Firm Management April 17, 2026
The Missing Link Between Advisory Marketing and Advisory Sales
These services are growing at a double-digit rate of 17%, but success requires more than simply adding new services and hoping for the best.
CAS April 8, 2026
Accounting Firms Need Industry-Specific Go-to-Market Strategies for Their Business Clients
Clients increasingly seek advisors who understand their industry’s regulatory environment, competitive pressures, economic cycles, and operational nuances.
Firm Management July 24, 2025
How Firms Are Using CAS to Build Better Work-Life Balance
Firms highlighting CAS as a new era of accounting may just unlock the solution to the profession’s ongoing pipeline problem.
Accounting March 3, 2025
A Colleague’s Recap of CPA Practice Advisor’s 2025 Thought Leader Symposium
This year’s program focused on the impacts of AI, Private Equity, Staffing, CAAS, and Security. Below are my “takes” on what I’m advising my firms to do.