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Actionable Insights and Tools to
Fuel Your Success


The Future of Professionals: 8 Questions Every Firm Leader Should Be Asking About AI
AI isn’t the future - it’s happening now. In this FAQ, I break down the big questions firm leaders need to ask from the Future of Professionals Report 2025. From strategy to culture, these insights will get you thinking about how to lead your firm forward.
Jul 9


Beyond Referrals: Rethinking Growth Infrastructure
Many firms say they want to grow - but what they actually want is growth that doesn't require disruption. This article explores what it takes to move past the illusion of “safe growth” and build a firm that’s structured to evolve.
Jun 17


Are We Aligned Internally on Where We're Going, and How We'll Get There?
Most firms have a vision. But getting aligned on how to execute it across partners, departments, and priorities is where things get stuck. This post explores what alignment really looks like inside accounting firms, and how to turn vision into real momentum.
May 13


AI, CPAs, and the Modern Client: Who's the First Opinion?
AI may be your client’s first stop, but it shouldn’t be their last. Here’s how to stay relevant and lead with value.
Mar 30


Bridging the AI Paradox in Accounting - From Excitement to Action
Firms are excited about AI, but few are taking action. Learn how to bridge the gap with policies, training, and strategic adoption in 2025.
Feb 28


Aligning Goals for Growth: A Strategic Playbook for Accounting Firms and Their Clients in 2025
Unlock success in 2025 with actionable strategies to align your firm’s goals with your clients’ needs. Download the Playbook.
Jan 2


Driving Shared Success: Strategic Growth for Accounting Firms and Their Clients in 2025
Explore actionable strategies for accounting firms and their clients to collaborate, innovate, and drive mutual growth in 2025.
Dec 27, 2024


Innovate and Evolve: Leveraging a Fractional CGO for Service Success
Transform your accounting firm's services with innovation. Learn how a Fractional CGO can guide service evolution and boost client success.
Dec 6, 2024
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