Imagine this: Your managing partner walks into a Monday meeting, pulls up a dashboard, and sees, at a glance, which clients are hot, which deals are cooling, and which relationships need immediate attention. No spreadsheets. No chasing updates. Just...
Read More
In professional services, your reputation is only as strong as your relationships. Whether you're guiding a client through a tax strategy, managing...
In today’s competitive middle-market landscape, investment banking and M&A advisory firms face a familiar challenge: grow through a steady stream of...
Private equity is no longer an emerging trend in the accounting profession — it's a defining force. In recent years, private equity (PE) firms have...
As accounting and advisory firms grow, complexity is inevitable. What starts as a small, nimble team can quickly turn into a slow-moving operation if...
In today’s fast-evolving accounting landscape, mid-market firms face both a pressing challenge and a powerful opportunity. Traditional compliance...
Real growth doesn’t happen by accident, and it doesn’t happen alone.
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...
Illinois has just passed sweeping changes to its CPA licensure requirements. These updates, finalized this week, join the momentum of over a dozen...
The cultural quotient is no longer optional—it’s fundamental.
Organic, Acquisition, or PE-Backed—Which Path Will You Choose?
A Practical Roadmap for Mid-Market Accounting and Advisory Practices
The accounting firm of 2030 will look drastically different than the firm of today. Compliance work will be largely automated. Advisory services will...
In the high-pressure world of accounting, investment banking, and private equity, leaders make hundreds of decisions each day — some small, others...
Throughout history, each wave of technological advancement—from the assembly line to automation—has reshaped industries. Now, artificial intelligence...
In early August, Hurricane Beryl swept through the Houston area, leaving a trail of destruction in its wake. The Category 1 hurricane, with winds...
