Beyond the Chatbot: Where AI Produces a Measurable Return Inside an Accounting Firm
A browser tab open beside a tax return is not an AI strategy. Thomson Reuters’ 2025 research on generative AI in professional services found that...
Accounting
HubSpot's Agent Hub Arrives. Here Is How Accounting Firms Should Use It.
On July 23, 2026, HubSpot launched Agent Hub in public beta, and every accounting firm serious about growth should take notice. Agent Hub gives firms...
The CRM Nobody Uses: Turning Client Data Into a Growth Engine
Most accounting firms do not have a CRM problem. They have an adoption problem. The software may be perfectly capable, implementation may have been...
Growth Outruns Culture: Guardrails for Fast-Scaling Firms
Gartner’s Chief of Research, Brian Kropp, has a name for what happens when a firm grows faster than it can hold onto itself: culture debt, the...
When Accounting Firms Own Law Firms: Strategy, Risk, and Opportunity for Multidisciplinary Platforms
KPMG Law passed its first anniversary in February, and the year since launch turned out to be more interesting than the original headline suggested....
The Leadership Gap in Consolidating Firms: Developing the Next Generation of Growth Partners
The private equity wave reshaping the accounting profession has generated plenty of headlines about deal volume, valuation multiples, and the firms...
Owning the AI Governance Conversation with Clients
Accounting firms are ahead of their clients on AI adoption. The AICPA made this explicit in its 2025 AI in Accounting Report: 'Firms are further...
Beyond Synergies: Building a Structured Value-Creation Plan Before You Sign the LOI
More than 70 percent of M&A transactions fail to deliver their anticipated strategic and financial value within three years, according to PwC and...
Revenue Mix, Not Just Revenue Size: Redesigning Your Services
Revenue growth tells you that something is working, but revenue mix tells you whether what's working will keep working. Two firms at identical...
The PE-Backed Competitor Next Door: How Independent Firms Compete Without Selling
The competitive landscape for independent accounting firms has changed more in the past four years than in the previous four decades. As of 2026,...
Specialty as Currency: Building Platforms That Command Premium Valuations
The traditional accounting firm valuation model is fracturing, and where your firm lands in the new range will be determined largely by one variable:...
Kentucky Passes CPA Alternative Pathway: One Less Holdout
If you read our article last year on CPA licensure reform, you may remember that Kentucky was on the holdout list. Seven states were still clinging...
Post Tax Season: What to Do in the Next 60 Days
The deadline has passed, the returns are filed, and if your firm is like most, the first week of May looks a lot like exhaling. That exhale is...
EY Put Agentic AI Into 160,000 Audits: What That Means for Mid-Market Firms
On April 7, 2026, EY announced the global rollout of enterprise-scale agentic AI across its assurance practice, embedding a multi-agent framework...
The Best Time to Plan for Next Year Is Right Now
Most mid-market firms wait until Q4 to begin strategic planning, and that timing is precisely why most strategic plans do not produce results. By the...
M&A Without Strategic Fit Is Just Expensive Chaos
Why accounting firm acquisitions succeed, or stall, and how to manage the pace of change. The accounting profession is in the middle of one of the...