Based in Jacksonville, Florida, The Forde Firm, Inc. is a CPA firm providing tax, audit, bookkeeping, and advisory services to businesses and nonprofits. Founded and led by Linda R. Forde, CPA, the firm serves clients across Northeast Florida and beyond, combining technical depth with a service-led approach. 

Facing mounting client demand and an industry wide talent squeeze, a 12 person Jacksonville CPA firm needed to scale high value work without sacrificing quality or trust. Leadership adopted a connected approach across Thomson Reuters CoCounsel and Ready to Advise to standardize research and advisory workflows. The trust unlocked when the firm saw they could "lock it down and have it only give legitimate answers," enabling safe adoption of AI across the team. The result is that research and advisory moved faster because staff could contribute sooner with step by step guidance.

To dig deeper, visit the original article on the Thomson Reuters blog.