Why Strategic Planning Isn’t Optional for Growth-Minded Firms
Real growth doesn’t happen by accident, and it doesn’t happen alone.
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Integrating Acquisitions: A 5-Step Framework for Successful Accounting Firm M&A
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...
How State CPA Licensure Changes May Reshape Your Firm's Future
Illinois has just passed sweeping changes to its CPA licensure requirements. These updates, finalized this week, join the momentum of over a dozen...
Private Equity’s New Playbook: Cultivating Culture for Long-Term Growth
The cultural quotient is no longer optional—it’s fundamental.
What’s Your Growth Strategy for the Next 12 Months?
Organic, Acquisition, or PE-Backed—Which Path Will You Choose?
How to Get Started with AI in Your Accounting Firm
A Practical Roadmap for Mid-Market Accounting and Advisory Practices
The Firm of 2030: Creating a High-Value Practice
The accounting firm of 2030 will look drastically different than the firm of today. Compliance work will be largely automated. Advisory services will...
Battling Decision Fatigue: A Strategic Advantage for Accounting, Investment Banking, and Private Equity Leaders
In the high-pressure world of accounting, investment banking, and private equity, leaders make hundreds of decisions each day — some small, others...
Reimagining the Future: How AI is Revolutionizing Professional Services
Throughout history, each wave of technological advancement—from the assembly line to automation—has reshaped industries. Now, artificial intelligence...
Business Lessons from a Hurricane
In early August, Hurricane Beryl swept through the Houston area, leaving a trail of destruction in its wake. The Category 1 hurricane, with winds...
Universal Analytics to Google Analytics 4: What Does it Mean?
By now, you are most likely aware that Google is implementing a major shift in Google Analytics. Effective July 1, 2023, all data and processing in...
Inbound Lead Generation
How to leverage your firm's growth goals, marketing strategy, and marketing automation to generate qualified leads.
The Best Inbound Marketing Tools for Growing Traffic Leads and Revenue in 2021
A highly successful inbound marketing program requires the right blend of technology and strategy.
Is Your CPA Firm Making These Four Common Marketing Mistakes?
Marketing plays a larger role in accounting firms today than ever before. The role of marketing has expanded to include building awareness, filling...
Attracting Talent–Branding as an Employer They Want to Work For
What reputation does your firm have – from an employee’s standpoint? Whether you are looking for high-level CPAs to join your firm or entry-level...
Is the New .cpa Domain Right for Your Firm?
You may have recently received communication announcing the new .cpa domain being offered by The American Institute of CPAs (AICPA) and encouraging...