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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?
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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
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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.”

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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.

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cornerstone

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

smart new toolbox or pandora’s box? inside the surge behind agentic ai.

by 卡塔尔世界杯常规比赛时间 research
cornerstone report

the accounting industry is undergoing a seismic technological shift as artificial intelligence transitions from a buzzword to a business imperative.

more cornerstone reports: private equity update: over 90 deals, $200 billion in value | intuit fires back with agentic ai after xero nabs melio | xero buys melio for $3 billion in race for ‘the active gl’ | gen ai in accounting: epic transformation, or overheated hype? | gen z surges into accounting for all the reasons your mother told you | major changes to circular 230: implications for tax professionals | salary and compensation outlook for small cpa firms | battling the staffing crisis: is a little-known, but controversial, visa program the answer? | twelve years and out: seasoned accountants join the exodus. | jobs outlook: strong and steady growth in hiring and earnings for u.s. accountants | student accounting enrollment shows third year of recovery | cpa billing rates, tax return fees, and client accounting pricing at cpa firms

more ai: 5 ways to stay ahead of the ai curve | accounting influencers | strategic ai, not shiny objects | bot wars: wolters kluwer, intuit, thomson reuters battle for ai dominance in cpa firms | don’t get fired by your own automation | don’t let ai sound smarter than you | farlee: ai and outsourcing shape careers | taxplaniq escalates the battle in tax planning software | why advisory is broken. and what comes next | haase, radzinsky: inside the taxdome-juno ai alliance

in the past year, cpa firms across the u.s. have quietly begun deploying generative ai assistants, machine learning tools, and “agentic” ai platforms to automate audits, prepare taxes, and provide financial insights.

it’s astonishing:  the profession has reached a tipping point where those not investing in ai risk being left behind.

in this 卡塔尔世界杯常规比赛时间 research cornerstone report:

  • how cpa firms are embracing ai

  • ai adoption surges from experimentation to mainstream

  • the new agentic ai toolbox: platforms and solutions leading the charge

  • measuring the payoff: efficiency, roi, and firm economics in the ai era

  • talent in the age of ai: how roles and skills are evolving

  • ai in action: use cases and success stories from firms

  • navigating risks, regulation, and ethical challenges

  • overcoming implementation hurdles: change management and best practices

  • the road ahead: strategies for firm leaders

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advisory & consulting

don’t sell cas/caas

two men talking across a table, one holding a sheet of paper, window and brick wall in background

do this instead.

by hitendra patil
client accounting services: the definitive success guide

you know the story.

  • you painstakingly created your client accounting services (cas) offering. you may have also created your client accounting and advisory services (caas) offering.
  • you and your team worked intently and intensely to get there. your early adopter cas clients seemed enthusiastic about the promise of your cas/caas offering.
  • however, you soon found that it was becoming increasingly challenging to acquire more cas/caas clients.
  • all the pieces are in place to create a thriving cas practice, but the results are worrying.

more by hitendra patil
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what’s missing?

selling advisory can feel awkward, but that’s because it’s not meant to be sold like a product. this article repositions how you present advisory-cas, not as a service line but as a shift in how clients grow. we will also cover how to stop “selling” and start aligning with the outcomes clients already care about most.
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