Engineering Growth, Ensuring Viability

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Timely Articles on Growth Strategy and Creating Partnerships

Advisory J-Curve

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...

Evolving Accounting Firm Culture

2 min read

How To Deliver Bad News

Ever had to fire a client or an employee? Maybe you were elected to tell someone that they didn’t get the promotion they were working towards? How...

Evolving Accounting Firm Culture

4 min read

Perspectives from the Profession: A Future Leaders Framework to Ensure Accounting Firm Succession

This article originally appeared here on Inside Public Accounting. If you are sick of hearing about firms looking for ways to stay independent,...

rethinking the accounting talent mix in age of AI

6 min read

Rethinking the Accounting Talent Mix in the Age of AI

The traditional accounting firm structure, based on a pyramid of leverage with junior staff feeding work to senior partners, is becoming increasingly...

Strategic framework for AI Success

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...

the key to cross selling

4 min read

The Key to Cross-Selling CPA Services? Being Client Centric

To successfully serve clients with multidisciplinary solutions, firms must deliver value the way clients want to experience it—at the center....

advisory services vs advisory mindset

3 min read

Advisory Services vs. Advisory Mindset: The Real Path to Becoming a Trusted Advisor

In an era where CPA firms are battling commoditization, talent shortages, and rising client expectations, one truth has become clear: it’s not enough...

building an AI use case roadmap

6 min read

Building an AI Use Case Roadmap for Accounting Firms

Generative AI is no longer theoretical: it’s already reshaping the accounting profession. Tax software vendors are embedding AI copilots, Big 4 firms...

How CPA Firms Can Find the Right Leadership Development Partner

5 min read

How CPA Firms Can Find the Right Leadership Development Partner

Today, many accounting firms continue to operate with an internal paradox: expecting partners and managers who were primarily rewarded for technical...