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News, M&A insight, expert advice and practical guidance for modern firms.

AI in Accounting

Five jobs I used to do by hand in Karbon. Now I just ask.

Discover how AI can streamline your accounting processes by turning client emails into actionable tasks in Karbon, all without manual data entry. This article explores five common tasks that can be automated, showcasing…

Beau Gaudron 6 min read 9 July 2026

AI in Accounting

AI writes 10,000 lines of code in an afternoon. We still tell most firms to wait.

While generative AI promises to revolutionise accounting by rapidly producing code, the reality is more complex. The authors argue that firms should hold off on adopting these technologies hastily, as the risks of data…

Dave Sellick 6 min read 9 July 2026
AI in Accounting

The noise is all about Claude. Nine in ten firms are quietly staying on Copilot.

While many firms are captivated by Claude's innovative features, the majority remain loyal to Copilot for its security and structured environment. Both tools offer similar capabilities, but Copilot prioritises data…

Inbal Rodnay 6 min read 8 July 2026
AI in Accounting

I was my firm's biggest bottleneck. Now it runs on 40 apps I built myself

Two years ago, I transformed my accounting firm by building over 40 apps to eliminate my role as the bottleneck. This journey highlights the accessibility of app development, empowering accountants to create efficient…

Mike Libbey 6 min read 3 July 2026
AI in Accounting

No AI is ever going to jail for you

In the evolving landscape of accounting, AI is often overhyped for its capabilities, yet it neglects critical human factors like apathy and fear. As trust remains the key asset for accountants, the true challenge lies…

Damon Anderson 6 min read 3 July 2026
Firm Operations

The Firms Pulling Ahead Aren't the Ones With the Most Software

In a landscape flooded with accounting software, the key to success lies not in the number of tools but in optimising people and processes. Firms that focus on structuring roles effectively and aligning their teams with…

Trent Mclaren 5 min read 3 July 2026
AI in Accounting

98% of accountants already use AI. Only 1 in 5 are doing it on purpose.

Despite 98% of accountants using AI, only 21% have a formal strategy or policy in place, leading to inefficiencies. This article explores how firms can optimise AI use, highlighting the importance of structured SOPs and…

Twyla Verhelst 5 min read 24 June 2026
AI in Accounting

I can't write a single line of code. I've built 17 apps this year anyway.

This article reveals how a chartered accountant, with no coding skills, successfully built 17 apps in a year by leveraging AI and simple planning techniques.

Mark Wickersham 5 min read 24 June 2026
AI in Accounting

Anyone can build a pricing tool now. That's exactly the problem.

Many accounting firms struggle with pricing, often undervaluing their services due to a lack of structured frameworks. This article highlights the importance of building a comprehensive pricing tool that incorporates…

Anderson Peter George 5 min read 24 June 2026
AI in Accounting

Ignition + Vinyl + Claude: I Built 2 Proposals in Under 4 Minutes Using MCP

Creating proposals in Ignition can be streamlined dramatically using the new MCP, which connects AI like Claude to automate tasks in just minutes. This innovative approach not only saves time but also allows for…

Ben Walker 5 min read 19 June 2026
AI in Accounting

Generating AML Risk Assessments Using AI in Minutes

From 1 July, firms must conduct AML risk assessments for clients, but traditional forms can be cumbersome. This article reveals how AI can streamline the process by generating assessments from recorded onboarding calls…

Corey Cacic 5 min read 19 June 2026
AI in Accounting

The AI in Practice Summit ran for 18 hours. She watched every minute, and walked away with a new plan.

The AI in Practice Summit offered 18 hours of transformative learning for Lorraine Ellison, a seasoned practice owner who found practical insights on leveraging AI tools for her firm. This free event challenged her…

The Firm 5 min read 19 June 2026
AI in Practice Summit

Start Where You Are: What We Learned at the AI in Practice Summit

New to AI? You're in good company. 17 practitioners share how they're using AI in their firms — and how you can take a confident first step, whatever your starting point.

The Firm 6 min read 15 June 2026
Firm Operations

The most expensive employee at your firm isn't your tax partner

The hidden costs of your admin team can significantly inflate their perceived value, leading to a friction tax that may total around $900k annually.

Darren Hosiosky 6 min read 5 June 2026
AI in Accounting

Would you put Claude in charge of a $20M manufacturer's month-end close?

Kayley Perry's article highlights how AI, specifically Claude, is revolutionising the month-end close for a $20 million manufacturing business using NetSuite.

The Firm 5 min read 5 June 2026
AI in Accounting

The real reason Intuit cut 3000 jobs

Intuit's recent layoff of 3,000 employees raises concerns about the future of accounting roles in light of AI advancements. However, the cuts primarily affected middle management, not those directly involved in AI…

The Firm 6 min read 5 June 2026
AI in Accounting

Xero wants to run your month-end. The question is whether you'll let it.

