

Kyle Walters, CFP, CPWA, CIMA, is a partner at
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AI is rewriting the org chart of the modern CPA firm.
March 17 -
When a client picks up the phone, they have a pressing question or concern they need answered right away.
February 20 -
The best firms don't build walls to keep clients in — they build wells clients never want to leave. Here are three keys.
January 19 -
Accounting firm leaders should stop waiting for struggling people, processes and clients to change on their own.
December 26 -
With artificial intelligence, you can draw on the perspectives of top business leaders in real time on a wide range of subjects.
October 16 -
Start viewing challenges or disruptions as a gateway to get better, stronger and more resilient. This mindset shift is exactly what accounting firms need today.
September 3 -
Ahoy, personality! Five ways CPA firms can inject more personality into their brand and client experience.
July 24 -
The Zeigarnik Effect tells us that unfinished tasks occupy more space in the human brain than completed ones.
June 30 -
Many times in professional services firms — and in our own lives — we spend a lot of time talking about doing something, but don't actually do it. Why?
June 10 -
Just like hotels and restaurants, when you move up the price ladder, you move up the expectations ladder.
May 9
