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79% of Tax and Accounting firms expect GenAI integration by 2027

New research from Thomson Reuters shows a seismic shift in attitudes towards GenAI among tax and accounting professionals, with 71% now believing the...

Embracing Ai for Business Growth: Insights from Scaling Up Framework

I had an informative conversation with Diane Gilson this week regarding using and embracing Ai to do your job. During the conversation I shared with...

What Are Your Top Challenges for 2025?

I recently asked some members of our Advisory Panel about challenges they and their customers are facing in 2025. Two of our members, Paul Slaney...

6 Steps to Grow Your Bookkeeping/Accounting Firm

I asked CoPilot in Hubspot to write an article (and generate an image) about the "6 Steps to Grow Your Bookkeeping/Accounting Firm. And, frankly, it...

Intuit Innovation Day: September 6 2023

Intuit, the company that powers prosperity for 100 million customers worldwide, is now leveraging its data and artificial intelligence (AI)...

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Nov 10
From Bill Pay to CAS: Building Your Firm's Next Growth Engine

From Bill Pay to CAS: Building Your Firm's Next Growth Engine

November 10, 2026 · 11:00 AM ET

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Nov 10
The Software-First Payments Revolution: From Transaction to Trust

The Software-First Payments Revolution: From Transaction to Trust

November 10, 2026 · 12:30 PM ET

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Nov 10
How to Reduce B2B Credit Card Processing Fees

How to Reduce B2B Credit Card Processing Fees

November 10, 2026 · 2:00 PM ET

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Nov 11
Are your Clients Ready for CAS?

Are your Clients Ready for CAS?

November 11, 2026 · 12:00 PM ET

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Nov 11
What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

November 11, 2026 · 2:00 PM ET

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Nov 12
Let It Go: Make Room for a Better Busy Season

Let It Go: Make Room for a Better Busy Season

November 12, 2026 · 12:00 PM ET

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Nov 13
Capital Expenditure Decision-Making: Maximizing ROI

Capital Expenditure Decision-Making: Maximizing ROI

November 13, 2026 · 11:00 AM ET

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Nov 19
DEBunk'd: The Lies Keeping Firms Small

DEBunk'd: The Lies Keeping Firms Small

November 19, 2026 · 2:00 PM ET

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Nov 19
Talking AI to Clients: How to have the AI conversation without losing the client

Talking AI to Clients: How to have the AI conversation without losing the client

November 19, 2026 · 3:30 PM ET

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Nov 24
Your Website: Is It Helping You Win Clients—or Losing Them?

Your Website: Is It Helping You Win Clients—or Losing Them?

November 24, 2026 · 2:00 PM ET

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