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are you overlooking these 36 consulting services?

business meeting of a woman and two men

watch for the 38 events that trigger those needs.

by domenick j. esposito
8 steps to great

in today’s business world, the greatest growth and margin opportunities for a cpa firm are in the consulting area, as clients outsource specialized skills to deal with business challenges that they cannot handle internally.

more by domenick j. esposito
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presented below is a summary of the most typical cpa firm service offerings, together with opportunity triggers and market trends.
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featured video

stein smith: blockchain, ai, and the future of advisory | holistic guide to wealth management

firms that translate ai-driven data into clear insight will lead the next era of advisory. 

sponsored by tax season readiness: practical steps for a smoother busy season, dec. 10, 2 pm, 1.5 cpe  | see today’s special offer

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is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure.

by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

few people have been able to bridge the gap between emerging technology and the accounting profession the way dr. sean stein smith does. a cpa, researcher, forbes contributor, and professor at lehman college, stein smith serves on the advisory board of the wall street blockchain alliance and has spent more than a decade helping practitioners make sense of blockchain, crypto, and artificial intelligence. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

more dr. sean stein smith | crypto tax planning – beyond the basics & what practitioners need to know going forward | dec. 11, 12:30 p.m. et | on-demand

“the whole blockchain conversation has moved from the back burner to the front [burner],” he says. “every major financial institution is entering the on-chain space.”

and cpas can no longer afford to ignore it.  

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charts & graphs

new 20-year low in college accounting graduates

but are trends already on the upswing again?

by 卡塔尔世界杯常规比赛时间

the pipeline of u.s. accounting graduates has fallen to its lowest level in roughly 20 years, capping a decade-long slide of about 17% in completions even as demand from public accounting firms remains strong, according to the latest release of a much-watched study.

in this report:
  • the tension between shrinking supply and resilient demand
  • bachelor’s degrees: from mid-2010s peak to current lows
  • master’s degrees: a steep 15% drop in the last academic year
  • cpa exam trends: the new baseline
  • potential turning point? new growth in enrollments

in addition, the cpa exam pipeline has thinned over the past 10 years, with new candidates and successful passers both down from earlier peaks, though 2023 saw a temporary surge tied to the rollout of the cpa evolution exam.

new research is also revealing that while auditors remain in steady supply, the tax profession is facing a severe and deepening talent drought.

and yet, new enrollment data point to a possible turning point, with accounting program enrollments up double digits in 2024–25 and firms signaling plans to keep hiring as many or more graduates in the year ahead.

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accounting arc

get ready before it gets busy: dec. 10 webinar with accounting arc

the “tax season readiness” webinar provides quick, practical strategies to help firms prepare for the hectic demands of the upcoming months.

click here to learn more and register

by 卡塔尔世界杯常规比赛时间

as tax professionals gear up for another challenging filing season, the center for accounting transformation and 卡塔尔世界杯常规比赛时间 research invite practitioners, firm owners, and it professionals to join a powerhouse panel for “tax season readiness: practical steps for a smoother busy season,” a 90-minute live webinar and accounting arc live event on dec. 10, 2025, from 2 to 3:30 p.m. et.

for more details or to register, visit cpa.click/taxready.

the session will feature the popular accounting arc trio—donny shimamoto, liz mason, and byron patrick—alongside special guest thought leaders dr. jackie meyer, cpa; rory henry; and katelyn hopson, who will bring fresh insights into tax efficiency, firm capacity, and modern advisory methods.

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outlook & analysis

how ai can change accounting hiring for the better

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?

m&a will intensify, especially for midsized firms.

by carrie steffen
 the rosenberg survey

artificial intelligence will continue to reshape the daily work of cpas – transforming mundane tasks and enabling deeper advisory roles. many are wrestling with what this means for new grads who are hired into entry-level roles that historically have been learning opportunities. i do wonder about how we will accelerate skills development for high-value skills like fraud detection, strategic analysis and client interaction.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.

my guess? we will begin to see a shift. traditionally accounting grads went to public accounting for a few years then left for private industry (for many reasons). but my prediction is we will begin to see a slow flip of that script.
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advisory & consulting

attract talent with an integrated model

maksymiw
 michael maksymiw, cpa cgma msa, is executive director, aprio firm alliance at aprio. he connects growing firms with resources to advance client relationships and provides access to subject matter experts in specialties that fall outside a firm’s wheelhouse. he holds a master of science in accounting from university of connecticut.

put your vision into practice.

by michael maksymiw, cpa cgma msa
the holistic guide to wealth management

a successful future firm has an abundance mindset and an adaptable leadership style. the abundance mindset is based on the belief that there is enough work for everyone. that means the firm can focus on what it wants to – it can pick its niche. and the firm will utilize its network of other firms who think similarly to completely service the client.

