Tech Guru
Resources

Guides for the accounting firms of the future.

Plain-spoken articles on AI, security, and building a more profitable firm. Written for firm owners and partners, not for IT people.

AI and automation

Where AI actually helps a firm, and how to adopt it without putting client data at risk.

A practical guide to AI adoption for accounting firms

Where AI actually helps, the guardrails taxpayer data demands, and a crawl-walk-run path.

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The future of the accounting profession in a world of evolving AI

AI compresses production work and raises the value of judgment. What that means for your firm.

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Where AI will actually live in your firm's tech stack

Generalist assistants, AI inside the apps you own, and connectors. What to adopt, in what order.

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Ways accounting firms are putting Claude to work

Concrete, conservative uses for an AI assistant in a CPA practice, limits included.

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Turn client documents into structured data, without retyping anything

The document chase is your least billable work. Here is how AI closes the gap OCR left open.

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How to automate transaction reconciliations

Bank rules, matching, and exception-first review, so people check what matters and skip the rest.

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Run a better firm

Higher margins, services clients value, and a team you can hire anywhere.

Moving clients from QuickBooks Desktop to QuickBooks Online: why now

Desktop support is sunsetting. What breaks, how to migrate cleanly, and how to talk to clients.

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Value-add services your clients will pay for, starting with cash flow forecasts

Compliance is priced like a commodity. Advisory is not. Start with the forecast every client wants.

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How to hire overseas talent and equip them with secure computers

Global hiring works when the security baseline, the device, and day one are handled.

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Acquiring a firm? Audit the technology like you audit the books

Inherited tech debt and unknown breaches quietly degrade deal ROI. The questionnaire we use in real deals. Free download.

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Security and compliance

The rules your firm lives under, in plain language, and how to actually meet them.

Your WISP: what's required, and how to get started

What the rule expects, why most WISPs fail, and our template to start from. Free download.

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FTC Safeguards and Section 7216: what firms commonly get wrong

The misconceptions we hear most, from "we are too small" to "our software vendor covers us."

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Why every firm should take Section 7216 seriously, even with zero overseas staff

Your stack is the cloud, so tax return information already touches third parties. Act like it.

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