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advisory & consulting

private equity, mergers transforming the accounting profession

cresting ocean wave made of $20 bills

focus on return on relationship, not just roi.

by rory henry
the holistic guide to wealth management.

there’s no question the pandemic accelerated the accounting profession’s transformation and the entry of private equity (pe) into the marketplace. in many ways the pandemic years were an inflection point. the old way of doing things – meeting clients face to face and providing tax and accounting services – is essentially over. the pandemic and private equity are propelling the profession forward as firms adopt new service offerings, change how they operate, and find innovative ways to recruit, retain and compensate talent.

more rory henry and the holistic guide to wealth management
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pe is considered “smart money” because it has a track record of building better business models, increasing efficiencies and then selling the companies and firms they invest in for a profit. smart money sees enormous potential by investing in accounting firms thanks to technology that makes it easier than ever to integrate professional services on a much larger scale.
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about us

卡塔尔世界杯常规比赛时间 cites 4impactdata for leadership in cas tech

卡塔尔世界杯常规比赛时间 announces a new strategic partnership with 4impactdata, citing their business guidance system that helps firms deliver 10x advisory without adding headcount.

ceo eric eager is a 卡塔尔世界杯常规比赛时间 contributor. get the new ebook here:  “10x advisory in the ai era” 

卡塔尔世界杯常规比赛时间 recognizes 4impactdata as the go-to authority in cas technology for cpa firms, citing their role as a foundational platform in the modern cas tech stack. together, the two companies are advancing the profession by delivering insight, impact, and actionable intelligence.

for more about 4impactdata, book a demo here.

client accounting services

make clients part of your cas team | it’s not just the numbers

“if they’re consistently uncooperative, they’re not a good cas client, no matter how much they pay.” 

this is a preview. the complete 1-hour 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.

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

in the world of client accounting and advisory services (cas), most firms focus on building internal teams, refining processes, and adopting the right technology. yet, one crucial element often gets overlooked: the client. 

in a recent episode of it’s not just the numbers, co-hosts damien greathead and penny breslin explore why clients must be treated as integral members of the team, and what happens when firms fail to define the client’s role in the process. their conversation, drawn from decades of working with accounting firms around the world, provides a blueprint for cpas and firm owners aiming to elevate their cas practices. 

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

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

traditionally, accountants position clients as recipients of a service; for example, the client would deliver documents once a year, and the firm would produce a tax return. that transactional model doesn’t work in cas, says breslin. 

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accounting arc

shutdown shockwaves: how accountants keep the government’s books from crashing | arc

decode the financial fallout—where payables stall, nonprofits scramble, and the irs slows to a crawl.

sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms.
see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss
poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

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

when the federal government shuts down, headlines focus on politics. but behind every furlough and frozen budget lies a deeper story—one told through accounting cycles, payroll ledgers, and cash flow reports. 

in the latest episode of accounting arc, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, break down what really happens when appropriations stall and the business of government grinds to a halt. 

more accounting arc: royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking 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 plan | what career advice gets wrong for gen z – and how to fix it | your identity is not a liability | burnout, be gone: accounting needs a boundary breakthrough

“this is the kind of thing accountants think about,” mason says at the start of the episode. “what’s the actual technical answer? what does a shutdown mean for accounts payable, for payroll, for the irs? what’s really happening behind the scenes?” 

their discussion reveals a complex web of accounting impacts—from unpaid invoices and delayed reimbursements to frozen nonprofit grants and confused taxpayers. 

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accounting influencers

5 ways to stay ahead of the ai curve | accounting influencers

automation isn’t replacing accountants—it’s exposing who can’t evolve.

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

artificial intelligence isn’t a future disruptor—it’s already embedded in accounting. the profession’s survival depends on how quickly firms adapt.

“the robots are coming—scratch that—they’re already here,” says accounting influencers host rob brown. “ai literacy isn’t optional anymore. if you’re treating ai as tomorrow’s problem, you’re already behind the curve.”

the latest episode explores the seismic impact of automation on accounting and the urgent need for firms to transform their skills, strategies, and structures.

citing a mckinsey report, brown notes that nearly 80% of organizations already use ai in at least one core function. “it’s pervasive now,” he says. “reconciliation, data entry, transaction classification—ai eats those jobs for breakfast.”

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