The latest issue
Dig into our most recent issue, hot off the press. These pages are chock-full of rich stories and unique insights from real-life firm owners, leaders, and industry experts.
Issue 02: How Accounting and Bookkeeping Firms Use AI in 2026
Almost everyone in accounting has at least tried AI, but few are leveraging it to the fullest. This issue looks at where the profession actually stands with AI—and what’s standing in the way of getting more out of it.
What’s inside this issue:
Issue 01: Proudly Small
At the heart of our inaugural issue is a collection of 13 detailed profiles of bookkeeping and accounting firm owners: their personal and professional journeys, successes and setbacks, and advice for those who follow in their footsteps.
We surveyed 486 accounting and bookkeeping professionals across North America—and the data shows an undeniable gap between AI implementation and impact.
Every firm has a workflow weak point, and it usually traces back to one of three common gaps.
Articles
A library of select content from the magazine, plus a treasure trove of online-only features that dive deeper into the stories, topics, and insights covered in each issue.
More of What Matters
The firms furthest along with AI stopped counting hours saved. Six firm leaders on what they measure instead — and what they do with the room.
Is AI Coming for Tax Compliance?
AI will make tax compliance faster, then cheaper, then expected. Scott Winters on why that’s an invitation, not a threat, for tax professionals.
Trust but Verify
The accounting pros deepest into AI have the sharpest fears about it. Seven firm leaders on what they verify, what they won’t automate, and why.
Time is Not Money
If AI makes the work faster, should clients pay less? Five firm leaders on why the hours were never the product — and how they price instead.
Q&A with Abdullah Almsaeed, Co-founder & CTO of Financial Cents
Financial Cents CTO Abdullah Almsaeed on where AI actually helps small firms, why “correct” differs at every firm, and what to try first.
Building Fast, Living Slow
LiveCA’s Chad Davis doesn’t automate to go faster. He automates to protect the slow parts of life — and argues most firms get AI adoption backwards.
A Note from Our Founder
You are not behind. Our co-founder on what nearly 500 accounting pros told us about AI, and the four things any AI in your firm should get right.
The Adoption Illusion
95% of small firms use AI. Only 11% have it running across the firm — and that gap, not skepticism, is why most can’t prove any return yet.
The Turtle and the Rocket
Jan Haugo teaches AI to accounting firms full time. She’s still overwhelmed, says you will be too, and argues that’s the wrong thing to try to fix.
From Bookkeeper to Advisor: The Unique Career Opportunity Hiding Inside Small Firms
Traditional bookkeeping is evolving, creating unique career opportunities within small accounting firms. Today, senior practitioners are transitioning from simple number-crunching to strategic advising, storytelling, and client consulting.
From Number Crunching to Number Coaching: Dissecting the Accounting Advisory Trend
By acting as storytellers, mentors, and concierge consultants, firm owners are helping clients solve complex problems and achieve long-term goals.
How Accounting Admin Leaders Shape the Entire Client Experience
By managing the client experience with empathy and organization, admin leaders turn routine interactions into lasting professional relationships.
Video Stories from the firm owners who chose their own way.
Watch the episodesNobody is championing small accounting firms. So we are.
Tens of thousands of accountants and bookkeepers left big firms to build something on their own terms. Then the spreadsheets stacked up. Five tools became seven. The “someday” list got longer every week. The practice management industry decided small firms were too small a problem to solve. Long before we made a magazine specifically for small and growing bookkeeping and accounting firms, we built a software platform specifically designed for their unique needs.
What we believe:
Small is a choice, not a stage you grow out of
The future belongs to firms that get organized
Independent firms deserve serious tools, not the entry-level tier
If nobody is building for small firms, we will
Soundbites from Issue #2
Read the second issueA sampling of quotes from our featured firm owners.
“AI is not an accountant, it is not a tax expert, it is not a CEO. It’s an algorithm.”
“Even if AI is doing the work, someone still needs to look at that work. We as the accountants, we know our clients’ numbers; we know what to expect. We’re the expert. And that’s what we’re selling.”
“I don’t use automation to be faster. I use it to strengthen the parts of the job that allow me to enjoy the slow part.”
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