Our Blog

6 min read

What Does a Marketing Team Look Like?

There are three major disruptors currently occurring in the evolution of professional services marketing. First is the acknowledgement that marketing...

1 min read

Reinvest That PPP Windfall

Reprinted with permission from Accounting Today. In the end, did our firms really need the Paycheck Protection Program federal grant/loan that we all...

3 min read

Marketing Your Firm: The Digital Strategy Imperative

Reprinted with permission from Accounting Today. 2020 changed everything about how businesses operate, including how they interact with everyone from...

4 min read

Our Profession has Changed Forever

I have a 42-year history in public accounting. I founded and ran one of the largest CPA firms in the country for three decades. I’ve consulted with...