Xero has introduced XeroForce, a no-code agent builder for automating financial workflows, allowing accountants to streamline tasks using plain English.

The Firm 5 min read 5 June 2026
AI in Accounting

The profession spent twenty years tracking the wrong thing

The accounting profession has historically focused on financial metrics while neglecting the crucial client conversations that drive relationships. With the emergence of vast data from client interactions, firms can…

Trent Mclaren 7 min read 22 May 2026
AI in Accounting

Most AI tools your firm buys will end up as silos. Here's how to spot them.

Many accounting firms struggle with SaaS tools that create data silos, hindering productivity and workflow integration. The Xero case study on Shapes highlights the importance of asking the right questions before…

The Firm 5 min read 22 May 2026
AI in Accounting

Anthropic released ten AI agent templates this week. Five of them are built for accounting.

Anthropic's recent release of ten AI agent templates includes five specifically tailored for accounting tasks, such as month-end closing and GL reconciliation.

The Firm 5 min read 5 May 2026
AI in Accounting

The one thing every accountant thinks but nobody says

In a candid reflection, CPA Martin Kamenski highlights a critical issue in the accounting profession: the shift from relationship-building to mere deliverables.

The Firm 3 min read 4 May 2026
AI in Accounting

Copilot adoption in Australian Accounting firms: The productivity is real, but the value is uneven

Copilot is improving productivity in accounting firms, but results vary based on how consistently it’s used. Firms that build it into daily workflows see stronger gains, while others see limited impact. The challenge is…

Nick Ferguson 7 min read 1 May 2026
AI in Accounting

The firms that win with AI will feel more human, not less

In the era of AI, accounting firms must prioritise creating a cohesive and manageable work environment over simply adding more tools.

Corinne Smith 6 min read 29 Apr 2026
AI in Accounting

Firm owners are vibe coding their own integration to Karbon. No developers required.

Firm owners are taking control by creating their own tools to integrate with Karbon, eliminating the need for developers or custom software budgets. This trend highlights the ability to automate workflows and enhance…

The Firm 4 min read 29 Apr 2026
AI in Accounting

Four Minutes to a Finished Proposal. What the Ignition MCP Changes for Accounting Firms

The introduction of the Model Context Protocol (MCP) by Ignition revolutionises proposal workflows by allowing AI assistants like Claude to interact seamlessly with software platforms.

Trent Mclaren 5 min read 29 Apr 2026
Firm Operations

Open banking is here: what’s changing and how to get ahead of it

Open banking is transforming how financial data flows between banks and accounting platforms, with significant changes set to take effect as legacy bank feeds shut down by April 2026.

Meagan Wood and Lara Thompson 5 min read 29 Apr 2026
AI in Accounting

The fastest growing AI category in accounting right now

AI notetakers and meeting assistants are rapidly transforming the accounting landscape by capturing crucial client conversations and context that have historically been lost.

The Firm 6 min read 28 Apr 2026
AI in Accounting

Claude Cowork for Accounting Firms: What It Does, What It Costs, and What to Know Before You Connect Anything.

Claude Cowork transforms how accounting firms interact with AI by minimising repetitive tasks through its connectors and skills. By linking to existing tools and automating workflows, it streamlines operations and…

The Firm 9 min read 22 Apr 2026
AI in Accounting

A finance team cut 40% of its costs. They didn't buy a single new tool.

A finance team successfully cut 40% of its operational costs without acquiring new tools by reengineering workflows and reallocating tasks between AI and humans.

The Firm 4 min read 15 Apr 2026
AI in Accounting

Where AI actually fits in your accounting firm

As AI transforms the accounting landscape, understanding its strategic fit within your firm is crucial. While many firms experiment with tools, a lack of clear direction can lead to fragmented adoption and increased…

Peter Sacassan 6 min read 10 Apr 2026
AI in Accounting

Everyone says AI is the future of accounting. This story says otherwise

The story of Jenesys AI, which recently shut down despite promising innovation in accounting technology, highlights the challenges of building AI tools in a complex environment.

The Firm 4 min read 9 Apr 2026
Client Advisory

Why benchmarking leads to better client conversations

Benchmarking transforms client conversations by providing context that goes beyond standard financial reports.

Matthew Feehan 5 min read 7 Apr 2026
Growth

Structure before scale: the real growth strategy for accounting firms

Amy Holdsworth 5 min read 7 Apr 2026
Australian Tax

The FBT blind spots accounting firms can no longer ignore in 2026

FBT has traditionally been overlooked by many accounting firms, but recent scrutiny from the ATO is shifting this dynamic, particularly for SMEs.

Paul Mather 6 min read 7 Apr 2026
AI in Accounting

The self-healing ledger: can AI take on the reviewer role?

The concept of a self-healing ledger revolutionises traditional accounting workflows by integrating AI to detect and rectify discrepancies before the review stage.

