surveys & research

does your firm suffer cultural deficiencies?

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bar chart

six key insights that could apply to any accounting firm.

by 卡塔尔世界杯常规比赛时间 research

an organization’s culture should be one of its most valuable assets. it could also be a make-or-break liability.

and that goes double for audit firms, where integrity and professionalism are all-important.

so it’s troubling when the public company accounting oversight board reports steadily worsening part i.a. deficiency rates among global network firms.

more: audit fees continue to climb | cfos see ai as top risk and opportunity | does accounting belong in stem? | accounting arc | opportunity awaits incoming aicpa ceo | artificial intelligence may already be plateauing | regulation, geopolitical instability spark concern | ten ways to manage price increases | survey says 57% of firms are raising prices next year | how will private equity impact accounting careers? | eleven questions about kids, wealth and the family business | twelve years and out: seasoned accountants join the exodus
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how much worse? the deficiency rate for global network firms in the u.s. has basically doubled since 2020. and non-affiliate firms are twice as bad.

part i.a. deficiencies are cited when a firm does not obtain enough audit evidence to support its opinion on a public company’s financial statements or internal controls.
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steve rosvold: what makes the best cfos? | accounting influencers

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move from being just an accountant to a successful finance leader using these four pillars of success.

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accounting influencers
with rob brown

rob brown and steve rosvold discuss whether accountants and cpas make the best cfos, cfo.university, and the four competencies of top financial professionals.

more accounting influencers with rob brown here

steve rosvold is the founder of cfo.university, a professional development platform for finance leaders. he spent 20 years leading corporate finance teams honing his ability to drive change, improve profitability and ensure long-term financial health for businesses before creating an advisory practice that grew into cfo.university.

michael king: fractional cfos provide challenges and opportunities | accounting influencers

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in a world of ai, outsourcing, and shifting client expectations, accountants can remain indispensable.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.


accounting influencers
with rob brown

michael king’s journey to becoming a fractional cfo and mentor to accounting professionals is as unconventional as it is inspiring.

a former nuclear submarine engineer, king transitioned into the world of business management, eventually running a $90 million facility. his lack of understanding of financial principles at the time ignited his passion for empowering business owners with actionable financial insights.

today, king is a fractional cfo and podcaster. he guides others in starting, scaling, and optimizing advisory services through his firm and educational platform, the connected accountant.

fractional cfos are reshaping the financial services landscape by bridging the gap between compliance work and strategic advisory services. king explains that while traditional accounting focuses on rearview mirror reporting—documenting what happened in the past—fractional cfos help businesses look forward with forecasts, projections, and strategic planning.

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surveying your staff: why and how

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woman working on laptop in office setting

six ground rules for optimum results.

by marc rosenberg
cpa firm staff: managing your #1 asset

“the partners may think they know how the staff feel about the firm, but it’s only important what the staff think.” – marc rosenberg

if you truly and honestly want to make your firm a great place for your staff to work, the first thing you need to do is ask them what they think. there are two primary types of surveys:

more: better communication = better retention | eight strategies for recruiting | why developing women partners matters | six tips for setting compensation | eleven things that good mentors do | how remote work is impacting accounting firms | how to solve the big disconnect in talent management
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  1. staff satisfaction surveys, where the staff respond to firmwide questions about their jobs, their supervisors, the partners, the management and advancement. these are very much like client engagement surveys.
  2. upward evaluations of partners and managers by the staff. with these surveys, staff evaluate each partner and manager they worked for. some firms opt to limit this type of survey to partner evaluations only.

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wants? needs? cas helps fill both

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woman driving green sports car

clients need to see the value … and there’s your opportunity.

by hitendra patil
client accounting services: the definitive success guide

what some clients feel is an absolute need, other clients may feel it is not. people may need to book an uber or lyft ride, but some of them may want a premium ride.

more: automation can be exciting in client accounting services | eight steps for better client accounting services | do you have the client accounting services mindset? | four ingredients to your cas ‘why’ | cas clients are ‘stickier’
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

some of your client accounting services will be the premium ride your clients will want. for some clients, your premium services will be the need. (you want such clients.)
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