today's features

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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ten topics for client newsletters | listicle

by 卡塔尔世界杯常规比赛时间 research

here are 10 more topics for newsletters, podcasts, powerpoint presentations and other forms of communication. use your expertise to expand each topic – but keep it simple!

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you can use each topic as a brief section of a newsletter, or use each as a theme for a given edition. use your newsletter to not only inform clients but to remind them that their accountant is available for advice.

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experts call for industry overhaul | accounting influencers

top minds in accounting push for systemic reform, smarter tech, and a human-first workplace.

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accounting influencers
with rob brown

while many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspiring career paths can sustain the future.

more accounting influencers with rob brown

in this episode of accounting influencers, host rob brown convenes a powerhouse panel to unpack the profession’s greatest opportunities—and its most pressing threats. joining him are:

  • sona akmakijian, cpa: global leader of strategic accountant partnerships at avalara

  • renee moelders: partner at convergence coaching

  • allison ball: vp of marketing & communications at bookkeep

  • andrew berg, cpa: managing partner of berg advisors

their consensus? the profession must evolve—fast.

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carl peterson: succession or stagnation? | gear up for growth

aicpa’s peterson sounds the alarm for small firms.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in a farewell interview on gear up for growth, powered by 卡塔尔世界杯常规比赛时间, carl peterson, vice president of small firm interests at the aicpa, shares hard-earned insights with jean caragher, president of capstone marketing, from his 14-year tenure – and sounds a call to action for the next generation of cpa firm leaders.

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. gear up for growth every friday here.

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

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as peterson prepares to retire, he emphasizes two key takeaways from his aicpa experience: the need for the profession to maintain the agility it developed during the covid-19 pandemic and the urgency for small firms to adopt visionary leadership and effective succession planning.

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