Firm Management July 30, 2026
Stop Being the Highest-Paid Employee at Your Own Firm
Here is the ugly truth we need to address: you aren't raising your fees fast enough, and it is entirely because you are focused on the wrong things.
Advisory July 16, 2026
Luxury Liabilities: Serving High-Net-Worth Clients
Managing the lifestyles of the rich and famous has its appeal, but not everything is glitter and gold. Though these engagements offer intriguing and lucrative opportunities, they also present heightened risks.
Staffing June 29, 2026
You Called Them Rockstars, Then Burned Them Out
Firm leaders treat capability as an invitation to overload rather than an asset to be protected.
Taxes May 29, 2026
Property Tax Appeal Offers: Help Clients Look Beyond Gross Savings
No-upfront-fee appeal offers can be legitimate, but clients still need to know what is being challenged, what evidence exists, and what they would keep after fees.
Accounting April 30, 2026
3 Things Accounting Firms Must Fix to Stop Losing Clients
Firms that retain clients all share a few simple habits, and the firms that lose clients tend to make the same preventable mistakes.
Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
Advisory April 17, 2026
How Automating Client Compliance Can Free Up Billable Hours
Automating client compliance obligations allows accounting firms to move beyond transactional work and instead operate as a true advisory partner.
Taxes April 15, 2026
IRS Launches New Text Chat for Taxpayers Outside the U.S.
The IRS said earlier this month that it has launched a live text chat, a no-cost alternative to the traditional toll telephone line for international taxpayers.
Marketing April 7, 2026
Why CPA Firms Risk Losing Influence Before the First Conversation
Many firms face a growing competitive risk that has little to do with expertise and everything to do with how prospective clients form opinions before a conversation ever begins.
Technology January 13, 2026
The Agentic AI Advantage: Efficiency, Precision, and the Human Edge
Nearly half of finance teams are planning to increase AI investment and almost 80% are confident in its ROI. The moment for agentic AI is here, but leaders need to adopt it with clarity, discipline, and focus.
Advisory January 8, 2026
What Makes for a Bad Restaurant or Hospitality Experience
One of the most common reasons we have a bad experience is because of our expectations of what the restaurant can do.
Firm Management December 11, 2025
Client Experience as a Growth Strategy: Moving Beyond Compliance
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.