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You Already Have AI Governance. It’s Just Not Working the Way You Think.
With or without a formal AI policy, every CPA firm is already making AI decisions. This article is about recognizing that reality and understanding why unclear governance quietly stalls AI…
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AI Access Is Not AI Adoption: Why CPA Firms Stall After Buying the Tools
For many CPA firms, the AI journey starts with good intentions and a credit card. A Copilot license here, a ChatGPT account there, maybe even a firmwide announcement that “we’re…
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A Practical AI Timeline for CPA Firms During Busy Season
When CPA firms struggle with AI during busy season, it’s rarely because the technology failed. More often, decisions were made too late, under too much pressure, or without clear ownership.…
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AI Mistakes and Guardrails Every CPA Firm Needs During Busy Season
Once AI is in use, even in limited ways, the conversation shifts quickly. It is no longer about whether AI can help. It is about how easily it can create…
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Where AI Can Actually Help CPA Firms During Busy Season
Once firms align on why AI needs a different approach during busy season, the next question is inevitable. Where can it actually help? The answer is not everywhere, and that’s…
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Top Five IT Priorities CPA Firms Should Tackle Before Busy Season
Busy season has a way of exposing every weakness in your IT environment. Systems that feel “mostly fine” in the fall can quickly become bottlenecks once deadlines compress, hours extend…
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From Curiosity to Client Value: What CPA Firm Leaders Need to Know About AI
AI has moved from an abstract concept to a daily reality inside CPA firms. The challenge is no longer whether firms should pay attention, but how they do so without…
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Boomer Tech Circles November Recap: Strategy, AI and a Very Good Steak
The November 2025 Boomer Technology Circles brought together CPA firm leaders who are shaping how their organizations use technology to drive strategy. Across two days in Kansas City, one theme…
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Your AI Operating Reset: The Once-in-a-Generation Unicorn Moment for CPA Firms
Every decade or two, an alignment happens that changes the trajectory of an entire profession. For accounting firms, that moment is now. AI has matured from a novelty to a…
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From Roll-Ups to AI-Powered Platforms: How Technology and AI Are Redefining CPA Firm Value
Private equity-led consolidation is reshaping the accounting profession. Technology, once a back-office function, has become the core engine of value creation. For consolidators like Ascend Together, Springline Advisory and Platform…
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Why Many Accounting Firms Can’t Afford to Ignore IT Headaches Anymore
Ask most CPA firm leaders what keeps them up at night and you’ll hear about staffing, tax deadlines and client expectations. Increasingly, though, IT issues sneak into that list for…
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Stop Bolting on Apps: How CPA Firms Can Build a Smarter Tech Stack
For many CPA firms, technology decisions happen under pressure. There’s a deadline looming, a client demanding faster service or a team struggling with manual processes, and suddenly, another app gets…
