by 卡塔尔世界杯常规比赛时间 research
nobody likes to talk about real problems. too often they remain hidden or kept to whispers at the water cooler.
exclusively for pro members. log in here or 2022世界杯足球排名 today.management needs to ask staff some tough questions. here are 10 toughies.
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“a knee-jerk pullback can actually increase legal risk.”
move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间
in a climate where diversity, equity, and inclusion (dei) programs have become political flashpoints, employment attorney aislinn sroczynski of royer cooper cohen braunfeld joins host bonnie buol ruszczyk on move like this to unpack the facts behind the fear. the result is a grounded, no-nonsense discussion on how firms can remain inclusive, compliant, and confident—without compromising their values.
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despite the noise, sroczynski reminds us that the legal foundation of dei hasn’t budged. title vii, the ada, the adea, and the equal pay act still form the bedrock of u.s. anti-discrimination law. “what’s changed,” she explains, “is the level of scrutiny.”
that means employers should revisit—not rewrite—their programs to ensure they focus on fairness regardless of protected characteristics, not because of them.
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?
do you have rainmakers? you’ll need them.
by tamera loerzel
the rosenberg survey
the word that sums up the next 12 months is “uncertain.” with a “spongy” economy, changing legislation, tariffs and tax laws, private equity and continued mega mergers, and focus on growth, some firm leaders are causing a “wait and see” approach pausing investments in talent development, artificial intelligence and technology solutions, and other investments or change initiatives.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
on the flip side, firm leaders who create a clear vision and unify around agreed-upon annual strategic priorities will thrive. those who are committed to building a sustainable firm they can pass on to the next generation of leaders can absolutely do so while creating ownership opportunities and new ways of serving clients with innovative ai solutions, pricing strategies based on value and risk, and expanded advisory services.
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focus on return on relationship, not just roi.
by rory henry
the holistic guide to wealth management.
there’s no question the pandemic accelerated the accounting profession’s transformation and the entry of private equity (pe) into the marketplace. in many ways the pandemic years were an inflection point. the old way of doing things – meeting clients face to face and providing tax and accounting services – is essentially over. the pandemic and private equity are propelling the profession forward as firms adopt new service offerings, change how they operate, and find innovative ways to recruit, retain and compensate talent.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
pe is considered “smart money” because it has a track record of building better business models, increasing efficiencies and then selling the companies and firms they invest in for a profit. smart money sees enormous potential by investing in accounting firms thanks to technology that makes it easier than ever to integrate professional services on a much larger scale.
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卡塔尔世界杯常规比赛时间 announces a new strategic partnership with 4impactdata, citing their business guidance system that helps firms deliver 10x advisory without adding headcount.
ceo eric eager is a 卡塔尔世界杯常规比赛时间 contributor. get the new ebook here: “10x advisory in the ai era”
卡塔尔世界杯常规比赛时间 recognizes 4impactdata as the go-to authority in cas technology for cpa firms, citing their role as a foundational platform in the modern cas tech stack. together, the two companies are advancing the profession by delivering insight, impact, and actionable intelligence.
for more about 4impactdata, book a demo here.
“if they’re consistently uncooperative, they’re not a good cas client, no matter how much they pay.”
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
in the world of client accounting and advisory services (cas), most firms focus on building internal teams, refining processes, and adopting the right technology. yet, one crucial element often gets overlooked: the client.
in a recent episode of it’s not just the numbers, co-hosts damien greathead and penny breslin explore why clients must be treated as integral members of the team, and what happens when firms fail to define the client’s role in the process. their conversation, drawn from decades of working with accounting firms around the world, provides a blueprint for cpas and firm owners aiming to elevate their cas practices.
more penny breslin and damien greathead | more advisory & consulting | buy “it’s not just the numbers”
traditionally, accountants position clients as recipients of a service; for example, the client would deliver documents once a year, and the firm would produce a tax return. that transactional model doesn’t work in cas, says breslin.
decode the financial fallout—where payables stall, nonprofits scramble, and the irs slows to a crawl.
accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation
when the federal government shuts down, headlines focus on politics. but behind every furlough and frozen budget lies a deeper story—one told through accounting cycles, payroll ledgers, and cash flow reports.
in the latest episode of accounting arc, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, break down what really happens when appropriations stall and the business of government grinds to a halt.
more accounting arc: royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes |more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it | your identity is not a liability | burnout, be gone: accounting needs a boundary breakthrough
“this is the kind of thing accountants think about,” mason says at the start of the episode. “what’s the actual technical answer? what does a shutdown mean for accounts payable, for payroll, for the irs? what’s really happening behind the scenes?”
their discussion reveals a complex web of accounting impacts—from unpaid invoices and delayed reimbursements to frozen nonprofit grants and confused taxpayers.
automation isn’t replacing accountants—it’s exposing who can’t evolve.
accounting influencers
with rob brown
artificial intelligence isn’t a future disruptor—it’s already embedded in accounting. the profession’s survival depends on how quickly firms adapt.
“the robots are coming—scratch that—they’re already here,” says accounting influencers host rob brown. “ai literacy isn’t optional anymore. if you’re treating ai as tomorrow’s problem, you’re already behind the curve.”
the latest episode explores the seismic impact of automation on accounting and the urgent need for firms to transform their skills, strategies, and structures.
citing a mckinsey report, brown notes that nearly 80% of organizations already use ai in at least one core function. “it’s pervasive now,” he says. “reconciliation, data entry, transaction classification—ai eats those jobs for breakfast.”
clients will feel seen, heard and helped.
by hitendra patil
client accounting services: the definitive success guide
many client accounting services professionals are eager to offer “advisory,” but they sometimes struggle to make their conversations truly feel like advice. the tools are available, and the data is clean, yet something still feels a bit off.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
why? because most client interactions rely on reactive reporting, when they should be guided by proactive exploration, and that’s the problem. cas is far more than just about what you say. it’s about how your insights meet your client’s world.
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it’s ok if some people don’t work out.
by jody grunden
building the virtual cfo firm in the cloud
there’s a common misnomer when it comes to retention and keeping people on the team. retention doesn’t mean keeping every single person on your team forever.
exclusively for pro members. log in here or 2022世界杯足球排名 today.not only do you want to get the right people on the bus, but you also want to get those people into the right seats. we want summit cpa to be a great place to work, and we want great people to be working here. however, we realize it may not be the right place for every person.
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growth doesn’t always mean moving on—it can mean moving deeper.
gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间
“i love smith + howard, and i loved marketing, but i didn’t think i was the person for that role anymore,” says julie barnes, chief of staff of smith + howard, during her appearance on gear up for growth, powered by 卡塔尔世界杯常规比赛时间, and hosted by jean caragher of capstone marketing. “i didn’t want to leave; i wanted to do something different. i wanted to be valuable to the firm and create value in whatever role i landed in.”
more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth
barnes shares how her 30-year journey at the firm has evolved through initiative, transparency, and a culture that supports growth from within.
by martin bissett
five action items to take.
by jackie meyer
we’ve explored the spark that ignited your entrepreneurial journey. now, let’s give that spark direction and purpose. building a successful advisory practice isn’t just about working hard; it’s about working smart. and that starts with having a clear vision.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
vision is more than just a lofty idea; it’s a necessity. it’s the guiding force that dictates not only what you want, but also what your team should strive for daily. your vision is the picture of your ideal practice, your ideal lifestyle and your ideal impact. it’s your north star, providing direction and inspiration – especially when day-to-day challenges feel overwhelming.
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