Firm Management August 11, 2026
Scaling the Micro-Firm: How AI Enables Hyper-Specialization
To transition a practice from general compliance to specialized advisory, firm leaders must first insulate themselves from low-value administrative friction.
Firm Management July 13, 2026
Beyond the Scan-and-Populate: Moving AI to the Client-Facing Front Lines
Instead of asking how automation can optimize firm overhead, firm leaders must challenge themselves to ask a more transformative question: How can AI provide real-time, proactive growth strategies that directly benefit your clients?
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
