The Modern Operating Model: Fixing Partner Bottlenecks Without Burning Out Managers
Growth is exciting until the foundational operating model begins to crack.
Accounting
Growth by Capability: Why Specialty Practices Are Becoming the New Currency in Accounting Firm M&A
When AAFCPAs announced its acquisition of McLaren & Associates CPAs, the headline was not simply about growth in size. The more meaningful shift was...
AI Adoption Without Governance Is a Brand Risk
If you lead an accounting, advisory, or M&A practice, you have probably felt the shift: AI went from “interesting” to “everywhere” in about a year....
How Accounting Firms Gained a Path into Law Firm Ownership
In early 2025, a quiet but consequential regulatory decision in Arizona signaled a meaningful shift in the professional services landscape. The...
Accounting Firm M&A Trends 2026: What January Deals Reveal
January 2026 delivered a revealing snapshot of the accounting firm M&A market. Not because of a single blockbuster transaction, but because of the...
Clients Will Pay More for AI-First Audits
Several years ago, when cloud workpapers first entered the mainstream, most audit leaders treated them as an internal upgrade - something that made...
When the Acquiring Firm Leaves You Out: A Warning Sign for Your Transition
Acquisitions often start with a sense of optimism and anticipation. The initial discussions resemble a courtship, each side eager to impress. The...
Platform or Bolt-On? Understanding PE Growth Models and What They Mean for You
Private Equity is Coming for Your Firm The accounting industry is in play. With private equity sitting on billions, investors are pouring into the...
Specialize to Scale: Why Niche Expertise Drives Faster, Smarter Growth
Professional services leaders have long debated whether it is better to be a generalist or to carve out a niche. Generalist firms cast the widest net...
Organic Growth for Accounting Firms: Modern Tactics That Work
Organic growth has always been the most sustainable way for accounting firms to thrive. While mergers and acquisitions can catapult a firm’s size...
The Real Work Begins After the Deal: Navigating M&A and Private Equity Integration
Mergers and acquisitions (M&A) and private equity (PE) investments are powerful accelerators of growth. They can provide access to new markets, bring...
From Frozen Peas to AI-Powered Audit: What the Food That Built America Teaches Accounting Firms
In the early 1900s, Clarence Birdseye wasn’t trying to invent a new food. He was trying to solve a problem: how to keep food fresh and make it...
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...
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...
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,...
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...