accountants keep upgrading clients

every year, the 2025 rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country: how do you think the next 12 months will unfold? trends? predictions? other thoughts? also, how would you assess the last 12 months? trends? observations? struggles?

hours will become obsolete.

by carl george
the rosenberg survey

firms will continue to upgrade their client profiles and disengage from clients who no longer fit. the result is more time will be spent on higher-value clients and emerging high-value clients. a strategy long overdue for some.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.
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this strategy meets the challenge of transactional versus relationship-driven. the key is to put a process in place that defines a high-value client, to prioritize the plan for each client, and to develop a side strategy that affords the appropriate resources (time and people) to give the high-value clients their due.