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Notes on running a firm with AI doing the work

For CAS firms, tax-led firms, and finance teams figuring out what to automate and what to keep human.

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Karbon alternatives for CAS firms in 2026

Karbon organizes the work well. It doesn't do any of it. Here's how the alternatives split on that line.

Comparisons & AlternativesMaya ChenJune 12, 20265 min read

Will AI replace bookkeepers, or just the parts you hate?

Every firm owner asks this eventually. The honest answer is neither extreme — AI takes the categorizing and drafting, your team keeps the judgment calls.

AI & AutomationMaya ChenJune 10, 20266 min read

What happens when an AI agent makes a mistake in your client's books

The question isn't whether AI ever gets something wrong. It's whether the mistake reaches the client before a human catches it.

AI & AutomationMaya ChenJune 8, 20265 min read

How to calculate true profit per client, not just billing rate

Most firms know their billing rate. Almost none know which clients actually make them money after real time and tool cost.

Practice EconomicsMaya ChenJune 5, 20267 min read

Best AI bookkeeping software: a practical comparison

‘AI bookkeeping' means different things to different vendors. Here's what each one actually automates.

Comparisons & AlternativesMaya ChenJune 3, 20266 min read

A month-end close checklist that survives staff turnover

The real cost of turnover isn't the hire. It's that the close process lived in one person's head.

Workflow PlaybooksMaya ChenJune 1, 20268 min read