as a participant, you’ll be the first to see a topline summary of the key findings, giving you and your firm a headstart on the newest trends in new-business success.
early responses are already suggesting:
sharp upticks in spending and activities in pursuing new business,
a swing toward online internet strategies, and
more intensive and organized referral networking activities.
rick telberg from 卡塔尔世界杯常规比赛时间, at left, leads panel, left to right: deborah hammett, adelman, katz & mond; salvatore collemi, collemi consulting & advisory services; peter frank, cornick garber sandler; and jordan frey, eisneramper.
cpas address inter-generational challenges and opportunities.
every generation has its own view on what works best in today’s environment, according to a multi-generational group of cpas at a panel discussion hosted by the accountants club of america. rick telberg, president and ceo of bay street group and of 卡塔尔世界杯常规比赛时间 research, moderated the panel discussion. “as professions go, the accounting profession is the most entrepreneurial of them all,” he said. “there are more small firms and solo practitioners by number and by percentage in the tax and accounting profession than in any other licensed profession. this is a profession of entrepreneurs, whether we admit it or not, whether we embrace it or not, whether we know how to encourage it or not.”
the panel included new york-based cpas: deborah hammett, adelman, katz & mond; salvatore collemi, collemi consulting & advisory services; peter frank, cornick garber sandler; and jordan frey, eisneramper.
卡塔尔世界杯常规比赛时间 publisher rick telberg is joining surgent, the continuing professional education provider for cpas and other accounting, financial, and tax professionals, as a presenter in the new monthly premium webinar series, surgent futurecast™, a series of timely, practical 1-hour webinars taught by an all-star cast of leading national tax and accounting experts.
the new series demonstrates surgent’s mission to go beyond just providing the cpe credits that cpas and other professionals must earn to maintain their professional credentials; instead surgent aims to serve as the most reliable and trustworthy source of the ever-evolving practical and strategic information cpas, eas, and other tax and financial professionals need to excel professionally.
highly rated for ‘quality of life:’ moss adams, plante moran, friedman, bpm.
by 卡塔尔世界杯常规比赛时间
deloitte, kpmg and moss adams are gaining ground in the recruiting wars, according to a new survey of more than 8,000 accountants.
while pwc maintains its hold as the best brand in the business, second-ranked deloitte is closing the gap, and kpmg jumped one spot to fourth place, in the latest vault accounting 50, a ranking of the best accounting firms to work for.
even though the big 4 firms rank highly in the formal training category, mid-sized firms are big winners in quality of life rankings.
michigan-based plante moran ranks no. 1 in 11 categories, including culture, overall satisfaction, informal training, business outlook, and firm leadership.
new york city-based friedman ranks no. 1 in hours, work/life balance, and relationships with supervisors. and,
san francisco-based bpm ranks no. 1 in overall diversity, minority diversity, and lgbt diversity.
meanwhile, chicago-based grant thornton got knocked back to fifth and west coast firm moss adams leaped three spots to no. 8, moving back into the top 10.
2017 theme: home of the tax automation revolution.
by 卡塔尔世界杯常规比赛时间
avalara, inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, is bringing back crush, a tax compliance automation conference and industry gathering, for the second year, scheduled may 2-3, 2017 in austin, texas. 卡塔尔世界杯常规比赛时间 is a sponsor.
bringing together leaders in finance and technology who are enabling the strategic evolution of accounting, crush offers attendees opportunities to learn, educate and network with hundreds of peers and experts.
jim bourke, cpa.citp and a partner at new jersey-based withum cpas, explains the new range of opportunities in soc engagements for cyber-security.
bourke adds:
the content at this year’s flagg management show is a perfect example of the transformation of revenue streams at cpa firms today. in order to keep competitive and viable, today’s firms need to embrace the non-traditional, non-attest and non-tax services.
