the future of tax advisory

two seated businesspeople with glasses meet, window wall in background

the landscape is shifting now. where are you headed?

by jackie meyer

the tax advisory world is changing faster than ever before. when i first started my firm, technology played a limited role – mostly in the form of software that helped with basic data entry, compliance and tax returns. today, however, we’re in the midst of a true revolution, driven by automation, artificial intelligence (ai), cloud computing and client expectations that are continually evolving.

more: five common pitfalls and how to overcome them | four practical case studies of real advisory success | five hard-earned lessons from exiting an accounting firm | reclaim your hours with time management and productivity hacks | hiring strategies for your dream team | streamline your operations with systems and processes | from compliance to advisory: shifting the value proposition | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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the days of a compliance-focused practice being enough to keep you profitable are quickly disappearing. compliance has been commoditized – clients see it as a cost to be minimized, rather than as a value-add service. if you want to remain competitive and thrive in the years to come, it’s essential to lead with advisory, embrace technology and position yourself as an indispensable partner in your clients’ financial success.
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four traits that great accounting firm leaders share

key leadership attributes

bonus: questions for self-assessment.

by anthony zecca
leading from the edge

as the leader of the firm, as important as it is to complete a comprehensive assessment of your leadership team, it is equally if not more critical to assess your own leadership. what are the key leadership attributes that reflect great edge leadership?

more by anthony zecca
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how can you get a meaningful and comprehensive assessment of how well you are doing as the leader of the firm? the trap to avoid is to just listen to yourself and your own self-assessment. to really understand how well you are performing, you need multiple checkpoints.
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free speech is a right; respect is a responsibility | arc

timing, venue, and state law shape what you say—and what it costs.

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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

this conversation focuses on practice, not politics. 

accounting leaders are urging firms to pair open expression with professional responsibility as political tensions spill into workplaces and social media feeds. in a new episode of accounting arc, hosts liz mason, cpa, ceo of high rock accounting; byron patrick, cpa.citp, cgma, ceo of verifyiq and co-founder of tb academy; and donny shimamoto, cpa.citp, cgma, founder and managing director of intraprisetechknowlogies and the center for accounting transformation, outline practical guardrails for speech that keep trust at the center. 

related arc: talk politics professionally | cancel culture or curious culture? you choose (assumed discrimination) | what happens in vegas…gets reported on a tax return (working in “sin” industries) | your identity is not a liability (pride week) | etienne: decoupling deib – a nuanced approach |

more accounting arc: cash bags, casinos & audits: how first jobs shape usgen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensurecpa firm ownership under firewalking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes | more admins, fewer students, no planwhat career advice gets wrong for gen z – and how to fix ityour identity is not a liabilityburnout, be gone: accounting needs a boundary breakthrough

the conversation opens with a condemnation of political violence and a call for grace as individuals and firms process fast-moving events. from there, the hosts shift to the workplace: what employees say online and in public often follows them to the office, and leaders must navigate the implications for culture, clients, and brand. 

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