today's features

rampe: build a roadmap even when the road’s not there | the disruptors

only disciplined planning, accountability, and open communication will cut through the industry’s rapidly thickening fog.

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the disruptors
with liz farr

matt rampe sees the accounting industry as one “under a lot of pressure to change, and it’s changing very quickly.” the combination of a staffing crisis, retiring baby boomers, ai, private equity, and tax law is creating “the fog,” a period in which the path forward isn’t just unclear; it’s fundamentally unknowable. 

to address “the fog,” his new book, cpa firm strategic planning: your roadmap for long-term success, lays out a framework grounded in decades of consulting experience with rosenberg associates, combined with research on organizational change, leadership psychology, and what drives team performance. “strategic planning, in my mind, is the venue by which you analyze and think through those issues, put them up, not just out of reactivity,” rampe explains. it means “really stepping back and looking at the big picture of the industry and your firm and your situation, and then making choices that you’re aligned with.” 

more streaming: chang: killing saly, one agent at a time | vanover: 5-star firms don’t bill by the hourkless: profit is a result. flourishing is the purpose | whitman: build culture on ‘progress,’ not change | shein: no pe? no m&a? no problem | hood and weber: time to riseproctor: turn dumb ideas into brilliant solutionscarter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years |

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according to rampe’s research, strategic planning fails most often at the execution stage. nearly two-thirds of respondents reported that execution fails after the planning meeting.” firms gather, generate good ideas, identify priorities, and then get pulled into their day-to-day work, and nothing happens. or they put off strategic planning altogether until some imaginary day when they might have time.  

“one of the insights is you need to spend time working on the business, not just in the business, because the in the business is going to drown you,” rampe explains. the way you solve that is “not working harder in the business. it’s working, prioritizing, working on the business. 

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give tax clients better instructions

eleven steps that will help them help you.

by ed mendlowitz
tax season opportunity guide

providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.

more by ed mendlowitz
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sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.
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yes, midsize accounting firms can provide cybersecurity

keys against background of data

seven services you can offer.

by domenick j. esposito
8 steps to great

technology has become crucial to business success, as it allows businesses to

  • feverishly collect vast quantities of data,
  • qualify the value of that data and
  • employ that information to benefit their customers.

more by domenick j. esposito
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businesses are forming relationships with their customers and, in turn, are being entrusted with even more information that translates into fine-tuned marketing approaches with greater returns.
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hansen: no one’s too rich for a backdoor roth | the concierge cpa

understand the legal tax hack the irs actually wants you to use.

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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

in a recent edition of the concierge cpa podcast, host dr. jackie meyer and guest acen hansen delivered a detailed, no-nonsense exploration of using the backdoor roth ira and the mega backdoor roth to harness tax-free growth — particularly for high-income earners and those focused on legacy planning.

more jackie meyer

catch jackie meyer and other thought leaders on dec. 10 at tax season readiness: practical steps for a smoother busy season |1.5 cpe 

a backdoor roth ira isn’t a special new account — it’s a workaround. as dr. meyer, founder of taxplaniq, and hansen, a wealth advisor for legacy wealth management, explain, it allows people who earn too much to contribute directly to a roth ira to still access the benefits of a roth by first contributing to a traditional ira (on a non-deductible basis) and then converting it to a roth ira.

once the funds are inside a roth ira, they grow tax-free and — assuming account and timing requirements are met — distributions in retirement are tax-free.

for high earners with incomes above irs thresholds for direct roth contributions — which, for 2025, prohibit single filers with magi above roughly $165,000 and married couples filing jointly above about $246,000 — the backdoor roth remains a viable path.

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starting salaries in accounting must rise

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?

plans for succession and capital are critical.

by kristen rampe
the rosenberg survey

over the next year, more firms will feel comfortable with their position in the marketplace. either because they have completed or are in the process of a transaction, or because they determined their best option was to continue as they have been (with ongoing improvements, of course). this is unlikely to reduce the hourly calls from private equity investors just yet but will make the decision on what to do with all those calls easier.

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

i am hopeful that, as an industry, we will continue to increase staff starting salaries. looking at today’s economics of adult life, which many young accounting professionals are interested in, such as buying a home or starting a family, the current pay rates are insufficient. we can make the changes necessary here to continue to support communities, employees and the profession of accounting.
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how to offer a virtual family office

portrait of rob santos
santos
rob santos is ceo of arrowroot family office, which he founded in 2013, and of arrowroot advisors, an investment bank focused on m&a for software-based companies. he works with affluent families providing bespoke family office services.

four paths, plus tips on clients.

by rob santos
the holistic guide to wealth management

at a california society of cpas conference our firm attended, a panelist said that before he made the transition to wealth management, he was very reluctant to register as an investment advisor. why? because he thought that registering would be too much trouble.

