August 16, 2026
The AI-Enabled Practice Management Dashboard Every Partner Needs
I remember sitting with a partner at a mid-sized tax firm last year. He pulled up a spreadsheet with 14...
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Latest insights for accounting firm owners navigating AI.
August 4, 2026
How AI Is Streamlining Sales Tax Compliance Across Multiple States
I talked to a CPA last month who runs a six-person firm in the Midwest. He has about 120 clients,...
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August 4, 2026
How AI Supports Tribal Law Attorneys with Jurisdiction Research?
Two weeks ago I sat down with a tribal law attorney who had spent the better part of a week...
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August 3, 2026
How AI Automates Intercompany Reconciliation for Growing Firms
AI intercompany reconciliation uses machine learning and rule based engines to automatically match transactions between related entities. It handles r...
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July 31, 2026
How AI Is Changing Lease Accounting Compliance under ASC 842
Dan, a partner at a 12 person firm in Phoenix, called me last month about an audit that nearly went...
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July 28, 2026
How AI Is Transforming Family Law Practice (Divorce, Custody, Support)?
I spent last Tuesday morning with a family law attorney in Phoenix. She showed me her workflow from six months...
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July 27, 2026
The Ethical Use of AI in Tax Preparation: A Practical Guide
This is education, not a guarantee of results. Results depend on implementation quality, firm size, and market conditions. Consult a...
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July 26, 2026
The Solo Practitioner’s Guide to AI: Tools That Actually Move the Needle
I talked to a solo family law attorney in Phoenix last month. She handles 30 active cases, does her own...
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July 22, 2026
AI for Legal Research: Separating Signal from Noise in 2026
Last month I sat down with a stack of five AI legal research platforms, a real appellate case from 2023,...
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July 21, 2026
How AI Automates Real Estate Title Searches and Closing Documents?
I sat down last month with a title attorney in suburban Chicago. He runs a three-person shop, does maybe 40...
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