5 min read
David Toth: Sep 16, 2025
“We don’t even know where to start.” That was the most common response we heard in our latest survey of accounting firm leaders heading into the...
4 min read
Gary Shamis: Sep 12, 2025
Back in the mid-90s, our firm followed the same playbook as most CPA firms: bring in a well-known consultant for our annual firm retreat, develop...
4 min read
Brian Blaha: Sep 09, 2025
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...
5 min read
David Toth: Aug 27, 2025
In 2025, LinkedIn isn’t just a platform: it’s a decision point. Whether it’s a potential client, future talent, or a potential referral source, the...
5 min read
David Toth: Jul 29, 2025
The digital landscape for accounting firms has fundamentally shifted. Every firm knows it needs a comprehensive digital transformation strategy—one...
3 min read
Brian Blaha: Jul 29, 2025
Accounting and consulting firms must embrace new pricing models and artificial intelligence to remain competitive in a rapidly changing world....
5 min read
Trisha Daho: Jul 22, 2025
Last month, I went down the rabbit hole of watching Band of Brothers—and both of its ‘brother’ miniseries, The Pacific and Masters of the Air. I have...
5 min read
David Toth: Jul 08, 2025
When prospects search for CPA expertise today, they're increasingly getting comprehensive answers directly from Google's AI—without clicking through...
4 min read
Brian Blaha: Jul 02, 2025
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....
