ACCOUNTING PRACTICE INSIGHTS BLOG

AI in Accounting: Our Top Episodes on the Topic Everyone’s Talking About
It feels like you can’t go a day right now without hearing something about AI. Every conference has a session on it, every software vendor is building it in, and...

What Private Equity Means for Small and Midsize CPA Firms
Rebekah Brown Olson didn’t plan to lead a state CPA society. A single leadership assessment during a firm training session reframed how she saw her own strengths, and thirteen years...

Renewals, Referrals, Recent Conversations: Building Pipeline Without Extra Hours
Kristen McGarr has spent over 20 years helping businesses implement CRM systems that actually work. Her core belief is that the future of CRM isn’t about more technology, it’s about...

23 Years of Consecutive Growth: How One CPA Built a Firm Worth Merging Up
Frank Longobardi started a five-person CPA firm in Hartford, Connecticut on November 1st, 1984, with a first-year revenue goal of $300,000. For the next 23 consecutive years, the firm grew...
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