06/25/2026
We spent several days speaking with accounting firm leaders at ENGAGE 2026.
Different firms. Different markets. Different growth stages.
But the conversations kept coming back to the same challenges.
Here are 5 things we heard repeatedly:
🔹 AI Visibility
Many firms are trying to understand how AI platforms like ChatGPT and Google AI Overviews are changing how prospects discover and evaluate accounting providers.
🔹 Lead Generation
Referrals remain important, but firms are increasingly looking for more predictable ways to generate qualified opportunities.
🔹 Website Performance
A surprising number of firms feel their website no longer reflects the quality of their firm, or supports their growth goals.
🔹 Talent Recruitment
Competition for top talent remains intense, and firms are looking for ways to strengthen their employer brand and attract the right candidates.
🔹 Referral Dependence
Many firms still rely heavily on referrals and are looking for ways to diversify the sources of new business.
The technology will continue to evolve.
The tactics will continue to change.
But one thing remains constant: firms that invest in visibility, trust, and a strong digital foundation will be better positioned for what's next.
Thank you to everyone who stopped by the WISE booth and shared their insights with us. We left ENGAGE with valuable conversations, new perspectives, and a lot of excitement about where the accounting industry is headed.