PROFESSIONAL SERVICES MARKETING

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

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162 CPA firms. 91% using generative AI. Only 57% with a written policy. The 2026 CPAFMA data shows where firms actually stand.

3 min read

AI Governance Shocks in The 2026 CPAFMA Digitally Driven Firm Survey

Picture of Writing Team Writing Team: Jul 1, 2026 7:00:04 AM

The 2026 CPAFMA Digitally Driven Firm Survey — 162 firms, conducted in December 2025 by Roman Kepczyk, CPA.CITP, PAFM — is one of the more useful data sets available to firm leaders right now because it measures what firms are actually doing, not...

Research AI Governance AI Adoption
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New IPA data shows 44% of accounting firms report zero measurable ROI from AI. Here's what the gap actually looks like — and what to do.

3 min read

IPA Data: Half of Accounting Firms Are Using AI

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Jun 30, 2026 6:59:59 AM

The debate about whether accounting firms should adopt AI is over. According to new data from the Inside Public Accounting June 2025 Insights Report...

Research Accounting AI Adoption AI Accounting Tools
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AI advisory for SMBs requires more than tool selection. Learn how to automate operations without chaos using workflow audits, change management, and smart sequencing.

4 min read

AI Advisory for SMBs

Picture of Writing Team Writing Team: Jun 29, 2026 10:43:36 AM

There is a particular kind of chaos that happens when a small business owner watches a demo of an AI automation tool and immediately thinks, "We...

AI Consulting Professional services
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Discover how accounting firms are shifting from compliance work to Financial Intelligence Advisory — and why your marketing must reflect that transformation to win premium clients.

3 min read

From Number Cruncher to Financial Intelligence Advisor

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Jun 26, 2026 12:00:01 AM

There is a particular kind of professional tragedy unfolding in accounting firms right now, and it has nothing to do with tax code complexity or...

Accounting Professional services Growth
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AI won't replace CPAs — but it's already destroying firms that never built digital trust. Here's what accounting firms must do to stay relevant and win clients.

3 min read

AI Won't Replace CPAs — But It Will Destroy Low-Trust Firms

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Jun 25, 2026 11:59:59 PM

There's a certain kind of CPA firm that has coasted for decades on the same 40 clients, the same referral network, and the same implicit promise:...

Accounting Professional services AI Adoption
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Accounting firms need more than AI tools—they need an AI point of view. Learn how strategic clarity drives differentiation in a trust-based industry.

3 min read

Why Accounting Firms Need an AI Point of View

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Jun 25, 2026 11:59:59 PM

Here's the typical scenario: a firm buys a handful of AI tools, maybe an automated document review system, a generative AI writing assistant, a...

Operations AI Capabilities AI Adoption
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The future of the finance and accounting profession isn't being written by AI — it's being written by 6,000 professionals across 25 countries who already know what's coming. Here's what they said.

14 min read

Rise2040 Lays Out The Future of the Accounting Profession

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Jun 24, 2026 2:28:22 PM

The accounting and finance profession is in the middle of a reckoning, and this time it is not driven by regulation, recession, or scandal. It is...

Research Accounting Marketing Business AI Accounting Tools
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The AICPA's Rise2040 report surveyed 6,000 professionals across 25 countries. Here's what accounting firm leaders need to act on now.

5 min read

What the AICPA's Rise2040 Report Means for Accounting Firm Leaders

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Jun 20, 2026 1:19:45 PM

The AICPA doesn't typically produce documents designed to make firm leaders uncomfortable. Rise2040 is a partial exception.

Research Accounting Professional services AI Accounting Tools
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Learn how to build a profitable AI advisory practice now — before client demand peaks and the market fills. Frameworks, pricing, and positioning strategies inside.

4 min read

Building an AI Advisory Practice

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Jun 19, 2026 12:00:52 PM

There's a particular kind of professional satisfaction in solving a problem before your client has fully articulated it. It's the consulting...

Consulting Product marketing AI Products
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AI tools and the IRS are commoditizing tax prep fast. Here's what firms must do now to reposition, retain clients, and survive the coming shakeout.

4 min read

The Coming Commoditization in Tax Preparation

Picture of Writing Team Writing Team: Jun 19, 2026 11:48:36 AM

There's a particular kind of slow-motion disaster that happens when an industry doesn't see the cliff until it's already airborne. The music industry...

