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How to run a firm that can still stand behind the books.
Written by Sevak Girard, CEO. We write for the firm and the books — and we will not sell you a green job status while the ledger is a mess. Small through enterprise stays one product. Named comparisons live on the compare pages.
AI
2 guides
AI
An accounting firm AI policy you can put in the WISP this week
A one-page AI policy for CPA and bookkeeping firms: approved tools, banned pastes, confirm-before-post, and the questions vendors must answer in writing.
Sevak Girard · 7 min read
AI
AI for accounting firms: what is safe to automate, and what is not
Firms are already using AI. The question is not whether — it is which tasks can touch client data, who trains on it, and what still needs a human.
Sevak Girard · 8 min read
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