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accounting influencers

ai shows the weak faster than it helps the strong | accounting voices

the big four pull ahead by treating ai as a system, not a shortcut.

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accounting voices
with rob brown

artificial intelligence is no longer a side project in accounting. it is the main event.

the largest firms are moving aggressively, clients are asking sharper questions, and expectations around speed, accuracy, and insight continue to rise. in the latest episode of accounting voices, the focus shifts past headlines and hype to examine what the big four are actually doing with ai—and why their moves matter far beyond the global giants.

brown does not chase flashy demos or speculative tech. instead, he breaks down how ai is being operationalized in audit, tax, and advisory work—and how firms without billion-dollar budgets can compete by doing fewer things better.

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outlook & analysis

outlook 2026: ai, not layoffs, powers pe valuations

how cpas are using ai to boost ebitda multiples.

ilya and victor radzinski, taxdome co-founders

by 卡塔尔世界杯常规比赛时间

private equity investors are paying higher prices for cpa firms that deploy artificial intelligence to expand capacity, deepen professional benches, and systematize growth—rather than cut headcount.

more taxdome | more private equity

“if ai were about to replace accountants and advisors, private equity wouldn’t be pouring billions into the sector,” taxdome founders ilya and victor radzinsky say in a public letter to stakeholders.

as dealmaking accelerates into 2026, the shift helps explain why valuation multiples for accounting firms continue to rise even as automation spreads through tax, audit, and advisory workflows. private equity sponsors and strategic consolidators have completed hundreds of acquisitions of cpa firms since 2020, often at valuation multiples that would have been rare a decade ago.

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client service opportunities

weak business models exposed | gear up for growth

ai accelerates advisory work, but only if firms rethink pricing and risk.
sponsored by “radical pricing: how to optimize profits, delight customers, and build a top-value firm” by jody padar | see today’s special offer

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

on this episode of gear up for growth, host jean caragher sits down with john higgins, founder and ceo of higgins advisory, to explore how chatgpt and generative ai are reshaping advisory services, pricing models, and the way cpas work.

higgins is blunt about the opportunity—and the risk. “ai and chatgpt-type tools can become your advisory services assistant,” he says. “they help cpas communicate better as advisors and focus on what matters most for each client. but you can’t let them turn into a way of giving away your time.”

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | 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

for decades, cpas have been told they need to “become more advisory.” the challenge hasn’t been belief—it’s been execution. many practitioners equate advisory with answering questions accurately, rather than proactively guiding decisions.

generative ai changes that equation.

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accounting arc

small firms may have the biggest advantage in 2026 | arc

less legacy infrastructure could mean faster adoption and outsized opportunity.

sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

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

build a 7-figure firm in just 4 hours a week!

in their new year’s episode, the hosts of accounting arc do something many industry commentators avoid: they revisit last year’s predictions, mark what proved accurate, and adjust what did not. donny shimamoto, cpa.citp, cgma — founder and managing director of intraprisetechknowlogies and founder and inspiration architect of the center for accounting transformation— joins liz mason, cpa, ceo and founder of high rock accounting, and byron patrick, cpa.citp, cgma, senior product manager for karbon, and co-founder and educator for tb academy, to grade last year’s predictions and discuss what’s to come in 2026.

more accounting arc: downgraded: what the doe said about accounting | savage: using your license as a megaphone |  baker: interpreting pricing psychology | don’t get fired by your own automation | 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

the episode blends reflective scorekeeping with forward-looking speculation, centering on three forces that continue to reshape accounting: alternative licensure pathways, the pace of ai adoption, and the role of culture in firm competitiveness.

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featured video

change fails in silence | move like this

firms that treat communication as strategy—not admin—move faster, scale smarter, and keep trust intact.

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 4impactdata: start delivering scalable advisory in weeks–not months: see today’s special offer

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4impactdata: 10x your advisory.
not your headcount

move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

on this episode of move like this, host bonnie buol ruszczyk explores a deceptively simple question with alice grey harrison, founder of agh consulting: why do so many firm transformations stall—not because of strategy, but because of communication?

with more than 30 years of experience in strategic communications and change management within the accounting profession, harrison has seen firms navigate mergers, private equity investments, leadership transitions, system implementations, and cultural shifts.

the difference between momentum and misery, she argues, is rarely technical. it’s human.

more move

her core insight is that culture becomes a growth engine only when people understand how their work connects to the firm’s mission, vision, and values. that clarity unlocks what she calls “discretionary energy”—the extra effort people put in when they believe in the firm’s direction. read more →

mergers & acquisitions

want to merge? how to make your accounting firm more attractive

//www.g005e.com/2021/11/09/why-its-time-for-an-acquisition/

plus thirteen questions to ask.

by marc rosenberg
cpa firm mergers: your complete guide

the smaller firm in a proposed merger should make an objective, realistic assessment as to whether or not merging upward is a good business decision.

more by marc rosenberg
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every small firm evaluating the feasibility of merging should consider these questions in as much depth as possible:

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marketing & sales

follow the laws of client attraction

whose needs are you focused on?

by martin bissett
business development on a budget

let’s start with two simple definitions to avoid any confusion:

  1. the purpose of marketing is to create the opportunity.
  2. the purpose of business development (sales) is to convert that opportunity into a paying client.

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

when we meet with prospective clients – and i say this as someone who has sat in on many hundreds of meetings of this nature – we rarely give potential clients a reason to buy from us that they care about.
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audit & assurance

why repeat last year’s questions? | the disruptors

saly isn’t useless—but it shouldn’t be lazy.

