today's features

embrace the machines | accounting influencers

forward-thinking firms transform disruption into dominance.

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accounting influencers
with rob brown

in a profession built on precision, trust, and timeless principles, a disruptive force has arrived—and it’s not just another regulation. it’s technology. automation, ai, and machine learning are redefining accounting at a rapid pace, sparking a pressing question: is technology a force for good, or the demise of accountants as we know them?

more accounting influencers with rob brown

in this episode of accounting influencers, host rob brown tackles this seismic shift head-on. with over 300,000 accountants having exited the profession since 2020—a 17% decline—brown cuts through the noise to examine whether accounting is facing an extinction event or a long-overdue evolution.

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sixteen responsibilities of accounting partners

four people standing in office building and talking, two of them holding tablets

plus 15 aspects of teamwork.

by marc rosenberg
the rosenberg practice management library

“average players want to be left alone. good players want to be coached. great players want to be told the truth.” – doc rivers, nba basketball coach

“you can’t put in what god left out.” – terri mathes, former english professor at depaul university

more by marc rosenberg
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a common agenda item at partner retreats is the clarification of what it means to be a partner in the firm. i’m sure i’ve covered this a hundred or more times in one form or another. based on my work with firms, i am constantly revising and updating the material that follows.
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erica goode: build a $200k firm in 15hrs/week | the disruptors

thrive with a lean schedule, happy clients, and a calm home life.

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the disruptors
with liz farr

erica goode was exhausted and burned out as a corporate accountant and mom of two young children. “i could not figure out a sane way to operate a 50-hour work week and raise two kids and have a spouse who worked a 50-hour work week,” goode explains. “i don’t think there is a great way to do it. it does not leave a lot of margin to be a full-time working parent.”

卡塔尔世界杯常规比赛时间 celebrates: the 100th episode of the disruptors
the disruptors

more streaming: randy crabtree: live at the intersection of passion & skillmcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceableditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocatedominic piscopo: clear pay=bargaining powerdebbie kilsheimer: stop thinking small |

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so she quit to become a full-time mom. however, she missed accounting.  so when the owner of the fitness studio where one of her children took tae kwon do classes asked for help, she said yes, even though she had never touched quickbooks before.

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reimagine what audit is … and what will be audited

hand below light bulb

artificial intelligence and other technologies challenge us to understand what these tools can tell us.

by alan anderson, cpa
transforming audit for the future

“the only thing we know about the future is that it will be different.” – peter drucker

a big challenge for firms has always been change management. we’re all used to doing our work the way we’ve done it for years. many auditors learned to audit by looking at last year’s workpapers and repeating that approach, but with this year’s numbers. so when i tell groups of auditors that the way we’ve been auditing since the dawn of time will have to change, there’s pushback.

more by alan anderson
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change is hard. no one wants to change unless that change will bring significant, measurable results. implementing just one or two of the ideas i have discussed in my posts can be uncomfortable and unfamiliar. innovation takes most auditors way outside their comfort zone. but change is also essential, unless we’re all willing to see our profession go the way of the dinosaur.
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fineberg, hecker: filling the wealth advisor gap | holistic guide to wealth management

some cpas have a once-in-a-generation opportunity to take over a new service sector.

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

as teddy roosevelt once said, “people don’t care how much you know until they know how much you care.”

when people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizing the power of empathy, trust, and the future of financial advice. it starts with a “human first” approach that goes beyond putting numbers into boxes.

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

seth fineberg, founder of accountants forward, and philipp hecker, ceo of bento engine, two of the expert contributors to the new book, holistic guide to wealth management, believe that accountants can leverage their trusted relationships with clients and adopt a more holistic and proactive approach to working with them.

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