Professional Services

In July of 2019, I published an article predicting AI would revolutionize the practice by automating tasks like doc review and providing initial drafts of contracts. Millions of billable hours,...

If you're in sales or marketing, you’ve probably lived through the chaos of a product description gone wrong. One incorrect spec, one outdated data field — and suddenly, your customer...

With the global revenue for AI in marketing pegged at over $107.5 billion by 2028, there is no doubt that AI in content marketing will (and may already) be an...

Welcome to Zephyr's Adjusted for Risk podcast! In this episode, host Ryan Nauman discusses the often-overlooked mid-cap investment space with Kirk McDonald, portfolio manager at Argent Capital Management. They delve...

When Adobe set out to remove 40% of the customization from its SAP system for managing indirect taxes, Thomson Reuters ONESOURCE Determination was the only solution that could meet its...

If you’re filing your taxes and have paid or received child support in the last year, you likely have some questions. Is child support taxable? Can you claim it on...

The humble penny — soon to be a relic of the past. Starting in 2026, the U.S. will stop producing pennies, marking the end of an era for this iconic...

What forces are really driving firm sales—and what separates the sellable from the stagnant? ?? Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.   Accounting Influencerswith Rob Brown...

One recent client, a couple from California, had fallen in love with a farmhouse in Umbria. They were ready to buy—and fast. But the moment Pierro reviewed the documents, red...

When kids turn 18, everything changes—legally. Allison Harrison and Rachel Allums saw it happen again and again: families caught off guard by the legal red tape that kicks in the...