PROFESSIONAL SERVICES MARKETING

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

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Agentic AI

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 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
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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
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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
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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
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