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Accounting

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...

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...

Digital Marketing Roadmap

5 min read

From Overwhelmed to In Control: A Digital Marketing Roadmap for Accounting Firms

“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...

accounting firms in 2025

4 min read

Accounting Firms in 2025: Growth, Innovation, and the Leadership Challenge

The rules of success in accounting are being rewritten. While organic growth challenges and private equity consolidation create competitive...

advisory services - path to growth

3 min read

Advisory Services Are the CPA’s Path to Growth

In today’s rapidly evolving business landscape, advisory services have become a crucial component to sustainable growth for certified public...

Has Accounting Lost Its Way?

2 min read

Has Accounting Lost Its Way?

Reprinted with permission from Accounting Today. I recently found myself reflecting on the state of our profession while reading about today's most...

Biggest Mistakes New Partners Make

3 min read

The Biggest Mistakes New Partners Make and How to Overcome Them

Welcome to the partnership table—where the stakes are higher, the coffee is stronger, and the decisions are bigger. You’ve officially earned your...

PE Disruption

PE Disruption in Accounting: What Leaders Need to Know

Private equity is transforming the accounting industry, reshaping mergers and acquisitions, and presenting both challenges and opportunities for...