4 min read
Building an Advisory Practice Requires Enduring the J-Curve
Every accounting firm wants advisory revenue. The data confirms it: 80% of firms report increasing client demand for financial planning and business...
Brian is a seasoned CPA firm leader and strategist with decades of experience driving transformation across professional services. A former Chief Growth Officer at Wipfli, he now advises firms and PE groups on leadership alignment, M&A integration, and sustainable, people-first strategy.
4 min read
Every accounting firm wants advisory revenue. The data confirms it: 80% of firms report increasing client demand for financial planning and business...
4 min read
For managing partners, the AI question is no longer “if” but “how”—how to turn investment into measurable value without disrupting firm culture. In...
4 min read
To successfully serve clients with multidisciplinary solutions, firms must deliver value the way clients want to experience it—at the center....
6 min read
Generative AI is no longer theoretical: it’s already reshaping the accounting profession. Tax software vendors are embedding AI copilots, Big 4 firms...
4 min read
By focusing on these six leadership traits, you can create and support environments where employees are motivated to stay and work. There’s been no...
3 min read
Accounting and consulting firms must embrace new pricing models and artificial intelligence to remain competitive in a rapidly changing world....
4 min read
It’s time for us to break up with rigid strategic planning processes that hold us back from spurring growth. Instead, consider testing these methods....
4 min read
When accountability overshadows inspiration, talent walks out the door. Leaders in every industry, not just professional services, are falling into...
3 min read
The accounting profession has a branding problem—fixing it will require a collective voice to showcase all the good it has to offer future-driven...