PROFESSIONAL SERVICES MARKETING

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

SUBSCRIBE TO THIS BLOG

Accounting

Fear-based AI adoption creates resistance and talent loss. Opportunity-based adoption drives innovation and growth. Here's how to tell which path you're on.

5 min read

Fear-Based vs. Opportunity-Based AI Adoption: Which Path Are You On?

Picture of Joy Youell Joy Youell: Nov 17, 2025 7:00:01 AM

There's a moment in every AI adoption conversation where you can tell which path a firm is on.

Accounting Professional services AI Adoption
READ NOW
Stop adopting AI out of fear. These four evidence-based reasons show why AI isn't about staying competitive—it's about unleashing your firm's true strategic potential.

4 min read

Beyond Fear: The Four Real Reasons Your Firm Should Adopt AI

Picture of Joy Youell Joy Youell: Nov 10, 2025 11:45:35 AM

Here's what I hear from most firms when I ask why they're pursuing AI: "We need AI to stay competitive."

AI Culture Accounting Training
READ NOW
Most firms treat AI adoption as a technology problem. The real challenge? Your people. Learn why 79% of firms are stalling—and what successful ones do differently.

3 min read

The Partnership Growth Paradox: Why AI Adoption Is Really a People Problem

Picture of Joy Youell Joy Youell: Nov 10, 2025 11:41:45 AM

You've seen the statistics. You've sat through the presentations. You know AI is coming for professional services—or rather, it's already here. But...

AI Culture Accounting
READ NOW
Discover how AI automates grant compliance monitoring for nonprofit accounting. Learn six essential tips for implementing AI-powered tracking that reduces compliance risk and administrative burden.

3 min read

AI in Nonprofit Accounting: Automated Grant Compliance Monitoring

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Nov 3, 2025 8:00:01 AM

Grant compliance consumes disproportionate resources at most nonprofits—countless hours categorizing expenses, tracking restricted fund spending,...

Accounting Marketing Accounting AI tools
READ NOW
Learn how to train AI systems on your accounting firm's unique style, procedures, and methodologies. Step-by-step guide to creating AI outputs that match your firm's standards and voice.

8 min read

Training AI on Your Firm's Style and Procedures

Picture of Writing Team Writing Team: Oct 27, 2025 8:00:02 AM

Generic AI outputs scream "this was written by ChatGPT." They use bland corporate language, follow predictable structures, and lack the specific...

AI Accounting Agentic AI AI Models
READ NOW
Learn how accounting firms can build custom AI assistants for repetitive tasks like client communications, research, document review, and tax planning. Practical implementation guide for firm-specific automation.

6 min read

Creating Firm-Specific AI Assistants for Common Tasks

Picture of Writing Team Writing Team: Oct 27, 2025 8:00:00 AM

Most accounting firms are using AI the hard way—copying and pasting into ChatGPT, rewriting prompts repeatedly, and getting generic outputs that...

Accounting Agentic AI Chatbot
READ NOW
Modern accounting software offers AI reconciliation far beyond bank statement matching. Learn how QuickBooks, Xero, and NetSuite AI handles complex multi-entity reconciliations your firm already pays for.

11 min read

AI-Powered Reconciliation: Beyond Simple Bank Matching

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Oct 20, 2025 8:00:01 AM

Your firm already has AI-powered reconciliation sitting dormant in QuickBooks Online Advanced, Xero, or NetSuite—you just haven't activated it beyond...

Technology Accounting AI tools AI technology
READ NOW
Accounting firms need structured AI implementation—from initial data preparation through quality control at scale. Learn the phased approach that prevents costly AI accounting errors.

10 min read

Implementing AI in Accounting Practices: A Phased Approach from Foundation to Scale

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Oct 20, 2025 8:00:01 AM

Your managing partner announces the firm is "going AI" and expects efficiency gains within the quarter. Three months later, you've got AI tools...

Accounting Generative AI AI tools
READ NOW
Construction accounting AI analyzes job costs in real-time, predicts project profitability, and identifies cost overruns before they compound. Learn practical implementation for contractor clients.

14 min read

AI for Construction Accounting: Job Cost Analysis and Prediction

Picture of Writing Team Writing Team: Oct 20, 2025 7:59:59 AM

Your construction client calls frantically—the commercial build they thought was profitable is suddenly $47,000 over budget with two months...

AI Accounting AI technology
READ NOW
AI-powered tax software for accounting firms. Compare features, pricing, integrations, and real user reviews of leading AI tax preparation platforms.

14 min read

AI-Powered Tax Software: 23 Platforms Reviewed

Picture of Writing Team Writing Team: Sep 15, 2025 8:00:00 AM

Tax season 2024 marked a turning point for accounting professionals.

Tax Accounting Professional services AI tools
READ NOW
Discover how CPA firms can leverage strategic partnerships to compete in the 2025-2030 consolidation era.

5 min read

Strategic Partnerships as Growth Accelerators

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Jun 3, 2025 10:54:17 AM

We're witnessing the most dramatic restructuring of the accounting profession in decades. As we move deeper into 2025, the statistics tell a stark...

Accounting Professional services Growth
READ NOW
Thomson Reuters' new agentic AI promises to revolutionize legal practice, but fundamental questions about AI's ability to handle legal interpretation and nuanced judgment remain unanswered.

3 min read

Thomson Reuters Launches CoCounsel Agentic Intelligence

Picture of Writing Team Writing Team: Jun 3, 2025 8:00:00 AM

Thomson Reuters just announced the future of legal practice, complete with AI agents that "plan, reason, act, and even react" to complete complex...

Accounting Agentic AI Legalities AI news
READ NOW
The future of accounting lies not in choosing between technology and personal service but in skillfully blending both.

3 min read

The Future of Accounting: Embracing AI Without Losing the Human Touch

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Nov 18, 2024 7:30:00 AM

When Marcus Chen, managing partner at Chen & Associates, implemented AI tools across his practice in 2023, he faced an unexpected challenge. While...

AI Accounting
READ NOW
By adopting the right tools and embracing cloud technology, firms can transform traditional accounting functions.

5 min read

Cloud Accounting

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Nov 11, 2024 7:30:00 AM

The accounting industry has traditionally been driven by face-to-face client interactions, physical paperwork, and localized software. However, the...

Technology Accounting
READ NOW