Browse every issue and article we have published. New issues ship exclusively to subscribers — free in your inbox.
OpenAI acquired Tomoro on May 11, adding 150 AI deployment engineers to its $4B venture. Here's what it means for boutique consulting and advisory firms.
Read issue →83% of accountants fear AI data security. 47% worry it erodes client relationships. Karbon's 2026 survey explains both — and what to do.
Read issue →When clients ask why your fees haven't changed since you adopted AI, here's the honest answer and how to have the conversation professionally.
Read issue →Colorado replaced SB 24-205 with the ADMT framework. The June 30 deadline is gone. Here's what professional services firms need to do before January 1, 2027.
Read issue →Salesforce Agentforce Operations went GA April 29, 2026. What the back-office AI launch signals for small professional services firms — and what to do now.
Read issue →CCH Axcess Advisor launches commercially May 2026. 40+ early adopters already onboarded. What accounting firm owners need to know before requesting a demo.
Read issue →Zamp launched its sales tax OS on April 28 with Thomson Reuters backing. 120+ CPA firm partners. If Zamp files wrong, Zamp covers the penalty.
Read issue →Most professional services firms using AI say nothing. That silence is now costing you clients. Here's the three-placement framework with exact language.
Read issue →Intuit launched QuickBooks Workforce May 6 — a full HCM platform with 6 AI agents. Here's what it means for accounting firms and their clients.
Read issue →Anthropic passed OpenAI in revenue. Claude integrates with QuickBooks, Gusto, and Clio. The platform guide for accounting firms, law firms, and consultants.
Read issue →Free, copyable AI policy template for CPA and accounting firms. Covers GLBA Safeguards compliance, three-tier tool classification, and 20-minute rollout.
Read issue →AI is cutting Big Law junior hiring. Here's what the talent pipeline shift means for your small law firm's hiring, training, and staffing strategy.
Read issue →73% of employers use AI to screen job candidates — and 47% say it filters out good ones. What it means for professional services and staffing firms.
Read issue →Canopy launched Coworker on April 30 — AI that executes onboarding, detects scope creep, and routes work automatically. What it means for a CPA firm.
Read issue →CCH Axcess Workflow added Expert AI scheduling on May 5, 2026. What it does, which firms benefit most, and what to ask before turning it on.
Read issue →Anthropic launched Claude for Legal on May 12, 2026 — 12 practice-area plugins, 9 MCP connectors. What a 5–20 attorney firm should actually do with it.
Read issue →71% of small law firms use AI. Fewer than 33% grow revenue from it. Clio's 2026 report reveals the gap — and the three moves that close it.
Read issue →EU AI Act high-risk deadline moved to Dec 2027. What US law, accounting, and consulting firms with EU clients need to know and do before 2026 ends.
Read issue →Georgia SB 540 lapsed unsigned. Oregon, Idaho, and Washington passed AI chatbot disclosure laws. Here's what your firm must do now.
Read issue →KPMG cut 400 advisory jobs in May 2026 and exited federal audit. Here's what the Big Four restructuring signals for accounting and consulting firm owners.
Read issue →This is the kind of intelligence premium subscribers get every week.
Deep analysis, cross-sector patterns, and the frameworks that help professional services firms make the crossing.