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accounting influencers

jim bourke: keep your edge | accounting influencers

“embrace change and keep filling your tool belt with the best technology out there.”

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accounting influencers
with rob brown

jim bourke, a recognized leader in accounting technology and a partner at withum, shares his insights on the rapid transformation of the accounting profession in a recent episode of the accounting influencers podcast. with decades of experience advising firms on technology adoption, bourke discusses how artificial intelligence (ai), cloud computing, and regulatory changes are shaping the industry.

“the excitement around technology today is off the charts,” bourke states, highlighting how innovations like chatgpt have reignited enthusiasm for ai in accounting. just a year ago, ai was barely mentioned at major industry conferences. now, it is at the forefront of discussions as firms evaluate how automation can streamline audits, tax preparation, and client advisory services.

“ai is not here to take the accountant’s job away,” he clarifies. “it will allow them to focus on what they were trained to do—interpret results and advise clients—while letting the machines handle repetitive tasks.”

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management

encourage desirable behaviors through metrics

man's hands holding small keyboard with stylized metrics floating above

three leading indicators for your firm to move toward.

by samantha mansfield

the saying, “we manage what we measure” is a phrase we have heard many times, but how often do we reflect on the way we manage those measurements?

more: five ways to head off reluctant leadership | you need capable successors for a seamless transition | generosity: the root of great leadership
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we use measurements and metrics daily in our personal and professional lives to achieve results. we use them to track progress and success, but what we may not realize is how much these measures influence our behaviors. as much as metrics can foster positive actions, they can also create bad ones, or even bad habits.
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news

remembering peter margaritis: applying the art of improv to accounting communication

‘everyone here is a superhero.’

peter margaritis on the disruptors with liz farr, originally published in 2023 here

by liz farr

the accounting world lost a great man on march 20, 2025, when peter margaritis passed away unexpectedly at age 64. i first met peter in the fall of 2018, when he gave the keynote for the new mexico society of cpas’ annual pride in the profession luncheon. i introduced myself to him while he was fiddling with his earpiece and microphone shortly before his talk.

margaritis obituary here | more liz farr here

“everyone here in this audience is a superhero. if i can make you aware of it, then you’ll use it for the greater good for yourselves, your organizations, and your community,” he told us during his keynote. the superhero power skills he was speaking about are our abilities to communicate financial information to our clients and the world at large.

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featured video

matt dixon: how top rainmakers win clients | gear up for growth

doing great work is no longer enough to ensure client retention.

 

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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 rapidly shifting business landscape, professional services firms face increasing pressure to develop new business while maintaining client loyalty. in this gear up for growth episode hosted by jean caragher of capstone marketing, guest matt dixon shares insights from his forthcoming book, “activator advantage: what today’s rainmakers do differently.” dixon, a founding partner of dcm insights and a renowned sales researcher, detailed how top-performing professionals distinguish themselves through proactive engagement and strategic relationship-building.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more 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 卡塔尔世界杯常规比赛时间 videos and podcasts here

dixon’s research, based on a study of nearly 3,000 partners in professional services firms—including accountants, lawyers, and consultants—identifies five distinct business development profiles:

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pro member exclusive

what millennial managing partners face

man seated at laptop talking on phone

plus six tips for those aspiring to the role.

by marc rosenberg
the rosenberg practice management library

cpa firm managing partners often serve for long periods of time. a tenure of 20 to 25 years is not uncommon. for managing partners to serve that long, they command the unwavering respect of the partners, often cling to old practices and, toward the end, may not be the visionary they once were.

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

 

when a new managing partner takes over, this presents the firm with tremendous opportunities to change and improve the firm. the worst mistake is for the new managing partner to carry on just like their predecessor.
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