today's features
outlook & analysis

disruption is the ‘new norm’ for the accounting profession

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?

three questions to ask.

by matt rampe
 the rosenberg survey

private equity will keep making inroads and driving consolidation. we may see some early pe-backed winners (windfall buyouts) and losers (talented partners, staff and clients exiting the pe model).

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.

artificial intelligence and technology will continue to drive innovation on our work. it remains to be seen whether the efficiency gains will be in stair steps – or just incremental progress.
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advisory & consulting

financial planning makes sense for cpas

portrait of blake oliver
oliver
 blake oliver is a cpa and the founder and ceo of earmark, an app that offers nasba-approved cpe and irs-approved ce credits for listening to your favorite accounting and tax podcasts. he also co-hosts the accounting podcast, the world’s most popular podcast for accountants.

technology and ai make it easier.

by blake oliver
the holistic guide to wealth management.

“isn’t it ironic? we ignore those who adore us and adore those who ignore us.” – author ellen hopkins

every cpa i know wants to help clients make the best financial decisions. study after study shows cpas are their clients’ most trusted advisors because they have integrity, are prudent, and don’t engage in the hard sell, especially when it comes to financial services.

more: accounting evolves to include holistic financial planning | clients need empathy | advisory includes more than you might think | wealth management: can you afford not to provide it?
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most cpas claim to do tax planning. but how can you do proper tax planning without knowing a client’s financial goals? you need to know much more about a client than merely their tax liability. yet that’s often where the accountant’s relationship with their client stops every year. how many people have a great tax guy/tax gal whose only goal is to minimize their client’s tax liability? that’s their job, right?
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accounting influencers

how to fix the broken education systems | accounting influencers

“the classroom is no longer a pipeline for work-ready professionals.”

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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accounting influencers
with rob brown

today’s accounting leaders are facing an alarming truth: the next generation of recruits may be the least “work-ready” in decades.

they know their algebra, their shakespeare, and their chemistry formulas—but not how to introduce themselves in a job interview, meet a deadline, or handle feedback. that’s the provocative premise explored in the latest episode of accounting influencers podcast, where host rob brown tackles the widening gap between what schools teach and what firms need.

“the classroom is no longer a pipeline for work-ready professionals,” brown warns. “and accounting firms are starting to feel the pain.”

brown, a former high school math teacher, speaks from experience. he spent years coaching students to pass tests—not preparing them for the real world. “the curriculum is built for exams, not for the workplace,” he says. “no one’s teaching children how to build trust, handle tough feedback, or develop emotional intelligence.”

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outlook & analysis

the $125 billion challenge: intuit’s ai platform redraws the accounting map

intuit ceo goodarzi: investing $1 billion a year in ai.

by 卡塔尔世界杯常规比赛时间

intuit’s ai revolution is here, and it’s not waiting for accountants to catch up.

at the 2025 intuit connect conference, ceo sasan goodarzi pulled no punches. the company’s launch of its new intuit intelligence platform, he said, was “the largest technology disruption in our history.”

for cpa firms, that disruption is already underway. the platform’s autonomous ai agents are performing the work that accountants have historically billed by the hour, including transaction categorization, reconciliations, invoicing, payroll, and even client communications.

related: bot wars: wolters kluwer, intuit, thomson reuters battle for ai dominance in cpa firms | cornerstone report

routine has become real-time. compliance is now continuous. and bookkeeping? it’s getting automated.

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cornerstone

bot wars: wolters kluwer, intuit, thomson reuters battle for ai dominance in cpa firms | cornerstone report

smart new toolbox or pandora’s box? inside the surge behind agentic ai.

by 卡塔尔世界杯常规比赛时间 research
cornerstone report

the accounting industry is undergoing a seismic technological shift as artificial intelligence transitions from a buzzword to a business imperative.

