Insights Delivered
Strategies, Trends, and Perspectives for Forward-Thinking Firms
These newsletters are built for firm owners and leaders who want to think bigger, plan smarter, and move with intention. From market trends to strategic frameworks, each issue is designed to keep you informed, inspired, and ready to tackle what’s next.
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95% of accounting recruiters promise great candidates and quick results but often deliver empty promises and mediocre talent. In this...
As accounting firms move through the Stone Age, Bronze Age, and Modern Age, knowing where your firm stands is the...
Joint ventures aren’t just buzzwords—they’re the key to rethinking how accounting firms grow and thrive. In this issue, I break...
As enterprise values in the CPA and accounting industries continue to climb, it’s a pivotal time to think about your...
The financial landscape is shifting, and CPAs and wealth managers are finding themselves in a more connected ecosystem than ever...