today's features
pro member exclusive

keep ownership percentage out of partnership agreements

man writing in notebook

twelve best practices for compensation committees.

by marc rosenberg
the rosenberg practice management library

“if you like a person, you say, ‘let’s go into business together.’ humans are a social animal after all, but such partnerships are fraught with danger.” – brian tracy

buying a family home is one of the the biggest investments most people make in their lives. and because most of us are not real estate experts, we protect ourselves by engaging an attorney to ensure that the purchase is handled correctly. we don’t hesitate for a moment to invest a nominal amount of attorney fees to hire an expert.

more by marc rosenberg
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protecting your business

being a partner in a cpa firm should be no different. think about it. based on data from a recent rosenberg map survey, here is a rough idea of the value of a partner’s ownership in a $10 million firm:
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featured video

paul dunn: from standard, to stand out, to stand for | the disruptors

this milestone episode proves that accountants can change lives—and legacies—every single day.

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 卡塔尔世界杯常规比赛时间 pro membership  – see today’s special offer

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the disruptors
with liz farr

in its milestone 100th episode, the disruptors features paul dunn, a four-time tedx speaker, accounting innovator, and co-founder of the global giving platform b1g1. a true visionary, dunn has spent decades redefining what it means to be an accountant, and his message to the profession is as bold and inspiring as ever.

卡塔尔世界杯常规比赛时间 celebrates: the 100th episode of the disruptors

more streaming: jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients

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“if you’re in a sea of sameness, you’re not serving anyone,” dunn tells host liz farr. “we need to move from ‘standard’ to ‘stand out’ because we ‘stand for’ something that is bigger than ourselves.” that “something bigger” is impact.

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pro member exclusive

challenges that new leaders face

young man facing image of himself

bonus: rate your personal purpose.

by martin bissett
passport to partnership

the passport to partnership study collated a number of responses in a conversational style. the need for commitment is showcased below and was repeated many times in various different ways.

so many use us as a stepping stone and we’re now trying to determine who those are at the interview stage.

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proof – if any were needed – that long-term commitment is not a given in the next generation of accounting professionals.

one question we ask is: would we want to pass our firm on to someone like this?
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featured video

‘the disruptors’ hits 100th episode, streaming innovation in accounting

bringing accountants new strategies, fresh perspectives, and the courage to challenge the status quo.

by 卡塔尔世界杯常规比赛时间

卡塔尔世界杯常规比赛时间 research is celebrating a major milestone of the disruptors, hosted by liz farr, cpa, which has become a must-listen for accounting professionals eager to challenge the status quo and shape the profession’s future.

more: disruptors | more streaming podcasts and videos: jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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farr, a special contributor to 卡塔尔世界杯常规比赛时间 research, brings a rare blend of insider insight and bold curiosity to the mic. with a biochemistry, linguistics, and accounting background, she draws on a uniquely interdisciplinary lens to explore how tax, audit, and advisory professionals can adapt to changing technologies, business models, and workplace cultures.

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audit & assurance

two questions to ask about audit tech tools

hand pointing to gantt chart

don’t limit your choices to those developed for accounting.

by alan anderson, cpa
transforming audit for the future

for years, as i’ve been visiting firms all across the country, i’ve asked them, “do you honestly feel that you’ve achieved a substantial return on your investment of technology in the audit?” and they tell me, “well, we’re now at three monitors in the field.” i remind these firms that i haven’t asked about their use of computers and peripherals. every firm is using technology, but few evaluate the return on investment they’re getting.

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i’m a huge believer of embracing technology, but i think we need to think differently about how we use it. in my view, the current state is nothing but tremendous opportunity for all of you to learn what all these new tools, from mindbridge to inflo and everything new that we haven’t even conceived of yet, can do. they all accomplish an objective. it’s just a matter of figuring out which one you want to do, and go and dive in.
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special

why the accounting move project is evolving to reach a broader audience

accounting move project 2025 is about understanding what truly supports sustainable success in accounting workplaces.

get benchmarking report: take the survey now

by donny c. shimamoto
center for accounting transformation

recently, “dei”—short for diversity, equity, and inclusion—has become a lightning rod across corporate america. for some, it signals progress. for others, it evokes skepticism or resistance. in the accounting profession, which is already navigating talent shortages, regulatory pressures, and generational turnover, these tensions can be especially pronounced.

more: donny shimamoto | accounting move project 2025 |

that’s why this year, as a partner of the accounting move project (“move project”), the center for accounting transformation (“center”) is taking an important step forward: we’re evolving the research language from dei-affirming to dei-neutral.

this is not a departure from the move project’s founding principles, which since 2010 have been focused on creating greater opportunity and equity for women in the profession. rather, it’s an intentional evolution to ensure it reflects the full spectrum of today’s workforce. by adjusting the language used in questions and responses, enabling, for example, analysis based on sex (including men) and ethnicity (including white employees), we can fully assess how firms are supporting all employees in areas like equal pay, advancement, and career development.
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advisory & consulting

ten organization services to provide | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

the best clients are the organized clients. they make the cpa’s life easier and they help keep fees down, which makes the cpa look good.

