For most of the profession’s history, the accounting relationship has been organized around the close. Work was scheduled against the calendar, conversations followed the delivery of results, and the value of an engagement was measured largely by...
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Every managing partner can name the clients who no longer belong on the roster. Ask privately and the list forms within seconds: the client whose...
The decision about which firm to hire is largely settled before a prospective client ever picks up the phone. By the time the call comes, they have...
A browser tab open beside a tax return is not an AI strategy. Thomson Reuters’ 2025 research on generative AI in professional services found that...
On July 23, 2026, HubSpot launched Agent Hub in public beta, and every accounting firm serious about growth should take notice. Agent Hub gives firms...
Most accounting firms do not have a CRM problem. They have an adoption problem. The software may be perfectly capable, implementation may have been...
Gartner’s Chief of Research, Brian Kropp, has a name for what happens when a firm grows faster than it can hold onto itself: culture debt, the...
KPMG Law passed its first anniversary in February, and the year since launch turned out to be more interesting than the original headline suggested....
The private equity wave reshaping the accounting profession has generated plenty of headlines about deal volume, valuation multiples, and the firms...
Accounting firms are ahead of their clients on AI adoption. The AICPA made this explicit in its 2025 AI in Accounting Report: 'Firms are further...
More than 70 percent of M&A transactions fail to deliver their anticipated strategic and financial value within three years, according to PwC and...
Revenue growth tells you that something is working, but revenue mix tells you whether what's working will keep working. Two firms at identical...
The competitive landscape for independent accounting firms has changed more in the past four years than in the previous four decades. As of 2026,...
The traditional accounting firm valuation model is fracturing, and where your firm lands in the new range will be determined largely by one variable:...
If you read our article last year on CPA licensure reform, you may remember that Kentucky was on the holdout list. Seven states were still clinging...
The deadline has passed, the returns are filed, and if your firm is like most, the first week of May looks a lot like exhaling. That exhale is...