can achieve similar results by blending technology with their institutional expertise:
“The firm of the future is a combination of expert humans—those with great intuition and history—paired with the analytical power AI provides. This blend is key to succeeding in the future.”
While intuition and experience remain invaluable, AI offers a way to validate, challenge, and enhance those instincts. For instance, a managing partner’s intuition about client needs can be bolstered by AI insights that reveal patterns across similar accounts or predict future trends. This combination ensures firms remain not only competitive but also proactive in addressing emerging challenges.
Charting the Path Forward
Billy's story is a testament to the transformative power of data. Just as he reshaped baseball with analytics, CPA firms have the opportunity to redefine their profession by adopting AI and data-driven strategies. The stakes are high, but the rewards—greater efficiency, reclaiming time for growth, improved decision-making, and a more engaged workforce—are well worth the effort.
The full recording of our conversation with Billy is available, along with Fieldguide’s latest Benchmark Report, packed with actionable data and strategies for firms looking to innovate and grow.
Fieldguide is here to help firms make this leap. By bringing all aspects of the engagement lifecycle onto a single, AI and data-driven platform, we’re enabling firms to harness insights previously hidden in disparate systems. The next decade belongs to those who break with the status quo and embrace the transformation already happening.
Are you ready to lead the way? Let’s shape the future together.
Mark Horton
VP of Marketing @ Fieldguide
Increasing trust with modern software for assurance and advisory firms.
