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Technology initiatives often fail because service line leaders are brought in too late. Learn why CIOs must partner with audit, tax and advisory leaders from the start—and how shared ownership of innovation drives real adoption, measurable results and lasting change in accounting firms.

Technology consulting can feel threatening to internal IT teams—but it doesn’t have to be. In this article, Marc Staut shares what he wishes he’d known earlier: how outside advisors can validate IT’s ideas, reset expectations, prioritize projects, and give tech teams the champions they need to help the firm move further, faster.

Artificial intelligence is no longer a future trend—it’s reshaping accounting today. From meeting notes to tax prep, firms are finding practical ways to save time and add value. This article explores how leaders can adopt an augmentation mindset, evaluate tools with a simple ROI framework, and guide their firms through the “wild west” of AI adoption.

Start elevating technology’s role from IT support to strategic leadership to drive firm-wide growth and innovation.

Many years ago, when I was at the beginning of my career as a Network Engineer, I was asked to participate in a call with the entire IT team. The nearly unthinkable happened: The firm had decided to bring in a technology consultant! So many thoughts and feelings sprang up immediately, and none were positive. Are we not doing a good enough job? Are we being replaced? Have we been doing the wrong projects? Are we spending too much money? Don’t they like our strategy? And perhap

Accounting firms can prioritize technology initiatives using a data-driven approach that aligns with business goals and optimizes resources.

Learn how accounting firm leaders can strategically and integrate AI to boost efficiency, enhance client service, and drive revenue.

Leadership development is a critical aspect of any successful CPA firm. And while many firms work to identify and nurture leaders from their service lines, it’s not uncommon to see them overlook this process for their IT teams. As firms navigate digital transformation, the need for visionary IT leaders who can steer these advancements is essential. So, let’s consider how firm leaders can cultivate a diverse and innovative leadership team equipped to face future challenges.

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

Technology and metrics have become integral tools for accounting firms striving to stay competitive and profitable. In my work with many of the country’s top firms, I’ve witnessed firsthand the transformative power of measuring what matters. One question we often get is, “Which metrics should we track?” Unfortunately, there’s no one-size-fits-all formula for selecting the right metrics for your firm. Finding balance in the numbers There are a variety of metrics you can use t

How we work has changed dramatically in many firms over the last few years. While some professionals continue to work in a traditional office setting, many work remotely and some take a hybrid approach. But one constant among nearly every firm leader is a concern for employee engagement. That concern is well-founded. After all, every firm is feeling the pain of the war for talent, and engagement is part of an effective overall strategy for employee retention. The good news i

Technology decisions can be overwhelming for many Managing Partners and other firm leaders. There are countless software options, each promising to solve your firm's problems and streamline your processes. It's easy to get swept away by shiny new features. However, changing your mindset around making technology decisions can help you think beyond specific software decisions and focus on how you design the systems within your firm. So let's explore the concept of systems think

If you’re in the accounting profession, chances are you’ve heard that artificial intelligence (AI) will impact your job in fantastic and scary ways. Across the profession, firms recognize the importance of leveraging technology to increase efficiency and reduce human error. However, for every positive headline about AI in the news, there are usually several negative ones warning of potential job loss. For that reason, firm leaders need to consider their mindset regarding AI a

TAs a leader in your firm, you know that staying on top of trends and technology in the accounting profession is vital for success. You also recognize how valuable sharing knowledge and engaging with professionals facing similar challenges can be. But are you the only person in your firm engaging in that peer community? If so, you could miss some valuable benefits of attending with your team. Attending our Boomer Circle communities as a team has become integral to many succe