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INSIGHTS

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 critical to the future of their firms. Yet few recognize the silent, accumulating threat undermining...

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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...

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Business Lessons from a Hurricane

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...

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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...

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Inbound Lead Generation

How to leverage your firm's growth goals, marketing strategy, and marketing automation to generate qualified leads.

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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.

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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...

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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...

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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...

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CPA Leadership

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...

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Client Retention-1

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...

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WOM

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...

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Fuel Scalable Growth-1

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...

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Staff Increase Social Media-1

Your Staff Can Increase Your Social Engagement

Whether it is a lack of time and resources, or the need to focus on other areas of your firm’s success, we can all use some help when it comes to...

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Challenge of Leadership

The Challenge of Leadership

I have never met a firm or practice leader that did not find the job challenging. Being the “go to” person for answers, inspiration or motivation can...

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Prioritization-01-1

Making Content Creation a Priority

Your organization's content creation may have been placed on the back burner, but it actually has a lot of benefits: client retention, building...

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