Real-time automation helps firms tame infrastructure costs
In accounting and financial services, the ability to scale infrastructure efficiently isn’t just a technology concern, it’s a business imperative.
Boomer’s Blueprint: The 4-attribute system transforming CPA firms
If you’re leading an accounting firm in early 2026, you feel the pressure. Every conference promises AI will transform the profession. Every vendor has a new automation story. Every article warns that firms that do not adapt will be left behind. But most of these conversations overlook that many CPA firms are not AI-ready, and […]
Running a firm? Get a system — any system
Management systems and philosophies are a dime a dozen; it doesn’t matter which you follow — as long as you follow one.
Identify and develop emerging leaders at your firm
Are you looking at the right attributes? The answers may surprise you.
Set the right compensation for CPA firm wealth management
Partnerships between CPAs and RIAs are on the rise, but care must be taken to avoid actual or perceived improprieties when considering compensation.
When adjusted earnings make for smarter deals
Accounting executives can learn a lot from new research on non-GAAP disclosure and M&A efficiency.
Adopt, test, monitor 2026: AI recommendations for CPAs
The Adopt, Test, Monitor framework can help CPA firms navigate the overwhelming AI landscape. But the landscape has shifted dramatically since it was introduced.
Why taxes are AI’s kryptonite
Taxes are heavily context dependent, complex and require precise calculations. The consequences of getting them wrong are significant.
Small firms: Stop trying to serve everyone
Knowing exactly who you serve — and why — is becoming one of the most powerful competitive advantages a small firm can develop.
Transforming invoice management with AI
The integration of AI in tax processes can streamline invoice management, improving accuracy and freeing teams for higher-value tasks.