PROFESSIONAL SERVICES MARKETING

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

SUBSCRIBE TO THIS BLOG

Agentic AI

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
READ NOW
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
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
Discover how AI-powered marketing mix modeling transforms accounting firm growth strategies through data-driven attribution, budget optimization, and client acquisition insights.

6 min read

AI-Powered Marketing Mix Modeling for Accounting Firms

Picture of Writing Team Writing Team: Jul 17, 2025 10:54:30 AM

Accounting firms spend millions on marketing with minimal understanding of what actually drives new client acquisition. A partner's networking lunch,...

Accounting Marketing Generative AI Agentic AI
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