today's features

wallace: cracking the code on inclusion | move like this

“you can have inclusion without belonging, but it’s not going to stick. people need to feel they matter.”

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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in this episode of?move like this, host bonnie buol ruszczyk talks with jim wallace, ceo of bpm, about how the firm has embedded diversity, equity, inclusion, and belonging (deib) into the core of its culture and strategy. with more than 40 years in public accounting, jim shares candid insights into how bpm went beyond the “check the box” approach to deib by making it a ceo-led initiative from the start. 

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wallace explains that bpm’s brand promise, “because people matter, isn’t just a slogan, but a foundational principle that informs every part of the firm’s operations, from leadership development to firm-wide engagement. deib is not treated as a standalone initiative; it’s part of the firm’s strategic plan and embedded in its values, mission, and even metrics. for example, bpm uses colleague engagement surveys to track employee sentiment, finding that 82% of employees feel they can bring their authentic selves to work. these insights drive changes in programming and support for staff. 
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yoss: get a real data backup plan – right now | quick tech talks

a brief disruption could cost you thousands. a complete failure could cost you everything.

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quick tech talk
with steve yoss
cpe today

in the digital era, your data is your most valuable asset. whether you’re serving clients, analyzing operations, or simply keeping your business afloat, uninterrupted access to accurate data is essential. but what happens when that access is suddenly taken away?

more steve yoss here

that’s the urgent question explored in the latest episode of quick tech talks, where the focus is on why every business—regardless of size or industry—needs a robust, modern data backup strategy. this isn’t just about peace of mind. it’s about regulatory compliance, operational continuity, and business survival.

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nine steps to bringing in a new partner

two men talking in an office

look around your firm for candidates; don’t wait for them to come to you.

by marc rosenberg
the rosenberg practice management library

if you don’t trust someone, they should not be your partner. let’s start with a very basic, standard concept in the business world: a partner is an owner. in any business, not just cpa firms, ownership is not free. because partners are owners, it’s fair and reasonable for them to purchase a part of the firm – for money – to acquire an ownership share.

more by marc rosenberg
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before structuring the financial part of the buy-in, work out what the requirements are for becoming a partner.

too many firms jump right in and decide how new partners should buy in before firming up their criteria for qualifying as a potential partner in the first place. that’s a big mistake.
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big four vets launch $300m pe-backed, ai-powered cfo advisory firm

born for scale, built to sell, and run like a tech company.

unity advisory: ex-pwc uk managing partner marissa thomas and former ey uk chair steve varley.

by 卡塔尔世界杯常规比赛时间 research

a new $300 million entrant is challenging the big four’s lock on fortune 500 advisory—and it may be the next big thing.

more private equity in accounting | private equity update: 52 deals, $28 billionxero buys melio for $3 billion in race for ‘the active gl’brannon poe: pe drives prices–and change | accounting influencersbehind sorren’s roll-up: $170 million, 1,000 employees, 85 partners

unity advisory, a london-based firm launched by former ey uk chair steve varley and ex-pwc uk managing partner marissa thomas, is taking direct aim at the cfo suite with a venture capital mindset, ai at its core, and no legacy constraints.

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don’t get complacent about recurring fees

businessman sleeping with a giant dollar bill for a blanket

comfort is good … to a degree.

by martin bissett
business development on a budget

as you know, the traditional accounting firm model is firmly based on the reality of recurring fees that come in from clients every year. we can rely on these and forecast accurately how much revenue they bring in – which hopefully covers overheads and direct expenses of the business.

more by martin bissett
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this is a good thing, right? well, maybe not as much as you think.
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