today's features

why the accounting move project is evolving to reach a broader audience

accounting move project 2025 is about understanding what truly supports sustainable success in accounting workplaces.

get benchmarking report: take the survey now

by donny c. shimamoto
center for accounting transformation

recently, “dei”—short for diversity, equity, and inclusion—has become a lightning rod across corporate america. for some, it signals progress. for others, it evokes skepticism or resistance. in the accounting profession, which is already navigating talent shortages, regulatory pressures, and generational turnover, these tensions can be especially pronounced.

more: donny shimamoto | accounting move project 2025 |

that’s why this year, as a partner of the accounting move project (“move project”), the center for accounting transformation (“center”) is taking an important step forward: we’re evolving the research language from dei-affirming to dei-neutral.

this is not a departure from the move project’s founding principles, which since 2010 have been focused on creating greater opportunity and equity for women in the profession. rather, it’s an intentional evolution to ensure it reflects the full spectrum of today’s workforce. by adjusting the language used in questions and responses, enabling, for example, analysis based on sex (including men) and ethnicity (including white employees), we can fully assess how firms are supporting all employees in areas like equal pay, advancement, and career development.
read more →

ten organization services to provide | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

the best clients are the organized clients. they make the cpa’s life easier and they help keep fees down, which makes the cpa look good.

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

it might even be possible to sell clients services that keep them organized. here are 10 that are worth offering at a bargain rate.
read more →

how to prepare your clients’ kids for their inheritance 

portrait of randy fox
fox
randy a. fox, cfp, aep is the founder of two hawks consulting llc. he is a nationally known wealth strategist, philanthropic estate planner, educator and speaker.

ignorance is not bliss. ignorance causes problems.

by randy a. fox
the holistic guide to wealth management

after interviewing several thousand high-net-worth families, the u.s. trust study of the philanthropic conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.

more: a question of trust: not just for the wealthy | trust and estate planning is for clients of all ages | help clients manage and embrace investment risk | tax advisory services: a pathway to greater financial freedom | leverage ai to grow and protect revenue: six steps | four ways to provide wealth management in your accounting practice | what multiples mean to accounting firms | how wealth management has evolved | why now is the time for cpas to embrace wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

think about that for a second. one-third of affluent families would switch to a new advisor if that individual was more adept than their current advisor at helping them give their money away. it has nothing to do with investment returns, asset allocation or finding hot alternative investments. it has to do with understanding the client’s values and seeing the whole picture.
read more →

gen ai in accounting: epic transformation, or overheated hype?

cornerstone report: artificial intelligence 2025

accountants embrace ai. via moss adams

by 卡塔尔世界杯常规比赛时间 research

more 卡塔尔世界杯常规比赛时间: cornerstone research reports
see the latest on artificial intelligence
more 卡塔尔世界杯常规比赛时间 ai: ai will steal your job and that’s a good thing | ai displacing more jobs in banking than other sectors | a.i. automation tools for tax, accounting, and finance professionals |  ai’s role in modern accountingai named the highest-paying in-demand tech skill for 2024chatgpt is getting humanlike memoryhow to use chatgpt to create imageshow to leverage chatgpt during this crazy tax season |

insights and implications

i. at a glance

  • impact: gauging the influence of generative ai on the accounting industry.
  • consequences: the new shape of accounting practices.
  • strategies: for accounting firms, regulatory bodies, and educational institutions.

read more →

panel: radical changes coming in pay and ai | accounting influencers

it’s time to abandon outdated models and rethink everything.

sponsored by “holistic guide to wealth management” by rory henry, cfp, bfa  – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss.

accounting influencers
with rob brown

the accounting profession is standing at a critical juncture. in a powerhouse panel for the accounting influencers podcast, three industry leaders—david osborne, ceo of conga and former caseware chief; tom hood, evp of business engagement and growth at the aicpa; and katie thomas, owner and founder of leaders online—called for a radical reimagining of how the profession recruits, retains, and empowers talent.

hood doesn’t mince words. “technology has always been the biggest driver of change in our profession,” he says, pointing to generative ai as both a threat and a massive opportunity. yet, he warns, “we’re hearing parents tell students not to go into accounting because it’s going away. i actually happen to think the exact opposite.”

read more →