June 10, 2026
Five moves for independent firms competing in a consolidating market
Get specific about who you serve. Make the partnership model your pitch. Build a technology point of view. Make succession a deliberate decision. Communicate more than once a year.
June 10, 2026 · 4 min read
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The Transition Issue · June 4, 2026
Five steps for the post-EOL window
Run your client version audit, export payroll reports before migrating, segment your outreach, negotiate with vendor reps, and use the transition as a service review opportunity. A practical sequence for firms managing QBD 2023 clients right now.
June 4, 2026 · 4 min read
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