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Timely Articles on Growth Strategy and Creating Partnerships

Firm Growth

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...

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...

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...

Importance of Building an Advisory Board

4 min read

Fifteen Years with an Advisory Board: What Every CPA Firm Leader Should Know

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...

5 LinkedIn Trends Leaders Cant Afford to Ignore

5 min read

5 LinkedIn Trends Accounting Firm Leaders Can’t Afford to Ignore

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...

Digital Leadership Goals for Accounting Firms: Setting Strategic Priorities Across Leadership Levels

5 min read

Digital Leadership Goals for Accounting Firms: Setting Strategic Priorities Across Leadership Levels

The digital landscape for accounting firms has fundamentally shifted. Every firm knows it needs a comprehensive digital transformation strategy—one...

Today's keys to firm growth

3 min read

Today’s Keys to Firm Growth? AI and Value

Accounting and consulting firms must embrace new pricing models and artificial intelligence to remain competitive in a rapidly changing world....

Breaking Tradition May Yield the Best Strategic Planning Results

4 min read

Breaking Tradition May Yield the Best Strategic Planning Results

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....

Transforming CPA Firms: Strategic Governance for Agile Leadership

4 min read

Transforming CPA Firms: Strategic Governance for Agile Leadership

The accounting profession stands at a crossroads. Traditional CPA firms face unprecedented disruption from technological innovation, changing client...