PROFESSIONAL SERVICES MARKETING

Learn to leverage artificial intelligence (AI), data, martech, and more. Because your firm deserves to be seen.

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AI-powered OCR handles complex financial documents, not just receipts. Explore advanced extraction, multi-page processing, and integration workflows that actually work for accounting firms.

6 min read

AI-Powered OCR for Accounting: Beyond Simple Receipt Scanning

Picture of Writing Team Writing Team: Dec 22, 2025 8:00:02 AM

We've all seen the receipt scanning demos. Point your phone at a crumpled Starbucks receipt, watch it magically extract $6.47 and categorize it as "Coffee & Snacks." Impressive for 2015. Completely inadequate for actual accounting work in 2025. Real...

Professional services AI tools AI technology
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Voice-activated accounting transforms data entry from tedious typing to natural conversation. Discover platform strategies, accuracy frameworks, and hands-free workflows that actually work.

5 min read

Voice-Activated Accounting: Using AI Assistants for Data Entry

Picture of Writing Team Writing Team: Dec 22, 2025 7:59:59 AM

We've been training our fingers to do data entry since the 1980s while simultaneously developing AI that can understand natural language better than...

Data Agentic AI Chatbot Voice AI
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AI transformation succeeds when everyone knows their role. Here's what leaders, managers, and staff must do to make transformation work—not just talk about it.

6 min read

Your Role in AI Transformation: What Leadership, Managers, and Staff Must Do

Picture of Joy Youell Joy Youell: Dec 15, 2025 7:00:01 AM

The managing partner looked frustrated.

Leadership AI Adoption
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Discover why conservative industries avoid bold moves and how firms willing to break from the pack can establish market dominance and lasting competitive advantage.

4 min read

First-Mover Strategy in Conservative Industries

Picture of Writing Team Writing Team: Dec 8, 2025 8:00:01 AM

Watch what happens when new technology arrives in a traditional professional service industry.

Research Business Business deals
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Learn how professional service firms can introduce innovative offerings without alienating their traditional client base through strategic messaging and audience segmentation.

4 min read

Land and Expand: Preserving Traditional Revenue While Building Future Services

Picture of Writing Team Writing Team: Dec 8, 2025 7:59:59 AM

You've built something new. Something genuinely innovative that positions your firm for the next decade.

Business Growth Industry growth
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Professional service firms can amplify reach and credibility by building content partnerships with technology companies, leveraging startup marketing cycles for mutual visibility.

4 min read

Strategic Partnership as Content Strategy: Co-Creating Value with Technology Partners

Picture of Writing Team Writing Team: Dec 8, 2025 7:59:59 AM

Most professional service firms treat content marketing as a solo endeavor.

Content strategy Professional services Public relations
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AI transformation fails when mindsets stay stuck in traditional patterns. These four critical shifts determine whether your firm evolves or stalls with AI adoption.

6 min read

The Mindset Shifts Required for AI Transformation in Professional Services

Picture of Joy Youell Joy Youell: Dec 8, 2025 7:00:01 AM

Language reveals everything.

Professional services AI Investment AI Adoption
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You can't navigate to your AI destination without knowing your starting point. This three-dimensional assessment reveals where your firm actually stands today.

7 min read

Where Is Your Firm Today? The Three-Dimensional AI Readiness Assessment

Picture of Joy Youell Joy Youell: Dec 8, 2025 7:00:00 AM

Every AI transformation conversation starts with the same question: "Where should we begin?"

Professional services AI Governance AI Adoption
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AI transformation requires two distinct destination maps: internal goals for your people and operations, plus the external value proposition for clients.

6 min read

Defining Your AI Transformation Destination: Internal Goals vs. Client-Facing Value

Picture of Joy Youell Joy Youell: Dec 8, 2025 7:00:00 AM

Here's a conversation I have at least once a week:

Professional services Customer experience Agentic AI
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Learn how professional service firms can develop authentic technology capabilities through experimentation and partnership rather than superficial marketing pivots.

3 min read

Beyond the Bandwagon: Building Genuine Tech Integration in Traditional Industries

Picture of Writing Team Writing Team: Dec 1, 2025 8:00:04 AM

There's a particular species of LinkedIn post that makes my teeth hurt.

