Is Your Firm Achieving Digital Growth?

A look at your firm’s digital growth journey. (Last Updated August 8, 2023) Some accounting firms have committed to digital transformation, spending the last five, even 10 years adopting new technology and creating a digital-friendly environment. While firms like that exist and are arguably leading the market, many firms have barely even begun. The COVID-19…

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An Introduction to AI for Accounting Firm Marketers

AI

Since early 2023, one topic has been top-of-mind for all marketers: Artificial Intelligence. AI will upend the way that many marketing teams operate, bringing changes to all kinds of marketing tasks: from email outreach to creating blog posts.  The coming years promise to be a disruptive yet fascinating time for marketers. Change is inevitable, but…

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Digital Deep Dive Summit 2023: A Recap

DDD

Last month saw the return of the popular Digital Deep Dive Summit: the only digital summit created exclusively for accounting firms.  Held in Atlanta, GA, the completely sold out conference brought together digital leaders from dozens of the nation’s top accounting firms. Participants heard from a variety of industry experts and discovered actionable strategies to…

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Noah’s Law:  Build Your Ark Before the Flood

Noahs Ark

“For 40 days, the flood kept coming..and as the waters increased they lifted the ark high above the earth” Accounting firms around the nation simply have more demand than they have capacity. It’s an unsustainable and worsening situation, which places an unsustainable strain on both employee morale and client experience.   What is your firm doing…

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Private Equity and Its Intersection with the Accounting Profession

Private Equity

This article is an overview of a recent panel discussion at Winning Ways 2022, the accounting profession’s only conference on practice management.  Recent months have seen an influx of private equity (PE) investment into the accounting industry. In 2022, several PE deals made headlines, with leading firms including EisnerAmper, Citrin Cooperman, and Cherry Bekaert all…

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Building a Lucrative Niche Practice

Smiling Business man shaking hands

This article is an overview of a recent panel discussion at Winning Ways 2022, the accounting profession’s only conference on practice management.  The riches are in the niches.  So the saying goes. And for many accounting firms, it’s a saying that’s proven to be true. By prioritizing a highly specialized focus on a particular sector…

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Inaugural Winning Ways Event: A Recap

Recap of Winning Ways Conference

This year for the first time, close to 100 practice leaders and managing partners convened in Chicago on November 1-2 for Winning Ways. Originally scheduled to launch in 2021, the conference endured a COVID-19-related delay and took place this month in the windy city. The inaugural conference was an outstanding success. Attendance and feedback validated…

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