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    FREE GUIDE

    Rewriting the Accounting Playbook

    Discover accounting solutions that drive growth. See how leading CPA firms are expanding into high-value advisory services, using relationship intelligence to uncover cross-sell opportunities and increase revenue from existing clients.
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    What’s Rewriting the Accounting Playbook – And Why It Matters Now

    The accounting profession is navigating a major shift. As growth slows and competition rises, firms are rethinking how they deliver value—and where they find it. Rather than chasing new business, leading CPA firms are turning inward, using data, relationships, and cross-functional collaboration to grow smarter.

    This guide explores how firms are:

    • Expanding into high-margin advisory services by uncovering unmet client needs
    • Using relationship intelligence to drive cross-sell and deepen engagement
    • Increasing retention by proactively identifying at-risk relationships
    • Building operational models that attract private equity and support M&A readiness

      Whether your CPA firm is preparing for a CRM rollout, exploring new service lines, or simply looking to unlock more value from your client base, this guide outlines accounting solutions that drive sustainable growth.

      Rewriting the Accounting Playbook - Cover Image
      Accounting Guide Quote from Adam Klein

      Where Accounting Solutions Meet Client Strategy

      Clients expect more than tax and audit support: they want insight. This guide shows how CPA firms are using relationship intelligence to deepen trust, improve retention, and uncover growth in their existing client base.

      Gain insights from Introhive’s Head of Industry, Accounting & Advisory and former growth leader at top firms Bennett Thrasher and Apiro. 

      “The return has been remarkable.”

      See how professional services leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while strengthening client relationships during uncertain economic times.

      “It almost seemed too good to be true.”
      See how other industry leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while retaining customers during uncertain economic times.
      Introhive | introhive trusted by laing orourke | Rewriting the Accounting Playbook
      With more than 100,000 professionals in over 100 countries, CBRE is the global leader in commercial real estate services and investment. Learn how Introhive helps CBRE identify the companies they didn’t know they had a relationship with, the services they could offer and deploy to those companies and understand where relationship gaps are with current and prospective customers to help find, win and grow business.
      LBMC Logo
      “It almost seemed too good to be true.”
      View all videos 
      Since adding Introhive’s Customer Intelligence to their CRM, LBMC has seen several positive outcomes for their firm in the areas of technology adoption, data accuracy and relationship intelligence.rnrnLBMC is the number one professional services firm in Tennessee and within the top 35 in all of the United States. They are a client-focused organization, rooted in entrepreneurialism and growing with their clients. Data collection is a huge part of their growth strategy, and as a fast-growing firm, they were facing a couple of significant business challenges.rnrnLearn how Introhive’s customer intelligence platform was the solution.
      Rehmann
      Learn how Introhive’s customer intelligence platform is a game-changer for Rehmann and what they’re excited for next.rnrnRehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients.
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      “Implementing Introhive was one of the simplest we’ve come across.”
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      Laing Orourke Logo
      “It almost seemed too good to be true.”
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      freshfields
      “We now have a 97% data accuracy rate for our CRM systems which is pretty unique.”
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      “The biggest win? Everything is in one place. It’s simple, accessible, and insightful.”
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      “It’s up to date, it’s timely, it’s clean, it’s correct, it’s frictionless and it doesn’t require the fee earners or the admin support to put any manual effort into the process.”
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      Haysmac-logo
      “It’s far easier to sell to someone where you have a warm relationship versus a cold one. The insights we get from Introhive add real value to our firm.”
      “It almost seemed too good to be true.”
      See how other industry leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while retaining customers during uncertain economic times.
      View all videos 
      Introhive | introhive trusted by laing orourke | Rewriting the Accounting Playbook
      With more than 100,000 professionals in over 100 countries, CBRE is the global leader in commercial real estate services and investment. Learn how Introhive helps CBRE identify the companies they didn’t know they had a relationship with, the services they could offer and deploy to those companies and understand where relationship gaps are with current and prospective customers to help find, win and grow business.
      LBMC Logo
      Since adding Introhive’s Customer Intelligence to their CRM, LBMC has seen several positive outcomes for their firm in the areas of technology adoption, data accuracy and relationship intelligence.rnrnLBMC is the number one professional services firm in Tennessee and within the top 35 in all of the United States. They are a client-focused organization, rooted in entrepreneurialism and growing with their clients. Data collection is a huge part of their growth strategy, and as a fast-growing firm, they were facing a couple of significant business challenges.rnrnLearn how Introhive’s customer intelligence platform was the solution.
      Rehmann
      Learn how Introhive’s customer intelligence platform is a game-changer for Rehmann and what they’re excited for next.rnrnRehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients.

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      FAQs About Driving Growth With Accounting Solutions

      How are modern accounting solutions helping firms shift from compliance to advisory growth?

      Today’s most effective technology solutions provide visibility into client relationships, including account health, engagement needs, and growth opportunities. Firms that prioritize clean, centralized client data across teams are moving beyond compliance work, unlocking new advisory opportunities, increasing client retention, and driving sustainable growth.

      Why is relationship intelligence critical to modern accounting solutions?

      Traditional accounting systems focus on tracking transactions—not relationships. But as firms shift to more client-centric models, they need visibility into connections, real-time engagement patterns, and hidden opportunities across the firm. By layering relationship insights into accounting solutions, CPA firms can prioritize high-value clients, spot churn risks early, and uncover cross-sell and upsell opportunities with greater precision—key advantages for driving sustainable, high-margin growth.

      What should CPA firms prioritize when investing in new accounting solutions?

      Firms should look for accounting solutions that go beyond process automation to help strengthen client relationships, expand advisory services, and increase enterprise value. Solutions that capture relationship insights, unify client data, and surface strategic growth opportunities help firms stay competitive, especially as private equity interest and M&A activity reshape the accounting landscape.

      Marketing team meeting in a professional services room in a well lit glass office, discussing their strategy using AI-powered CRM insights.
      Revolutionizing Relationship Intelligence: Preview and try our latest features - Ask Introhive & Signals See Them in Action