special

two questions to ask about audit tech tools

by

hand pointing to gantt chart

don’t limit your choices to those developed for accounting.

by alan anderson, cpa
transforming audit for the future

for years, as i’ve been visiting firms all across the country, i’ve asked them, “do you honestly feel that you’ve achieved a substantial return on your investment of technology in the audit?” and they tell me, “well, we’re now at three monitors in the field.” i remind these firms that i haven’t asked about their use of computers and peripherals. every firm is using technology, but few evaluate the return on investment they’re getting.

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

 

i’m a huge believer of embracing technology, but i think we need to think differently about how we use it. in my view, the current state is nothing but tremendous opportunity for all of you to learn what all these new tools, from mindbridge to inflo and everything new that we haven’t even conceived of yet, can do. they all accomplish an objective. it’s just a matter of figuring out which one you want to do, and go and dive in.
read more →

why the accounting move project is evolving to reach a broader audience

by

accounting move project 2025 is about understanding what truly supports sustainable success in accounting workplaces.

get benchmarking report: take the survey now

by donny c. shimamoto
center for accounting transformation

recently, “dei”—short for diversity, equity, and inclusion—has become a lightning rod across corporate america. for some, it signals progress. for others, it evokes skepticism or resistance. in the accounting profession, which is already navigating talent shortages, regulatory pressures, and generational turnover, these tensions can be especially pronounced.

more: donny shimamoto | accounting move project 2025 |

that’s why this year, as a partner of the accounting move project (“move project”), the center for accounting transformation (“center”) is taking an important step forward: we’re evolving the research language from dei-affirming to dei-neutral.

this is not a departure from the move project’s founding principles, which since 2010 have been focused on creating greater opportunity and equity for women in the profession. rather, it’s an intentional evolution to ensure it reflects the full spectrum of today’s workforce. by adjusting the language used in questions and responses, enabling, for example, analysis based on sex (including men) and ethnicity (including white employees), we can fully assess how firms are supporting all employees in areas like equal pay, advancement, and career development.
read more →

how to prepare your clients’ kids for their inheritance 

by

portrait of randy fox
fox
 randy a. fox, cfp, aep is the founder of two hawks consulting llc. he is a nationally known wealth strategist, philanthropic estate planner, educator and speaker.

ignorance is not bliss. ignorance causes problems.

by randy a. fox
the holistic guide to wealth management

after interviewing several thousand high-net-worth families, the u.s. trust study of the philanthropic conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.

more: a question of trust: not just for the wealthy | trust and estate planning is for clients of all ages | help clients manage and embrace investment risk | tax advisory services: a pathway to greater financial freedom | leverage ai to grow and protect revenue: six steps | four ways to provide wealth management in your accounting practice | what multiples mean to accounting firms | how wealth management has evolved | why now is the time for cpas to embrace wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

think about that for a second. one-third of affluent families would switch to a new advisor if that individual was more adept than their current advisor at helping them give their money away. it has nothing to do with investment returns, asset allocation or finding hot alternative investments. it has to do with understanding the client’s values and seeing the whole picture.
read more →