5 Key Steps to Automate Your Accounting Workflows

It’s the middle of your busy season, and you wake up in the middle of the night panicking. Did you make that payment on behalf of the client? Did you...

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Jan Haugo discussing practical AI use cases for accounting firms, including workflow automation, bookkeeping, advisory, sales, and firm operations.

AI Use Cases for Accounting Firms: Jan Haugo on What Firms Should Automate First

Artificial intelligence is moving quickly across the accounting profession. But for many firms, the biggest challenge is no longer understanding...

CPA firm valuation multiples and accounting practice deal values in 2026

CPA Firm Valuation Multiples in 2026: Insights From Geoff Bruskin

The accounting firm M&A market is active, but the old rule of valuing every practice at roughly one times revenue...

AI Accounting Workflows: Four Practitioners Share What Actually Works

Four accounting practitioners joined Jetpack Workflow founder David Cristello to explain how they are using Claude Cowork in real firm...

Accounting professionals building AI agents to automate workflows, connect business systems, and improve firm operations.

How to Build AI Agents for Accounting Firms: Isaac Perdomo’s Three-Step Framework

Isaac Perdomo's framework for building AI agents has three stages: connect, build, and automate. First, connect AI to the approved...

Toni Witt demonstrating how accounting firms can use Claude Cowork, AI workflows, and connected systems to automate recurring accounting tasks.

Claude Cowork for Accountants: Toni Witt on Building Real AI Systems

Toni Witt's workshop showed how accounting firms can move from one-off AI chats to reusable systems. He demonstrated the role...

Accounting professionals collaborating on standardized bookkeeping workflows to create tax-ready books and improve tax season efficiency.

Bookkeeping Workflows: Nancy McClelland on Creating Tax-Ready Books

Running a successful accounting firm is not just about surviving tax season. It is about building bookkeeping workflows that keep...

Accounting firm partners discussing succession planning, leadership transition, profitability, and long-term firm growth.

Ira Rosenbloom on Accounting Firm Succession Planning: Build a Profitable Firm That Lasts

Accounting firm succession planning has become one of the biggest strategic priorities for CPA firms facing partner retirements, talent shortages,...

Selling an Accounting Firm: How Mike Payne Scaled, Merged, and Planned His Next Chapter

Selling an accounting firm is about more than finding the highest bidder. It is about finding the right strategic partner....

The Top Experts in AI Accounting Every Firm Should Follow

Artificial intelligence is rapidly changing the accounting profession, from workflow automation and bookkeeping to tax, advisory, and practice management. The...