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How to assess a new AI model without losing a week to it
A major model now ships every few weeks and assessing each one properly is not sustainable without a fixed process. Six checks, run in about two hours, produce a decision rather than an opinion, and GPT-6 Astra is the worked example.
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AI can now drive your accounting software. Three things to fix
9m • 6d ago • Trent McLaren
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An AI drafted a tax return from a W-2. Now price your work
9m • 6d ago • Jordan Vickery
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Your software vendor just got acquired. Five questions to ask
Accrual announced on 2 September 2026 that it is acquiring Puzzle's accounting-firm technology and business, splitting the company along a customer boundary and leaving firms on the firm-facing product with a migration. The deal is a clean worked example of an event most firms will face, and the five questions that decide how it goes have to be answered before the announcement.
Trent McLaren 6d ago
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AI in Practice Summit returns on 11 and 12 November 2026: what worked, what's next
6m • 3 Sept 2026 • Trent McLaren
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AI is now handling the meeting prep your team never has time for
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How To Succeed With M&A Integration Before The Deal Is Done
In this insightful episode of "M&A Diaries," host James speaks with expert Ashley Rhoden about the crucial strategies for effectively integrating accounting firms during mergers and acquisitions. Discover the essential steps to ensure a smooth transition and maintain client relationships post-acquisition. ✅ Integration starts before the Letter of Intent (LOI). ✅ People and culture are the heart of successful acquisitions. ✅ Align technology and systems to streamline operations. ✅ Proactive communication can alleviate employee concerns. ✅ Establish a clear integration roadmap with a 100-day checklist. ✅ Build trust and rapport with your sellers for smoother transitions. Join us as Ashley shares her unique insights and experiences that can help firm owners navigate the intricacies of M&A successfully. #Accounting #MandA #FirmGrowth #IntegrationSuccess
▶ Watch episode 36 min
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Advisory Amplified 2026 - Raleigh
Advisory Amplified is a six-city US tour of one-day events for accounting and bookkeeping professionals, run by Fearless Foundry. Each stop pairs hands-on sessions on building advisory services and using AI in practice with a curated set of technology partners and a live recording of The Accounting Podcast. Around 200 attendees per stop, 6 CPE credits, meals and a workbook included.
22 Sept 2026 · Raleigh, Transfer Co. Food Hall
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Advisory Amplified 2026 - Nashville
Advisory Amplified is a six-city US tour of one-day events for accounting and bookkeeping professionals, run by Fearless Foundry. Each stop pairs hands-on sessions on building advisory services and using AI in practice with a curated set of technology partners and a live recording of The Accounting Podcast. Around 200 attendees per stop, 6 CPE credits, meals and a workbook included.
25 Sept 2026 · Nashville, Seventh Story
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