Andrew Noble 6 min read 7 Apr 2026
Tips & Tricks

Why I believe your firm’s most valuable asset isn’t in your ledger

The article highlights that the most valuable asset in accounting firms lies in the conversations with clients, not just in financial reports.

Jordan Vickery 5 min read 30 Mar 2026
AI in Accounting

Why one platform will outperform your entire tech stack

In an era of abundant technology, many accounting firms struggle with inefficiencies caused by fragmented systems. The Intuit Accountant Suite offers a solution by integrating client management, workflows, and insights…

Ting Fu 5 min read 30 Mar 2026
AI in Accounting

Why Automation is the Key to Better Cash Flow in Accounting Firms

Automation is essential for improving cash flow in accounting firms, as operational delays, rather than client issues, often hinder timely payments.

Tyler Caskey 5 min read 30 Mar 2026
Opinion

You can’t fix a broken system with a cupcake

The article highlights the persistent inequities in the accounting profession and the broader business landscape, particularly regarding women.

Shaye Thyer 6 min read 6 Mar 2026
Compliance

PayDay Super: The Compliance Change that’s Quietly Breaking Payrolls

The introduction of PayDay Super aims to enhance superannuation compliance by mandating that contributions be made on payday. However, many payroll systems expose critical vulnerabilities by relying on a single…

The Firm 6 min read 30 Jan 2026
Technology

Build Your Own Tech Stack with AI - An Educational Guide for Accountants

Unlock the potential of AI in your accounting practice with this hands-on guide that shows you how to create internal tools efficiently and without coding. Learn from industry experts as they build a pricing calculator…

The Firm 6 min read 1 Dec 2025
Leadership

Building a Firm You Can Sell (or Step Away From)

The Firm 6 min read 29 Nov 2025
Leadership

Is private equity the only path for accountancy firms to survive?

Scott Heath 6 min read 29 Nov 2025
Leadership

What solo and micro firms really need to thrive

The Firm 3 min read 29 Nov 2025
Career

Surviving your first Xerocon: What you need to know before Brisbane 2025

The Firm 5 min read 29 Nov 2025
Operations

The rise of AI meeting agents in accounting: what tools are firms actually using?

The Firm 6 min read 29 Nov 2025
Operations

How Much Should You Charge Clients to Use Your Office for ASIC Correspondence?

The Firm 7 min read 29 Nov 2025
Hiring

Stop Hiring, Start Thinking: How “Practice-Intelligence” Lets Small Firms Work Like Big Ones — Without Adding a Single Seat

The Firm 3 min read 29 Nov 2025
Hiring

$40K to hire a client manager? Are accountants being ripped off?

The Firm 5 min read 29 Nov 2025
Compliance

AML-Proof Your Practice: Getting Ahead of Tranche 2

The Firm 5 min read 29 Nov 2025
Leadership

How forward-thinking accountants will win the next wave of success

The Firm 2 min read 29 Nov 2025
Leadership

Why Rachel Harris pays her team to fail - and thinks you should too

Rachel Harris, founder of StriveX and Accountant She, advocates for a radical shift in the accounting industry by embracing failure as a growth catalyst. Her innovative "fail fast" strategy empowers her team to…

Rachel Harris 6 min read 29 Nov 2025
Career

Self-employed but struggling? These accountants share what helped them stay the course

The Firm 5 min read 29 Nov 2025
Technology

What Google Gemini 3.0 Means for the Future of Accounting Tech

The Firm 4 min read 29 Nov 2025
M&A

Navigating M&A as an independent accounting firm

Nigel Adams 7 min read 29 Nov 2025
Operations

How to tune your accounting engine so it deserves to scale

To scale your accounting firm effectively, it's crucial to first ensure your internal processes are robust and efficient. Amy Holdsworth's guide emphasizes the importance of a clean tech stack, strict boundaries, and…

The Firm 5 min read 29 Nov 2025
AI in Accounting

How smart firms use AI to save time, wow clients and scale without burning out

Discover how forward-thinking accounting firms are leveraging AI to enhance efficiency, wow clients, and support sustainable growth. This article explores practical applications of AI tools, from workplace assistants…

The Firm 8 min read 29 Nov 2025
Marketing

TikTok for accountants? How Natalie Lennon turned viral videos into business success

Natalie Lennon, founder of Two Sides Accounting, showcases how TikTok can transform accountants' branding and client engagement. By sharing authentic, educational content, she attracts ideal clients and generates…

Natalie Lennon 3 min read 29 Nov 2025
Advisory

The real reason advisory services fail (and how to fix it)

The Firm 4 min read 29 Nov 2025
Marketing

Why Jason Robinson says every accountant needs a podcast and a purpose

In 2024, accountants are evolving into thought leaders, and Jason Robinson advocates for the transformative power of purpose and podcasting. His insights reveal how sharing knowledge through platforms like podcasts can…

Jason Robinson 3 min read 29 Nov 2025