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outlook & analysis

accounting will see agentic ai

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?

pe groups seek their own solutions.

by roman kepczyk
 the rosenberg survey

from my perspective, private equity investments in both firm acquisitions and technology solutions focused specifically toward accounting automation will be a key driver in firm strategic discussions in the next 12 months.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.
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as i consult from a technology perspective, i believe we will see significant advances in the use of agentic artificial intelligence solutions being integrated into accounting production processes. agentic solutions work autonomously to complete tasks and can analyze options and redirect themselves, minimizing human interaction until needed.

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outlook & analysis

tech anxiety paralyzing some accounting firms

abstract illustration of binary data flow

ai? inescapable. but don’t forget cybersecurity.

by roman kepczyk
the rosenberg national survey of cpa firm statistics

wild ride: as i am primarily focused on accounting firm technology and departmental production, i will limit my observations to it, where the big trend will be that we will continue to see a profusion of new ai-assisted applications coming at firms from all directions, at an increasingly untenable pace. i think that the reality of the mantra stating, “you won’t be replaced by ai, but by someone using ai” will sink into every accountant’s brain in 2025 and the urge to jump to solutions will be overpowering

editor’s note: every year, the 2024 rosenberg national survey of cpa firm statistics asks the profession’s top consultants two sets of questions:

    • how do you think the next 12 months will unfold? trends? predictions? other thoughts?
    • how would you assess the last 12 months? trends? observations? struggles?

more: what’s going to happen? lots, say consultants | growth and complacency must concern accounting firms this year | solving staffing requires intention | how accounting firms are handling the staff shortage | the future of fees | as private equity closes in, firms seek new answers to staffing problems | when staffing falls short, clients get culled | how accounting firms are dealing with retirement | next five years are critical for accounting firms | staffing turnover’s down, but why? | what’s your firm worth? private equity wants to know
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

like the dotcom boom of the early 2000s, i’m already seeing firms display a significant amount of anxiety around making application decisions and paralysis around concerns about integrating tools that could shortly be replaced by another, better product. my advice is to research peer success, pilot small and learn fast (or at least fail fast and move on).
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outlook & analysis

ai for accounting automation will be significant

cybersecurity remains a concern.

by roman kepczyk
the rosenberg map survey

editor’s note: every year, the 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? also, how would you assess the last 12 months?

positive optimism: barring an even larger international political crisis in the next 12 months, the opportunities within the accounting profession for firms both providing traditional compliance services and those that have expanded into advisory practices will simply be phenomenal! from a technology perspective, the evolution of artificial intelligence capabilities within accounting applications for process automation will be the most significant trend and while there will be a lot of early hype, good solutions will be able to prove themselves out fairly quickly.

more: private equity leading to corporate-style cpa firms | pe, consolidations to keep impacting accounting profession | a 40-hour workweek is feasible | five ways staff shortages are changing firms forever | soft skills are front and center | it’s time for a new business model | rosenberg map: partner incomes surge 11.4%
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

watch for what microsoft does with copilot and integrated virtual assistance within excel, outlook, their edge browser and, in particular, microsoft teams. then start watching what individual accounting profession applications start integrating virtual assistance tools for tax research and projections, audit work program assistance, and use of tools to acquire and analyze accounting data and reporting, and the breadth of practical opportunities will start to unfold.
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outlook & analysis

outlook 2023: tech automation takes hold

less time on tech means more time with clients.

by roman kepczyk
the rosenberg map survey: national study of cpa firm statistics

from a technology perspective, we already see firms ramping up to identify and implement automation tools and improved production processes.

more: outlook 2023: irs hires will add pressures | look who’s making money now | capacity strategies drive change | top five trends | compensation gets creative | the office is over | accounting firms face up to private equity
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many realize that may be the only way to deal with the staffing shortages that continue to worsen… even with the expanded efforts made last year.

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featured

deliver internal reports digitally

abstract illustration of binary data flowyes, even to the owners.

by roman h. kepczyk

improving firm efficiency means that the owners have to get on board. one of the more obvious opportunities is the delivery of the firm’s own financial reports. many firms still print a hard copy of the monthly financials and distribute them to each owner, many of whom physically store these documents in a binder or drawer in their office.

more: why daily t/e entry matters | the case for digital auditing | teach your clients to send info digitally | the 4 buckets of firm knowledge | internet bandwidth: how much is enough? | why you need windows 10 with automatic updates | laptops vs. desktops
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

most firms consider these documents confidential and yet copies are distributed throughout the office, many of which are not secured. a better solution is to set up an “owner’s drawer” on the firm’s portal or document management system and post one copy of the monthly financial statements when they are ready.
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