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KKR took a majority stake in Crowe for ~$3B in June 2026. Five of the top 12 accounting firms now have PE capital. What independent firm owners need to know.
Read issue →Modus acquires accounting firms. Current offers a federated model. Building your own AI stack keeps options open. Three paths for CPA firm owners in 2026.
Read issue →AI platforms can gather R&D data and draft Form 6765. Circular 230 obligations cannot be delegated. The framework CPA firms need before using AI on R&D credits.
Read issue →SEC Reg S-P AI vendor rules are live for RIAs. Written oversight provisions and a breach response plan are now required. Here is what to fix this week.
Read issue →6,000 CPAs heard the same message at AICPA ENGAGE 2026: AI is now the floor. Here are three tools announced at the conference your firm can use this week.
Read issue →Claude Fable 5 launched June 9, 2026. Every Claude-powered tool upgraded. What changes for accounting, law, and consulting firms — and what it costs.
Read issue →QuickBooks Online turned on AI bank feeds for all users in May 2026. If your clients are on QBO, they're already using AI. Here's what your firm needs to know.
Read issue →Anthropic's Claude for Legal now has 90+ pre-built AI agents for law firms. Which three should a 5-20 attorney firm run first? A practical deployment guide.
Read issue →72% of US law firms now offer flat fees. AI is making hourly billing a trust and margin liability. Here is how small firm owners are making the switch.
Read issue →Anthropic's Partner Hub lets clients find Claude-certified firms. Select tier: 10 certifications, 2 deployments. Here's how a small firm claims a listing first.
Read issue →The best AI tools for small law firms in 2026: Clio AI, CoCounsel, Spellbook, August. Compared by price, use case, and firm size. No IT department required.
Read issue →AI is now buying accounting firms. Modus raised $85M to install AI in acquired practices. What the AI-native accounting firm model means for independent CPAs.
Read issue →Bullhorn GRID 2026: staffing firms using embedded AI generated 4x more revenue. What the data means for a 5–50 person recruiting agency in 2026.
Read issue →Anthropic changes Claude Pro billing June 15, 2026. Firms using Cowork, Firm360, or Agent SDK workflows need to act. Here is what changes.
Read issue →AI-skilled attorneys earn 56% more ($203.5K vs $129.9K). Here's the train-vs-hire decision framework for small law firm managing partners in 2026.
Read issue →Anthropic's 15 Claude workflows for QuickBooks, DocuSign, HubSpot — and which ones matter most for accounting, law, and consulting firm owners in 2026.
Read issue →The Illinois State Bar vetted and subsidized an AI contract review tool for members. More state bars will follow. Here's what this means for small firm owners.
Read issue →Litera Foundation 365 puts AI-powered client intelligence inside Microsoft Outlook and Teams. Here's what it does for mid-size law firms already on M365.
Read issue →OpenAI hired Ironclad's co-founder June 1 to build legal AI. Four platforms now compete for your budget. Here's who's actually building for small firms.
Read issue →SBE Council 2026: 82% of small professional services firms use AI. Only 66% deploy it in billable work. Here is what top firms do differently.
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