“eventually i made the decision to set up a separate ria firm,” he said “because as a cpa, we are regulated by the california board of accountancy. i didn’t want to also have another regulator, whether it was the state of california or the sec, in my accounting firm.”

more rory henry and the holistic guide to wealth management
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that cpa-turned-advisor hasn’t looked back since. he told us later that he only wished he had set up his registered investment advisor many years prior. by setting up a separate firm he must be “very careful” about which hat he is wearing. “i don’t want to be a registered investment advisor in my accounting firm,” he said, “and i don’t want to be an unregistered cpa in my advisory firm.” he also told me there are very clear lines that his colleagues follow when it comes to which firm does the services for their clients. “all things considered, the obstacles weren’t all that great,” he added.
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the “lbd” of tech: simplicity & standardization still win | it’s not just the numbers

“if you don’t have accountability, you can never reach your ambition.” 

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 tax season readiness: practical steps for a smoother busy season, dec. 10, 2 pm, 1.5 cpe  –
see today’s special offer

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it’s not just the numbers
with penny breslin and damien greathead

for 卡塔尔世界杯常规比赛时间

if there’s one topic that never gets old in accounting, it’s technology. new apps promise smoother workflows, faster reconciliations, and smarter insights every year. yet, despite all the innovation, many firms still struggle with the same problem: too many tools, too little strategy. 

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, hosts penny breslin and damien greathead revisit a metaphor that’s as timeless as it is practical, the “little black dress” of technology. the conversation digs into what every firm owner should understand about building a tech stack that actually fits their ambition, not just their app wish list. 

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5 ways accounting pros turn events into real roi | accounting influencers

turn networking, sessions, and follow-up into measurable outcomes—not just time out of the office.

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

seventy-six percent of professionals believe in-person conferences offer better networking opportunities than virtual events. but while accountants spend millions each year on registration fees, hotel rooms, and travel, only a fraction walk away with meaningful roi. according to rob brown on accounting influencers, the problem isn’t the events—it’s the strategy.

“people go to conferences and just float,” brown says. “they wander the expo hall, catch a few sessions, grab the swag—and then wonder why nothing changes.” with conferences back at full strength and offering multi-sensory experiences, deeper technical sessions, and richer networking formats, brown says firms should treat them as strategic business opportunities, not passive learning days.

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clients need relevance in your advice

woman and man talking in office

why it is a cornerstone of value.

by hitendra patil
client accounting services: the definitive success guide

providing value to clients involves thoroughly understanding your client, anticipating their needs, and offering advice that is both timely and highly relevant.

we discussed earlier why timeliness is the first essential element of valuable advice. yet, advice given at the right moment but disconnected from the client’s real-world challenges is like a gps giving directions without knowing your location.

more by hitendra patil
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in this article, we examine why even the most technically sound advice often falls short when it fails to resonate with the client’s actual context, goals or concerns. through real-life examples, from generic guidance that missed the mark to targeted insight that drove results, you will learn how to shape advice that fits the moment. it is not just about knowing the client’s business, it’s about understanding what matters most, right now.
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five questions to ask about new tech tools

businessman looking at question mark sketch on the wall
be sure to loop in the people who will use them.

by jody grunden
building the virtual cfo firm in the cloud

whether you purchase a one-time software license or pay for a tool on a subscription basis, the cost of software can add up quickly. it’s necessary to conduct a thorough analysis of any new software program before you decide to buy it, and you need to constantly evaluate the effectiveness of the tools you’re using.

more by jody grunden
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we have learned that we want to be sure we’re getting the most out of our software, that our tools remain the right fit for our needs and that they are cost-effective.
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baker: transformation economy will redefine accounting | gear up for growth

stop “playing small ball,” and reimagine client experiences.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by tax season readiness: practical steps for a smoother busy season  | see today’s special offer

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is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 
.

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“a business model describes how you earn revenue when services are given away for free,” said ron baker, co-founder of threshold: a revelation for the transformation economy, during his appearance on gear up for growth, hosted by jean caragher of capstone marketing.

that terrifies people, but it’s where the economy is going.” 

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

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baker discusses the profession’s next major evolution: the transformation economy, where firms no longer compete on services, scope, or efficiency, but on their ability to change lives.

he argues that cpas are uniquely positioned to guide clients through lasting financial and personal transformation. cpa value will shift from work performed to life and business outcomes: healthier, wealthier, wiser clients living with meaning.  

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what’s in, what’s out for the digital cpa in 2026

cloud foundations out, ai-powered growth in.

people you know: some of the 卡塔尔世界杯常规比赛时间 contributors and collaborators on the agenda at the 2025 digital cpa conference.

by 卡塔尔世界杯常规比赛时间 research

tax and accounting firms appear poised in 2026 to double down on ai-driven services, accelerate developments in blockchain accounting, add new automations to cas platforms, pursue transformative audits, and reimagine talent pipelines.

more: tech and fintech

if this year’s digital cpa conference in washington, d.c., is any indication, then 2026 will be characterized by ai ubiquity, cas at the core, and strategic boldness.

comparing the 2024 and 2025 events back-to-back reveals a dramatic evolution in themes, speakers, and firm strategies — effectively a “what’s out vs. what’s in” for the profession.

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