today's features
outlook & analysis

pe, m&a will change local accounting firms

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?

staff and partners are ready to move around.

by art kuesel
 the rosenberg survey

the landscape in public accounting will continue to rapidly evolve as more firms merge upstream or take private equity investments. the next several years will see considerable change in our profession as local firms merge with regional and national firms or take private equity money.

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

and, as outsourcing and artificial intelligence continue to establish and take hold, the training, development and recruitment of talent will evolve.
read more →

pro member exclusive

five areas to make inroads with wealthtech

portrait of david knoch
knoch
 david knoch has 20+ years of high-profile leadership in the financial advice industry. he joined docupace as ceo in april 2020 and has spearheaded the company’s strategic transformation – marked by double-digit revenue growth, product/capability expansion, multiple acquisitions and numerous industry accolades.

it’s reshaping the future of holistic advice.

by david knoch and ryan george
the holistic guide to wealth management

leveraging the power of technology has never been more accessible, or more important, for wealth management firms. as client priorities and goals shift, old delivery models and outdated tools are no longer enough to keep up in the current market.

so how does a wealth management firm differentiate itself? they lean toward technology and embrace the right wealthtech solutions to deliver holistic advice.

more rory henry and the holistic guide to wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

portrait of ryan george
george
 ryan george is the chief marketing officer at docupace and a leader in both financial services and marketing communications. he is a member of the forbes communications council, an invitation-only, fee-based organization of senior-level communications and public relations executives and the cmo council.

 

read on as we break down the context, problems and solutions of wealthtech in the financial services space.

why wealthtech?

the last few years have brought a world of change to the financial advice and investment industry. between volatile markets, shifting client demands and an ever-growing technology landscape, the entire wealth management ecosystem is evolving. read more →

featured video

grunt work is dead | it’s not just the numbers

…and accounting careers are better for it. 

this is a preview. the complete 1-hour video episode, with commentary and transcript, 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

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.

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

for decades, accounting careers followed a familiar script: grind through repetitive work, earn your stripes, and maybe—eventually—get to the interesting stuff.

that script is officially broken.

in this episode of it’s not just the numbers, hosts penny breslin and damien greathead tackled one of the most misunderstood shifts in the profession: how artificial intelligence and outsourcing are reshaping early-career accounting work—and why that’s actually good news for graduates and firm leaders.

more penny breslin and damien greathead | more advisory & consulting | buy “it’s not just the numbers”

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

the big question isn’t whether ai and outsourcing are here to stay. they are. the real question is whether firms will use them to strip away opportunity—or to finally fix a broken talent model.

let’s be honest: repetitive data entry, reconciliations, and manual cleanup were never great learning tools. they were time-consuming, error-prone, and often disconnected from how firms actually create value.

yet for years, they were treated as a rite of passage.

read more →

accounting influencers

the dark side of ai no firm can ignore | accounting voices

trust remains the profession’s currency, even in an automated future.

sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | 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.
build a 7-figure firm in just 4 hours a week!

accounting voices
with rob brown

artificial intelligence is transforming accounting at breakneck speed. it writes reports, summarizes research, drafts client communications, and accelerates analysis. but when ai gets it wrong, it does not whisper. it declares falsehoods with confidence.

that is the warning at the center of a new episode of accounting voices, which pulls back the curtain on real-world ai failures that have already shaken the profession — and explains why no firm can afford to treat ai as a neutral back-office tool.

this is not about hypothetical risk. it is about documented failures, public apologies, reputational damage, and a hard truth every leader must confront: technology does not absolve responsibility.

read more →

pro member exclusive

the cpa pe playbook: private equity 2026 outlook & strategy guide

pro member download here
[pro members-only bonus]

the definitive guide to private equity’s transformation of the cpa profession

exclusively for pro members only, here

not yet a pro member? go pro here

by 卡塔尔世界杯常规比赛时间 research

the accounting profession is changing faster than at any time in its modern history—and private equity is driving the shift. more than $30 billion in new capital has entered cpa firms since 2020, igniting a powerful wave of consolidation, modernization, and strategic reinvention. firms that once relied on incremental growth and traditional partnership structures are now operating as high-performance platforms built for scale, technology adoption, and national reach.

the cpa pe playbook is the most comprehensive analysis available today on this historic transformation.

if you want to know where the profession is heading, how pe-backed firms are competing, and what it will take to thrive in the next decade, this is the report you need.

exclusively for pro members only

(pro member log in required)
go to download
not yet a pro member? upgrade with one of today’s great offers here.

go pro today
go pro here

read more →