Marketing and Sales: Two Disciplines, One Process
Thirty years ago, the AICPA revised its Code of Professional Ethics to allow advertising and solicitation, and accounting marketing was born. Ever since, firms have wrestled with how to link their marketing investments to tangible sales results.
Succession Planning Isn’t a Spreadsheet — It’s a Commitment to Conversations
Private equity is reshaping the accounting profession. While some firms actively explore investment, others are navigating the ripple effects and general changes in the profession: rising consolidation, increased M&A activity, retiring partners, and growing concerns about talent shortages and leadership transitions.