Notes on the production side of a firm.
Writing on how the monthly production work inside accounting firms is changing, and what that means for the person who has to sign the file. Pieces are listed here as they go out.
Read this instead.
Nothing is posted yet. Rather than fill this page with placeholders, here is what already exists and says the most about how Bursar works.
What gets written here.
Three subjects, all of them things a firm has to have an answer to before it hands production work to anyone.
The production line
What actually happens between a bank feed and a signed close, and which parts of it a machine should be trusted with.
The professional line
Section 7216, ET 1.150.040, ET 1.700.040, and what a firm is really agreeing to when it uses a service provider.
The evidence
What a firm should demand from an AI vendor before it puts a client file anywhere near one.
Want one of these subjects covered first? Say so when you get in touch - the list is short enough that a request moves it.