gen z surges into accounting for all the reasons your mother told you
gen z’s career outlook: stability, security and practicality.
by 卡塔尔世界杯常规比赛时间 research
surveys & research
tricia bencich: how mental load undermines career progress | move like this
mental load includes the invisible cognitive effort that goes into even the smallest tasks—and it’s constant.
this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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move like this
with bonnie buol ruszcyk
for 卡塔尔世界杯常规比赛时间
in the latest episode of move like this, tricia bencich, inclusion and social responsibility associate director at moss adams, returns to the show to tackle a topic that resonated deeply with attendees of the 2024 move mini summit: mental load. with more than 1,000 attendees at her session alone, it’s clear that the idea of “invisible labor” is striking a chord, especially with women in the workplace.
mental load, bencich explains, isn’t just about the physical tasks we perform but the cognitive effort involved in managing them. it’s not driving to the soccer game; it’s remembering the cleats, checking the weather, packing snacks, ensuring the uniforms are clean, and being an emotionally available parent – all before the car leaves the driveway. it’s this invisible, persistent, often unnoticed thinking and planning that women disproportionately carry. and, as she emphasizes, “mental load affects everyone, but research shows women continue to shoulder more of it, even if their partners work less or not at all.”
hannah munro: why 70% of transformation projects fail | accounting influencers
“a bad process is a bad process, whether a person or a piece of technology is doing it.”
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accounting influencers
with rob brown
change is inevitable, but learning to navigate transformation effectively is the key to long-term success for finance and accounting professionals. in this part two of the accounting influencers podcast with hannah munro, the change expert shares her insights on how firms and finance leaders can embrace change and drive it forward to enhance efficiency, adaptability, and business impact.
“what’s also very interesting is that change is getting faster,” says munro, managing director at itas solutions and host of the cfo 4.0 podcast. “the pace of change is accelerating, and that volatility and uncertainty are driving the need for finance professionals to step up and elevate their role.”
munro emphasizes that transformation is not a one-time event but a journey. “if you feel like it’s something short term that you’re going to suffer through and then never have to change again, you are probably living in the wrong century.”
ashley kostos: secret weapon = skills testing? | move like this
“accounting isn’t a ‘fake it ’til you make it’ job.”
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 “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer
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move like this
with bonnie buol ruszcyk
for 卡塔尔世界杯常规比赛时间
in a recent episode of move like this, ashley kostos, sales manager at accountests, joined host bonnie buol ruszczyk to explore how data-driven assessments are helping accounting firms hire smarter, retain top talent, and create clearer career paths. with ongoing staffing shortages and high turnover across the industry, testing may be the tool firms didn’t know they needed.
accountests, founded by a former pwc partner and a psychometric testing expert, offers skills, ability, and personality assessments specifically designed for the accounting profession. these tools help employers move past resume claims and polished interviews to evaluate real-world competencies, including things like understanding financial statements, tax knowledge, and software fluency. “accounting isn’t a ‘fake it till you make it’ job,” kostos emphasizes. “you need to know how to do the work.”
tax season faceplant: accountants overrun by late chaos
technology and the economy threw some wrenches into the mix.
by 卡塔尔世界杯常规比赛时间 research
accountants turn negative amid tariffs, trade, uncertainty
survey respondents aren’t shy about placing blame.
by 卡塔尔世界杯常规比赛时间 research
join the survey. get the results.
quantifying the value of an advisor
three p’s for helping investors make rational decisions.
by rory henry
the holistic guide to wealth management
malcolm forbes liked to say, “advice is more fun to give than to receive.” but the right advice in the right framework can be invaluable. and sometimes, the best advice you’ll ever receive is what prevents you from engaging in harmful behaviors.
more: subscriptions beat aum and hourly fees for wealth management | tax advisory services: a pathway to greater financial freedom | raise your rates to change your clientele | pursue excellence to win the battle for talent | leverage ai to grow and protect revenue: six steps | how wealthtech is reshaping the future of holistic advice | seven tech keys to a holistic service model | four ways to provide wealth management in your accounting practice | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision
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michael dijoseph, cfa, a senior strategist at vanguard investment advisory research center, has spent a large portion of his career studying how financial advisors advise clients, how they can get better at providing advice and how we can measure the value of advice because these days, everyone from salesclerks at the mall to nasa rocket consultants seem to have the word “advisor” attached to their job title. more on that in a minute.
