PROFESSIONAL SERVICES MARKETING

3 min read

AI Governance Shocks in The 2026 CPAFMA Digitally Driven Firm Survey

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...

7 min read

Where Is Your Firm Today? The Three-Dimensional AI Readiness Assessment

Every AI transformation conversation starts with the same question: "Where should we begin?"

3 min read

AI Quality Management Standards Are Changing Things for Audit Practices

The audit partner received the memo about new quality management standards and filed it under "compliance paperwork to review later." Three months...

4 min read

From Silos to Systems: Building an Integrated AI Strategy That Actually Works

The tax department discovered an AI tool that automated client correspondence. The audit team built custom workflows for document analysis. Marketing...