PROFESSIONAL SERVICES MARKETING

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

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Automation

Stop hiring before you automate. Learn why accounting firms should build automated systems first, then hire strategically with revenue generated from efficiency gains.

4 min read

The Automation-First Hiring Strategy: Why Your Next Team Member Might Not Be Human

Picture of Writing Team Writing Team: Nov 24, 2025 1:25:47 PM

The managing partner sat in the interview, listening to the candidate's impressive credentials, mentally calculating salary, benefits, and overhead....

Professional services AI Jobs Automation
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Build automated client health scoring systems that predict relationship risks and opportunities using AI-powered analytics and integrated martech platforms.

5 min read

Automated Client Health Scoring

Picture of Writing Team Writing Team: Jul 11, 2025 11:48:00 AM

Your biggest client just terminated their retainer. No warning signs. No gradual decline in engagement. One day they're your star relationship, the...

Data Professional services Automation
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