Articles of Interest: Technology and Digital Transformation
Technology is reshaping every aspect of the accounting profession, from how firms market their services and engage prospects to how they deliver client experiences and advisory solutions. As artificial intelligence (AI), CRM platforms, digital marketing and automation continue to evolve, staying informed is essential for marketers and business development (BD) professionals looking to help their firms grow and remain competitive.
To help you keep pace, we’ve rounded up 10 timely resources from trusted industry organizations, technology leaders and professional services experts. Whether you’re exploring AI adoption, digital transformation strategies, lead generation best practices or the future of client relationships, these articles, podcasts and reports offer practical insights you can apply to your firm’s marketing and business development efforts.
- PODCAST: What CPA.com’s CEO Sees Next for AI, Tax and the Profession
Erik Asgeirsson, CEO of CPA.com, discusses where AI is having the biggest impact in accounting firms today, from tax and audit to client advisory services. This article provides valuable insights into how AI is changing service delivery, creating new advisory opportunities and influencing firm strategy.
- GUIDE: CPA.com AI Build vs. Buy Decision Framework for Accounting Firms
This framework helps firms evaluate whether to build custom AI capabilities or purchase existing solutions. While technology-focused, it also offers marketing and BD professionals valuable context for understanding how AI investments affect client experience, service offerings and firm positioning.
https://www.cpa.com/news/cpacom-publishes-ai-build-vs-buy-decision-framework-accounting-firms
- ARTICLE: AI Has Reached a Tipping Point in Accounting Firms – and Leaders Need a Strategy
This article provides a strong overview of how AI is moving from experimentation to enterprise-wide transformation in accounting firms. It explains why firms are redesigning workflows around AI and how technology enables scalable advisory services, rather than simply automating compliance work.
https://www.wolterskluwer.com/en/expert-insights/ai-transformation-in-accounting-firms
- RESEARCH: Future-Ready Accounting: Key Findings from the 2025 U.S. Future Ready Accountant Report
This research summarizes technology adoption trends across U.S. accounting firms, including AI, cloud platforms, workflow automation and advisory services. Readers will better understand how digitally mature firms are outperforming peers in growth, profitability and client service metrics.
https://www.wolterskluwer.com/en/expert-insights/future-ready-accountant-report-2025-key-findings
- ARTICLE: The Industry Shift: From Compliance to Strategic Advisory Services
This article explains how technology is enabling firms to transition from compliance-focused work toward proactive advisory relationships. It’s especially useful for marketers developing messaging around value-added services and client experience.
- ARTICLE: Will 2026 Be AI’s Year? AI Adoption Trends
Produced by one of the world’s leading accounting bodies, this article reviews how AI adoption has evolved across firms and where technologies like AI agents are headed next. It also discusses implementation challenges, governance and talent implications that firms should be considering now.
- ARTICLE: Nurturing Leads with a Strong Social Media Strategy
Written specifically for accounting firms, this article outlines a framework for using LinkedIn and other social channels to generate qualified leads. It emphasizes educational content, niche positioning and building trust throughout the buyer journey.
https://www.njcpa.org/article/2026/04/20/nuturing-leads-with-a-strong-social-media-strategy
- ARTICLE: Is AI Changing the Accounting Firm–Client Relationship?
Rather than focusing solely on efficiency, this article explores how AI is reshaping client expectations and the relationship between firms and their clients. Readers will learn why leading firms are using AI to deepen advisory relationships and deliver continuous value.
https://councils.forbes.com/blog/is-ai-changing-the-accounting-firm-x-client-relationship
- RESEARCH: Integrate Together. Win Together.
This report examines how organizations are integrating AI, CRM, customer data and digital experiences to improve growth and customer engagement. Although broader than accounting, its findings around CRM investment and customer experience are highly applicable to professional services marketing and BD.
- GUIDE: Accounting Firm Digital Transformation and AI in 2026
This guide focuses specifically on digital transformation within accounting firms, covering CRM strategy, client experience technology, AI-enabled workflows and BD. It provides ideas for firms looking to modernize without replacing their existing practice management systems.
https://www.fibrecrm.com/blog/accounting-firm-digital-transformation-and-ai-in-2026/
About Kayla Juba
Kayla Juba is the Marketing Manager at Brown Plus, a premier accounting and advisory firm providing attest, tax and advisory services to clients across the Mid-Atlantic region. She received her Bachelor of Arts degree in Communication/Journalism from Shippensburg University. Kayla has more than 12 years of experience in marketing communications and has worked in accounting marketing for over seven years. Prior to joining Brown Plus, Kayla worked in event planning and fundraising for several nonprofit organizations in the Central Pennsylvania area.
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Beyond the Database: Building a CRM That Fuels Business Development
Nikki Burgeson | UHY-US
In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services.