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the cas bottleneck no one talks about | it’s not just the numbers

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poor onboarding frustrates clients, burns out staff, and kills profitability.

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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it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间

winning the client is exciting—but in client accounting services (cas), that’s just the opening act. the real work, and the real success, depends on what happens immediately after a prospect says “yes.”

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in this episode of it’s not just the numbers, hosts penny breslin and damien greathead make the case that onboarding is one of the most overlooked, underdeveloped, and business-critical functions in cas firms today.

“too many firms have no clue what actually happens when a client walks in the door,” breslin says. “you sold the work, but what happens next? what experience does the client have? and what does your team do first?”

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pe pushes partners toward extinction | accounting influencers

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two-thirds of current firm leaders risk being obsolete within three years.

sponsored by tax season readiness: practical steps for a smoother busy season, dec. 10, 2 pm et, 1.5 cpe
originally published sept. 3, 2025

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is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 

accounting influencers
with rob brown

a stark warning is shaking the accounting profession: 65% of current firm partners will be considered “digitally obsolete” within three years. the unsettling part? private equity (pe) investors are not planning to retrain them—they are preparing to replace them.

on the latest episode of the accounting influencers podcast, host rob brown uncovers how private equity–backed firms are redrawing the profession’s leadership map. the digital divide is no longer theoretical. it is already defining who will lead the future of accounting and who will be pushed aside.

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meihaus: the courage to say “enough” at the top | gear up for growth

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partners who cap their own comp can solve staffing, retention, and motivation in one bold move.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
originally published sept. 4, 2025.
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

when public accounting firms talk about “leadership challenges,” the conversation often turns into a soft focus on communication styles or vague culture issues.

michael meihaus goes straight for the hard truths.

on gear up for growth, hosted by capstone marketing president jean caragher, meihaus—owner of meihaus cpa in escondido, california—lays out the structural leadership failings he sees across the profession: outdated ownership models, harmful work expectations, broken incentives, and leaders who resist change because the current system works for them, even as it burns everyone else out.

more gear up for growth here. | more jean caragher here |
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“it’s simply that we don’t change unless we have to,” he tells caragher. in a profession that’s been “stable, profitable, successful” for decades, too many people at the top have little incentive to transform how firms actually operate.

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maksymiw: kick the “should” out of your career | big 4 transparency

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“being efficient got me more work, not more money. so i left.” 

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.
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big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

when mike maksymiw first joined the big 4 transparency podcast, listeners were struck by his candor, clarity, and willingness to challenge the profession’s long-standing norms. now, as host dominic piscopo welcomes him back as the show’s first repeat guest, maksymiw brings even more insight—this time shaped by aprio’s rapid growth, his own unconventional career path, and a message for accountants who feel stuck in roles that no longer fit.

more dominic piscopo | more private equity | more pay & compensation

maksymiw currently serves as executive director of the aprio firm alliance, a national network of nearly 100 firms that share resources, expertise, and support across specialties and geographies. and—thanks to aprio’s recent acquisition of the ps plus alliance from rsm—the alliance has nearly doubled in size.

“it broadens how we can go find answers,” he explains. “now there are a hundred people you can ask, and maybe fifty have done what you’re trying to do. maybe there are seven different ways to make it work.”

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brolin: blueprint for empathetic leadership | the disruptors

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embracing empathy helped build a healthier, more profitable firm with a smaller, stronger team.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
originally published aug. 19, 2025
sponsored by the center for accounting transformation’s small office/home office cybersecurity protection package–
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the disruptors
with liz farr

after decades in public accounting, years emceeing national conferences, and a long stretch coaching college softball, dawn brolin has learned something most leadership books bury in footnotes: empathy drives performance.

“empathy is, to me, the number one characteristic that a leader should follow,” she told host liz farr in her return to the disruptors. her latest book, the elevation of empathy: leading for the w.i.n., digs into why the accounting profession needs a different kind of leadership—one rooted in awareness, humanity, and intentional care.

more streaming: chang: killing saly, one agent at a time | vanover: 5-star firms don’t bill by the hour | kless: profit is a result. flourishing is the purpose | whitman: build culture on ‘progress,’ not change | shein: no pe? no m&a? no problem | hood and weber: time to rise | proctor: turn dumb ideas into brilliant solutions | carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years | telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week |

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accounting firms often reward technical strength or revenue generation with leadership titles. but brolin argues those metrics don’t create leaders; they create what she calls “appointed leaders.”

“you could be appointed a leader because of a skill or the amount of revenue you bring in. that doesn’t mean you are one,” she says.

real leadership, in her view, has less to do with credentials and more to do with emotional intelligence, personal responsibility, and daily behaviors that elevate the people around you.

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