more cornerstone reports: private equity update: over 90 deals, $200 billion in value | intuit fires back with agentic ai after xero nabs melio | xero buys melio for $3 billion in race for ‘the active gl’ | gen ai in accounting: epic transformation, or overheated hype? | gen z surges into accounting for all the reasons your mother told you | major changes to circular 230: implications for tax professionals | salary and compensation outlook for small cpa firms | battling the staffing crisis: is a little-known, but controversial, visa program the answer? | twelve years and out: seasoned accountants join the exodus. | jobs outlook: strong and steady growth in hiring and earnings for u.s. accountants | student accounting enrollment shows third year of recovery | cpa billing rates, tax return fees, and client accounting pricing at cpa firms

more ai: 5 ways to stay ahead of the ai curve | accounting influencers | strategic ai, not shiny objects | bot wars: wolters kluwer, intuit, thomson reuters battle for ai dominance in cpa firms | don’t get fired by your own automation | don’t let ai sound smarter than you | farlee: ai and outsourcing shape careers | taxplaniq escalates the battle in tax planning software | why advisory is broken. and what comes next | haase, radzinsky: inside the taxdome-juno ai alliance

in the past year, cpa firms across the u.s. have quietly begun deploying generative ai assistants, machine learning tools, and “agentic” ai platforms to automate audits, prepare taxes, and provide financial insights.

it’s astonishing:  the profession has reached a tipping point where those not investing in ai risk being left behind.

in this 卡塔尔世界杯常规比赛时间 research cornerstone report:

  • how cpa firms are embracing ai

  • ai adoption surges from experimentation to mainstream

  • the new agentic ai toolbox: platforms and solutions leading the charge

  • measuring the payoff: efficiency, roi, and firm economics in the ai era

  • talent in the age of ai: how roles and skills are evolving

  • ai in action: use cases and success stories from firms

  • navigating risks, regulation, and ethical challenges

  • overcoming implementation hurdles: change management and best practices

  • the road ahead: strategies for firm leaders

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advisory & consulting

don’t sell cas/caas

two men talking across a table, one holding a sheet of paper, window and brick wall in background

do this instead.

by hitendra patil
client accounting services: the definitive success guide

you know the story.

  • you painstakingly created your client accounting services (cas) offering. you may have also created your client accounting and advisory services (caas) offering.
  • you and your team worked intently and intensely to get there. your early adopter cas clients seemed enthusiastic about the promise of your cas/caas offering.
  • however, you soon found that it was becoming increasingly challenging to acquire more cas/caas clients.
  • all the pieces are in place to create a thriving cas practice, but the results are worrying.

more by hitendra patil
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what’s missing?

selling advisory can feel awkward, but that’s because it’s not meant to be sold like a product. this article repositions how you present advisory-cas, not as a service line but as a shift in how clients grow. we will also cover how to stop “selling” and start aligning with the outcomes clients already care about most.
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featured video

pirolli: you can’t “declare” independence — you have to earn it | gear up for growth

firms that want to stay independent must transform how they operate, lead, and plan for succession.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“the problem that a lot of firms have is they just don’t pay attention to what succession really is until they get to the last few years,” explains william “bill” pirolli, executive vice president of firm services at succession institute, llc, on gear up for growth, hosted by jean caragher of capstone marketing. “it has to happen all throughout the lifetime of the firm in order to be properly established at the end.” 

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

more 卡塔尔世界杯常规比赛时间 videos and podcasts here

pirolli, a former aicpa chair and longtime cpa firm partner, emphasizes that succession planning must begin on day one, not five years before retirement. he cautions that too many firms wait until it’s too late to build future leaders or transfer client relationships effectively. 

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advisory & consulting

ten questions to check your entrepreneurship

hand below light bulb

your biggest enemies: procrastination and questioning advice before you’ve even tried it.

by jackie meyer

“if your business depends on you, you don’t own a business – you have a job. and it’s the worst job in the world because you’re working for a lunatic!” – michael e. gerber, “the e-myth revisited: why most small businesses don’t work and what to do about it”

october 2010. the day is etched in my memory – cold and sharp, like the sting of betrayal. i was sitting in my car, gripping the steering wheel so tightly my knuckles turned white. just moments before, i had been fired. fired from a job i thought was secure, on a career path i believed i was destined for. the words from my boss were still ringing in my ears: “we’re going in a different direction.” i was stunned. what did that mean for my direction?

