Editorial Policy & How We Work

Last updated: August 2026

Accounting Ops Guide exists to give accounting, bookkeeping, and tax firms and their operations leads practical, trustworthy guidance. This page explains how our content is made, so you can judge it fairly.

How we choose topics

We prioritize questions accounting, bookkeeping, and tax firms and their operations leads actually ask — drawn from real search demand, reader questions, and recurring problems we see in the field. We favor operational depth over volume, and we don't publish filler to hit a number.

How we research

Each article is researched against primary and authoritative sources, current product documentation, and reputable industry reporting. For factual or regulatory claims we prefer original sources over second-hand summaries.

Sources we prioritize for this publication include:

• The American Institute of CPAs (AICPA)
• The Internal Revenue Service (IRS) — including Publication 4557, Safeguarding Taxpayer Data
• The Financial Accounting Standards Board (FASB) and U.S. GAAP
• The Public Company Accounting Oversight Board (PCAOB) where relevant
• State boards of accountancy and official product documentation from accounting-technology vendors

How we use AI

We use AI tools to help with research and drafting. AI never has the final word: a human editor reviews every article for accuracy, tone, and usefulness, checks that claims are supported, and removes anything that reads as generic or unverified before it is published. We do not publish unreviewed AI output.

Human review & expertise

Articles are written and reviewed under the direction of Jude Lee, Founder & AI / Software Engineer, iiinigence. Read more about the author.

How we make recommendations

When we compare tools or approaches, we aim to be even-handed: we describe strengths and weaknesses, note where a simpler or off-the-shelf option is the better call, and explain the trade-offs so you can decide. We are not paid to feature any vendor.

Conflicts of interest & affiliate relationships

Accounting Ops Guide is published by iiinigence. Where that is relevant to a topic (for example, build-vs-buy decisions), we disclose it. We do not currently use affiliate links; if that ever changes, we will disclose it clearly on the affected pages.

Corrections & updates

We keep publication and, where relevant, "last updated" dates on our articles. If you spot an error, email hello@accountingopsguide.com and we will review and correct it promptly. Significant updates are reflected in the article's updated date.

Contact

Questions about how we work? Email hello@accountingopsguide.com.