Blog PostAugust 26, 2026
Intuit Accountant Suite August 2026: AI Agents and MCP Are Now Live
QuickBooks AI agents for accounting firms went live in August 2026. Here's what Intuit Intelligence does and what to turn on first.
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Blog PostAugust 25, 2026
Claude Just Started Remembering Your Client Conversations. Here's What to Do.
Claude Memory now retains client confidentiality details by default for personal plan users. CPAs and attorneys need to audit and clear their accounts now.
Read issue →Blog PostAugust 17, 2026
Boomer Circle Summit 2026: What the Accounting Firm AI Conversation Looks Like This Year
What accounting firm AI conversations at Boomer Circle Summit 2026 revealed — and what the takeaways mean for your 5–30 person CPA firm's AI strategy.
Read issue →Blog PostAugust 12, 2026
The Boomer Circle Summit 2026 Is in 5 Days — Here's What Every Accounting Firm Owner Should Know
Boomer Circle Summit 2026 ran August 17–20 in Kansas City. What accounting firm owners — attending or not — need to know about the AI decisions made there.
Read issue →Blog PostJuly 14, 2026
New York's AI Pricing Law Is Already in Effect — Does It Apply to Your Firm?
NY's Algorithmic Pricing Disclosure Act is in effect. Here's how to know if your professional services firm is in scope and what to do.
Read issue →Blog PostJune 23, 2026
When AI Handles the Numbers, What Does Your CPA Actually Do? The Role Shift That 87% of Accounting Firms Are Already Living
87% of accounting firms are expanding into advisory services as AI handles data work. Here's the specific shift — what AI takes over and what CPAs do instead.
Read issue →Blog PostJune 19, 2026
Why Your Firm's AI Investment Isn't Working (It's Not the Tool)
88% of workers use AI regularly. Only 39% report improved profitability. The gap isn't the tool — it's how firms deploy it. Here's the mechanism and the fix.
Read issue →Blog PostJune 19, 2026
You Don't Need an AI Developer. Your Accountants Already Are One.
CLA grew from 3 to 100 citizen developers using existing staff — no engineers hired. Here's how to apply their model at a 10-30 person accounting firm in 2026.
Read issue →Blog PostJune 19, 2026
The AI Law Firm That Reviewed $1 Billion in Contracts With 45 Attorneys
Crosby AI grew from $30M to $1B in contracts in 12 months with 45 attorneys. How the AI native law firm model works and what it means for your practice.
Read issue →Blog PostJune 19, 2026
The IRS Just Got a Recommendation to Regulate Every Tax Preparer in America
ETAAC 2026 recommends Congress give IRS authority to regulate all paid tax preparers. For credentialed CPA firms, that's a competitive moat in the making.
Read issue →Blog PostJune 19, 2026
EY Is Not Advising on AI. It's Deploying It Inside Client Work.
EY embedded Microsoft engineers in client delivery. Here's what that model means — and the boutique version of it — for smaller PS firms competing in 2026.
Read issue →Blog PostJune 19, 2026
Harvey Wants to Build a Model That Thinks Like Your Firm
Harvey is training AI on firm workflows, not just legal text. What the shift to firm-owned models means for practices under 50 attorneys in 2026.
Read issue →Blog PostJune 19, 2026
KPMG Just Embedded Claude Into Its 276,000-Person Workforce. Here's What That Means for Yours.
KPMG embedded Claude into its 276,000-employee platform in May 2026. Tax & Legal is live. What the Big Four AI alliance means for independent accounting firms.
Read issue →Blog PostJune 19, 2026
The June 30 Microsoft 365 Copilot Deadline Is Now a Legal AI Platform Decision
M365 Copilot's June 30 deadline is now a legal AI platform decision — Harvey is a native M365 agent. What law and accounting firms should do before July 1.
Read issue →Blog PostJune 19, 2026
The M365 Feature You're Paying For But Don't Know About
Microsoft Work IQ APIs went GA June 16 — 10 MCP tools that let any AI agent query your M365 data. No new subscription. Here's what it means.
Read issue →Blog PostJune 19, 2026
One Law Firm Has Closed 17 PE Deals in 2026. It Has 100 More in the Queue.
Holland & Knight closed 17 law firm PE deals in 2026 with 100 more in the pipeline. Here's what the MSO deal wave means for independent law firms in 2026.
Read issue →Blog PostJune 19, 2026
Ron Baker Invented Value Pricing. Now He Says It's Not Enough.
Ron Baker — the godfather of value pricing — told 3,000 accountants at SNH 2026 that value pricing is no longer the answer. Here's what he recommends instead.
Read issue →Blog PostJune 19, 2026
You Have 17 Days to Find Money Your Clients Left on the Table
July 6 is the last day to amend 2022-2024 returns under the OBBBA Section 174 reversal. CPAs have 17 days to screen clients and file. Here's the framework.
Read issue →Blog PostJune 19, 2026
The Firm Down the Street Is Growing Twice as Fast. The Data Says Why.
SPI's 2026 benchmark of 509 PS firms confirms a 2x revenue growth gap. High-AI-maturity firms outperform on every metric. The #1 barrier isn't the software.
Read issue →Blog PostJune 18, 2026
Accenture Stopped Counting AI Revenue. Your Firm Should Start.
Enterprise firms are folding AI revenue into their totals. Here's the four-step framework your firm should use to track AI's actual financial contribution.
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