Writing Team

Our Writing Team consists of AI marketing specialists who decode emerging technologies and translate complex artificial intelligence trends into actionable growth strategies for forward-thinking businesses.

EY built an AI hiring avatar and brought in artists to design it. The head-tilt that cuts perceived latency in half is a more interesting AI story than most product launches this year.

4 min read

EY Built an AI Hiring Avatar

Picture of Writing Team Writing Team: Jul 3, 2026 7:00:00 AM

Most AI hiring tools are optimization problems dressed up as equity initiatives. EY's Coach Eve is something more considered than that, and the reason why is stranger and more instructive than the product itself.

AI Human Resources AI Accounting Tools
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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...

Research AI Governance AI Adoption
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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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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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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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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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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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Learn how accounting firms can break into the lucrative medical practice niche through association marketing, healthcare expertise, and valuation services.

3 min read

Medical Practice Marketing

Picture of Writing Team Writing Team: May 20, 2026 3:21:26 PM

While most accounting firms chase medical practices with the same tired tax compliance pitch, the savvy ones are playing an entirely different game....

Health Tech Marketing Professional services Growth
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Expert strategies for marketing international tax services to multinational companies. Learn to position FATCA, FBAR, and treaty expertise effectively.

3 min read

Marketing International Tax Services

Picture of Writing Team Writing Team: May 20, 2026 3:17:36 PM

While most tax firms are still figuring out how to spell "FATCA" correctly in their LinkedIn posts, savvy international tax practices are building...

Accounting Marketing Professional services AI Accounting Tools
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Master the art of marketing consolidated reporting solutions to family offices. Learn relationship-based strategies for reaching ultra-high-net-worth advisors.

3 min read

Marketing to Family Offices

Picture of Writing Team Writing Team: May 20, 2026 3:15:31 PM

If marketing to family offices were a chess game, most vendors are still playing checkers. These financial powerhouses – managing anywhere from 100...

Sales Audience Professional services
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Ninety-one percent of accounting professionals say AI should be held to higher accuracy standards than humans. That instinct is not a barrier to AI adoption. It is the profession's greatest competitive asset.

5 min read

Why Accountants Don't Trust AI Alone

Picture of Writing Team Writing Team: Apr 27, 2026 12:00:00 AM

There is a finding buried in the Thomson Reuters Future of Professionals Report 2025 that deserves more attention than it has received. When asked...

Accounting AI Adoption
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The combined annual AI impact on US legal and accounting sectors is projected at $32 billion. Here's what that number means for your firm and where the money actually comes from.

4 min read

AI's $32 Billion Impact on Accounting

Picture of Writing Team Writing Team: Apr 20, 2026 12:00:00 AM

Numbers at the scale of billions have a way of feeling abstract -- impressive in a headline, irrelevant by the second paragraph. So before getting to...

Accounting Professional services
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More than half of accounting firms are already seeing return on investment from AI. Here's where the gains are showing up and what firms are actually doing differently.

4 min read

53% of Firms Already See AI ROI

Picture of Writing Team Writing Team: Apr 20, 2026 12:00:00 AM

There is a version of the AI conversation that treats the whole thing as speculative -- interesting in theory, unproven in practice, worth watching...

Professional services ROI
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Accounting firms without a visible AI strategy are 3.5 times less likely to see ROI from AI. Here's what the data says, and what to do about it.

4 min read

Firms With No AI Strategy 3.5x Less Likely to Find ROI

Picture of Writing Team Writing Team: Apr 17, 2026 11:29:06 AM

Here is a number worth sitting with: according to the Thomson Reuters Future of Professionals Report 2025, firms without a documented AI strategy...

Professional services AI Accounting Tools
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Learn how outsourced accounting firms can overcome client resistance, demonstrate true cost-effectiveness, and position expertise over headcount to win against in-house teams.

4 min read

Marketing Outsourced Accounting: How to Beat In-House Bookkeepers

Picture of Writing Team Writing Team: Apr 6, 2026 12:00:02 AM

The accounting industry's version of David versus Goliath isn't quite what you'd expect. Here, David is the scrappy outsourced firm, armed with...

Accounting Marketing Product marketing
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Remote work destroyed local accounting firms' geographic advantage. Here's how smart CPAs are fighting back against national competition and winning.

4 min read

Remote Work Killed Geography: How Local CPAs Fight Back

Picture of Writing Team Writing Team: Mar 23, 2026 7:59:59 AM

The phone call that changed everything came on a Tuesday morning in March 2020. Sarah Chen, managing partner at a mid-sized accounting firm in...

Accounting Marketing Professional services Geotargeting
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Transform seasonal tax clients into year-round advisory relationships. Expert strategies for positioning proactive tax planning and justifying premium fees.

3 min read

From Tax Prep to Strategic Partnership: The Advisory Transformation

Picture of Writing Team Writing Team: Mar 23, 2026 12:00:01 AM

Tax season is part of running an accounting firm that provides tax services. Clients pay their fee, receive their refund or write their check, then...

Product marketing Professional services
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