For accountants and bookkeepers in public practice
Week of 2 November 2026
In 2026, a business achieved a remarkable 90% reduction in invoicing work, sparking a vital discussion on the future of accounting at The AI in Practice Summit.
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As AI tools revolutionise tax research for first-year accountants, a crucial learning gap emerges. While juniors benefit from instant answers, the traditional process of cultivating judgement and critical thinking is at risk.
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BAS agents are raising critical questions about the regulatory framework surrounding agentic AI in tax services, especially as technology advances.
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Admiin has been recognised as a finalist in the AI Innovator - Start Up category at the Australian AI Awards 2026, highlighting its role in transforming accounting administration.
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Retinue Accounting's rapid growth masked a staggering financial collapse, revealing the importance of tracking client profitability rather than just revenue.
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Attend · Our summit
17 sessions · 11–12 Nov · free, online
253 registered so far
Enrolment and a program on paper were the first milestones. This is the operating guide for what comes next: running customer due diligence inside onboarding, handling existing clients, reporting without tipping off, training, records and the annual cycle, plus how to build it into engagement letters and recover the cost.
Trent McLaren 27 Sept 2026 · 11 min
Every regulatory date between September 2026 and December 2027 that lands on an accounting or bookkeeping firm in Australia, the UK or the US, checked against the regulator's own pages. Each country gets a timeline and a short note on what to do first.
Trent McLaren 27 Sept 2026
The recent changes to negative gearing rules, effective from 1 July 2027, significantly impact clients considering knock-down rebuilds.
The Firm 25 Sept 2026
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An AI notetaker that joins every meeting by default is a setting, not a policy. This guide sorts client meetings into the eight worth recording, from scoping to handovers, and the three to leave alone, then turns the list into a one-paragraph recording policy.
Trent McLaren 6 Oct 2026 · 9 min
Recording an in-person client meeting gets you an accurate file note without typing through the conversation, provided you get consent first. This guide covers the recording and privacy rules in AU, the UK, the US, NZ, Canada and South Africa, the kit, and the workflow from recording to a reviewed file note within a day.
Trent McLaren 6 Oct 2026
Eleven due-diligence questions an accounting firm can send any AI notetaker vendor, covering training, sub-processors, residency, retention, access, certifications, breach notice, exit, meeting bots and integrations. Each comes with a good answer, a red flag and the AU, UK, US, NZ, Canadian or South African obligation that makes it the firm's problem.
Trent McLaren 6 Oct 2026
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Watch · From the summit library
The first AI in Practice Summit, filmed in June 2026. Every session has a written summary, the key lessons and a full transcript, free to watch.
Mark Wickersham, Effective Pricing
Damon Anderson, A to Z of AI Accounting Software
Beau Gaudron, Growthwise
Inbal Rodnay, Theory and Motion
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What to charge for returns, BAS and the new compliance work, and how to get paid before the draft goes out.
Open the hub
A firm can be busy all year and still not make much. The margin usually leaks somewhere quiet.
Open the hub
The useful question about AI in a firm is not which tool is best.
Open the hub
Every firm owner ends up on one side of a deal eventually.
Open the hubThe series on buying, selling and merging accounting firms, hosted by James Gosling of AJ Chambers. 28 episodes in the archive; the most recent went out in October 2025.
From the archive
Trent McLaren Publisher, The Firm 
Nick Ferguson Strategic Group 
Andrew Noble Founder, LodgeiT Labs 
Beau Gaudron Tech Ninja, Growthwise 
Brian Clare Founder, Blueprint Accounting 
Chad Davis Co-founder, LiveCA LLP 
Corey Cacic Founder & Lead Developer, Annature Annature 
Corinne Smith CEO and Founder, Abby Everything above, in one email on Fridays.
