Latest insights

Practical Ideas for Growth

How Accounting Firms Can Differentiate Their Brand in a Competitive Market

Written by: Sarah Johnson Dobek  Key Points Differentiation in accounting is achieved through consistent positioning, communication, and delivery—not design or slogans.…

The Hidden Value of B & C Clients in an Era of Client Culling & Consolidation

Written by: Sarah Johsnon Dobek  Key Points B and C clients provide consistent revenue, lower-maintenance relationships, and risk diversifications, for…

Facing the Future: Our Generational Take on AI-Generated Headshots

Key Points AI-generated headshots offer varying levels of realism, customization, and speed depending on the platform. Generational perspectives shape expectations…

The Strategic Rise of the Chief Growth Officer in Accounting Firms

Written by: Sarah Johnson Dobek Key Points A Chief Growth Officer (CGO) function aligns strategy, marketing, sales, and client experience…

The ROI of a Strategic Growth Plan

Written by: Sarah Johnson Dobek Key Points A strategic growth plan builds long-term value by aligning teams, strengthening leadership, and…

Understanding What Separates a Niche from a Practice Group

Written by: Sarah Johnson Dobek Key Points A niche attracts attention, but building a structured practice group with defined leadership…

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