today's features
outlook & analysis

technology challenges the accounting profession

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?

billable hours will remain under attack. they have to go.

by gale crosley
 the rosenberg survey

technology will continue to challenge our ability to harness its power. firms will need to continue to rely heavily on technology consultants to help them sort through the confusing array of options.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

beware of capabilities promised but not yet ready for prime time. plan to be on a continuous shopping trip in multiple categories of tech because of the rapid advancement in platforms.
read more →

mergers & acquisitions

think about this before issuing a letter of intent

generic business letter of intent

five items for the second meeting.

by marc rosenberg and peter fontaine
cpa firm mergers: your complete guide

for now, let’s define the letter of intent as a written offer made by the buyer to merge in or acquire the seller. (a thorough definition is given later in this post.) it is a relatively short, simple, non-binding offer, subject to

  • further negotiations,
  • performance of due diligence and
  • a formal vote by the buyer’s partners.

more by marc rosenberg
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before the loi is prepared

the first meeting was the “get-to-know-you” meeting. the purpose of this meeting was simply to introduce each firm to the other, give each a chance to “kick the tires,” get a feel for the personality and style of the other and to share some very basic information, all of which is designed to help each firm decide if they wish to go to the next stage. read more →

pro member exclusive

why do you want to be partner?

businesswoman sitting on table while talking with four coworkers

our expert council weighs in on preparation.

by martin bissett
passport to partnership

the skill in producing financial reports is limited by the quality of the information presented to the cpa by the client. the motivation of the client to influence that financial information comes in many forms, some intentional and some unintentional. competence comes first in being able to resist pressure and present a true and accurate position of the client’s organization.

more by martin bissett
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sounds obvious, doesn’t it? but there’s a twist.
read more →

pro member exclusive

accounting firms need marquee clients

businesswoman shakes client's hand across desk, both seated

look at your client base like a bell curve.

by domenick j. esposito
8 steps to great

every ceo i have interacted with over the years looks at the partner complement as those with basic accounting, auditing and tax skills and for brand extension and diversification into higher margin lines of business with advisory and consulting skills.

more by domenick j. esposito
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the best way for a firm to obtain maximum advantage of their relationships with clients and with attorneys, investment banks, private equity groups and industry peer groups is to have access to all of the firm’s capabilities.
read more →

featured video

haylett: redefine success in retirement | holistic guide to wealth management

the most dangerous day of retirement is a psychological challenge more than a financial one.

sponsored by tax season readiness: practical steps for a smoother busy season  | see today’s special offer

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.

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

when most people think about retirement planning, they picture spreadsheets and savings targets. but as dan haylett, author of the retirement you didn’t see coming and host of the humans vs. retirement podcast, explains, the real challenge of retirement is not mathematical—it’s psychological. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

“people focus on the numbers because they think that will solve all their challenges,” haylett says. “but retirement is a complex human problem. spreadsheets will not tell us who we are without a business card or what gets us out of bed in the morning.” 

read more →

outlook & analysis

accounting will see agentic ai

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?

pe groups seek their own solutions.

by roman kepczyk
 the rosenberg survey

from my perspective, private equity investments in both firm acquisitions and technology solutions focused specifically toward accounting automation will be a key driver in firm strategic discussions in the next 12 months.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

as i consult from a technology perspective, i believe we will see significant advances in the use of agentic artificial intelligence solutions being integrated into accounting production processes. agentic solutions work autonomously to complete tasks and can analyze options and redirect themselves, minimizing human interaction until needed.

read more →

advisory & consulting

revenue multiples vs. ebitda multiples

plus how to factor in rias.

by rory henry
the holistic guide to wealth management

why are accounting firms measured in revenue multiples while most other businesses are measured in ebitda multiples?

according to allan koltin, accounting industry transaction guru, there is no better reason than because that’s how we’ve always done it in the accounting profession.

more rory henry and the holistic guide to wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

“accounting firms have zero ebitda; they clear out the register every year,” noted koltin. “when i talk to firms about private equity, i have to walk them back and explain how you’re going to create your own ebitda. and the biggest piece of it is what we call the ‘scrape of partner compensation.’ you’re making $1.2 million. can you live on $800,000 if we move that extra $400,000 into an ebitda category and put a multiple of 7x to 11x on that and get capital gain?” asked koltin.

