Ideas & expertise for growing firms.
A collective of information through various types of media focused on leadership, growth, strategy and data in the accounting and advisory sectors.
Is Digital Transformation a Good Thing? Here’s What Your Firm Needs to Know
What does digital transformation really mean? For starters, it's more than "doing digital". Its a long term strategy ...
Nov 18, 2021
You Need More Than Marketing: You Need a Digital Strategy
It’s easy to think that “doing” digital marketing is the same as having a digital growth strategy. Here’s where most ...
Nov 16, 2021
Reinvest That PPP Windfall
Reinvest surplus PPP funds into your firm to secure long-term growth and innovation rather than distributing them as ...
Nov 15, 2021
How is the ‘Great Resignation’ Impacting Accounting Firm Marketing?
With millions of Americans quitting their jobs and millions of open positions, the Great Resignation has left few ...
Nov 02, 2021
Niche Marketing for Accounting Firms
Done right, niche marketing is a powerful and profitable move. However, there are a few things you need to understand ...
Nov 01, 2021
Yes, Your Firm Can Succeed on LinkedIn
LinkedIn is the social platform for professional relationships; active participation will elevate your firm. Learn how ...
Oct 08, 2021
3 Reasons Firms Don’t Invest in Leadership Development
Managing partners are carving hard boundary lines for new initiatives. Often placed in the extras category, is ...
Oct 07, 2021
Leadership Training: The Problem Isn’t “What,” It’s “Who”
Over the years, effort has been made by firms to invest in leadership training programs which inevitably experience a ...
Sep 01, 2021
4 Common Marketing Challenges for CPA Firms
We've work exclusively with managing partners. Our experience has lead us to identify the most common marketing ...
Sep 01, 2021