Boomer’s Blueprint: The 4-attribute system transforming CPA firms

If you’re leading an accounting firm in early 2026, you feel the pressure. Every conference promises AI will transform the profession. Every vendor has a new automation story. Every article warns that firms that do not adapt will be left behind. But most of these conversations overlook that many CPA firms are not AI-ready, and few have a transformation plan in place. You do already have something incredibly valuable: trust. Clients trust your judgment on complex issues. They trust your discretion with sensitive data. They trust you will guide them through regulatory risk. But trust alone won’t carry your firm through the next 18 to 36 months.