today's features

commitment to transformation is key

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?

trade static succession plans for leadership development ecosystems.

by angie grissom
the rosenberg survey

as we look ahead, i believe the next 12 months will continue to test our industry’s willingness to evolve. the firms that thrive will be those that move with clarity, courage and commitment to transformation and those that are ready to take the first step even if they are unsure of how to transform. the key is to move.

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

key predictions include:

  • reinvention will no longer be optional. firms must rethink how they work, whom they serve and how they deliver value. this includes segmenting clients, eliminating low-value engagements and designing service models that align with client roi – not just hours worked. this is rewarding for everyone involved.
  • talent strategies must evolve. with changing workforce expectations, firms will need to adopt agile leadership models and invest more deeply in career pathing, mentoring and inclusive leadership development. retention and engagement will hinge on leadership’s ability to connect with people, especially emerging leaders – on a personal and purposeful level. purpose is key here.

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overcome your three biggest tech adoption fears

johnston
randy johnston, shareholder, k2 enterprises, is a nationally recognized educator, consultant and writer with over 40 years of experience in strategic technology planning, accounting software selection, paperless systems and network integration, and business continuity and disaster recovery planning.

plus seven tech keys to a holistic service model.

by randy johnston
the holistic guide to wealth management

in order to provide clients with the holistic service model that we’ve explored throughout our book, you’ll need a technology stack that can keep up.

more rory henry and the holistic guide to wealth management
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there are seven important reasons why a holistic service model is particularly beneficial for accounting professionals. below i’ll explain how having the right technology in place will significantly facilitate your transition from tax preparer/financial historian to trusted holistic advisor.
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ai’s already in your workflow…| it’s not just the numbers

the question is: do you know what it’s doing?

this is a preview. the complete episode 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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it’s not just the numbers
with penny breslin and damien greathead

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artificial intelligence has arrived in accounting, but not in the way many expected. it’s not a single app or a single process. it’s everywhere, embedded in workflows, changing how firms scope engagements, price cleanup work, and train their people. 

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

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in the latest episode of it’s not just the numbers, co-hosts damien greathead and penny breslin explore how ai reshapes the day-to-day work of accounting firms. their conversation moves beyond theory to real-world examples of how ai is being used in client engagements, what it means for team development, and why critical thinking, not coding, is the skill every firm must cultivate next. 

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being good at the job is no longer enough | accounting voices

influence is becoming career insurance for professionals.

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: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss.
build a 7-figure firm in just 4 hours a week!

accounting voices
with rob brown

the accounting profession does not suffer from a lack of technical expertise. what it faces instead is a growing relevance gap.

that tension sits at the center of accounting voices, the newly launched show formerly known as accounting influencers. episode 1 opens a new season with a sharper focus and a clearer message: competence is assumed, but influence is what now protects careers.

this is not a podcast about tax codes, audit standards, or software features. it is a show about the forces reshaping accounting and finance—and what professionals must do to stay ahead as those forces accelerate.

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why usability matters so much in advisory-cas

man and woman talking in office while referring to tablet

the four dimensions your advice needs.

by hitendra patil
client accounting services: the definitive success guide

in the world of advisory services, which is constantly evolving, where time is of the essence, we often emphasize the importance of delivering advice promptly, especially when a business faces pressing decisions. timeliness undoubtedly plays a critical role in the perceived value of advice. the advice also needs to be relevant.

more by hitendra patil
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but what if your advice is timely and relevant, and still falls flat? more often than not, the culprit is a lack of usability. advice only delivers value when it can be put into action.

in this article, we unpack the concept of usability, which encompasses clarity, accessibility and contextual fit that turn ideas into action. you will explore what makes advice feel usable to a client, how to avoid common barriers like ambiguity or overload, and how to translate complex insights into simple, strategic steps. usability does not mean you have to “dumb down” things. it’s about empowering smarter decisions.
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