3 min read
David Toth: Oct 14, 2025
In an era where CPA firms are battling commoditization, talent shortages, and rising client expectations, one truth has become clear: it’s not enough...
.png?width=1024&height=576&name=Building%20an%20%20AI%20Use%20Case%20Roadmap%20(1).png)
6 min read
Brian Blaha: Oct 14, 2025
Generative AI is no longer theoretical: it’s already reshaping the accounting profession. Tax software vendors are embedding AI copilots, Big 4 firms...
5 min read
David Toth: Oct 14, 2025
Today, many accounting firms continue to operate with an internal paradox: expecting partners and managers who were primarily rewarded for technical...
3 min read
Trisha Daho: Oct 03, 2025
Let’s be honest. Most mentorship programs in professional services firms are well-intentioned, loosely organized and ultimately, underwhelming. You...
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...
