Kenji Kuramoto: Basis Moves to Close AI’s Biggest Gap

When accountants and AI agents work side-by-side

“The future of the profession is accountants and agents working together,” Kuramoto says.


By Seth Fineberg
For CPA Trendlines

“Managing partner-in-residence” is not a standard role in accounting, and that was the first point of friction when Kenji Kuramoto was asked to explain his new job at Basis, the accounting AI agent company. What does that actually mean?

The answer goes beyond one hire. It points to a shift now underway in accounting: artificial intelligence is moving out of experimentation and into operations, and firms are not yet prepared for what that requires.

MORE Kenji Kuramoto: Behind Sorren’s Roll-Up: $170 Million, 1,000 Employees, 85 Partners | Kenji Kuramoto: Rules? What Rules? | Getting Real: Accounting Tech Decisions You Need to Make Today
MORE CPA Trendlines Streaming Network

Basis, at getbasis.ai, says that Kuramoto, founder of cloud pioneer Acuity, joined full-time to help firms transition to AI-enabled operations, working directly with customers and shaping the product. The company made clear this was not a symbolic role. “Kenji isn’t here to advise from the margins,” CEO Matthew Harpe says. “He’s a full-time member of this team… creating the product with us.” Kuramoto is embedded with the company, not observing from the outside.

READ MORE →

 Busy Season 2026: Clients, Pricing, Staffing… CRUNCH

CPA Trendlines Busy Season Barometer: Modest Gains, Mixed Outlook, Cautious Tech Upgrades Ahead

Top concerns: “The returns aren’t harder—they’re just later.” (CPA Trendlines Busy Season Barometer)
Join the survey. Get the results.

By CPA Trendlines Research

The 2026 tax season shows some gradual improvement for certain firms, but most practitioners report conditions that remain largely unchanged from a year ago, according to the latest data from the CPA Trendlines Busy Season Barometer.

For More Busy Season Trends and Strategies: Join the survey. Get the results.

MORE Tax Season 2026

The good news is: 2026 hasn’t turned into the disaster some were expecting with a new tax law and diminished IRS. The bad news is: 2026 is turning into a relatively routine year — without the advances in workflow or the better margins from higher-value services that some were hoping for.

READ MORE →

PE Wars: The CPA Platform Economy Is Concentrating Fast

After hundreds of deals, the data show a gravitational pull toward a handful of buyers now driving the profession’s future.

Five Top Power Players

CPA Trendlines chart showing PE-backed accounting platform power players

CPA Trendlines PE Deal Tracker: Mega-aggregators dominate the money flow as the race tightens between Ascend, Aprio, Crete, Eisner and Ryan. (Data: March 31, 2026)

By CPA Trendlines Research

The frantic pace of deal-making this past March marks a turning point. What had been described as a consolidation phase has matured into something more defined and more consequential: a platform-driven market in which a relatively small number of repeat acquirers are shaping the profession’s future.

MORE in Private Equity:

As the first quarter of 2026 closes, the story is no longer simply about transactions. It is about structure. The question has shifted from who is buying whom to which investment models, operating systems, and capital strategies will define the next decade of accounting.

For years, the prevailing narrative held that private equity would democratize the profession. Capital, it was said, would spread broadly across hundreds of firms, opening access to institutional funding that had never before been available. But the data tells a different story.

READ MORE →

Will AI Make Students Better Learners — or Just Faster Workers? | SLC

Educators explore ethics, creativity, critical thinking and the future of learning in an AI-powered world.

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil |
See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: AppleGoogle/YouTubeSpotifyiHeartDeezer, Amazon Music, AudiblePlayer FMAudacy, RSS.
The step-by-step operating guide for firms building, pricing, and scaling advisory services that clients value—and pay for.

Student-Led Conversations
With Harshita Multani
Center for Accounting Transformation

Artificial intelligence is no longer a future issue in education. It is already shaping how students study, how teachers prepare lessons, how universities think about access and admissions, and how employers evaluate readiness for the workforce.

MORE SLC: Why the Next Generation May Be Accounting’s Greatest Competitive Advantage | Students Redefine Career Readiness | Savage: Using Your License as a MegaphoneBaker: Interpreting Pricing PsychologyRoyalties, Residuals, and Reality Checks | ARC-SLC 

In this episode, host Harshita Multani, a Center for Accounting Transformation intern and Indiana high school business student, leads a thoughtful discussion on AI in education with Markus Ahrens, Ph.D., CPA, CGMA, FMAA, of the American Accounting Association, and David Wood of Brigham Young University.

What makes this conversation stand out is not just the topic. It is the perspective.

READ MORE →

Alan Whitman: Why the Next Big CPA Firms Won’t Look Like CPA Firms | Gear Up for Growth

And why culture matters more than ever.

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil
Subscribe to CPA Trendlines podcasts anywhere: AppleGoogle/YouTubeSpotifyiHeartDeezer, Amazon Music, AudiblePlayer FMAudacy, RSS.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

True Advisor: Buy now | Learn more

Alan Whitman isn’t trying to build a better CPA firm. He’s trying to replace it.

At Nichols Cauley, the former Baker Tilly CEO is recasting the traditional accounting practice as a “financial services company”—a structure that blends tax, insurance, risk, and transaction advisory into a single, continuous client relationship.

MORE ALAN WHITMAN: PE Deal Tracker Update: Alan Whitman Plants a Flag in the Private Equity LandscapeBreaking the Mold with PE Backing Build Culture on ‘Progress,’ Not Change | Moss Adams-Baker Tilly Merger: Bigger Isn’t Better. Better Is Better.| Unlocking the Secrets to Smart Growth 

MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth | MORE CPA Trendlines streaming videos and podcasts here

The goal, he tells Jean Caragher in this episode of Gear Up for Growth, is not to expand services around the edges, but to collapse them into one integrated model designed to “manage, protect, and grow” client wealth in a recurring loop.

The shift reflects a broader rethinking across the profession, in which private equity capital, client demand for one-stop advisory services, and advances in AI are pushing firms beyond the partnership model that has defined accounting for decades.

Having previously led transformational growth at Baker Tilly, Whitman rejects the notion that rapid growth damages culture.

“That’s hogwash,” he says. “Culture comes down to one word: trust.” READ MORE →