“partners 55 and older love it. partners who are 35 are not so sure.”
read more →

accounting influencers

how smart listening builds clout | accounting influencers

smarter, shorter, and more focused podcasts help firm leaders turn listening time into a competitive edge.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by small office / home office protection package: enterprise-level cyber protection for small accounting firms. see today’s special offer

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sponsored by the small office / home office protection package: get peace of mind with the right policy, technology, and strategy at an affordable price.

accounting influencers
with rob brown

in today’s crowded attention economy, time is the rarest currency. every minute you spend consuming content needs to work for you. that’s why accounting leaders are turning to podcasts—not as entertainment, but as a professional advantage.

in this episode of accounting influencers, host rob brown explores how podcasting is evolving and what that means for accountants and firm leaders who want to stay sharp, visible, and ahead of the curve.

the podcast industry is booming—worth an estimated $47 billion globally and projected to triple in the next few years. but as brown explains, this growth isn’t about quantity; it’s about quality.

“the best podcasts,” he says, “cut through the noise. they know who they’re for, and they deliver the goods.”

listeners today average seven podcasts in rotation, but loyalty is increasingly tied to the relevance of the content. the most trusted shows focus on niche audiences and deliver actionable value. read more →

advisory & consulting

how to upgrade your clients to higher-value advisory services

two men talking across table

do they understand what you’re offering?

by hitendra patil
client accounting services: the definitive success guide

you are more than a billable hour. do you agree?

upgrading your clients to higher-value advisory services can be an arduous task. it is challenging, but worthwhile!

more by hitendra patil
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however, what do you do when your clients don’t understand why they should pay for your advice or, worse, why they need it? how can you convince them that it is worth paying for your advice?
read more →

pricing, fees & billing rates

focus on value first

hand moving triangle along beam to indicate balance between price and value

don’t discuss fees as soon as a potential client calls.

by sandi leyva
the accountant’s accelerator

how do you talk to a prospect or client about your fee?

more by sandi leyva
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some of the answers i have heard are:

  • “it depends.”
  • “tell them and get off the phone as fast as possible.”
  • “i don’t know.”
  • “what is your budget?”

most accountants spill the beans about their rates way too early in a conversation with a future client. so when should you talk rates?

read more →

pro member exclusive

traditional benefits to offer remote employees

woman sitting outside with laptop and smartphone

being stingy could cost their loyalty.

by jody grunden
building the virtual cfo firm in the cloud

traditional benefits often include things that many brick-and-mortar office workers take for granted such as paid time off, health insurance and a retirement plan.

more by jody grunden
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

why do i say these are taken for granted? well, some distributed companies may hire independent contractors to cut down on their expenses when it comes to “frivolous” things like this, but we believe in building a great place to work, and to us that means offering the kind of benefits that make employees feel secure and cared for.
read more →

featured video

steffen: leadership is about energy, not tenure | gear up for growth

when you’re too tired to lead, step aside.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by tax season readiness: practical steps for a smoother busy season  | see today’s special offer

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. 
.

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

“leaders who realize they’re too tired to keep managing change should recognize that it might be time to transition to somebody who has that energy,” says carrie steffen, ceo of the iowa society of cpas, during her appearance on gear up for growth, hosted by jean caragher of capstone marketing. “the longer you hang on when you don’t have the energy for change, the more of a disservice you’re doing, not only to your firm, but to the profession as a whole.”   

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

more 卡塔尔世界杯常规比赛时间 videos and podcasts here

in addition to highlighting self-awareness as a key leadership skill, steffen offered valuable insights for cpa firm leaders navigating today’s dynamic environment. 

read more →