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advisory & consulting

the cycle of caas-chasm

silhouette of man leaping from one cliff to another

client needs evolve with their businesses.

by hitendra patil
client accounting services: the definitive success guide

again, what is the difference between cas and caas? many firms feel stuck in the middle, offering advisory in theory but not in execution. that gap is the caas-chasm. this article outlines the cycle that causes advisory initiatives to stall and helps you recognize the signs in your own firm. it’s the first step to breaking through.

more by hitendra patil
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client accounting and advisory services (caas) is a fusion of traditional accounting services with advisory services that emerge from core accounting work. think of cas as a self-study course and caas as a guided workshop, but not necessarily in-person events.

caas is (needs to be) customized to individual client needs. caas must cater to the evolving demands of businesses in a changing economic, regulatory and technological landscape.
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pro member exclusive

virtual accounting firms have hidden costs

happy business professionals giving high five hand slap

save by combining a retreat with cpe.

by jody grunden
building the virtual cfo firm in the cloud

with a brick-and-mortar company, there are a number of standard costs that you would expect to have, such as rent or mortgage, utilities, building repairs, furniture, technology, etc. the total amount of these kinds of costs typically falls in the range of 3-4 percent of the company’s annualized revenue. that amount can be pretty significant for a lot of companies.

more by jody grunden
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some business owners may think they can save the company all of that money by going remote, but i personally believe that’s a terrible idea. while it’s true that a distributed company doesn’t have the costs that come with having a physical space, the very nature of a remote work environment results in a completely different and unique set of needs that should be considered in the company’s annual budget.
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featured video

rampe: make strategy stick | gear up for growth

five steps turn vision into execution.

this is a preview. the complete episode 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

on the latest episode of “gear up for growth,” host jean caragher interviews matt rampe, partner at rosenberg associates and author of the forthcoming book, “cpa firm strategic planning: your roadmap for long-term success,” about how accounting firms can move beyond ad-hoc retreats to a disciplined, accountable planning process that sticks.

rampe, who advises firms on strategy, succession, partner development, and profitability, said the book grew out of years of facilitation and coaching with firms of all sizes. “the book was in my brain for a long time before it got put on paper,” he says. “when i started writing, it actually came pretty quickly—but i learned there’s a lot more to making a book than a word document.”

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

more 卡塔尔世界杯常规比赛时间 videos and podcasts here

rampe argues that the profession has reached a disruption point, citing converging pressures including private equity, technology, staffing shortages, succession for retiring baby boomers, and a shift toward advisory services. “what worked for us 10 years ago isn’t going to work for us 10 years in the future,” he says. “the old model, where a few partners disappear into a room and come out with a plan, doesn’t work in this age. we need to be nimble.”

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charts & graphs

rosenberg map: staff turnover falls to record low

are cpa firm retention tactics finally paying off?

by 卡塔尔世界杯常规比赛时间 research
the rosenberg survey

staff turnover at cpa firms has fallen to its lowest level in years, signaling that the profession’s investments in culture, compensation and flexibility are paying dividends.

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

the 2025 rosenberg map survey reports average professional staff turnover at 11.1 percent, down sharply from 18.8 percent in 2022 and the lowest since before the pandemic, marking a major shift after years of talent turbulence.

firms that struggled to recruit and retain staff during the labor shortages of 2021 and 2022 now report greater stability and stronger pipelines.

“this trend may reflect firms’ stronger retention strategies,” the survey notes. “lower turnover not only reduces recruitment and training costs, but also helps preserve institutional knowledge and maintain stronger client relationships.” read more →

growth strategies

how to build a thriving firm without burnout

smiling woman writing notes with pen and paper while other hand is on laptop keyboard

an eight-point quick-start guide for new accounting firms.

by jackie meyer

running your own cpa firm can be deeply rewarding. it offers the freedom to choose your clients, financial growth and the ability to create a business aligned with your values. however, the risks of burnout and workaholism are real for cpa firm owners who don’t manage their workload and boundaries intentionally.

more: the six-stop road map to your freedom formula | the future of tax advisory | your balanced millionaire journey begins now | it’s never too early to plan your exit strategy | how to bring core values into your accounting firm | the ai revolution: embracing artificial intelligence in your practice | craft tiered service packages for maximum impact | niche down to scale up | how to define your vision
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

this guide provides actionable strategies to help you run a successful and balanced cpa practice that works for you – not the other way around.
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