2026 Is the Year Month-End Close Stops Being a Fire Drill
Here’s my prediction for 2026, and I’d go to Vegas on it: the firms that win the advisory conversation this year will be the ones whose month-end close is alreadyContinue…
How to Get AI Search to Recommend Your Accounting Firm
To get AI tools like ChatGPT, Claude, and Google’s AI overviews to recommend your accounting firm, you need to state plainly who you are and who you serve, say itContinue…
4 Questions to Ask Before You Buy Practice Management Software
How do you know if you’re getting a good value on new practice management software? If you’re judging value strictly by the number on the quote, you’re missing most ofContinue…
Accounting Firm Mergers & Acquisitions: What Makes Your Firm Worth Buying
Finding success when looking to grow through M&A is a multi-faceted affair, with the need for proven processes both before and after the acquisition, but nothing makes it all fallContinue…
Stop the Month-End Scramble: How to Keep Your Books Clean and Client-Ready
Ask any bookkeeper what the worst part of their job is, and I bet I can predict the answer. It’s being ignored. Too many clients don’t see the value inContinue…
