Avoid These 7 Mistakes When Presenting Your Firm to Private Equity
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...
accounting
Structure Without the Slowdown: How to Build Scalable Infrastructure Without Killing Agility
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...
Evolving for Growth: Why Mid-Market Accounting Firms Must Expand Their Advisory Services
In today’s fast-evolving accounting landscape, mid-market firms face both a pressing challenge and a powerful opportunity. Traditional compliance...
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...
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...
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...