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    7 Fresh Ideas for Marketing Your Firm

    Posted: July 9, 2025
    Success in modern marketing isn’t about being everywhere but consistently delivering value with focus and purpose. In an industry full of sameness, doing more isn’t the answer — doing it differently is.
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    How to Stop Small Issues from Creating Large Inefficiencies

    Posted: July 3, 2025
    Every unnecessary interaction with data or clients wastes a CPA's time and duplicates efforts. In my observation, a staggering 90% of inefficiencies arise from a mere 10% of the entire process. Here's how to fix that.
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    Private Equity in Accounting: Understanding Your Options in the New Normal

    Posted: June 26, 2025
    Private equity has reset the rules. The question isn’t “Should I explore this?” but “How do I position my firm to thrive in this reality?” The time to get educated is now.
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    Sharing Our Accounting Journeys: Making the Most of High School Visits

    Posted: June 16, 2025
    We had the incredible opportunity to share our knowledge and experience in the accounting profession last month with students at Cumberland Regional High School, which was coordinated by the Center for Audit Quality’s (CAQ) Accounting+ program/EVERFI.
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    Are We Preparing New CPAs with the Right Education and Skills?

    Posted: May 21, 2025
    Accounting education must continue to evolve. It is no longer just about recording transactions; it’s about developing a balanced set of technical and interpersonal skills and the flexibility to thrive in an ever-changing profession.