today's features
listicle

ten things to share with high-income clients | listicle

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

high-income clients generally tend to know how to deal with money, but their finances are complicated. they should consider the counsel of their accountant and financial advisor.

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

 

here are 10 ways to both demonstrate your value and help them protect and grow their wealth.
read more →

outlook & analysis

disruption is the ‘new norm’ for the accounting profession

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?

three questions to ask.

by matt rampe
 the rosenberg survey

private equity will keep making inroads and driving consolidation. we may see some early pe-backed winners (windfall buyouts) and losers (talented partners, staff and clients exiting the pe model).

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

artificial intelligence and technology will continue to drive innovation on our work. it remains to be seen whether the efficiency gains will be in stair steps – or just incremental progress.
read more →

advisory & consulting

financial planning makes sense for cpas

portrait of blake oliver
oliver
 blake oliver is a cpa and the founder and ceo of earmark, an app that offers nasba-approved cpe and irs-approved ce credits for listening to your favorite accounting and tax podcasts. he also co-hosts the accounting podcast, the world’s most popular podcast for accountants.

technology and ai make it easier.

by blake oliver
the holistic guide to wealth management.

“isn’t it ironic? we ignore those who adore us and adore those who ignore us.” – author ellen hopkins

every cpa i know wants to help clients make the best financial decisions. study after study shows cpas are their clients’ most trusted advisors because they have integrity, are prudent, and don’t engage in the hard sell, especially when it comes to financial services.

more: accounting evolves to include holistic financial planning | clients need empathy | advisory includes more than you might think | wealth management: can you afford not to provide it?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

most cpas claim to do tax planning. but how can you do proper tax planning without knowing a client’s financial goals? you need to know much more about a client than merely their tax liability. yet that’s often where the accountant’s relationship with their client stops every year. how many people have a great tax guy/tax gal whose only goal is to minimize their client’s tax liability? that’s their job, right?
read more →

accounting influencers

how to fix the broken education systems | accounting influencers

“the classroom is no longer a pipeline for work-ready professionals.”

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by small office / home office protection package: enterprise-level cyber protection for small accounting 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.

sponsored by the small office / home office protection package: get peace of mind with the right policy, technology, and strategy at an affordable price.

accounting influencers
with rob brown

today’s accounting leaders are facing an alarming truth: the next generation of recruits may be the least “work-ready” in decades.

they know their algebra, their shakespeare, and their chemistry formulas—but not how to introduce themselves in a job interview, meet a deadline, or handle feedback. that’s the provocative premise explored in the latest episode of accounting influencers podcast, where host rob brown tackles the widening gap between what schools teach and what firms need.

“the classroom is no longer a pipeline for work-ready professionals,” brown warns. “and accounting firms are starting to feel the pain.”

brown, a former high school math teacher, speaks from experience. he spent years coaching students to pass tests—not preparing them for the real world. “the curriculum is built for exams, not for the workplace,” he says. “no one’s teaching children how to build trust, handle tough feedback, or develop emotional intelligence.”

read more →

outlook & analysis

the $125 billion challenge: intuit’s ai platform redraws the accounting map

intuit ceo goodarzi: investing $1 billion a year in ai.

by 卡塔尔世界杯常规比赛时间

intuit’s ai revolution is here, and it’s not waiting for accountants to catch up.

at the 2025 intuit connect conference, ceo sasan goodarzi pulled no punches. the company’s launch of its new intuit intelligence platform, he said, was “the largest technology disruption in our history.”

for cpa firms, that disruption is already underway. the platform’s autonomous ai agents are performing the work that accountants have historically billed by the hour, including transaction categorization, reconciliations, invoicing, payroll, and even client communications.

related: bot wars: wolters kluwer, intuit, thomson reuters battle for ai dominance in cpa firms | cornerstone report

routine has become real-time. compliance is now continuous. and bookkeeping? it’s getting automated.

read more →