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The Middle Reimagined

6 min read

The Middle Reimagined: How Mid-Sized Firms Can Compete in a Consolidating Market

This article was originally published by the Illinois Society of CPAs, Spring 2026 edition. Accounting firm tie-ups are reshaping the profession, but...

Developing judgement, not just technical skill

2 min read

Developing Judgment, Not Just Technical Skill: A Materiality Framework for Leadership Readiness in the AI Era

As AI commoditizes technical work, professional services firms are confronting an expensive lesson: knowledge is no longer the differentiator....

Coaching, Mentoring, and Developing: Why Firms Must Stop Confusing Conversations With Capability

3 min read

Coaching, Mentoring, and Developing: Why Firms Must Stop Confusing Conversations With Capability

Professional services firms love the language of coaching and mentoring. The terms populate strategy decks, culture statements, and retention plans....

Still thinking its a pipeline problem?

2 min read

Still Thinking Its A Pipeline Problem?: Why AI and New Work Models Are Breaking Leadership Development

Professional services firms worry constantly about their "leadership pipeline." Fewer people seem ready to step up. Fewer want the responsibility....

Train Your Successor: Why Leadership Development Is the Real Talent Strategy in Professional Services

3 min read

Train Your Successor: Why Leadership Development Is the Real Talent Strategy in Professional Services

Professional services firms have long operated under a comforting assumption: hire smart people, keep them busy, wait long enough, and leaders will...

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...

3 min read

Mentorship That Actually Works: How to Build a Program People Thrive In

Let’s be honest. Most mentorship programs in professional services firms are well-intentioned, loosely organized and ultimately, underwhelming. You...

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...