today's features
outlook & analysis

starting salaries in accounting must rise

every year, the 2025 rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country: how do you think the next 12 months will unfold? trends? predictions? other thoughts? also, how would you assess the last 12 months? trends? observations? struggles?

plans for succession and capital are critical.

by kristen rampe
 the rosenberg survey

over the next year, more firms will feel comfortable with their position in the marketplace. either because they have completed or are in the process of a transaction, or because they determined their best option was to continue as they have been (with ongoing improvements, of course). this is unlikely to reduce the hourly calls from private equity investors just yet but will make the decision on what to do with all those calls easier.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.

i am hopeful that, as an industry, we will continue to increase staff starting salaries. looking at today’s economics of adult life, which many young accounting professionals are interested in, such as buying a home or starting a family, the current pay rates are insufficient. we can make the changes necessary here to continue to support communities, employees and the profession of accounting.
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pro member exclusive

how to offer a virtual family office

portrait of rob santos
santos
 rob santos is ceo of arrowroot family office, which he founded in 2013, and of arrowroot advisors, an investment bank focused on m&a for software-based companies. he works with affluent families providing bespoke family office services.

four paths, plus tips on clients.

by rob santos
the holistic guide to wealth management

at a california society of cpas conference our firm attended, a panelist said that before he made the transition to wealth management, he was very reluctant to register as an investment advisor. why? because he thought that registering would be too much trouble.

“eventually i made the decision to set up a separate ria firm,” he said “because as a cpa, we are regulated by the california board of accountancy. i didn’t want to also have another regulator, whether it was the state of california or the sec, in my accounting firm.”

more rory henry and the holistic guide to wealth management
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that cpa-turned-advisor hasn’t looked back since. he told us later that he only wished he had set up his registered investment advisor many years prior. by setting up a separate firm he must be “very careful” about which hat he is wearing. “i don’t want to be a registered investment advisor in my accounting firm,” he said, “and i don’t want to be an unregistered cpa in my advisory firm.” he also told me there are very clear lines that his colleagues follow when it comes to which firm does the services for their clients. “all things considered, the obstacles weren’t all that great,” he added.
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featured video

the “lbd” of tech: simplicity & standardization still win | it’s not just the numbers

“if you don’t have accountability, you can never reach your ambition.” 

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

if there’s one topic that never gets old in accounting, it’s technology. new apps promise smoother workflows, faster reconciliations, and smarter insights every year. yet, despite all the innovation, many firms still struggle with the same problem: too many tools, too little strategy. 

more penny breslin and damien greathead
more advisory & consulting
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in the latest episode of it’s not just the numbers, hosts penny breslin and damien greathead revisit a metaphor that’s as timeless as it is practical, the “little black dress” of technology. the conversation digs into what every firm owner should understand about building a tech stack that actually fits their ambition, not just their app wish list. 

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accounting influencers

5 ways accounting pros turn events into real roi | accounting influencers

turn networking, sessions, and follow-up into measurable outcomes—not just time out of the office.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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accounting influencers
with rob brown

seventy-six percent of professionals believe in-person conferences offer better networking opportunities than virtual events. but while accountants spend millions each year on registration fees, hotel rooms, and travel, only a fraction walk away with meaningful roi. according to rob brown on accounting influencers, the problem isn’t the events—it’s the strategy.

“people go to conferences and just float,” brown says. “they wander the expo hall, catch a few sessions, grab the swag—and then wonder why nothing changes.” with conferences back at full strength and offering multi-sensory experiences, deeper technical sessions, and richer networking formats, brown says firms should treat them as strategic business opportunities, not passive learning days.

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advisory & consulting

clients need relevance in your advice

woman and man talking in office

why it is a cornerstone of value.

by hitendra patil
client accounting services: the definitive success guide

providing value to clients involves thoroughly understanding your client, anticipating their needs, and offering advice that is both timely and highly relevant.

we discussed earlier why timeliness is the first essential element of valuable advice. yet, advice given at the right moment but disconnected from the client’s real-world challenges is like a gps giving directions without knowing your location.

more by hitendra patil
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in this article, we examine why even the most technically sound advice often falls short when it fails to resonate with the client’s actual context, goals or concerns. through real-life examples, from generic guidance that missed the mark to targeted insight that drove results, you will learn how to shape advice that fits the moment. it is not just about knowing the client’s business, it’s about understanding what matters most, right now.
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