Your firm has no benchmark. This fixes that.

Yeah. That Arnold Schwarzenegger.

So do Codie Sanchez, Scott Galloway, Colin & Samir, Shaan Puri, and Jay Shetty. And none of them are doing it for fun. They're doing it because a list you own compounds in ways that social media never will.

beehiiv is where they built it. You can start yours for 30% off your first 3 months with code PLATFORM30. Start building today.

Summary: An AI benchmarking tool that shows how your firm stacks up against peers — no spreadsheets or consultants. Why it matters: Most small firms have no visibility into efficiency or margin gaps; this gives you a data-backed baseline. Catch: Benchmarks depend on peer participation, though the dataset is built for US CPA firms. My take: Benchmarking has been a big‑firm advantage. If MYCPE ONE’s data pool holds up, small and mid‑size firms finally get a real diagnostic heading into slower months. [Read more →]

One algorithm update. One policy change. One bad quarter for a platform that isn't yours. The audience you spent years building disappears overnight.

beehiiv is what happens when you stop renting and start owning. A list that's yours. Revenue that compounds. Growth tools built in from day one.

30% off your first 3 months with code LIST30. Start building today.

Digits Cuts Cleanup From Weeks to Days — The Free Minded Accounting Group moved to Digits' AI‑native ledger and slashed annual cleanup work from weeks to days, running live dashboards in client meetings instead of static reports. Why it matters: A rare US case study showing real capacity gains from an AI‑native GL. [Read more →]

Xero Rebuilds Around Agentic AI — Xero OS shifts the platform from system of record to system of action, with JAX — its AI CFO agent — autonomously handling bills, payments, and bank recs while keeping humans in control. Why it matters: If clients use Xero, their expectations for automation are about to rise. [Read more →]

Diligent Debuts AI Board Member — Diligent's new AI agent gives directors continuous access to board materials, risk signals, and compliance insights, backed by a network of autonomous GRC agents. Why it matters: CPAs advising on audit, risk, or compliance need to know what's now in the boardroom. [Read more →]

If your clients use Xero, read the Xero OS announcement before your next check‑in — JAX is being framed as an "AI CFO," and clients may already be asking what it does. Better to lead that conversation than react to it. [Read more →]

One algorithm update. One policy change. One bad quarter for a platform that isn't yours. The audience you spent years building disappears overnight.

beehiiv is what happens when you stop renting and start owning. A list that's yours. Revenue that compounds. Growth tools built in from day one.

30% off your first 3 months with code LIST30. Start building today.

AI accuracy is non‑negotiable: Trintech CFO Omar Choucair warns that "the CFO cannot be almost right," and firms adopting AI without auditability controls are taking on real risk. The AI journey is a marathon, and firms treating it like a sprint will feel the consequences. [Read more →]

78% of firms can't pass an AI governance audit: A Grant Thornton survey of nearly 1,000 business leaders found governance — not data or staffing — is the top reason AI underperforms, cited by 46% of respondents. Why it matters: Firms with strong AI governance are nearly 4× more likely to report revenue growth from AI, and the performance gap is widening. [Read more →]

Build your vendor filter now: Accounting Today reports that firms need structured, needs‑first AI vendor evaluation — not demo‑driven decisions. The fall vendor wave hits in September; firms without a framework will overspend. [Read more →]

Extension season is the best time to fix what slowed you down in April. Back Friday with more.

—Alex

📬 Know an accountant drowning in manual bookkeeping? Forward this.