What’s Your Growth Strategy for the Next 12 Months?
Organic, Acquisition, or PE-Backed—Which Path Will You Choose?
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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...
Assumptions (aka Pigeonholing)
Each morning, I receive Inc. This Morning, a short read which highlights today's business issues. This morning's issue was called "Pigeonholing." The...
A Guarantee for Client Retention: Experience
There's a reason Starbucks can increase its coffee prices and face little resistance. Simply put, the concept is designed to make its customers feel...
WOM: The Most Powerful Marketing Activity
Word–of-mouth (WOM) is still the number one way to increase revenues, yet many firms settle for hoping that clients will automatically spread the...
Maximize Your Marketing Efforts to Fuel Scalable Growth
Developing a holistic approach to marketing allows firms to align their efforts and achieve their goals. One such approach is to create a strategic...