Engineering Growth, Ensuring Viability

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Timely Articles on Growth Strategy and Creating Partnerships

Growth Strategy

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....

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...

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....

Jeff Call bennett Thrasher

4 min read

Scaling Smart: Jeff Call’s Blueprint for Growth, Culture, and Leadership

In this episode of Making Waves, host David Toth sits down with Jeff Call, Managing Partner and CEO of Bennett Thrasher (BT)—one of the...

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...

staying indepndent with PE

Can Accounting Firms Stay Independent or Will PE Win?

Is independence still a viable path for accounting firms, or is private equity inevitable? In this insightful conversation, Gary Shamis, founder of...

navigate the future of accounting

3 min read

Is Your Firm Equipped to Navigate the Future?

As accounting firms gear up for another busy season, there’s one question that leaders should be asking themselves: Is your firm ready to meet the...