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INSIGHTS

Accounting Firm Growth Strategy: A Framework for Sustainable Expansion

For middle-market accounting firms, growth is both an opportunity and a necessity. A $20 million firm with five offices has already built a strong foundation, but sustaining momentum requires a deliberate growth strategy framework. Shifts in client...

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Private Equity Firm Growth Strategy: A Comprehensive Framework for Value Creation

Growth in the private equity (PE) sector requires a disciplined approach that extends far beyond capital deployment. For firms to achieve sustained...

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Growth Strategy for Professional Services

Growth in professional services is never accidental. Unlike product-based companies that can rely on distribution, scale, or inventory, professional...

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Not Just Accounting Majors: How Finance and Data Analytics Grads Can Power Your Next Great Hire

Gone are the days when hiring meant just recruiting accounting majors. In 2025, firms must embrace new mindsets: accounting is a teachable skill,...

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The Future Accountant: Solving the Talent Shortage with Smarter Strategy

Across the profession, CPA firms are confronting an unprecedented challenge: finding and keeping talent. The shortage is no longer cyclical; it is...

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seo, digital marketing, and funnel automation for professional services firms

Digital Marketing & Automation for Professional Services

In today’s market, growth for professional services firms is inseparable from digital. Whether you are leading an accounting practice, managing a...

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How PwC’s New AI-First Training Model Signals a Paradigm Shift in Accounting

PwC’s Bold Move: Fast-Tracking Juniors into Managerial Roles PwC is radically rethinking its approach to new talent, aiming to have junior...

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growth strategy for M&A and investment banking firms

Growth Strategies for M&A and Investment Banking Firms: A Framework for Growth

In the competitive landscape of middle-market mergers and acquisitions (M&A) and investment banking (IB) firms, growth is never incidental. It...

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Google Pushes Back: AI Search Isn’t Killing Website Traffic. . .OR IS IT?

Google's Head of Search Sparks Industry Debate On August 6, 2025, Liz Reid, Google’s Vice President and head of Google Search, addressed a growing...

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GPT‑5 Launch: OpenAI’s Most Powerful AI Model Yet

OpenAI has begun rolling out GPT‑5, the most advanced version of its flagship language model, across all ChatGPT accounts. With significant...

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The ESOP Tidal Wave: How State-Level Programs Are Promoting ESOPs as an Exit Tool

The Rising Importance of State ESOP Programs Employee Stock Ownership Plans (ESOPs) have been around since the 1970s, offering business owners a...

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Deal Ready: Strengthening Your Firm’s Position for Private Equity or Acquisition

Why Private Equity (PE) is Investing in Accounting Private equity investments and merger activity have reshaped the accounting landscape. Between...

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Cultivating Culture: How Purpose-Driven Practices Engage Gen Z and Millennial Talent

The Recruiting Challenge Accounting Can’t Ignore The accounting profession is at a crossroads. Long valued for its stability and precision, the...

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Google’s Falling Search Share & the Rise of AI Search

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...

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GPT-5 & ChatGPT Agent: AI Integration for PE, M&A & Accounting Teams

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...

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Selecting the Right AI Tools for Your Needs

As of mid-2025, large language models (LLMs) have significantly evolved, playing pivotal roles in professional environments like investment banking,...

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