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the profession’s future amid talent gaps, tech disruption, and evolving business models | accounting influencers

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global accounting leaders call for mindset shifts, better storytelling, and a redefined brand.

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accounting influencers
with rob brown

in this edition of accounting influencers, four of the profession’s most prominent voices gather for a candid discussion on the challenges and opportunities facing the accounting world. from evolving business models to deep talent shortages, the conversation explores how firms must adapt—or risk irrelevance.

the panel includes randy johnston, co-founder of k2 enterprises and a long-time tech strategist for cpas; trevor greenway, ceo of interval, a software firm helping accountants uncover real-time advisory opportunities; harry blum, managing partner at rsm canada; and jennifer o’carroll, ceo of erp vendor hansaworld and former tax advisor.

“the knowledge is there,” says greenway. “the question is—do firms have the people and bandwidth to act on it?” he warns that while accountants understand the changes required—like the shift to advisory services and the adoption of ai—the labor shortage is the primary obstacle.

blum agrees, calling today’s environment “an experiment in change management,” where firms have never had more opportunity but also never faced more complexity. “the mindset shift needed to transform is the biggest challenge,” he says.

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build a seven-figure firm in four hours a week

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welcome to the crossroads of advisory.

by jackie meyer

are you an accountant, tax advisor or financial consultant who’s feeling overwhelmed by long hours, endless compliance work and ever-increasing client demands? or maybe you’re in a corporate job dreaming of entrepreneurial freedom. are you tired of trading hours for dollars, only to find yourself burned out and undervalued? do you dream of a practice that generates significant revenue and provides you with the freedom to live a balanced, impactful and fulfilling life?

more: jackie meyer: earn more with fewer clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

you’re not alone. in fact, according to a 2023 report by the illinois cpa society, 41 percent of accounting and finance professionals are either looking for a new job or plan to start looking by the end of the year, citing factors such as salary, burnout and lack of work-life balance. many advisors report working 60 to 80 hours a week, only to see their income plateau while their stress levels skyrocket. this isn’t just about numbers; it’s about a fundamental shift in how we define success and build our practices. if you relate to these struggles, you’re in the right place.
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use what-why-what to structure cas insights

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woman examining document

it will make setting your processes easier.

by hitendra patil
client accounting services: the definitive success guide

we know the outcomes that are important from the client perspective can, and should, define your firm’s cas processes.

but how do you create your firm’s cas-specific processes? where should you begin? how would you know what to change and what to add to your processes?

more by hitendra patil
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

it is both difficult and easy to create your firm’s cas processes. it will be difficult, not impossible, to ask if you do not have reasonably deep insights into what your clients need and want. it will be easy if you have periodic interactions with your clients.
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matt criss: forget the grind; grow intentionally | gear up for growth

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stop drifting and start leading.


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 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro  – 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 high-stress profession like accounting, intentional growth isn’t just helpful—it’s necessary. in this episode of gear up for growth, business coach and author matt criss joins host jean caragher to share how accountants can build resilience, reflection, and renewed purpose by growing with intention.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. 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

as the author of conscious growth, moss adams executive criss brings decades of insight and a refreshing perspective: that growth shouldn’t be accidental. in this inspiring conversation, criss dives deep into the principles behind his book and shares how cpas and firm leaders can grow consciously—not just to advance their careers but to lead more fulfilling lives.

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bissett bullet: just listen

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today’s bissett bullet: “the less time we take telling our potential clients about what we do, the more time we have to learn about them. which discussion would they prefer?”

by martin bissett

we all know that everyone’s favorite subject is themselves and you and i are no different in that respect. when we go meet a potential client, they are providing us with an opportunity to learn about their business and that is more important than their opportunity to learn about us. if they want to know about us, they will have questions. we can form a simple, succinct introduction to our firm and invite further scrutiny.

the whole reason for this meeting is to understand where that business came from, where it is now, where it is going and how we are a better fit for them than the current accountant they have in place.

today’s to-do:

today formulate three questions that will really get the conversation flowing between you and a potential prospect.

see more bissett bullets here

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resilience, real talk, and the road to mental wellness | arc

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from mindful walking to redefining worth, this conversation reveals what it really takes to thrive.

sponsored by 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro  – see today’s special offer

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accounting arc
with arpan grewal
center for accounting transformation

more arc: analysis, reaction, comedy

in the latest student-led conversations episode of accounting arc, high school business student arpan grewal steps in as guest host for a raw, reflective episode centered on mental health and resilience. in conversation with jina etienne, cpa, cgma, cde, ceo of etienne consulting; rafael casas, senior consultant with workday; and kiera speed, inspiration logistician for the center for accounting transformation, the episode marks a powerful contribution to mental health awareness month. 

more accounting arc: blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service | ron baker: surviving tariff turmoil | 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

“mental health is something we all struggle with, whether we’re students or seasoned professionals,” says grewal. “it’s not talked about enough, especially in accounting.” 

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six accounting disruptors heading your way

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are you ready? is your competition?

by jody padar
the radical cpa

change isn’t just knocking at your door; it’s kicking it down. we’re in the middle of a major transformation because of new players, cutting-edge technologies and a financial surge. the rules are being rewritten before our very eyes.

more by jody padar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

if you consider accounting a giant chessboard, many players are making strategic moves. you have the old-school firms on one side who are navigating a rapidly changing landscape. on the other side, you have the new-school disruptors. these innovative entities are reshaping the industry with cutting-edge technologies and fresh approaches.
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