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INSIGHTS

AI

AI-Powered Tools: What They Are, How They Unlock Efficiency, and How to Create Custom Solutions

Artificial intelligence tools are no longer optional. From accounting firms to M&A advisors and professional services teams, generative AI tools and...

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HubSpot Loop Marketing Isn’t New: Why Marketing Has Always Been a Loop

HubSpot recently introduced its new Loop methodology, positioning it as a fresh approach to how businesses think about marketing and client...

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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...

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seo, digital marketing, and funnel automation for professional services firms

Digital Marketing & Automation for Professional Services

In today’s market, growth for professional services firms is inseparable from digital. Whether you are leading an accounting practice, managing a...

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How PwC’s New AI-First Training Model Signals a Paradigm Shift in Accounting

PwC’s Bold Move: Fast-Tracking Juniors into Managerial Roles PwC is radically rethinking its approach to new talent, aiming to have junior...

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Google Pushes Back: AI Search Isn’t Killing Website Traffic. . .OR IS IT?

Google's Head of Search Sparks Industry Debate On August 6, 2025, Liz Reid, Google’s Vice President and head of Google Search, addressed a growing...

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GPT‑5 Launch: OpenAI’s Most Powerful AI Model Yet

OpenAI has begun rolling out GPT‑5, the most advanced version of its flagship language model, across all ChatGPT accounts. With significant...

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Google’s Falling Search Share & the Rise of AI Search

For the first time in nearly a decade, Google’s global search market share slipped under 90%. Apple confirmed that Google search volume declined for...

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GPT-5 & ChatGPT Agent: AI Integration for PE, M&A & Accounting Teams

Generative AI has sprinted from curiosity to critical infrastructure in less than two years. With GPT-5 rumored to drop in August 2025 and ChatGPT...

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Selecting the Right AI Tools for Your Needs

As of mid-2025, large language models (LLMs) have significantly evolved, playing pivotal roles in professional environments like investment banking,...

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How to Get Started with AI in Your Accounting Firm

A Practical Roadmap for Mid-Market Accounting and Advisory Practices

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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...

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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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