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 the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

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build a 7-figure firm in just 4 hours a week!

the disruptors
with liz farr

audit has spent decades digitizing the past—paper binders moved to the cloud, workflows wrapped in prettier software, and manual testing dressed up as “innovation.” according to jin chang, that’s not transformation. it’s inertia.

chang knows because he lived it.

early in his career as an auditor, he found himself doing exactly what generations before him had done: matching evidence to samples, racing against the clock, and wondering why a four-year degree was being spent on work that machines should have mastered long ago.

more streaming:more streaming: cannon: busy season is self-inflicted | carroll: when one person can break the firm |  rampe: build a roadmap even when the road’s not there | chang: killing saly, one agent at a time | vanover: 5-star firms don’t bill by the hour | kless: profit is a result. flourishing is the purpose | whitman: build culture on ‘progress,’ not change | shein: no pe? no m&a? no problem | hood and weber: time to rise | proctor: turn dumb ideas into brilliant solutions | carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years |

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

“why aren’t computers doing this better and faster?” he remembers thinking.

that question became the seed for fieldguide—the audit platform chang says he wished he’d had, powered by ai agents designed to work alongside auditors rather than replace them.

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special

how to conduct a client situation review

six people in a business meeting

the benefits are high, but only if the right people are involved.

by domenick j. esposito
8 steps to great

the client situation review (“csr”) is an effective tool for delivering client value.

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

 

the csr process is one of the most powerful and effective techniques for strengthening a client relationship and improving the quality and level of your service. in the spirit of building a mid-market sustainable brand, you can use the csr to demonstrate your ability to add value by providing creative ideas, asking the right questions, identifying challenges and providing solutions.
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featured video

student loans after obbba: what advisors need to know now | holistic guide to wealth management

new repayment rules and borrowing caps are forcing a rethink of long-term planning.

originally published oct. 2025
sponsored by 卡塔尔世界杯常规比赛时间 go pro – get more. go pro!   see today’s special offer

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gifts, great discounts, special reports & more!

by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

student loan debt has quietly outgrown its stereotype.

what was once viewed as a challenge for early-career professionals is now showing up in family balance sheets, tax returns, and retirement plans. parents nearing retirement—and retirees themselves—are increasingly carrying education debt, often on behalf of their children. for cpas and financial advisors, student loans are no longer a niche planning issue. they’re a multigenerational one.

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

with more than $1.8 trillion in federal student loan debt spread across 42.5 million borrowers, the scale alone demands attention. but it’s the shifting who—not just the how much—that makes this moment critical for advisors.

that shift is the focus of this episode of holistic guide to wealth management, featuring alex bottom, ceo of finology, and ryan galiotto, cfp®, cslp®, founder of the student loan help network. their conversation unpacks how legislation, demographics, and delayed life milestones are reshaping student loan planning—and why advisors can’t afford to sit this one out.

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client accounting services

the hidden friction killing cas profitability | it’s not just the numbers

cas success isn’t accidental. it’s engineered.

originally published november 2025
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 the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

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build a 7-figure firm in just 4 hours a week!

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

client advisory services (cas) continue to outperform every other service line in accounting. but firms that treat cas as “enhanced bookkeeping” quickly hit a ceiling. the firms that scale profitably make harder—and smarter—choices: who they serve, how they staff, how they price, and how they explain their value in a world obsessed with automation.

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.

in this episode of it’s not just the numbers, co-hosts penny breslin and damien greathead get refreshingly practical about what actually drives cas success. their message is clear: strong cas practices are built intentionally, not incrementally.

one question cuts straight to the tension many firm owners feel: should teams see profitability numbers?

breslin and greathead don’t argue for radical openness—or secrecy. instead, they advocate for profit literacy.

teams don’t need to know margins by client. they do need to understand three things:

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accounting influencers

the job crisis is a myth; the job remix is not | accounting voices

automation deletes tasks, then dares accountants to create new value on purpose.

sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

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build a 7-figure firm in just 4 hours a week!

accounting voices
with rob brown

artificial intelligence is no longer a concept that accountants debate in panels or pilot projects. it is actively reshaping how firms hire, train, and define value.

in this episode of accounting voices, host rob brown delivers a blunt assessment of what many professionals are already sensing, but few are saying out loud: ai is not coming for your job. it is coming for what your job does.

that distinction changes everything.

brown frames the moment as an ai talent shock—a structural shift that is quietly altering career paths across public accounting, corporate finance, and advisory work. this is not about fearmongering or futurism. it is about reality on the ground.

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featured video

dunn: time’s the wrong growth metric | gear up for growth

stop counting minutes. start creating meaning.

originally published may 2025
this is a preview. the complete 1-hour video episode, with commentary and transcript, 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 re-energizing episode of gear up for growth, paul dunn makes the case that the billable hour isn’t just outdated—it’s holding firms back. the four-time tedx speaker and cofounder of b1g1 challenges accounting leaders to rethink how success is measured and to lead with purpose, not punch clocks.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth 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

talking with host jean caragher, dunn reframes the profession’s obsession with time as a distraction from what clients actually value. “it’s not about the inputs,” he says. “it’s about the outcomes.” when firms anchor their work to results—and to the human impact behind those results—growth follows naturally.

more than two decades after coauthoring “the firm of the future,” dunn remains a vocal critic of six-minute increments. while some firms are inching toward value pricing and advisory-led models, he argues the real shift requires courage. measuring work by time, he notes, is “the opposite of human flourishing.” measuring by impact, on the other hand, elevates both clients and teams.

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