today's features
accounting influencers

how smart firms handle dei | accounting influencers

accounting leaders face pressure to choose a path that could reshape talent pipelines and firm culture for years to come.

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accounting influencers
with rob brown

deloitte’s decision to dismantle its diversity, equity, and inclusion (dei) program for 173,000 u.s. employees is sending shockwaves through the accounting profession, exposing deep divisions on a global scale and forcing firm leaders to weigh politics against talent priorities.

the move—ending dei goals, disbanding related departments, eliminating annual reporting, and ordering staff to remove pronouns from email signatures—came just hours before deloitte uk issued a memo affirming its commitment to dei.

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advisory & consulting

emerging trends are reshaping advisory-cas

don’t just buy technology; strategically activate it.

by hitendra patil
client accounting services: the definitive success guide

advisory is changing rapidly and it is not just in what firms offer, but in how clients think, how technology fits in and how pricing evolves. this article examines the emerging shifts redefining the advisory-cas world, from burnout and outdated service models to the increasing demand for proactive, strategic insight. you will see what’s fading and what’s rising, and where to focus to stay ahead.

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most surveys focus on direct responses, but the real value comes from analyzing what those responses reveal, especially in context. the nuances, patterns and implications hidden within the answers often provide the most strategic insights, particularly when you connect the dots across service lines, firm models, client dynamics and workforce pressure points.
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pro member exclusive

get the right people on the bus

 

people gathering in the shape of an arrowshift from serving clients to serving and developing leaders.

by jody grunden
building the virtual cfo firm in the cloud

“once you recognize that the purpose of your life is not to serve your business, but that the primary purpose of your business is to serve your life, you can then go to work on your business, rather than in it, with a full understanding of why it is absolutely necessary for you to do so.” – michael e. gerber, “the e-myth revisited”

more by jody grunden
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as our team was growing and we reached over 30 team members, we recognized the need to establish a formal leadership team. when we were smaller, it worked fine for adam and me to be the primary decision makers, but as our client base and workload grew, we realized we would become a bottleneck and slow things down. at that point, we made a conscious effort to transition our daily tasks and client responsibilities to other team members so we could remove ourselves from the weeds and focus on the higher-level view of the company.
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featured video

tyree: cracking the code for successful m&as | gear up for growth

trust, values, and local connections are fueling the national rise of one of accounting’s newest top 50 firms.

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

4impactdata: 10x your advisory. not your headcount

“if we say we’re going to do something, we’re going to do it. and that’s how you build trust,” says josh tyree, president of sorren, during an episode of gear up for growth. host jean caragher, president of capstone marketing, sat down with tyree to discuss how the newly-formed top 50 firm – created by the combination of 13 bdo alliance firms – is navigating large-scale integration while laying the foundation for national growth. 

more gear up for growth here. | 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

the conversation reveals two critical lessons for cpa firms considering mergers or expansion.

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leadership

five questions about leadership vs. management

group of businesspeople hiding their faces behind question mark signs at office

do you see yourself in either of these two businesses?

by anthony zecca
leading from the edge

let’s look at examples of managing versus leading from two actual clients.

stuck in managing – center leadership

i was retained by the owner/ceo of a $40 million manufacturer of a home products company. the current leader inherited the business from his dad, and over 20+ years grew the business on the top line, but always struggled with profitability. over the last few years, however, there was no top-line growth and he was frustrated.

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his leadership view of the future was the next quarter, and the company had no strategy or vision beyond the current year. the most he thought about the future was when they were preparing their annual budget. this was an incremental process versus a real bottom-up process coupled with a growth strategy so as a management tool, the budget was relatively useless.
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