Ask CPA Trendlines
Now, with smarter search, deeper analysis and more detailed responses (v.2.8).
Now, with smarter search, deeper analysis and more detailed responses (v.2.8).

Many firms get planning assumptions wrong.
By William Englehaupt
Walk through almost any accounting firm during busy season, and the signals are familiar: calendars packed wall-to-wall, inboxes filling faster than they can be cleared, and professionals praised for constantly stepping up to meet demands. In many firms, this visible intensity is taken as proof of productivity. If people are busy, the thinking goes, work must be getting done.
But “busy” is not a productivity metric. It is a symptom. And when firms mistake it for performance, they quietly undermine quality, predictability, and morale.
Accounting is not alone in this trap, but the profession is especially vulnerable to it. Long hours and constant responsiveness feel reassuring in high-risk environments. They create the appearance of control. What they rarely produce is a reliable flow.
As caregiving responsibilities expand across generations and definitions of family, employers have an opportunity to rethink how work gets done — and keep valuable people in the process.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research
In this episode of MOVE Like This, Shannon Stone-Winding, President and CEO of the Business Alliance of Colleges and Employers (BACE), joins Bonnie Buol Ruszczyk to explore caregiving through a much broader lens: what does it mean for an organization to truly care for its people?
Shannon brings both a professional and deeply personal perspective to the conversation. In addition to her work connecting employers, colleges, and emerging talent, she has spent 20 years as the primary caregiver for her husband, a 100% service-connected disabled Marine Corps veteran.
“Flexibility should be used as a tool for success. It shouldn’t be the exception.”
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research
In this episode of MOVE Like This, Mandy Gallagher, lead manager of Women’s Initiatives at the AICPA, joins Bonnie Buol Ruszczyk to discuss why caregiving has become such an important conversation in accounting, what firms may misunderstand about caregivers, and how greater flexibility and support could influence retention and leadership pipelines across the profession. Gallagher’s work focuses on advancing women’s initiatives, supporting professional development, and amplifying women’s perspectives throughout the profession.

Start with which of four “money scripts” they follow.
By Rory Henry
The Holistic Guide to Wealth Management
Joy Lere Psy.D., licensed clinical psychologist and co-founder of Shaping Wealth, a learning platform transforming the human experience of money, told me on my podcast that she was amazed by how often money was the cause of her clients’ anxiety and unhappiness. Research confirms this phenomenon.
According to the American Psychological Association (APA), money has consistently topped Americans’ list of stressors ever since the first Stress in America survey was conducted in 2007. According to the APA:
It shouldn’t be this way and this is where financial advisors can be a huge help.
READ MORE →
If MCPs are the infrastructure, agentic AI is the workforce.
The Disruptors
With Liz Farr
Randy Johnston has been in accounting technology longer than many of today’s practitioners have been alive. With more than 50 years in the field, and a hand in designing everything from IBM ThinkPads to Excel’s PivotTables, he has seen more technological revolutions than he can easily count. He even wrote AI code in 1975 in Lisp. Through it all, he has remained true to a singular ideal: “My personal mission has always been to help as many people as possible do the things they want to do with technology.”
MORE DISRUPTORS: David Cristello: Growth Breaks Things – and That’s Normal | The Disruptors | Blumer, Vacin: What Only 5% of Firms Get Right | Disruptors | Ira Rosenbloom: PE Forces Firms to Pick a Future | The Disruptors | Doug Slaybaugh: How to Define “Values in Motion” | The Disruptors | Nancy McClelland: Bookkeepers Need a Safe Space to Collaborate | The Disruptors | Chase Damiano: Good Operations Means Defining How the Hand-Offs Happen | The Disruptors | Jeff Seibert: Digits Software Moves Toward Real-Time Accounting | The Disruptors |
Yet Johnston, executive vice president of K2 Enterprises and co-founder of Network Management Group, says the most significant shift is happening right now with Model Context Protocols (MCPs). MCPs are a technical layer that allows multiple systems to be connected and queried through AI. Though he’s spent decades watching technology evolve through mainframes, databases, graphical interfaces, and SaaS, he says MCPs may be the most consequential development he’s seen in years.