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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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The CPA Roll-Up’s AI Window, Part 3: Making the Multiple: The AI Playbook for PE-Backed CPA Platforms
You’ve seen why AI is the catalyst and why the window is still open. Now it’s time to quantify the payoff and show how to capture it. Private equity sponsors…
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The CPA Roll-Up’s AI Window, Part 2: The AI Arbitrage – Why the Window Hasn’t Closed (Yet)
If AI is the catalyst for the next breakout accounting platform, why hasn’t anyone built the unicorn yet? After dozens of private equity deals since 2020 and nearly every firm…
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Driving Enhanced Exit Multiples in CPA Roll-Ups: How Tech Integration Impacts IRR and Mitigates Deal Risks
Executive Summary The Pace of Consolidation Is Only Increasing PE-backed consolidation in the accounting profession is accelerating, with platforms acquiring regional and niche CPA firms at an unprecedented pace. But…
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The CPA Roll-Up’s AI Window, Part 1: The Window Is Open – For Now
Private equity firms have poured billions into accounting roll-ups, chasing the industry’s long-promised “unicorn.” Yet despite 90-plus transactions since 2020, no platform has broken out. The next 24 to 60…
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AI Governance for CPA Firms: Managing Security, Compliance and Ethical Risks
AI is no longer a novelty in accounting—it’s becoming a fundamental part of daily operations. From automating workflows to supporting financial analysis, AI-driven tools are offering CPA firms new efficiencies.…
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AI for CPA Firms: Practical Applications and Best Practices
AI adoption in CPA firms is shifting from curiosity to practical application. As firms explore how AI fits into their operations, understanding different approaches to implementation is critical. From automation…
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Demystifying AI: What CPA Firms Need to Know
AI is no longer a futuristic concept—it’s here, and organizations are already finding ways to integrate it into their daily operations. For CPAs, AI presents both opportunities and challenges, sparking…