more rory henry and the holistic guide to wealth management
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a generalist who tries to do everything for a client is the old model. a specialist who finds other specialists to ensure the client has the best team around them for their success is the model of the future.
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client accounting services

the cas bottleneck no one talks about | it’s not just the numbers

poor onboarding frustrates clients, burns out staff, and kills profitability.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by tax season readiness: practical steps for a smoother busy season, dec. 10, 2 pm et, 1.5 cpe

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间

winning the client is exciting—but in client accounting services (cas), that’s just the opening act. the real work, and the real success, depends on what happens immediately after a prospect says “yes.”

more penny breslin and damien greathead
more advisory & consulting
buy “it’s not just the numbers”

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in this episode of it’s not just the numbers, hosts penny breslin and damien greathead make the case that onboarding is one of the most overlooked, underdeveloped, and business-critical functions in cas firms today.

“too many firms have no clue what actually happens when a client walks in the door,” breslin says. “you sold the work, but what happens next? what experience does the client have? and what does your team do first?”

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accounting influencers

pe pushes partners toward extinction | accounting influencers

two-thirds of current firm leaders risk being obsolete within three years.

sponsored by tax season readiness: practical steps for a smoother busy season, dec. 10, 2 pm et, 1.5 cpe
originally published sept. 3, 2025

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
is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 

accounting influencers
with rob brown

a stark warning is shaking the accounting profession: 65% of current firm partners will be considered “digitally obsolete” within three years. the unsettling part? private equity (pe) investors are not planning to retrain them—they are preparing to replace them.

on the latest episode of the accounting influencers podcast, host rob brown uncovers how private equity–backed firms are redrawing the profession’s leadership map. the digital divide is no longer theoretical. it is already defining who will lead the future of accounting and who will be pushed aside.

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featured video

meihaus: the courage to say “enough” at the top | gear up for growth

partners who cap their own comp can solve staffing, retention, and motivation in one bold move.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
originally published sept. 4, 2025.
sponsored by the small office / home office cyber protection plan – learn more here

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

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

when public accounting firms talk about “leadership challenges,” the conversation often turns into a soft focus on communication styles or vague culture issues.

michael meihaus goes straight for the hard truths.

on gear up for growth, hosted by capstone marketing president jean caragher, meihaus—owner of meihaus cpa in escondido, california—lays out the structural leadership failings he sees across the profession: outdated ownership models, harmful work expectations, broken incentives, and leaders who resist change because the current system works for them, even as it burns everyone else out.

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

“it’s simply that we don’t change unless we have to,” he tells caragher. in a profession that’s been “stable, profitable, successful” for decades, too many people at the top have little incentive to transform how firms actually operate.

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marketing & sales

five keys to successful marketing

man looking at five giant keys on the ground

and three questions to answer.

by august aquila
max: maximize productivity, profitability and client retention

there are, of course, a lot of things you can do to have a successful marketing campaign, but here are five that you should seriously consider.

more by august j. aquila
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  1. create a marketing culture in your practice. at the end of the day, it’s your firm’s culture that drives results. how would you define your current marketing culture? what is important and rewarded in your firm: bringing in new business, identifying new opportunities for existing clients, generating awareness for the firm in the marketplace, or billable hours and administration? a marketing culture is outward looking and helps your people find ways to expand the practice with profitable work.

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pricing, fees & billing rates

when to use change orders

mechanics do it and so can you.

by jody padar
radical pricing – by the radical cpa

change orders are the result of a well-scoped process. they occur when a client adds a service not included in their original engagement or when a manager or partner requests a service be scoped and priced separately. the client decides whether or not to proceed with the change.

more by jody padar
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the process of a change order is similar to taking your car to the mechanic for an oil change. during a diagnostic, they find you need a tire alignment as well. the alignment is not included in the services you bought, but you’re curious to know how much it would cost. depending on the price, you’ll add it to the original quote, or you won’t.

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advisory & consulting

three ways to prevent charity theft

directors must read and understand financials.

by ed mendlowitz
77 ways to wow!

hardly a week goes by that i do not read about a theft, fraud, misappropriation, defalcation or egregious wasteful spending at some charitable organization. some are perpetuated over many years – perhaps as many as seven years.

more by ed mendlowitz
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lack of controls, oversight, disinterest or lackadaisical care creates an atmosphere where an already weak person can spot an opportunity, or perhaps an uncaught or unguarded careless mistake gives birth to a pattern of ongoing criminal action by someone who never had an unlawful thought.
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