more: more revenue in fewer hours
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it felt like the bottom had dropped out of my life. years of studying, late nights, and climbing what i thought was the “right” ladder had led to this: humiliation, anger and a terrifying sense of … nothingness. but as i sat there, eyes burning with tears i refused to let fall, something unexpected began to stir beneath the surface of those raw emotions. a spark. a flicker of defiance. and the faintest whisper of an idea.
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2022年世界杯抽签

bissett bullet: push and pull

today’s bissett bullet: “selling ‘pushes’ something to a prospective client. attracting them to buy ‘pulls’ them toward your value. there’s a big difference.”

by martin bissett

the accounting profession is awash with marketing and business development gurus who have come from a retail environment. they believe that what works in retail, such as a certain percentage off your first year’s fee or a “buy now and save,” or indeed a deadline-style approach, is going to be effective in professional service selling. in reality, the professional service relationship requires a lot more maturity than that.

our goal as a practice should always be to demonstrate irrefutably how good we are through third-party stories and case studies and let the tribe select themselves from there. if we “push” to everyone, we are going to end up with a lot of clients we did not really want. not all business is good business.

today’s to-do:

take a look at your current marketing content and ask yourself, am i pushing services upon an indifferent marketplace here or am i simply showcasing the results that i obtain for clients day in, day out? if it is the former, change it. if it is the latter, broadcast it even more loudly than you are now.

see more bissett bullets here

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leadership

how accountability drives firm success

senior businessman with five colleagues

four challenges to address.

by anthony zecca
leading from the edge

i’ve been focusing on the leadership accounting firms need to succeed in a future driven by seismic disruptors. we began with strategy, then empowerment. this post will address the critical element that makes empowerment work – accountability.

more by anthony zecca
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a characteristic of a great “edge” leader is the ability to empower everyone and understanding that as a leader, your responsibility is to lead and not manage. if you are the type of leader that manages, you own accountability since you can’t manage and empower at the same time. as i defined it in my previous post, a simple definition for empowerment that applies to all organizations is, “authority or power given to someone to do something.” 
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accounting arc

don’t get fired by your own automation | arc

“waiting this one out is not an option. the rate of change is too fast.”

sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms.
see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss
poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

artificial intelligence is not replacing accountants; it is replacing the parts of accounting that accountants least want to do. that is the consensus of liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, who devote the latest accounting arc to reframing ai as an accelerant for professional judgment rather than a threat to jobs.

more accounting arc: what amazon doesn’t tell you | 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

patrick, ceo of verifyiq and founder and instructor for tb academy, begins with a familiar refrain from social media: ai will put accountants out of business. mason, ceo of high rock accounting, answers with little patience. if a practitioner’s value is “typing numbers into a screen,” she says, then replacement is inevitable. the hosts argue that firms win when they let technology handle the typing and redeploy human time to analysis, communication, and decision support.

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growth strategies

get all the referrals you deserve

smiling man talking on phone in office

six questions to ask.

by august aquila
max: maximize productivity, profitability and client retention

you would think that if you do a good job, you should get all the referrals you need. unfortunately, this is not always the case.

more by august j. aquila
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sometimes, you must ask clients and referral sources for referrals. and many times, professionals just don’t know how to ask.
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pricing, fees & billing rates

how to ward off scope creep

everyone must know exactly what does and does not fall within the lines of scoped services.

by jody padar
radical pricing – by the radical cpa

there’s a time to increase scope and a time to let it slide. let’s explore these two options.

it’s professional responsibility to inform a client when a request is out of scope. in this instance, you have two options: either make it a separate engagement or include it in the existing service package. it’s important to have everyone on the same page about what is within scope and what falls outside of it.

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

it would be best if you always built into your pricing agreements a 20 percent buffer to protect you against pricing mistakes. this doesn’t mean you should do work outside the scope for free, but if a client asks for a service not included, you could decide to let it go if the amount is immaterial.

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