For the first time in nearly a decade, Google’s global search market share slipped under 90%. Apple confirmed that Google search volume declined for the first time in 22 years, as users shift toward AI tools like ChatGPT, Perplexity, and Gemini....
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Generative AI has sprinted from curiosity to critical infrastructure in less than two years. With GPT-5 rumored to drop in August 2025 and ChatGPT...
As of mid-2025, large language models (LLMs) have significantly evolved, playing pivotal roles in professional environments like investment banking,...
Imagine this: Your managing partner walks into a Monday meeting, pulls up a dashboard, and sees, at a glance, which clients are hot, which deals are...
In professional services, your reputation is only as strong as your relationships. Whether you're guiding a client through a tax strategy, managing...
In today’s competitive middle-market landscape, investment banking and M&A advisory firms face a familiar challenge: grow through a steady stream of...
Private equity is no longer an emerging trend in the accounting profession — it's a defining force. In recent years, private equity (PE) firms have...
As accounting and advisory firms grow, complexity is inevitable. What starts as a small, nimble team can quickly turn into a slow-moving operation if...
In today’s fast-evolving accounting landscape, mid-market firms face both a pressing challenge and a powerful opportunity. Traditional compliance...
Real growth doesn’t happen by accident, and it doesn’t happen alone.
Mergers and acquisitions have become a common growth strategy in the mid-market accounting space. Whether the goal is to expand into a new geographic...
Illinois has just passed sweeping changes to its CPA licensure requirements. These updates, finalized this week, join the momentum of over a dozen...
The cultural quotient is no longer optional—it’s fundamental.
Organic, Acquisition, or PE-Backed—Which Path Will You Choose?
A Practical Roadmap for Mid-Market Accounting and Advisory Practices
The accounting firm of 2030 will look drastically different than the firm of today. Compliance work will be largely automated. Advisory services will...