Tax Accounting AI Accounting Tools
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Discover how professional firms are using AI Readiness Audits to assess true AI capacity — and how to build and market this high-value advisory service.

4 min read

The AI Readiness Audit: A New Advisory Service for Professional Firms

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Jun 19, 2026 11:39:51 AM

There is a particular kind of organizational delusion that sets in when a firm buys a few ChatGPT licenses, watches three people use them...

Consulting Professional services AI Adoption
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AI isn't just disrupting professional services delivery — it's exposing an identity crisis. Here's how smart firms are repositioning before clients do it for them.

3 min read

The Professional Services Identity Crisis in the Age of AI

Picture of Writing Team Writing Team: Jun 19, 2026 11:36:31 AM

There's a scene in the film Broadcast News where the brilliant-but-awkward Aaron Altman watches his less-qualified colleague charm his way into the...

Branding Product marketing AI Adoption
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Learn how to position your firm as human-guided and AI-accelerated — the strategic framing that builds client trust and defends your pricing in an AI-saturated market.

4 min read

Position Your Firm as Human-Guided, AI-Accelerated

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Jun 19, 2026 11:32:59 AM

There is a war happening in the minds of your prospective clients right now, and it has nothing to do with your pricing or your portfolio. It is a...

Professional services Digital marketing AI Adoption
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Discover why advancing AI technology paradoxically increases demand for human expertise in financial services, from regulatory compliance to emotional intelligence.

3 min read

Why AI Will Increase Demand for Human Financial Judgment

Picture of Writing Team Writing Team: Jun 1, 2026 2:37:11 PM

The robots are coming for finance jobs, or so the headlines scream. Yet here's the paradox that would make Alanis Morissette proud: the more...

Accounting Finance AI Capabilities
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AI is automating accounting compliance work. Smart firms are transforming into advisory partners. Here's how to build a post-compliance practice that thrives.

4 min read

What Happens When AI Automates Core Services?

Picture of Writing Team Writing Team: Jun 1, 2026 2:35:14 PM

The accounting profession sits at the edge of its own Kodak moment. While partners debate whether AI will enhance or replace their core compliance...

AI tools Automation AI Accounting Tools
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Learn how to market virtual CFO services beyond bookkeeping, position strategic value over tactical work, justify advisory fees, and demonstrate board-level impact.

3 min read

Marketing Virtual CFO Services

Picture of Writing Team Writing Team: May 25, 2026 3:45:17 PM

When marketing virtual CFO services, the biggest enemy isn't your competition—it's the prospect who thinks you're just QuickBooks with delusions of...

Professional services Finance Digital marketing Customer acquisition
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Discover how nonprofit marketing audits combining 990 expertise with mission storytelling create powerful donor engagement and board presentations.

3 min read

How Marketing Audits Transform Nonprofit Impact

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: May 25, 2026 3:41:04 PM

While for-profit marketers obsess over CAC and LTV, nonprofit marketers face a delicious paradox: their success isn't measured in dollars earned, but...

Niche marketing Accounting Marketing Professional services
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Learn how accounting firms can build strategic referral partnerships with insurance agents through systematic co-marketing and complementary positioning strategies.

3 min read

Marketing Accounting Firms Through Insurance Agents

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: May 25, 2026 3:38:30 PM

The most successful accounting firms have figured out what Napoleon knew about alliances: sometimes your best strategic move isn't conquering...

Sales Community Customer acquisition
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Learn how to market to manufacturing audiences by understanding production costing, plant operations, and the different languages spoken by CFOs versus plant managers.

3 min read

Manufacturing Marketing For Accounting Firms

Picture of Writing Team Writing Team: May 25, 2026 3:35:54 PM

Manufacturing marketers who only speak to CFOs are leaving half their influence on the factory floor. While the C-suite controls budgets, plant...

Niche marketing Accounting Marketing Professional services
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Learn how accounting firms can position ASC 606 expertise to win venture-backed SaaS clients through strategic VC network marketing and technical thought leadership.

3 min read

How Accounting Firms Win SaaS Clients

Picture of Writing Team Writing Team: May 20, 2026 3:23:20 PM

Picture the accounting partner who still thinks SaaS stands for "Software and a Service" trying to pitch a Series B fintech startup. It's like...

Accounting Marketing Accounting SaaS marketing
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