more listicles here
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it might even be possible to sell clients services that keep them organized. here are 10 that are worth offering at a bargain rate.
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pro member exclusive

how to prepare your clients’ kids for their inheritance 

portrait of randy fox
fox
 randy a. fox, cfp, aep is the founder of two hawks consulting llc. he is a nationally known wealth strategist, philanthropic estate planner, educator and speaker.

ignorance is not bliss. ignorance causes problems.

by randy a. fox
the holistic guide to wealth management

after interviewing several thousand high-net-worth families, the u.s. trust study of the philanthropic conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.

more: a question of trust: not just for the wealthy | trust and estate planning is for clients of all ages | help clients manage and embrace investment risk | tax advisory services: a pathway to greater financial freedom | leverage ai to grow and protect revenue: six steps | four ways to provide wealth management in your accounting practice | what multiples mean to accounting firms | how wealth management has evolved | why now is the time for cpas to embrace wealth management
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think about that for a second. one-third of affluent families would switch to a new advisor if that individual was more adept than their current advisor at helping them give their money away. it has nothing to do with investment returns, asset allocation or finding hot alternative investments. it has to do with understanding the client’s values and seeing the whole picture.
read more →

cornerstone

gen ai in accounting: epic transformation, or overheated hype?

cornerstone report: artificial intelligence 2025

accountants embrace ai. via moss adams

by 卡塔尔世界杯常规比赛时间 research

more 卡塔尔世界杯常规比赛时间: cornerstone research reports
see the latest on artificial intelligence
more 卡塔尔世界杯常规比赛时间 ai: ai will steal your job and that’s a good thing | ai displacing more jobs in banking than other sectors | a.i. automation tools for tax, accounting, and finance professionals |  ai’s role in modern accounting | ai named the highest-paying in-demand tech skill for 2024 | chatgpt is getting humanlike memory | how to use chatgpt to create images | how to leverage chatgpt during this crazy tax season |

insights and implications

i. at a glance

  • impact: gauging the influence of generative ai on the accounting industry.
  • consequences: the new shape of accounting practices.
  • strategies: for accounting firms, regulatory bodies, and educational institutions.

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accounting influencers

panel: radical changes coming in pay and ai | accounting influencers

it’s time to abandon outdated models and rethink everything.

sponsored by “holistic guide to wealth management” by rory henry, cfp, bfa  – see today’s special offer

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accounting influencers
with rob brown

the accounting profession is standing at a critical juncture. in a powerhouse panel for the accounting influencers podcast, three industry leaders—david osborne, ceo of conga and former caseware chief; tom hood, evp of business engagement and growth at the aicpa; and katie thomas, owner and founder of leaders online—called for a radical reimagining of how the profession recruits, retains, and empowers talent.

hood doesn’t mince words. “technology has always been the biggest driver of change in our profession,” he says, pointing to generative ai as both a threat and a massive opportunity. yet, he warns, “we’re hearing parents tell students not to go into accounting because it’s going away. i actually happen to think the exact opposite.”

read more →

growth strategies

niche down to scale up

woman holding eyeglasses and looking at laptop screen

how to find your ideal client.

by jackie meyer

trying to be everything to everyone is a recipe for burnout and mediocrity. that’s why one of the fastest ways to scale up your practice is to niche down and find your ideal client profile (icp). it might feel counterintuitive to narrow your focus, but trust me, specialization is powerful.

more: how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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the fear of missing out (fomo)

before we dive in, let’s address the elephant in the room: the fear that by niching, you’ll lose opportunities. many advisors hesitate to niche down because they worry, “what if i turn away someone and regret it? what if i limit my opportunities and my phone stops ringing?” it’s a valid emotional concern, but let’s bust the myth:

  • serving everyone dilutes your expertise and makes it harder to stand out.

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client accounting services

how cas boosts profitability

use pricing strategies to your advantage.

by hitendra patil
client accounting services: the definitive success guide

pricing your services correctly to ensure reasonable profitability is a major decision you will take in your client accounting services practice.

more by hitendra patil
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the accounting profession’s largest cas survey results revealed how cas firms price their cas offering:

  • the topmost method of pricing the cas offering is fixed/flat fee, used by 41 percent of the respondents.
  • the next common method of pricing cas is “mixed method of pricing” (a mix of hourly, fixed and value pricing), charged by 36 percent of respondents.
  • hourly billing method is used by 33 percent of respondents.
  • about 28 percent of respondents use value pricing as the method for cas pricing.

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client service opportunities

mitchell reno: cx as a growth driver | gear up for growth

firms with client experience programs see 19% higher growth rates, according to clearlyrated study. 
originally published nov. 8, 2024.
sponsored by “radical pricing: how to optimize profits, delight clients, and build a top-value firm” by jody padar, cpa – 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

creating a truly differentiated client experience can be the key to standing out in a profession defined by trust, service, and technical excellence. that’s the message from mitchell reno, director of client experience at rehmann, in this episode of gear up for growth, hosted by jean caragher, president of capstone marketing.
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
drawing on more than two decades of marketing and advisory experience—including 14 years as rehmann’s chief marketing and sales officer—reno discusses how client experience, when strategically engineered, becomes not only a competitive differentiator but a catalyst for firm-wide growth and innovation.

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