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why do you want to be partner?

businesswoman sitting on table while talking with four coworkers

our expert council weighs in on preparation.

by martin bissett
passport to partnership

the skill in producing financial reports is limited by the quality of the information presented to the cpa by the client. the motivation of the client to influence that financial information comes in many forms, some intentional and some unintentional. competence comes first in being able to resist pressure and present a true and accurate position of the client’s organization.

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sounds obvious, doesn’t it? but there’s a twist.
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pro member exclusive

accounting firms need marquee clients

businesswoman shakes client's hand across desk, both seated

look at your client base like a bell curve.

by domenick j. esposito
8 steps to great

every ceo i have interacted with over the years looks at the partner complement as those with basic accounting, auditing and tax skills and for brand extension and diversification into higher margin lines of business with advisory and consulting skills.

more by domenick j. esposito
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the best way for a firm to obtain maximum advantage of their relationships with clients and with attorneys, investment banks, private equity groups and industry peer groups is to have access to all of the firm’s capabilities.
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featured video

haylett: redefine success in retirement | holistic guide to wealth management

the most dangerous day of retirement is a psychological challenge more than a financial one.

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

when most people think about retirement planning, they picture spreadsheets and savings targets. but as dan haylett, author of the retirement you didn’t see coming and host of the humans vs. retirement podcast, explains, the real challenge of retirement is not mathematical—it’s psychological. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

“people focus on the numbers because they think that will solve all their challenges,” haylett says. “but retirement is a complex human problem. spreadsheets will not tell us who we are without a business card or what gets us out of bed in the morning.” 

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outlook & analysis

accounting will see agentic ai

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?

pe groups seek their own solutions.

by roman kepczyk
 the rosenberg survey

from my perspective, private equity investments in both firm acquisitions and technology solutions focused specifically toward accounting automation will be a key driver in firm strategic discussions in the next 12 months.

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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as i consult from a technology perspective, i believe we will see significant advances in the use of agentic artificial intelligence solutions being integrated into accounting production processes. agentic solutions work autonomously to complete tasks and can analyze options and redirect themselves, minimizing human interaction until needed.

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