Accounting systems
Why Accounting Work Still Stalls Between Systems
Accounting firms do not lack software. The harder problem is keeping evidence, context, exceptions and next actions intact as an engagement moves between tools and people.
Field notes
Accounting work, AI and leverage.
What we learn from watching how accounting firms prepare, review and move engagements forward — and where AI actually helps.
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Latest notes
AI and judgment
The Better Automation Target: Exceptions, Not Accountants
Accounting AI should make routine preparation disappear into the background and make exceptions easier to review. The goal is not fewer accountants; it is better use of accountant attention.
Firm operations
The Work Before the Work
Before tax, bookkeeping or compilation can begin, someone has to turn messy client evidence into a file the team can actually use. That preparation layer is where engagements often start to stall.
Firm operations
The Seasonal Hire Test
Seasonal hiring is not a problem by itself. But if a firm repeatedly hires people mainly to chase, sort and route client evidence, the workload is revealing a systems problem.
Canadian accounting
Why Canadian Accounting Work Needs Local Context
Canadian and Quebec firms work inside tax, language and client-service realities that generic accounting automation can easily miss. Local context is part of the workflow, not a translation layer added at the end.
Firm economics
More Client Work Shouldn't Mean More Coordination
As a firm grows, client work creates more documents, questions, exceptions and handoffs. The goal of automation is not just faster tasks; it is keeping coordination from growing at the same rate as revenue.