Blog
By: Katie Renelt and Micayla Back Executive Summary AI search tools are reshaping how people find information online, which is driving website traffic across most industries. For accounting firms, visibility now depends not only on traditional search rankings but on being included in AI-generated answers. To earn those placements, firms need content that is factual, structured,…
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Written by: Katie Renelt Key Points Your website is your firm’s digital storefront—often the first direct experience clients have with you. Outdated design, unclear messaging, and poor mobile performance are clear signals it’s time for a redesign. Modern websites that emphasize client value, trust, usability, and online visibility are essential for growth in an AI-driven search…
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By: Katie Renelt Key Points Marketing helps accounting firms build strong employer brands that resonate with top talent. Strategic content, social media, and employee advocacy allow firms to reach and influence passive candidates. Marketers bring tools, technology, and messaging discipline that strengthen recruitment results and candidate trust. Why Should Accounting Firms Use Marketing in Recruitment?…
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By: Sarah Johnson Dobek Key Points Pricing is no longer just billing—it is a strategic lever for growth, positioning, and trust. Technology, outsourcing, and client expectations are breaking the link between hours and value. Standardization and clear ownership of pricing drive scalability, stronger margins, and alignment with firm strategy. Why Is Pricing Strategy Important…
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Written by: Sarah Johnson Dobek Key Points Market research helps firms make confident, evidence-based decisions about clients, competitors, and market opportunities. Combining different types of research—primary, secondary, qualitative, and quantitative—provides a complete view of the market. When marketers lead the research process, insights translate directly into strategies that strengthen growth and differentiation. What Is Market…
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Written by: Sarah Johnson Dobek Key Points Differentiation in accounting is achieved through consistent positioning, communication, and delivery—not design or slogans. True differentiation extends beyond marketing; it must be reflected in behavior, communication, and client experience at every level. Firms that treat differentiation as a firmwide discipline build stronger brands, attract better-fit clients, and sustain long-term…
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Written by: Sarah Johsnon Dobek Key Points B and C clients provide consistent revenue, lower-maintenance relationships, and risk diversifications, for sustainable firm growth. Modern segmentation must evaluate more than revenue, factoring in fit, ease, potential, referrals, and profitability. Advances in AI, automation, and outsourcing have made it possible to serve smaller clients profitably again. …
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Key Points AI-generated headshots offer varying levels of realism, customization, and speed depending on the platform. Generational perspectives shape expectations for workflow, pricing transparency, and professional authenticity. Choosing the right AI headshot tool depends on balancing realism, usability, and overall value for your needs. As AI-generated headshots surge in popularity for professional and personal…
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Written by: Sarah Johnson Dobek Key Points A Chief Growth Officer (CGO) function aligns strategy, marketing, sales, and client experience to drive measurable, sustainable firm growth. Mid-sized firms benefit by assigning growth ownership—even without the CGO title—through clear roles, shared KPIs, and cross-functional alignment. CGOs focus on the full client journey, ensuring that onboarding, service…
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Written by: Sarah Johnson Dobek Key Points A strategic growth plan builds long-term value by aligning teams, strengthening leadership, and enhancing client retention—not just increasing revenue. Consistent execution, clear ownership, and cross-functional collaboration are the key drivers of sustainable growth. Reviewing growth strategies regularly ensures firms stay agile, focused, and ready to adapt to changing…
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