accountingadvisoryaibackbeyondbusinesscfochallengeschangechangeschatcheckchrisclientclientsconversationcpadeadlineembracingendevolutionfindingfirmfirmsfutureidealjourneykickofflawlivemanagementmanagingmeetingsnashvillenavigatingnextovercomingownerspapinpartnerpeopleperspectiveplanplanningpostpotppracticesproactiverelationshiprelationshipsresetreviewservicessettingstaffstrategiessummitsymposiumtaxthingstimetransformingvaluewealthyear