Insights, guides, and updates
A major accounting platform just guaranteed 95% automation or you don't pay. When the software handles nearly all the transactional work, the question isn't whether your bookkeeping fees survive — it's what your practice actually sells next. The answer reshapes your cost structure, your fee model, and your client service.
The walls between vendor, tool, and practice started to move visibly this week. Digits priced bookkeeping on outcomes. Perplexity put a personal CFO on every client's phone. Anthropic quietly passed OpenAI on revenue. Here's what a week like this means if you're running a CAS practice.
A single founder just built a $1.8 billion company with 11 employees. These AI-enabled hypergrowth clients need more advisory support than traditional clients, not less. The question is whether your practice is structured to serve them — or whether you'll watch them leave for a firm that is.
75% of CPAs are nearing retirement. AI capability compression is bifurcating firm valuations into a K-shaped market — encoded knowledge and advisory capacity drive premiums, while compliance-heavy practices with knowledge locked in people's heads face a buyer pool that can now build from scratch for less.
Every major accounting platform now has an AI partner — or two. Anthropic had its roughest week yet. Google gave away a frontier-class model for free. And one person built a $1.8 billion business with $20,000 and a laptop.
A staff member built a brilliant practice management dashboard with AI. One problem — the data that would make it work lives in three systems that don't talk to each other. That gap between vision and architecture is the same gap every CAS practice is hitting. The fix isn't more training. It's building artifacts that prove your team can do the work.
