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Most firm owners focus on the revenue lever they have pulled their whole career, but they may never have touched the other lever.
May 15
L&H CPAs and Advisors -
Plus, Xero announces XeroForce custom AI agent builder; Emburse releases new AI purchasing agent; and other news and updates from the accounting tech world.
May 15 -
Public accounting firms are having their own awkward conversation between the firm they built and the firm they now need to become.
May 15
The CPA Coach -
Whitman Advisory, Maxwell Leadership and Lions Pride Leadership partnered to launch a leadership development and coaching company.
May 11 -
The idea of semi-annual reporting is a guaranteed self-inflicted disaster, like using a knife while gripping the blade instead of the handle, writes Paul Miller.
May 11
University of Colorado and Colorado Springs -
Behind on AI; Show-Me State; sunsetting FIRE; and other highlights from our favorite tax bloggers.
May 5
Matters Editorial -
At 55, owners are often in a stronger position to adapt, lead change, shape the firm's future and participate in a transition from a position of strength.
May 4
Optimum Strategies -
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Clients may be able to save thousands in taxes and prepare for a better future with the introduction of even the most rudimentary financial planning.
April 27
WMGNA -
Big Four firm KPMG is eliminating approximately 100 partners in its U.S. audit and assurance practice, after not enough of them accepted an early retirement program.
April 24 -
The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.
April 23
L&H CPAs and Advisors -
The firms that survive and thrive in the next 10 years won't be the ones with a great strategy alone.
April 21
Rosenberg Associates -
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While organizations are pouring incredible amounts of money into AI, lack of strong governance and coordination between leaders has blunted the effectiveness of these investments or even lost them money.
April 16 -
Understanding the differences and setting expectations properly can make or break a successful engagement.
April 16
June15 Consulting -
The U.K. arm of the Big Four accountancy firm is merging its consulting and risk divisions, shrinking its offering from five service lines to four.
April 14 -
If your clients been waiting for the merger market to fully reopen, they're not alone — and 2026 may be the year their patience runs out.
April 13 -
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Leaders from the Top 100 Firm name the top challenges to the profession — from private equity and tech, to staffing and change management.
April 11













