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 Models

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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Professional services firms generate rich training data daily through client calls, project management, and sales processes. Here's how to optimize this data to build AI models that actually improve service delivery.

6 min read

AI Training Data Optimization: Building Better Models with Professional Services Data

Picture of Writing Team Writing Team: Sep 1, 2025 8:00:00 AM

Professional services firms sit on goldmines of training data. Every client call, project milestone, and sales conversation generates insights that...

Professional services AI Models
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Learn when professional services firms need custom AI models beyond ChatGPT. Master the step-by-step process for building specialized GPTs with persistent memory, brand training, and industry expertise.

6 min read

Custom AI Model Development: When Off-the-Shelf Solutions Aren't Enough

Picture of Writing Team Writing Team: Aug 18, 2025 8:00:00 AM

Every time you use basic ChatGPT for professional services work, you're hiring a new intern who starts fresh with no institutional knowledge, client...

Professional services AI Models
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