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barnes: redefine your career from within | gear up for growth

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growth doesn’t always mean moving on—it can mean moving deeper.

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

“i love smith + howard, and i loved marketing, but i didn’t think i was the person for that role anymore,” says julie barnes, chief of staff of smith + howard, during her appearance on gear up for growth, powered by 卡塔尔世界杯常规比赛时间, and hosted by jean caragher of capstone marketing. “i didn’t want to leave; i wanted to do something different. i wanted to be valuable to the firm and create value in whatever role i landed in.” 

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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barnes shares how her 30-year journey at the firm has evolved through initiative, transparency, and a culture that supports growth from within. 

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kless: profit is a result. flourishing is the purpose | the disruptors

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in the age of ai, conversations, not calculations, will define the future of the profession.

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the disruptors
with liz farr

ed kless believes accountants can do much more than monitor the numbers. together with ron baker, their latest venture, threshold, is a community that aims to support professionals in facilitating transformations in their customers. as kless explains, transformations occur when someone makes lasting changes in one or more of the domains of human flourishing.  

more streaming: whitman: build culture on ‘progress,’ not change | shein: no pe? no m&a? no problem | hood and weber: time to rise | proctor: turn dumb ideas into brilliant solutions | carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years | telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week |

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“the purpose of business is to promote human flourishing. profit is the result of a business. and there’s nothing wrong with that,” kless says. “i think profit is good, but it’s the result. it’s not the purpose.” drawing from benjamin franklin and economist russ roberts, kless explains that human flourishing has four domains: making people healthier, wealthier, wiser, or helping them live with more purpose.  

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call and geraci: future-proofing without p.e. | gear up for growth

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reserves, credit lines, and leadership pipelines fuel expansion.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“fiercely independent isn’t a strategy, it’s a stance,” says john geraci, managing partner of lga cpas & advisors. “to truly remain independent, firms must be strategic about how they differentiate themselves, understand the threats posed by private equity, and have the conviction to invest in their people and future leaders.” 

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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geraci and jeff call, managing partner of bennett thrasher, were guests on gear up for growth, hosted by jean caragher of capstone marketing.  

as private equity continues to reshape the accounting profession, both leaders agree on two critical factors for firms choosing to remain self-owned: independence must be intentional, and culture is the ultimate differentiator. 

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shein: no pe? no m&a? no problem | the disruptors

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there’s more than one way to scale.

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 poe group advisors: helping accountants buy, build, and sell exceptional 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
poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

the disruptors
with liz farr

steve shein thought small accounting firms need a different option than private equity or the traditional m&a route. so he founded franklin alliance, which operates differently from either of those models.  

unlike traditional private equity models that typically focus on cost reduction and mandate immediate process changes, franklin alliance operates as an investment partner with a fundamentally different structure. “we’re trying to build this intentionally, with the goal of being a differentiated partner, specifically for small firm owners who care about things like culture, autonomy, and their firm identity,” shein explains. 

more streaming: hood and weber: time to rise | proctor: turn dumb ideas into brilliant solutions | carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years | telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

“we built this platform as an operating company specifically so we’re not a fund,” shein explains. “it’s backed by venture capital and family offices, which basically means that the profile of the investors that we’ve taken capital from has a longer-term time horizon.” 

this structure enables what shein calls a “culture of growth rather than a kind of cost rationalization,” which is a better fit for many small firms. the approach contrasts with acquisitions by regional firms, where acquired firms are generally forced to adopt new processes, workflows, and technology within 90 days. 

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major accounting firm ipos on the way

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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?

artificial intelligence will affect talent at multiple levels.

by allan koltin
 the rosenberg survey

the second cpa firm flip (present private equity firm replaced by another private equity firm) of a top 20 cpa firm will take place in early 2026.

the first “rollup/consolidator” flip (rollups with revenues between $100 and $500 million) will take place. interestingly, when these rollups sell their equity stake, they won’t be acquired by “mothership” cpa firms but rather will go larger pe firm rollups and/or new pe firms desirous to enter the accounting profession.

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

there will be up to three initial public offerings (ipos) of significant accounting and consulting firms in 2026 and 2027. one might be a “tax only” cpa firm and the other two might be advisory and consulting firms.

by 2035, there will be six to eight cpa firms that are publicly traded (today cbiz is the only publicly traded cpa firm).
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