PROFESSIONAL SERVICES MARKETING

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Research

162 CPA firms. 91% using generative AI. Only 57% with a written policy. The 2026 CPAFMA data shows where firms actually stand.

3 min read

AI Governance Shocks in The 2026 CPAFMA Digitally Driven Firm Survey

Picture of Writing Team Writing Team: Jul 1, 2026 7:00:04 AM

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...

Research AI Governance AI Adoption
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New IPA data shows 44% of accounting firms report zero measurable ROI from AI. Here's what the gap actually looks like — and what to do.

3 min read

IPA Data: Half of Accounting Firms Are Using AI

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Jun 30, 2026 6:59:59 AM

The debate about whether accounting firms should adopt AI is over. According to new data from the Inside Public Accounting June 2025 Insights Report...

Research Accounting AI Adoption AI Accounting Tools
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The future of the finance and accounting profession isn't being written by AI — it's being written by 6,000 professionals across 25 countries who already know what's coming. Here's what they said.

14 min read

Rise2040 Lays Out The Future of the Accounting Profession

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Jun 24, 2026 2:28:22 PM

The accounting and finance profession is in the middle of a reckoning, and this time it is not driven by regulation, recession, or scandal. It is...

Research Accounting Marketing Business AI Accounting Tools
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The AICPA's Rise2040 report surveyed 6,000 professionals across 25 countries. Here's what accounting firm leaders need to act on now.

5 min read

What the AICPA's Rise2040 Report Means for Accounting Firm Leaders

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Jun 20, 2026 1:19:45 PM

The AICPA doesn't typically produce documents designed to make firm leaders uncomfortable. Rise2040 is a partial exception.

Research Accounting Professional services AI Accounting Tools
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Master historical loss pattern analysis to transform marketing defeats into competitive intelligence. Learn predictive modeling techniques that pros use.

3 min read

Historical Loss Pattern Analysis: The Art of Reading Marketing's Tea Leaves

Picture of Writing Team Writing Team: Mar 2, 2026 8:00:04 AM

Like Sherlock Holmes examining the scuff marks on Watson's boots to deduce his morning activities, savvy marketers have learned to read the ghost...

Marketing Research Data
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Master predictive trend analysis for marketing success. Learn advanced techniques for spotting weak signals, timing market entry, and building adjustment mechanisms.

3 min read

Predictive Adjustments: The Art of Trend Analysis for Expert Marketers

Picture of Writing Team Writing Team: Jan 29, 2026 11:02:15 AM

Most marketers think they're reading trends when they're actually just watching the funeral procession of yesterday's insights. By the time your...

Marketing Research Philosophy
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Discover why conservative industries avoid bold moves and how firms willing to break from the pack can establish market dominance and lasting competitive advantage.

4 min read

First-Mover Strategy in Conservative Industries

Picture of Writing Team Writing Team: Dec 8, 2025 8:00:01 AM

Watch what happens when new technology arrives in a traditional professional service industry.

Research Business Business deals
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Professional service firms can differentiate by investing in continuous tool evaluation and innovation, becoming strategic partners rather than just execution providers.

3 min read

The R&D Advantage: How Service Firms Can Offer More Than Execution

Picture of Writing Team Writing Team: Dec 1, 2025 7:59:59 AM

Most professional service engagements follow a predictable pattern.

Research Accounting Professional services
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As you develop or refine your SaaS competitive intelligence function, remember that ethics and effectiveness aren't competing values—they're complementary forces.

5 min read

The Chess Match of Modern SaaS Competition

Picture of SaaS Writing Team SaaS Writing Team: Mar 24, 2025 3:54:35 PM

In the high-stakes world of SaaS, knowledge isn't just power—it's survival. We're reminded of Kasparov's observation that "chess is mental torture,"...

AI Research Data SaaS marketing
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Discover how professional services firms are using AI to gain competitive intelligence.

5 min read

How to Use AI for Market Analyses

Picture of Writing Team Writing Team: Mar 24, 2025 3:30:48 PM

The ancient Chinese military strategist Sun Tzu wrote, "If you know the enemy and know yourself, you need not fear the result of a hundred battles."...

AI Research Professional services
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Navigate the future of financial content creation with a blend of storytelling and smart tools.

4 min read

Using AI to Identify Trending Topics

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Feb 9, 2025 3:27:43 PM

In a world where financial insights move at the speed of light, content creators face a fascinating challenge: how to capture and share the stories...

Research Trends
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Explore key trends, digital transformation, and growth opportunities for professional services firms in 2024.

3 min read

2024 Strategic Forecast for Professional Services Firms

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Dec 9, 2024 12:28:12 PM

As with many industries, the professional services sector—encompassing fields such as accounting, law, consulting, and financial services—is...

Research Data Professional services
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