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Expanding advisory services is a hot topic at virtually every accounting conference and our Business Transformation Circle meetings. Some firm leaders ask how they can hire or develop the necessary skills. Others opt to purchase consulting firms to acquire the talent (and client base) to hit the ground running. Whether they build it or buy it, I caution firms not to attempt to run a consulting firm like their traditional tax and audit practices. Otherwise, you'll spend a lot

by Ashley Doyen, Manager, CAS Firm Strategy, CPA.com At this very moment, many of your business clients are facing a dilemma. Facing a...

Today, being a successful firm isn't just about technical skills; it's the people responsible for leadership, relationships, and innovation. A firm's strength lies in its dedicated team of professionals committed to ensuring client satisfaction, regulatory compliance, and streamlined operations. Leadership and first-class marketing and sales are critical skills and must be integrated with technical accounting and finance skills to create the desired experience for clients and

The accounting profession is undergoing a major shift. With automation and artificial intelligence (AI) taking over many routine tasks,...

It’s becoming common knowledge: accounting firms are slowly but surely transforming themselves from tax and audit firms into multidisciplinary professional service firms, offering everything from IT to HR, marketing, strategic planning, web development, insurance, recruiting and more. In fact, advisory services are growing faster than other service lines in the Big 4 and other large firms. Many of these services a firm can provide relatively easily. For example, if the firm a

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...

Like many industries, the accounting profession is in the midst of profound change. The impetus behind this transformation is...

The competitive landscape in accounting is becoming increasingly crowded. So firms must think ahead and look for ways to evolve their...

Accounting firms recognize their opportunity to deliver more value to clients by expanding their scope of services. Supplementing transactional and compliance services with higher-value consulting and advisory services helps firms tap into the potential for more profit and higher client satisfaction. Yet when we speak to accounting firm leaders from across the country, we hear a common question: "Where do we start?" Naturally, if you ask that question of four different people