How AI is changing accounting, plus trends across the industry.
How to sell a CPA practice in California in 2026: who is buying, what listings ask, the CBA's 90-day client notice, §16601 non-competes, and the state tax bill.
Selling a tax practice in 2026: seasonal 1040 books sell for 0.75–1.1x fees, business-return books for 1.0–1.3x, and most deals close September to January.
A hybrid roll-up buys and runs your routine production while you keep the clients. How it is priced vs outsourcing at $40–$120 a return or a full sale.
How to sell an accounting practice in 2026: firms under $2M sell at 0.7–1.4x gross (median 1.02x), close in 6–12 months, and get 50–80% cash at closing.
Who is buying accounting firms in 2026: PE has backed 11 of the top 30 US firms with $50B+ invested, AI roll-ups like Current are spending $500M on deals.
CPA firm valuation in 2026: most practices sell for 0.7–1.4x gross revenue, median 1.02x. Multiples by size, SDE vs EBITDA, and the deal-structure math.
In 2026, nearly every AI agent for accounting firms runs in the back office. None stands on the client's side, where the documents actually hide.
Clients ignore document requests because finding the files is homework. Six fixes that work in 2026, each one's ceiling, and the layer that removes the search.
What client document collection software actually automates in 2026: portals, reminders, and the new client-side agents. Honest vendor map plus a buyer's checklist.
7 AI bookkeeping software picks for freelancers and startups, July 2026 pricing: Xero $25, QuickBooks $38, Jupid $50 with tax filing, Kick free, Bench $199.
TaxDome vs Canopy for accounting firms in 2026: current pricing from both vendors, portals, document collection, tax resolution, AI, and the job neither one does.
Client portals for accountants compared with the adoption numbers vendors publish: TaxDome, Canopy, Liscio, SmartVault, Content Snare, plus the step no portal automates.
Microsoft 365 Copilot has real enterprise protections, but it's a productivity layer, not a client-file workspace. Here's where it fits for accountants.
Run AI on your own hardware so client data never leaves the office. A 2026 guide to local LLMs for accountants: tools, models, hardware, and limits.
Private AI lets accounting firms use AI on client data without sending it to ChatGPT or Copilot. The complete 2026 guide to what it is and how to choose.
Yes, but not with client-identifiable tax data. IRC §7216 makes that a crime, and 2026's Heppner ruling shows AI chats aren't privileged.
Jupid's first-party search data shows early small business intent often appears before an owner asks for a business account or loan. Here are the practical questions community FIs should not miss.
KYB verifies a business is real before you open its account. What it checks, how it differs from KYC, and the 2026 rules that actually apply — clearly stated.
Embedded accounting builds bookkeeping into the apps, platforms, and banks SMBs already use. What it is, who's adding it, and the ROI math, for 2026.
Embedded banking, embedded finance, BaaS, and open banking get used interchangeably. They are not the same. Here is the clean separation, with examples.
After Synapse, BaaS split into a high-risk sponsor-bank model regulators watch and a low-risk embedded model FIs can adopt safely. Here's how to tell them apart.
Embedded finance puts banking, lending, and accounting inside the apps people already use. Here's what it means for banks and credit unions in 2026.
JPMorgan's American Dream Initiative aims to grow from 7M to 10M small business clients. Most community banks and credit unions can't (and shouldn't) try to copy that. Here's the practical playbook for capturing local SMB intent — without a transformation project — plus a downloadable frontline checklist.
JPMorgan deployed LLM Suite to 200,000 employees. 46% of accountants use AI daily. Cash App launched Moneybot. 2025 was the year AI moved from experimentation to infrastructure.
Embedded lending went mainstream. AI-native accounting became real. Tax chaos created unexpected benefits. Here's everything that shaped small business finance in 2025—and where it's headed.
46% of accountants use AI daily. 79% expect advisory services to grow 38%. And 95% say technology has freed them from compliance drudgery. Here are the 5 trends reshaping accounting in 2026.
58% of community banks now use e-signatures for commercial loans, 55% say their tech stacks are 'future-ready,' and cybersecurity threats keep getting worse. Here's the complete picture of where community banking stands heading into 2026.
93% of bank digital transformations fell short in 2025. After nearly two decades in financial technology, I finally understand why—and what actually works.
From a record-breaking $360M fintech fund to a 19% surge in CU-fintech partnerships, 2025 proved credit unions aren't just adapting to fintech—they're leading it. Here are the 5 defining moments.
Credit unions have only 8% market share in business banking while 87% of new LLCs go to national banks. Analysis of 200+ industry sources reveals 9 trends reshaping the CU landscape—and why small business is the key to 2026.
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