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AI now prepares 1040 returns 80–90% complete before a CPA reviews them. What 'Ready to Review' means for small firms — and 3 ways to respond.
Read issue →CCAB issued AI ethics guidance for accountants. Your professional license rules now apply to AI use. Five key questions to answer now.
Read issue →Daylit AI agents for AR: 3x collections, 75% cost cut, 40+ hrs/week freed. Is it the right fit for your accounting or staffing firm?
Read issue →D. Kansas issued the first district-wide federal AI disclosure order in Jan 2026. Five lawyers fined days later. Small firm checklist inside.
Read issue →150 AI agents are now deploying to 80,000 tax professionals in 90 days. Here's the small accounting firm version of the same sprint.
Read issue →Georgia SB 540 passed and sits on Gov. Kemp's desk until May 12. If signed, AI chatbots must disclose every 3 hours. Small firm compliance checklist.
Read issue →67% of staffing firms now use AI to screen candidates (up from 35%). 75% faster screening, 30% lower cost-per-hire. Which 3 workflows to automate first.
Read issue →NH SB 640 and state AI disclosure laws are coming. Here's the engagement letter language professional services firms need before it's legally required.
Read issue →California COPRAC approved AI ethics amendments to 6 Rules of Professional Conduct. Comment deadline May 4. What every CA lawyer needs to know now.
Read issue →At ABA TECHSHOW 2026, practitioners voted for cash flow AI over legal drafting. Here's what that means for accounting, law, consulting, and staffing firms.
Read issue →Dext AI Assist automates bookkeeping categorization for accounting firms. The 5-question framework for evaluating whether it fits your client workflow.
Read issue →Oregon signed SB 1546 — the first US state chatbot law with a private right of action. $1,000 per violation. January 1, 2027 deadline.
Read issue →30% of accounting job listings now require AI skills, up 67% year-over-year. Here's how small accounting firms should screen for AI fluency and who to hire.
Read issue →GAO: IRS lost 63 AI-skilled employees and may abandon its AI-powered audit model. Here's how accounting firms should advise clients now.
Read issue →61% of professional services firms have abandoned an AI project due to skills gaps. Here's what the successful firms do differently.
Read issue →Washington HB 2225 covers companion chatbots, not intake bots. Oregon and Georgia laws are broader. What professional services firms actually need to do.
Read issue →73% of accounting firms are changing pricing messaging due to AI. Clients are asking why fees haven't changed. Here's how to lead this conversation.
Read issue →PwC One and KPMG Private launched in the same week, both targeting small firm clients. Here's what regional accounting and consulting firms can still defend.
Read issue →QBOA is sunsetting at end of 2026, replaced by Intuit Accountant Suite. Here's the migration checklist for small accounting firms.
Read issue →64% of employees are job-hugging due to FOBO. Four-step AI rollout, three resistor types, and a script for the conversation you're avoiding.
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Deep analysis, cross-sector patterns, and the frameworks that help professional services firms make the crossing.