A weekly newsletter + toolkit
Practical, control-aware guidance for accounting and regulatory reporting professionals: what actually works, what to avoid, and the guardrails that keep you compliant. Written by a current practitioner - not a vendor.
Free · one issue a week · unsubscribe anytime
Read a sample issue →What you get
A specific technique you can apply to your reporting work this week - not think-pieces or hype.
Every idea ships with the controls that keep it safe in a regulated environment. Verify against source, keep your sign-off.
Where AI earns its keep, and where it doesn't belong. No vendor pitch - nothing to sell you.
The shift
The grind - GL and interseries report reconciliations, crosschecking, summarizing logic, comparing results - is exactly what AI is good at. Your judgment, your read of the instructions, and your sign-off are exactly what it isn't. Done right, AI takes the busywork and you move into review: managing the output, applying judgment, owning the controls - a human in the loop. Every step it takes should be one you can see, check, and defend.
Toolkit
I'm building practical AI tools for regulatory reporting - the kind no general bookkeeping product makes. Subscribers get first access.
Ask plain-English questions about reporting instructions and get answers with citations you can verify. In private beta.
Open the assistant →An interactive, control-flagged month-end close checklist - track every phase, add your own steps, copy or print.
Open the checklist →Vetted, control-aware prompts for the reporting tasks you do every cycle - copy, paste, adapt.
Open the library →Who writes it
I'm a CPA. I spent ten years in public accounting leading integrated audits of large filers, then moved into regulatory reporting in the corporate world, where I've spent the latter half of my career.
AI is the next big challenge - and where I've focused my efforts: learning where it earns its keep and where it doesn't belong, and building the controls around it. This is the practical guidance I'd hand a teammate, built on hard-won experience.
Join free. One practical, control-aware issue a week.