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Articles
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Thriving Through Change: What You Can Do to Stay Future-Ready
Change in the accounting profession isn’t slowing down—it’s accelerating. Learn how to spot early signals, audit your habits, and build adaptability so you can stay future-ready. This article from Arianna Campbell shares practical ways to strengthen your change readiness and help your firm thrive through ongoing transformation.
Arianna Campbell, Shareholder
Oct 133 min read


Building Career Pathways that Support Firm Growth
Today’s firms can’t rely on a one-size-fits-all “partner track.” Building scalable, modern career pathways helps firms retain top talent, strengthen succession, and align people with strategy. Learn how CHROs can design frameworks that blend mentorship, sponsorship, and development to create upward mobility and long-term growth.
Jacqueline Lombardo
Oct 136 min read


Turn Routine Touchpoints Into Consultative Conversations
Most firm “touchpoints” are transactional. This article shows how to turn routine check-ins into consultative conversations—using curiosity, simple questions, and CRM-driven follow-ups—to uncover client pain points, expand value beyond compliance, and open the door to advisory and CAAS opportunities. Build a culture of curiosity to boost retention, satisfaction, and long-term growth.
Deanna Perkins
Oct 133 min read


Why FEMA Measures Hurricanes with Waffle House and What That Means for Your Firm
Every client interaction is a marketing moment. This article shows how trust-based marketing—reliability, proactive guidance, and follow-through—turns daily touchpoints into differentiation and growth. Drawing on the Waffle House Index and firms’ pandemic-era responsiveness, it offers practical ways to build credibility, strengthen culture, and earn referrals through consistent service.
Boomer Consulting, Inc.
Oct 134 min read
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