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 Governance

You can't navigate to your AI destination without knowing your starting point. This three-dimensional assessment reveals where your firm actually stands today.

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?"

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New AICPA Quality Management Standards require robust AI documentation protocols. Learn how audit practices must adapt their governance frameworks or risk compliance failures.

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...

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Accounting firms waste AI potential through departmental silos. Discover how centralized visibility and systematic implementation unlock firm-wide innovation and competitive advantage.

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...

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