Issue #25September 28, 2026
The EBITDA Gap
AI-adopting professional services firms report 24.2% EBITDA margins versus 8.8% for laggards. The four moves that separate the profitable firms.
Read issue →AI Tools & Resources for Accounting, Law & Consulting Firms
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Blog PostSeptember 23, 2026
California SB 947 Is Signed: What the No Robo Bosses Act Means for Staffing and Consulting Firms
California SB 947 (No Robo Bosses Act) was signed September 30. Here's what it means for staffing agencies and consulting firms before July 1, 2027.
Read issue →Web ExtraSeptember 22, 2026
AI Use Policy Template for Small Law Firms (2026)
Free AI use policy template for small law firms. Covers ABA Rules 1.1, 1.6, 5.3 — client data, disclosure, staff training, and tool approvals. Copy and adapt.
Read issue →Blog PostSeptember 21, 2026
Harvey AI vs CoCounsel 2026: An Honest Comparison for Small Law Firms
Harvey AI vs CoCounsel: pricing, use cases, and an honest verdict for firms under 25 attorneys. Plus the alternative most small firms are missing.
Read issue →Issue #24September 21, 2026
The AI Billing Reckoning
The IRS says AI-efficient work should cost clients less. The AICPA disagrees. What the billing dispute means for your professional services firm.
Read issue →Blog PostSeptember 18, 2026
Thomson Reuters Future of Professionals Report 2026: What the Data Means for 5-50 Person Firms
15% deployed agentic AI — 53% plan to within 12 months. Thomson Reuters Future of Professionals Report 2026, synthesized for 5-50 person firms.
Read issue →Blog PostSeptember 17, 2026
Best AI Tax Software for Small CPA Firms (2026 Review)
Compare the best AI tax software for small firms: Juno, TaxGPT, SurePrep, and Accordance AI — ranked by workflow fit, pricing, and firm size under 50.
Read issue →Blog PostSeptember 15, 2026
What IRS AI Guidance Now Requires Your CPA Firm to Have in Writing
Alert 2026-19 sets four IRS AI guidance accounting firm requirements 2026. Here is what small CPA firms must have in writing before an OPR inquiry.
Read issue →Web ExtraSeptember 14, 2026
Best AI Contract Review Software for Small Law Firms 2026
Best AI contract review software for small law firms 2026: Spellbook, goHeather, LegalOn, and CoCounsel compared by price, firm size, and Word integration.
Read issue →Web ExtraSeptember 14, 2026
AI Tools for Tax Professionals: CPA Firm Guide 2026
Best AI tools for tax professionals at CPA firms: Filed, Checkpoint Edge, Canopy, Blue J, and Accrual compared by workflow and price. Updated Sep 2026.
Read issue →Blog PostSeptember 14, 2026
Accrual Acquires Puzzle: The CAS Platform Three-Way Fight Small CPA Firms Need to Understand
Three CAS platforms now compete for small CPA firms: Karbon Kai, Intuit, and Accrual (after its Sep 2 Puzzle acquisition). Which one is right for your firm?
Read issue →Web ExtraSeptember 13, 2026
Bar Association AI CLE Requirements: What Your Law Firm Needs to Do in 2026
Which states require AI or technology CLE for attorneys in 2026? A state-by-state breakdown plus what's coming in 2027 — for small law firm owners.
Read issue →Blog PostSeptember 13, 2026
Two Researchers From MIT and Stanford Measured What AI Does for Small Accounting Firms. Here's What They Found.
MIT/Stanford study on 79 small accounting firms: AI cut monthly close by 7.5 days and enabled 55% more clients per accountant. Here's what they did.
Read issue →Web ExtraSeptember 12, 2026
What IRS AI Billing Guidance Means for Small CPA Firm Pricing
OPR Alert 2026-19 says billing pre-AI rates for AI-assisted work may be an unconscionable fee. The AICPA disagrees. Here's what small CPA firms must do now.
Read issue →Web ExtraSeptember 12, 2026
Professional Services AI Adoption Statistics 2026: What the Data Shows
Only 19% of accountants use AI daily despite near-universal access. AI adoption rates, ROI benchmarks, and workflow data for professional services firms 2026.
Read issue →Web ExtraSeptember 11, 2026
Best AI Tax Software for Small Accounting Firms (2026)
Best AI tax software for small CPA firms in 2026 — Accrual, Black Ore, Canopy, Intuit, CCH Axcess, Avalara. Honest comparison with pricing and firm-size fit.
Read issue →Blog PostSeptember 11, 2026
Colorado AI Compliance: What Professional Services Firms Must Do Before January 1, 2027
Colorado's ADMT draft rules (filed August 11) spell out what compliance looks like before January 1, 2027. Here's what professional services firms must do now.
Read issue →Blog PostSeptember 11, 2026
Your Clients Are Now Funding the Tools That Replace You
50 sitting GCs backed GCVC to fund legal AI that cuts outside counsel costs. Here's what general counsel legal tech investment means for small firms.
Read issue →Blog PostSeptember 11, 2026
Harvey Just Hit $15.5B. What the Legal AI Market Shift Means for Small Firms.
Harvey raised $550M at $15.5B. 80% of Am Law 100 now runs on legal AI. Here's what that market shift means for a 10–15 attorney firm in 2026.
Read issue →Blog PostSeptember 10, 2026
California Just Made AI Auditing a Regulated Profession. What Professional Services Firms Need to Know.
California's AI Auditor Registry is now law. AB 1405 requires consulting firms doing AI audits to register. Here's what changed and what to do next.
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