Blogs

Practice Management

How to Grow Past Taking Every Client

Finding a niche in accounting is how a firm grows up: shed the 80/20 dead weight, specialize, and move to advisory.

Practice Management

How to Start Your Own Accounting Firm: From Entity to First Clients

How to start your own accounting firm: entity, licensing, IRS registrations, tech stack, and first clients, in order.

Practice Management

Leaving Public Accounting to Start Your Own Firm: How to Know You're Ready

Leaving public accounting to start your own firm? The runway math, the honest risks, and how to know if you're ready to leap.

Using AI With Client Tax Data: What Section 7216 and the Safeguards Rule Actually Require

Using AI with client tax data triggers Section 7216 and the Safeguards Rule - here is what compliance actually requires.

Prompting AI for Tax Research: From Weak Prompts to Best Prompts

A prompt engineering playbook for prompting AI for tax research, with weak vs. best prompt comparisons for the tasks you run most.

Firm Operations

AI ROI for Accounting Firms: Benefits, Costs, and When It Pays Off

AI ROI for accounting firms is real but not automatic. Here are the benefits, the costs, and how to measure payback.

Practice Management

AI Adoption for CPA Firms: A Roadmap for Introducing AI Into Your Firm

AI adoption for CPA firms, done right: how to assess, pilot, and scale AI tools while staying inside Circular 230.

Marble is building AI agents to transform the tax industry.

Try the preview of our first agent Intelligence. Intelligence is an AI Tax Research assistant designed for citation backed information retrieval, research and memo drafting.