4 min read
Define, Design, Deploy: A Strategic Framework for AI Success in CPA Firms
For managing partners, the AI question is no longer “if” but “how”—how to turn investment into measurable value without disrupting firm culture. In...
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
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...
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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...
2 min read
No matter which chapter of your career you’re in, don’t wait to innovate or explore your entrepreneurial spirit. “New Ways to CPA.” What does this...