AT Think

Before you jump into the offshoring pool, or if you've recently jumped in, set up benchmarks to track your progress and look for areas to improve.

The traditional spreadsheet model of financial planning is officially broken. It did not break quietly, and it was not broken by a single event.

Here's why every AI-powered tax initiative starts with a document problem — and what to do about it.

Professionals are not only overwhelmed because they work long hours, but because they operate within unstable systems.

For years, tax firms have talked about moving beyond compliance and offering more strategic advice. Clients want that shift, too.

Recent court cases and IRS actions are changing the litigation playbook for taxpayers appealing Employee Retention Credit claims that have been denied.

Juneteenth; ERP programs; compliance drift; and other highlights from our favorite tax bloggers.

Many firms aren't prepared for the shift in capacity that's coming. The next few years will sort firms into those that used this moment to grow, and those that didn't.

There are three proven ways a CPA firm can move beyond the revenue level to start pulling the "multiple" lever.

The finance AI conversation has been dominated by capability. The next one is about governance, and most of the agents shipping in 2026 will not survive it.