13 articles
Thomson Reuters' 2026 report says 74% of tax clients want their firms using AI. Two-thirds have no idea if their firm is doing it. The fix is making the AI work you're already doing visible — one sentence at the start of your next client meeting.
Most CAS practices are using AI to solve a cost problem. PwC's April research shows that's the 80% position — and it caps your upside. Here's what the 20% are doing instead, and why your niche is the prerequisite for getting there.
A major accounting platform just guaranteed 95% automation or you don't pay. When the software handles nearly all the transactional work, the question isn't whether your bookkeeping fees survive — it's what your practice actually sells next. The answer reshapes your cost structure, your fee model, and your client service.
A single founder just built a $1.8 billion company with 11 employees. These AI-enabled hypergrowth clients need more advisory support than traditional clients, not less. The question is whether your practice is structured to serve them — or whether you'll watch them leave for a firm that is.
75% of CPAs are nearing retirement. AI capability compression is bifurcating firm valuations into a K-shaped market — encoded knowledge and advisory capacity drive premiums, while compliance-heavy practices with knowledge locked in people's heads face a buyer pool that can now build from scratch for less.
PwC launched a subscription AI platform that lets clients access tax, financial analysis, and due diligence intelligence — without the hourly bill. When the largest firm in the profession stops selling hours, every firm below them inherits the pricing question. The answer isn't panic. It's building.
Sequoia named accounting as a $50-80B disruption target. Learn the four strategic moves to absorb the disruption instead of being displaced by it.
98% of accounting firms use AI. Only 21% have a policy governing it. Your staff is already putting client data into tools you haven't vetted — and the line between safe and dangerous isn't where most practice owners think it is. Here's what's actually risky, what's safe right now, and the one thing you should implement this week.
Before every coaching call, I check with my bookkeeping team to get current on the client's status. That's not preparation — it's a tax. Every CAS practice pays it dozens of times a day: the invisible cost of moving context between people so someone can do the actual work.
Sequoia Capital says tax advisory is 80-90% intelligence work — rule-following, not judgment. Nate Jones argues most of what we call judgment is rules we've internalized so deeply we forgot they were rules. If they're right, the moat accountants keep defending on LinkedIn is real — but much narrower than the profession assumes.
AI matches experienced professionals 70-83% of the time. The profession's biggest complaint — that AI gets things wrong — is actually a description of where your professional value lives. The 17-30% where you catch the error, push back, and explain why? That's judgment. And it's the one skill nobody in the profession is developing deliberately.
A cross-border tax research project revealed a material legal error — not because AI got it wrong, but because the back-and-forth dialogue forced both sides to test every assumption. The best use of AI for complex professional work isn't asking questions. It's arguing until the answer survives.
