CAS August 18, 2026
Is It Real? – AI Productivity Gains – A Top Technology Initiative Article
If you invest some of this time in yourself and some in your clients with Advisory services, you’ll find that AI can provide the benefits promised.
Firm Management June 1, 2026
Why Accounting Firms Should Stop Marketing All Their Services (And What to Do Instead)
Pick the one service that does two things: delivers undeniable value to the client and positions your firm to offer more over time.
Marketing May 15, 2026
The Simple Lead Generation Funnel Most Accounting Firms Are Missing
A lead generation funnel is simply the path a potential client takes from first hearing about your firm to becoming a paying client.
Advisory October 21, 2025
Largest Independent Florida CPA Firm Launches Investment Banking Affiliate
Mary Street Capital is an investment banking affiliate established to expand Kaufman Rossin's advisory capabilities and serve family- and founder-owned middle-market businesses.