Where do accounting firms actually start with AI? Mary Delaney and Dan Astrachan map the 3-phase AI roadmap, and explain why the foundation phase is where most firms go wrong.
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Growth
When a 30-year partner retires, her judgment goes too. Here's why accounting firms are turning to intergenerational mentorship to protect their talent.
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What if the most valuable part of a client meeting wasn’t the meeting, but the preparation. Here's how AI is changing what preparation looks like.
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A 1,000-person accounting firm built through acquisition. One CEO. Two people who lived through the transition. An unfiltered conversation about how they run it—and where they're taking it next.
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Discover how CAS firms create predictable revenue and delivery using connected systems, automation, and AI.
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Transform your firm’s close process and start delivering proactive, high-value client insights.
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Ian Vacin shares 3 principles for scaling accounting firms with intention, taken from his book ‘Scale with Purpose.’
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How to approach your first acquisition with clarity—what to look for and what to avoid, using lessons learned from firms that have done it successfully.
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This is your crystal ball for the next decade in accounting, based on 14 predictions from 34 of the profession’s most forward-thinking leaders and innovators.
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Discover practical strategies for building a scalable, tech-forward firm with an effective Karbon rollout.
Learn how to scale your firm around a core philosophy with Ian Vacin, Jason Blumer, and five accounting leaders.
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Unlock strategies for maximizing your firm’s value and attracting the right buyers with Joe Carufe and two experienced M&A experts.
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