Author · Summit speaker

Jordan Vickery

4 articles on The Firm, 1 summit session

Read · 4 articles

Latest from Jordan Vickery

Bookkeeping certification in 2026: Australia, the UK and the US

Whether you need a bookkeeping certification depends on the country: Australia makes TPB registration a legal gate for BAS work done for a fee, the UK requires anti-money laundering supervision to run a practice, and the US leaves it voluntary. This guide sets out the main credentials in each, from the Cert IV to AAT, ICB and AIPB, with requirements, study time and published costs as at September 2026.

Jordan Vickery · 27 Sept 2026 · 9 min read

Tax and CAS in one platform: what it saves, what it locks in

Accrual’s purchase of Puzzle’s firm business rests on the argument that tax and client accounting services live in separate systems and firms rebuild context every time an engagement crosses between them. The crossing cost is real, the trade is that your weakest module becomes your standard, and one count over a single quarter tells you which side of the argument your firm is on.

Jordan Vickery · 4 Sept 2026 · 8 min read

An AI drafted a tax return from a W-2. Now price your work

OpenAI’s GPT-6 Astra launch on 3 September 2026 included the model completing a federal tax return in a browser from a W-2. The task it automated is the cheapest part of a compliance engagement, and the useful response is not to cut what you ask for but to find out how much of your work was ever mechanical.

Jordan Vickery · 4 Sept 2026 · 9 min read