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Join date: Jul 14, 2021
Posts (28)
Apr 1, 2026 ∙ 7 min
The 4-Attribute System That Transforms CPA Firms in 18 Months
AI is reshaping accounting, but most CPA firms aren’t ready. Instead of chasing every new tool, firms need a practical transformation system. This article introduces the agentic workforce model, built on four attributes—staff on demand, algorithms, dashboards and community—to help firms modernize operations, protect technical expertise and position themselves for advisory growth.
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Mar 12, 2026 ∙ 4 min
The Success Formula: Leadership + (P3) x Agents = Success in Today’s AI World
AI is reshaping the accounting profession, but technology alone won’t determine who succeeds. Firms that combine strong leadership with intentional planning, efficient processes, empowered people, and AI-driven agents can turn disruption into opportunity. This framework outlines a practical formula for navigating change and building a future-ready firm.
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Mar 11, 2026 ∙ 4 min
Experimentation for Growth and Relevance
Staying relevant in a fast-changing profession requires more than incremental improvement. This article outlines how accounting firms can use structured experimentation to test ideas, reduce risk, adopt new service models, and create sustainable growth—without betting the firm on unproven assumptions.
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L. Gary Boomer, Shareholder
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Visionary & Strategist
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