Accounting Marketing Technology Accounting Professional services
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Discover how professional service firms can embrace innovation authentically by connecting new technology adoption to their founding principles rather than chasing trends.

2 min read

Professional Service Philosophy: How Core Values Drive Innovation

Picture of Writing Team Writing Team: Dec 1, 2025 8:00:01 AM

You've spent twenty years asking the same fundamental question about your industry. The question persists not because you haven't found answers, but...

Business Professional services Leadership Values
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Professional service firms can differentiate by investing in continuous tool evaluation and innovation, becoming strategic partners rather than just execution providers.

3 min read

The R&D Advantage: How Service Firms Can Offer More Than Execution

Picture of Writing Team Writing Team: Dec 1, 2025 7:59:59 AM

Most professional service engagements follow a predictable pattern.

Research Accounting Professional services
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Bad technology doesn't kill AI initiatives—bad culture does. Learn why cultures that punish curiosity and reward perfection guarantee transformation failure.

4 min read

What Kills AI Initiatives: It's Not Technology, It's Culture

Picture of Joy Youell Joy Youell: Dec 1, 2025 7:00:02 AM

I can predict which AI initiatives will fail within the first hour of talking to a firm's leadership team.

Culture Accounting Professional services AI Adoption
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Curious cultures don't happen by accident. They're built on four specific pillars. Here's how to construct the cultural foundation AI transformation requires.

5 min read

The Four Pillars of a Curious Culture for AI Adoption

Picture of Joy Youell Joy Youell: Dec 1, 2025 7:00:00 AM

Every firm says they want a culture of innovation. They put it in their values statements. They mention it in recruiting pitches. They talk about it...

Culture Leadership AI Adoption
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Accounting firms lose IP and waste resources through poor AI vendor management. Learn how strategic governance prevents duplicative systems and protects your technology investments.

3 min read

When Technology Vendors Become Liabilities: The Hidden Cost of Poor AI Implementation Management

Picture of Writing Team Writing Team: Nov 24, 2025 1:26:05 PM

The technology vendor showed up with impressive credentials and promised transformative results. Three months later, your firm is paying for...

Professional services AI Capabilities AI Adoption
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New AICPA Quality Management Standards require robust AI documentation protocols. Learn how audit practices must adapt their governance frameworks or risk compliance failures.

3 min read

AI Quality Management Standards Are Changing Things for Audit Practices

Picture of Writing Team Writing Team: Nov 24, 2025 1:25:58 PM

The audit partner received the memo about new quality management standards and filed it under "compliance paperwork to review later." Three months...

Accounting Marketing Accounting AI Governance
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Accounting firms waste AI potential through departmental silos. Discover how centralized visibility and systematic implementation unlock firm-wide innovation and competitive advantage.

4 min read

From Silos to Systems: Building an Integrated AI Strategy That Actually Works

Picture of Writing Team Writing Team: Nov 24, 2025 1:25:52 PM

The tax department discovered an AI tool that automated client correspondence. The audit team built custom workflows for document analysis. Marketing...

Professional services AI functions AI Governance AI technology
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Stop hiring before you automate. Learn why accounting firms should build automated systems first, then hire strategically with revenue generated from efficiency gains.

4 min read

The Automation-First Hiring Strategy: Why Your Next Team Member Might Not Be Human

Picture of Writing Team Writing Team: Nov 24, 2025 1:25:47 PM

The managing partner sat in the interview, listening to the candidate's impressive credentials, mentally calculating salary, benefits, and overhead....

Professional services AI Jobs Automation
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Accounting culture rewards precision and punishes mistakes. AI adoption requires experimentation and iteration. Here's how to bridge this fundamental tension.

6 min read

How to Build Curiosity in a Profession Built on Precision

Picture of Joy Youell Joy Youell: Nov 24, 2025 7:00:00 AM

I was in a partner meeting last month when someone said something that stopped the entire conversation cold.

Accounting Leadership AI Adoption
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Not all AI resistance is the same. Learn to identify the four distinct types of resistance in your firm—and the specific strategies that address each one.

4 min read

The Four Types of AI Resistance—And How to Address Each One

Picture of Joy Youell Joy Youell: Nov 24, 2025 7:00:00 AM

Here's what most leaders get wrong about resistance: they treat it like a single problem with a single solution.

Culture Leadership AI Adoption
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