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hannah munro: leading change in vuca | accounting influencers
“if you think change is hard, try not changing and see what happens.”
sponsored by “holistic guide to wealth management: the science behind integrating services with the human side of behavioral financial advice,”
by rory henry – see today’s special offer
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accounting influencers
with rob brown
in part one of this accounting influencers podcast, special guest hannah munro, managing director of transformation consultancy with itas and host of the cfo 4.0 podcast, joins the conversation to unpack the realities of change and transformation in today’s volatile world.
munro makes one thing clear: change is no longer a future event to plan for—it is the present reality.
“transformation is a journey, not a one-step process,” munro says. “it’s about becoming comfortable in that vuca environment—volatile, uncertain, complex, and ambiguous—and building a skill set to navigate it.”
align your processes with your goals
nine ways to measure client experience.
by hitendra patil
client accounting services: the definitive success guide
if you were to define how your firm is different in three sentences, what would those three sentences be?
write them down. read those the next day and judge for yourself if your competitors can say the same three sentences to differentiate their firms. if yes, you will see why this is a significant challenge for your firm’s growth aspirations.
more by hitendra patil
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the classic equation of “people, process and technology” defining differentiation from the competition is somewhat flawed in accounting. by its very nature, accounting is about doing exceptionally well-defined work that follows clear laws and regulations. most firms have employees certified in similar lines of education and specialization. technology solutions for accountants are highly mature now.
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expert panel: secrets to staying relevant | gear up for growth
hall of fame leaders share the lessons, mistakes, and trends shaping the future of firm growth.
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer
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gear up for growth 
with jean caragher
for 卡塔尔世界杯常规比赛时间
in a special episode of gear up for growth, four hall of fame members from the association for accounting marketing (aam) reunite to reflect on how accounting marketing evolves—and to deliver advice for today’s growth leaders.
host jean caragher, president of capstone marketing, is joined by brian falony, retired accounting marketing executive; allan koltin, ceo of koltin consulting group and facilitator; mitchell reno, principal and director of client experience at rehmann; and michelle river, ceo of fore, llc.
gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday 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
together, they look back at how the profession has transformed over 35 years—and look ahead to what firms must do to survive and thrive in a radically different marketplace. read more →
advisory financial statements just got a little easier
the aicpa clarifies.
by 卡塔尔世界杯常规比赛时间 research
guess what: there are two kinds of financial statements.
more: surviving tariff turbulence | arc | the accounting comeback: why the profession is bouncing back stronger | new opportunities in estate planning stem from changing attitudes | what struggling small businesses need | five ways to head off reluctant leadership | big growth coming for client advisory services | scams getting more sophisticated | you need capable successors for a seamless transition | mark koziel: the future of the profession | gear up for growth | america’s running short of financial advisors | maybe the pipeline problem is technology
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one kind is prepared under ar-c section 70, which provides information for public consumption. the other can be a little looser, meant to be provided as part of a consulting service for internal use only.
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ron baker: survive tariff turmoil | arc
shaky markets. panicky clients. accountants, it’s your time to shine.
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer
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accounting arc
with liz mason
center for accounting transformation
president donald trump’s tariff announcement has sent shockwaves through the business community—and accountants are on the frontlines of the fallout.
in the latest accounting arc podcast, liz mason, cpa, and ron baker, cpa (inactive), analyze the implications of trump’s decision to impose a 10% blanket tariff on all imports, alongside a dramatic 54% tariff on goods from china.
more accounting arc: crypto, cash, or chaos? the fallout of an irs-free america | is agentic ai a game changer or game ender? | kelly mann: thriving against all odds | are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting success | how coaching can unlock professional success | demystifying accounting governance | top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education
“tariffs are taxes—plain and simple,” says mason, ceo of high rock accounting. “and businesses need to prepare for those costs to flow straight to consumers.”
how to evaluate managing partners
plus some thoughts on alternative management and perfectionism.
by marc rosenberg
the rosenberg practice management library
evaluating the managing partner is really an upward evaluation. like all upward evaluations, evaluating the managing partner should be limited to those people who can offer input based on actual experience, not hearsay.
more by marc rosenberg
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this means that at firms of fewer than 10-15 partners, all the partners will probably participate. but once a firm gets beyond 10-15 partners and has multiple offices, an increasing number of partners may not have enough direct contact with the managing partner to evaluate the person. firms with executive committees may wish to limit the evaluation to those on the committee.
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