Professional Services

Running a law firm is more than just court appearances and client consultations; it’s about managing an intricate web of cases, deadlines, billing, and compliance. While I don’t have a...

Long before ChatGPT, I worked with clients who used AI and machine learning to speed up data analysis at scale. Their enthusiasm about AI's ability to improve everything from business...

Join us on February 26th for the Estate & Tax Planning Summit—a premier virtual summit designed to empower advisors and leaders with actionable insights and cutting-edge strategies. This dynamic 90-minute event...

In the ongoing race to reduce costs and optimize operational efficiency, and particularly with the Trump administration’s recent use of tariffs to drive political action, more U.S. companies than ever...

Updated for tax year 2024. You’ve probably heard the phrase, “You can deduct that,” a lot around tax season. But what exactly does that mean? In this article, we’ll be...

Hard to believe this is TurboTax’s twelfth year premiering a new commercial for the big game… and rest assured, we once again pulled out all the stops. This time, we...

Removing clients isn’t just about profitability—it’s a firm-wide morale booster. ? Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS. Accounting Influencerswith Rob Brown With over 35 years of industry...

Partner compensation – it’s a complex topic that consultants have built careers around, firms have committees named for, executive and management committees spend countless hours discussing and, I assume, many...

I set out to build a website—something clean, professional, and modern. Nothing too fancy, just a site that looked great on any device, loaded fast, and didn’t feel like a...

I remember the first time I tried social media boosting. It was back when I was testing the social media marketing waters by building a presence on Facebook, Instagram, and...