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Latest insights

Practical Ideas for Growth

Your Growth Problem May Not Be a Marketing Problem

Marketing problems are often symptoms of deeper growth issues. A growth assessment helps identify what’s really holding a firm back from unclear positioning and ideal clients to gaps in pipeline ownership so growth efforts focus on the right priorities.

The Truth About the CRO Role

More CPA firms are looking at the chief revenue officer role, and private equity is a big reason why. Ty Hendrickson explains what a CRO owns, how the role compares to a chief growth officer, and what your firm should define before it hires one.

How AI Is Reshaping the Accounting Firm Buyer Process

by Sarah Dobek Key Takeaways Buying decisions are largely formed before prospects contact accounting firms. AI-assisted research is accelerating independent…

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