offerings in the areas of cyber security, soc1, soc2, soc3, the new soc for cybersecurity, business process outsourcing, cfo advisory services, merger and acquisition planning and implementation and assistance with collaborative, web-based accounting systems will be critical to ensuring a firm’s continued profitability.
you can’t hide from the fact that attest and tax continues to become commoditized. cpas are the trusted professionals and possess the kills necessary to offer many of these alternative services.
so think out of the box this year and come and hear some of the best thought leaders in the industry discuss these revenue generating opportunities for your practice.
drilling into firm technology and operations provides a roadmap for strategic success
by rick telberg
every day in the united states, more than half of all accounting firm owners are thinking about a merger, an acquisition or both. m&a is now as routine to the day-to-day operations of running a tax and accounting practice as turning on the lights in the morning and taking out the garbage at night.
fortunately, the new accounting firm operations and technology survey by the research team of randy johnston and leslie garrett provides a one-of-a-kind roadmap for growth-minded professionals seeking the hard-boiled data essential to making smarter strategic decisions. with thousands of key metrics for firms of every size, you can compare your firm against similar firms. better yet: you can compare where your firm is today to where you want it to be tomorrow.
i have the honor of leading the technology walking tours at the show. by all means, i suggest you give it a try.
wear some comfy shoes because you’re going to be on your feet for a couple of hours. and, more importantly, get ready to dive into the conference’s exhibit hall without having that feeling of walking the midway at a carnival and trying to avoid the carnival barkers.
on a walking tour, you visit the booths of a group of pre-selected vendors, and listen to a brief presentation in a relaxed setting. there is a difference from the drive-by experience that you would get on your own. first, the vendor isn’t under any pressure to grab your attention in five seconds and keep you from walking away. you are a captive audience, and the presenter knows that, so the presentation can be more heartfelt, real-life experiences can be shared.
often you will have an opportunity to ask questions during a walking tour presentation, and you can do so feeling more like a student in a class than someone who’s worried about whether or not you’ll be able to keep your credit card in your pocket.
in the time that a walking tour presentation is being made, a brief rapport is built, forging the way for you to feel comfortable returning to the booth later. “i heard your presentation,” you can say, and the vendor will immediately know that the sales pitch can be skipped and you’re here for some real answers.
you get cpe credit for your time spent on the tour. and, you even get to take whatever free gizmo the vendor is offering without even having to feel guilty about doing so. you might even find that the best free stuff is in the presentation itself.
gail perry is a cpa and the editor-in-chief of cpa practice advisor magazine. she is also a well-known public speaker and is the author of more than 30 books (including mint.com for dummies and surviving financial downsizing: a practical guide to living well on less money). in addition, she maintains a small tax practice. gail is a graduate of indiana university where she earned her bachelor’s degree in journalism. after returning to school to study accounting at illinois state university, gail earned her cpa and worked for deloitte’s chicago office as a state and local tax specialist. she is a former tax columnist for the indianapolis star newspaper, has been an adjunct accounting professor, and was on staff for 10 years at the indiana cpa society as a computer applications instructor. gail was the publisher and editor-in-chief of accountingweb before joining the cpa practice advisor team.
the traditional business model of the so-called “local” cpa firm is being challenged anew by the emergence of a single, unified coast-to-coast talent market that’s undermining the pay differences between big-city and small-town firms.
that’s bad news for traditional firms trying to control staffing costs. but great news for a new generation of top talent.
the study shows that salaries are increasing faster than inflation throughout the american market, and they aren’t always limited by the local cost of living. the average salary for a tax professional in new york city, for example, has risen to $77,660 this year, up from $75,400 last year. importantly, the numbers ($77,660 this year, up from $75,400) are the same in des moines, iowa, where the cost of living is substantially lower – along with the pricing sensitivity of des moines clients. this augurs new pressures on billing rates and profitability across the nation.
highly rated for ‘quality of life:’ moss adams, plante moran, friedman, bpm.
in the war for talent, “local” cpa firms face new threats from distant, bigger rivals – worldwide
exclusively for pro members.