Stop reacting. Start Guiding. 

Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.

The traditional advisory model wasn’t built to scale-- 4impactdata changes that.

Client Advisory Services at Scale

Start delivering scalable advisory in weeks — not months — with our 5-step implementation process.

4ID is purpose-built to embed codified wisdom into your existing workflow — quickly and seamlessly. With our proven 5-step approach, your team can confidently move from insight to action without complexity or disruption.

Advisory Beyond Dashboards.
Built for What Comes Next.

Four key strategies show how firms can lead with value, optimize for AI, test strategies, and show more humanity to win clients.

Gear Up for Growth

With Jean Caragher

For CPA Trendlines

“Firms can’t afford to hide behind best practices or boring templates anymore,” says Jay Schwedelson, president and CEO of Outcome Media and host of the top-rated marketing podcast Do This, NOT That, during his appearance on Gear Up for Growth, powered by CPA Trendlines, and hosted by Jean Caragher of Capstone Marketing.

“It’s time to be bold, be human, and make sure you’re showing up where your prospects are actually searching, especially in AI,” he adds. 

Schwedelson shares four urgent takeaways for CPA firm leaders.

Stop reacting. Start Guiding. 

Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.

The traditional advisory model wasn’t built to scale-- 4impactdata changes that.

Client Advisory Services at Scale

Start delivering scalable advisory in weeks — not months — with our 5-step implementation process.

4ID is purpose-built to embed codified wisdom into your existing workflow — quickly and seamlessly. With our proven 5-step approach, your team can confidently move from insight to action without complexity or disruption.

Advisory Beyond Dashboards.
Built for What Comes Next.

The accounting profession faces a reckoning as leaders debate whether CPA licensure protects the public—or stifles innovation and diversity.

Accounting ARC
With Byron Patrick and Donny Shimamoto
Center for Accounting Transformation

Licensure is one of the bedrock features of the CPA profession. But what if that bedrock is actually quicksand? In a provocative episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA,  sit down with noted author and thought leader Ron Baker to ask: Should CPAs even be licensed at all?

Baker begins with a history lesson, tracing professions back to ancient Babylon and the code of Hammurabi. A profession, he explains, rests on three pillars: a common body of expertise, autonomy with exclusion, and a duty of service to the public. By that definition, he argues, not all licensed occupations—such as florists or interior decorators—qualify.

Stop reacting. Start Guiding. 

Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.

The traditional advisory model wasn’t built to scale-- 4impactdata changes that.

Client Advisory Services at Scale

Start delivering scalable advisory in weeks — not months — with our 5-step implementation process.

4ID is purpose-built to embed codified wisdom into your existing workflow — quickly and seamlessly. With our proven 5-step approach, your team can confidently move from insight to action without complexity or disruption.

Advisory Beyond Dashboards.
Built for What Comes Next.

Stop reacting. Start Guiding. 

Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.

The traditional advisory model wasn’t built to scale-- 4impactdata changes that.

Client Advisory Services at Scale

Start delivering scalable advisory in weeks — not months — with our 5-step implementation process.

4ID is purpose-built to embed codified wisdom into your existing workflow — quickly and seamlessly. With our proven 5-step approach, your team can confidently move from insight to action without complexity or disruption.

Advisory Beyond Dashboards.
Built for What Comes Next.

A campaign promise turns into tax code reality—but only for a limited time.

Quick Tax Tip
With Art Werner
CPE Today

On the latest Quick Tax Tip, tax guru Art Werner unpacks one of the buzziest provisions tucked into the “One Big Beautiful Bill”: the partial exemption of tips from taxation.

• Click here for more Art Werner

During their campaigns, both former President Trump and Vice President Harris floated the idea of eliminating taxes on tips. Now, some of that rhetoric has made its way into law—but with caveats that every taxpayer, accountant, and employer in the hospitality sector needs to understand.

Stop reacting. Start Guiding. 

Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.

The traditional advisory model wasn’t built to scale-- 4impactdata changes that.

Client Advisory Services at Scale

Start delivering scalable advisory in weeks — not months — with our 5-step implementation process.

4ID is purpose-built to embed codified wisdom into your existing workflow — quickly and seamlessly. With our proven 5-step approach, your team can confidently move from insight to action without complexity or disruption.

Advisory Beyond Dashboards.
Built for What Comes Next.

Learn More

Schedule a Demo

Treating communication as a strategy, not administration, helps firms navigate M&A, private equity, and constant change.

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines

On the latest MOVE Like This, host Bonnie Buol Ruszczyk sits down with Alice Grey Harrison of AGH Consulting to talk about the people side of firm transformation. Harrison, a three-decade veteran of strategic communications and change management in the accounting sector, helps firms navigate M&A, private equity, leadership transitions, and system rollouts by focusing on how people experience change. 

Harrison’s central thesis: culture, clearly tied to mission–vision–values, is a growth engine. When people see how their daily work advances firm goals, they give “discretionary energy.” She illustrates this with a pivotal chapter from her big-firm years: after a streak of acquisitions, offices clung to local traditions and bespoke tax methods that trapped capacity. Moving to a true “one firm” model, aligned methodologies, systems, and talent, unlocked scale and accelerated growth that wouldn’t have been possible otherwise. 

Stop reacting. Start Guiding. 

Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.

The traditional advisory model wasn’t built to scale-- 4impactdata changes that.

Client Advisory Services at Scale

Start delivering scalable advisory in weeks — not months — with our 5-step implementation process.

4ID is purpose-built to embed codified wisdom into your existing workflow — quickly and seamlessly. With our proven 5-step approach, your team can confidently move from insight to action without complexity or disruption.

Advisory Beyond Dashboards.
Built for What Comes Next.

Learn More

Schedule a Demo