Solo CPA Uses Claude to Cut Tax Prep Time by 80%
Sam Leon, founder of The Millennial CPA, shares how Claude projects automate document processing and workpaper generation, reducing tax prep time 5x while revealing review as the persistent bottlen...
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The Millennial CPA
CPA practice and accounting content platform covering technology adoption and AI implementation for modern accounting professionals.
AI-Native2 articles
The Millennial CPA Insights
Updated 6/16/2026
About The Millennial CPA
The Millennial CPA is a CPA practice and content platform dedicated to helping modern accounting professionals navigate technology adoption and AI implementation. Founded by Blake Oliver, the firm operates as a solo practice that extensively leverages AI and automation tools, serving as both a working case study and educational resource for accountants seeking to scale efficiently without traditional firm expansion.
Recent News & Trends
- AI-Powered Solo Practice Scalability: Blake Oliver's firm demonstrates that agentic AI is breaking the traditional scalability ceiling for solo accounting practices, with the firm allocating 70% of its operating budget to technology investments—illustrating a new economic model for modern CPAs ("The Solo Firm Isn't New. Its Ability to Scale Is.")
- Thought Leadership on AI Implementation: The Millennial CPA continues positioning itself as a leading voice on practical AI adoption strategies, providing both real-world case studies and guidance for accounting professionals evaluating automation tools and agentic workflows.
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Recent Coverage
Solo CPA firm scales with agentic AI, achieves top margins without hires
Blake Oliver argues agentic AI is eliminating the scalability ceiling for solo accounting practices, using Sam Leon's The Millennial CPA—a one-person firm spending 70% of budget on tech—as proof th...