today's features
client accounting services

why policies, processes, and procedures make or break cas | it’s not just the numbers

get more value from the technology you already own. 

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

when accountants and bookkeepers talk about building a scalable, profitable firm, the conversation often jumps straight to technology. which workflow app is best? should we move payroll into a dedicated platform? is our practice management system due for an upgrade? 

but as penny breslin and damien greathead emphasize in the latest episode of it’s not just the numbers, software is only as good as the processes that support it. without consistent policies and documented procedures, even the most advanced tech stack will fail to deliver efficiency or profitability. 

more penny breslin and damien greathead | more advisory & consulting | buy “it’s not just the numbers”

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this lesson is especially crucial for firms offering client advisory services (cas). advisory work depends on reliable, timely data and standardized outputs. if every accountant on the team closes the books differently, it doesn’t just create inefficiency; it undermines the consistency and trust that clients rely on.  read more →

outlook & analysis

pe, m&a will consolidate accounting profession

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?

move to more corporate culture helps ease staffing shortages.

by terry putney
 the rosenberg survey

i expect to see at least 100 to 150 acquisitions made by private equity or pe-backed cpa firms in the next 12 months. i expect to see as many as 15 to 20 of the top 100 firms either be acquired by a pe-backed top 100 firm or take investment from pe and remain independent.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.
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i think we will see between two and five of previous investments made in cpa firms by pe change hands in the next 12 months. up to now, only one major flip has occurred, the new mountain capital sale of their interest in citrin cooperman to blackstone. incidentally, new mountain capital reinvested those proceeds to a great extent with an investment in wipfli and still holds an investment in grant thornton.
read more →

advisory & consulting

seven focuses for your firm’s evolution

portrait of susan bryant
bryant
 susan bryant is a certified public accountant and certified tax strategist. she has earned widespread recognition, including honors as a woman of empowerment, enterprising woman of the year, and being named among the top 50 women in accounting.

work toward a dynamic vision of a 21st-century cpa.

by susan bryant
the holistic guide to wealth management

as the old saying goes: “everyone wants an accountant; no one wants to be an accountant.” whether that saying is true or not, the future of our profession hinges upon casting a new vision.

more rory henry and the holistic guide to wealth management
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accounting has been many things over the years, but “exciting” is not an adjective you hear often to describe it. reliable. dependable. necessary. sure, but rarely exciting.

however, we live in fast-moving and volatile times. everything is changing rapidly. the aftermath of the pandemic, and the seismic shifts it caused in the global and local economies, have upended nearly every aspect of business. sector after sector is scrambling to adapt to our fast-changing world. it’s a world in which the stock market is volatile; inflation is high; war, recession and weather events loom; and millions of boomers are exiting the work force and surging into retirement. with the world changing so fast, every aspect of business services needs to change with it, including accounting.
read more →

accounting influencers

the smart accountant’s guide to choosing the right podcasts | accounting influencers

podcasts now serve every level of the profession, and intentional listening helps professionals grow faster.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by small office / home office protection package: enterprise-level cyber protection for small accounting firms. see today’s special offer

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accounting influencers
with rob brown

the accounting podcast world is no longer a niche corner of the internet. it is a sprawling ecosystem of news briefings, exam prep guides, leadership conversations, and tech trend breakdowns. for today’s professionals—from students to senior partners—the shows they follow influence how they think, how they show up, and how they lead.

in this episode of accounting influencers, host rob brown breaks down the types of accounting podcasts in the market today and explains why some help you grow while others simply drain your time.

not all accounting podcasts are built for the same audience. some exist to help students pass exams. others help partners stay current on regulatory changes. some deliver tech deep dives. others humanize the profession with personal stories.

understanding these differences helps listeners choose wisely and avoid content that feels irrelevant or repetitive.

read more →

advisory & consulting

advice must be timely to be valuable

meditative businessman is pondering time management while surrounded by alarm clocks

five real-world examples plus four key elements for implementation.

by hitendra patil
client accounting services: the definitive success guide

good-fit clients who hire professional accountants usually expect more than just basic bookkeeping or tax preparation. they seek deeper, more strategic value.

what they truly value is advice that is specific, insightful and actionable, which helps them:

  • make better business decisions
  • reduce financial risks
  • grow with confidence

more by hitendra patil
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however, even the most brilliant advice can become irrelevant if it comes too late. more than the brilliance of the advice, the value of advice is often judged by its timing. in the world of advisory, insight delivered too late might as well not be delivered at all.
read more →