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The Weekly Close is the Successful Bookkeeper's weekly note. This is issue 4, from Thursday 29 October 2026. In this issue: why louder tools don't change your place, this week's episode with Dickson Wasake, CPA, Intuit's AI push, Karbon's tech report, Inkle buying a bookkeeping …
Issue 3 of The Weekly Close: passwords as reconciliation, Craig Taylor on spotting phishing, ProAdvisor becoming ProPartner, and GLP-1s at...
Issue 2 of The Weekly Close: why small practices get found, Craig Taylor on bookkeepers as prime targets, the ATO's card deadline moving to...
Issue 1 of The Weekly Close: a study that scored CPAs at 37%, what Debra Kilsheimer says AI can't replace, BC's paused PST, Xero's new US...
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Discover how ConnectCPA is using AI to improve capacity planning, pricing, efficiency, and client service—and what bookkeepers can learn...
Learn what an AI bookkeeping agent actually does, how it differs from traditional automation, and how it can reduce repetitive work while...
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Get clients to submit expenses on time without constant reminders. Discover simple ways to reduce friction, automate receipt capture, and...
Becoming a top small business advisor is not about abandoning bookkeeping. It is about elevating it. It requires better pricing, stronger...
Customer service doesn’t have to be complicated, it comes down to one simple idea: doing the right thing, every time.
There’s a point where working harder...stops working. Most bookkeepers hit it without realizing: You put in extra hours You double-check...
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