Insights, guides, and updates
I built an AI skill for something completely unrelated to accounting — booking flights — and learned more about context engineering in two hours than months of client work had taught me. The first draft captured my obvious preferences. The corrections surfaced knowledge I didn't know I had. That's the encoding gap, and it's the reason most firms' AI stays mediocre.
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.
This one's longer than usual — grab a coffee. PwC told partners to get on board or get out. Dext launched an AI agent that learns from your corrections and charges you for the privilege. Xero and Intuit both signed multiyear deals with Anthropic. And that's just the start.
The KPIs that built successful accounting firms — utilization, AHR, profit per partner — were designed for a world where humans do all the work. When AI becomes a production participant, those metrics aren't wrong. They're just no longer enough. Here are three metrics I think matter now — and I want you to challenge me on every one of them.
AI compressed the cost of solo founding a CAS practice to near zero. Your best people know this. The question isn't how to prevent departures — it's whether your firm offers something a solo practitioner can't replicate. Four things make the difference, and all of them are buildable.
