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wealth management: can you afford not to provide it?

portrait of seth fineberg
fineberg
 seth fineberg is an accounting industry consultant, content strategist, analyst and speaker. his current business is accountants forward. he has been a business editor and journalist for over 30 years, the vast majority of which has been spent overseeing the accounting profession’s evolution.

advisory begins with conversations.

by seth fineberg
the holistic guide to wealth management.

today we are cresting the biggest waves of change that i’ve seen in my 20-plus years of covering the accounting profession. i’m talking about the need for cpas to go beyond simply being the trusted tax guy (or girl) for their clients and to help them manage all aspects of their wealth. this movement has been building for the better part of a decade, but only recently has it gone from “i’ll think about it” to “can i afford not to get on board?”

not to sound the alarm bells here, but cpas must soon choose between riding the financial planning wave or being swept under it.
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accounting influencers

dei pullback risks pipeline | accounting influencers

firms scale back initiatives even as governing bodies warn diversity is key to the profession’s future.

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accounting influencers
with rob brown

the accounting profession is facing a turning point as major firms scale back diversity, equity, and inclusion (dei) initiatives, raising concerns about how the shift could affect talent recruitment, retention, and competitiveness.

kpmg recently discontinued its “accelerate 2025” program, which aimed to expand leadership diversity. deloitte pulled back last year, joining other global corporations—including goldman sachs, meta, and google—that have pared down similar efforts.

the shifts come as political and legal pressures mount. states such as florida and texas have rolled back dei policies in higher education, and a supreme court ruling on affirmative action has sent ripples across corporate america. firms that once championed dei are now weighing compliance risks and financial implications against potential reputational and workforce consequences.

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pay & compensation

the $100,000 h-1b shock: what it means for accounting talent

what changes, what doesn’t, for thousands of jobs in accounting.

in tax and audit in 2024, increases in salary bands were far from evenly distributed.

by dominic piscopo

i just consumed hours of h-1b visa content, so you don’t have to. here are my findings.

accounting isn’t the heaviest h-1b user (that’s it & tech.), but the profession still relies on international grads in audit, tax, advisory, and increasingly data and automation roles. in 2024, uscis approved around 400k h-1bs overall, with 2% to 3% of those in categories that could include accounting. so, while other industries are far more reliant on this program, there may still be thousands of roles in accounting. read more →

advisory & consulting

advisory opportunities emerge from core cas offerings

two women talking while seated at a table

think about where your insights originate.

by hitendra patil
client accounting services: the definitive success guide

“we want to offer outsourced cfo and advisory services.”

it has become an increasingly common intent of accounting firms of all sizes.

more by hitendra patil
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this article demonstrates how compliance, accounting and reporting can serve as doorways to deeper insights, more strategic conversations and higher-value advisory relationships.

technology automation, artificial intelligence and more innovative solutions seem to make it even more logical for accountants to feel that the future is more about advisory services than ever before.
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gear up for growth

helwig: strategic internal comms power growth & retention | gear up for growth

keep employees engaged and connected with transparency and beauty.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“in many organizations, there’s a great gulf in between employees doing the work, with no idea of the conversations happening with clients or recruits,” says debra helwig, internal communications and events director at pinion, during her appearance on gear up for growth, hosted by jean caragher of capstone marketing.

“internal communication can help bridge that gap and make sure the story makes sense to everyone, and that it’s consistent.” 

more gear up for growth here. | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

helwig shares two critical takeaways for cpa firm leaders.  

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