Latest insights
Practical Ideas for Growth
What Do Clients Need to Understand About Tax Evaluation and Why Are Firms Not Explaining It?
By: Sarah Johnson Dobek Key Takeaways Tax evaluation is a core professional function that should be clearly named and consistently…
Making Sense of SEO, AEO, and GEO in the Age of AI Search
By: Katie Renelt and Micayla Back Executive Summary AI search tools are reshaping how people find information online, which is driving…
Is Your Website Outdated? Red Flags and Redesign Tips for Accounting Firms
Written by: Katie Renelt Key Points Your website is your firm’s digital storefront—often the first direct experience clients have with you. …
The Marketer’s Role in Accounting Firm Recruitment
By: Katie Renelt Key Points Marketing helps accounting firms build strong employer brands that resonate with top talent. Strategic content,…
How Accounting Firms Can Use Pricing Strategy to Drive Growth
By: Sarah Johnson Dobek Key Points Pricing is no longer just billing—it is a strategic lever for growth, positioning, and…
The Fundamentals of Market Research and Why It Matters for Accounting Firms
Written by: Sarah Johnson Dobek Key Points Market research helps firms make confident, evidence-based decisions about clients, competitors, and market opportunities. …
