PROFESSIONAL SERVICES MARKETING

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

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AI Capabilities

Discover how AI indexing revolutionizes audit workpapers and tax returns, reducing search time by 70% while improving accuracy and enabling new service offerings.

3 min read

AI Indexing Transforms Audit Workpapers and Tax Returns Forever

Remember when finding a specific piece of information in audit workpapers felt like hunting for Waldo in a sea of red-striped shirts? Those days are...

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AI-powered budgeting automates budget-to-actual variance analysis with explanatory commentary and predictive adjustments based on trend analysis for proactive financial management.

5 min read

AI-Powered Budgeting and Variance Analysis

Every business creates budgets. Most businesses then watch those budgets become obsolete by February. Revenue projections based on December optimism...

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Automated financial statement preparation uses AI to generate footnotes, disclosures, and variance commentary, reducing preparation time while maintaining accuracy and compliance.

4 min read

Automated Financial Statement Preparation: AI-Generated Footnotes and Variance Commentary

Financial statement preparation consumes the final days of every close cycle. You've reconciled accounts, posted adjustments, and verified balances....

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Intelligent expense categorization uses custom AI models trained on firm-specific rules to handle unique industry requirements, edge cases, and ambiguous transactions accurately.

7 min read

Intelligent Expense Categorization: Training AI on Firm-Specific Rules

Every accounting firm has clients whose expenses don't fit standard categories. A film production company codes equipment rentals differently than...

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AI fraud detection identifies suspicious patterns in client financial data through transaction sequence analysis, Benford's Law testing, and anomaly scoring that catches issues humans miss.

7 min read

AI Fraud Detection in Client Financial Data

Most fraud doesn't announce itself. There's no transaction labeled "embezzlement" or invoice marked "fictitious vendor." Instead, there are...

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Automated account reconciliation uses machine learning to match transactions across systems, reducing monthly close time through intelligent pattern recognition and exception handling.

5 min read

Automated Account Reconciliation: Machine Learning for Monthly Close

Account reconciliation consumes hours of every monthly close. Match bank statement transactions to general ledger entries. Reconcile subledgers to...

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AI-powered cash flow forecasting uses predictive models and real-time banking data to provide accurate liquidity planning for clients beyond spreadsheet projections.

5 min read

AI-Powered Cash Flow Forecasting: Beyond Basic Projections

Traditional cash flow forecasting involves pulling last month's actuals, making educated guesses about next month, and hoping nothing unexpected...

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AI quality control catches tax preparation errors before filing through automated review, anomaly detection, and integration with major tax platforms. Explore tools that improve accuracy.

3 min read

AI Quality Control for Tax Preparation: Catching Errors Before Filing

Tax preparation involves hundreds of data points, dozens of forms, and countless opportunities for errors that won't become obvious until the IRS...

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Automated compliance monitoring tracks regulatory changes across jurisdictions in real-time. Explore AI tools, alert systems, and implementation frameworks that keep accounting firms current.

6 min read

Automated Compliance Monitoring Using AI: Staying Current with Regulation Changes

Tax codes change. Accounting standards evolve. State requirements diverge. Federal agencies issue guidance that contradicts last quarter's guidance....

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Accounting firms lose IP and waste resources through poor AI vendor management. Learn how strategic governance prevents duplicative systems and protects your technology investments.

3 min read

When Technology Vendors Become Liabilities: The Hidden Cost of Poor AI Implementation Management

The technology vendor showed up with impressive credentials and promised transformative results. Three months later, your firm is paying for...

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Learn how AI-powered predictive modeling helps professional services firms anticipate client needs, prevent churn, and optimize engagement strategies throughout the client lifecycle.

6 min read

Use AI to Forecast Service Needs and Retention Risks

Your best clients are quietly planning their exit. Not because they're dissatisfied, but because their needs are shifting in ways you can't see until...

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