CPE Survey: Large-Firm CPAs Dealing with Large-Sized Issues

African Elephant DanceProblems CPE alone won’t solve.

By Rick Telberg
CPA Trendlines Research

While the rest of the profession is focusing on tax services, the largest firms are expanding capabilities in accounting, financial reporting, practice management, and new technologies, according to new results from a CPA Trendlines survey conducted in conjunction with the Ohio Society of CPAs and consultant Michael Ramos.

https://www.research.net/r/CPE16
Join the survey, get the results.

MORE CPE TRENDS:  CPE Study Finds Six Essential Success Factors for Accounting Firms |  Top Trending Specialty Niches  | Busy Season Ends but Not the Focus on Taxes  |  Why Some CPAs Are Focusing on Accounting & Financial Reporting This Year  |  Top CPE Trends: How Accountants Are Re-Tooling for 2017  |  Mike Ramos on The Training Mindset: Mapping Firm Attitudes to Performance  |  Ohio CPA Society Teams with CPA Trendlines to Improve CPE ROI  |  Mike Ramos on How to Build a Powerhouse Learning Team for Your CPA Firm  |

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The profession’s large firms also have large problems – problems that can’t be solved by CPE alone, according to remarks by survey respondents. Problems like survival.

The survey results show in detail where large firms are investing their valuable time and resources, and how the best of them manage their training budgets to align with strategy. Many large firms could be getting a better return on their training budgets.

The survey shows, for instance, where most large firms fall short in: READ MORE →

Soloists Shift CPE Priorities to Taxes


Z_ CPE solo vs all other

By Rick Telberg
CPA Trendlines Research

The survey on CPE and practice improvement, conducted with the Ohio Society of CPAs and consultant Michael Ramos, suggests that taxes are taking up a bigger part of soloists’ practices – even though many say they’d like to diversify into other areas.

https://www.research.net/r/CPE16
Join the survey, get the results.

MORE CPE TRENDS:  CPE Study Finds Six Essential Success Factors for Accounting Firms |  Top Trending Specialty Niches  |  Busy Season Ends but Not the Focus on Taxes  |  Why Some CPAs Are Focusing on Accounting & Financial Reporting This Year  |  Top CPE Trends: How Accountants Are Re-Tooling for 2017  |  Mike Ramos on The Training Mindset: Mapping Firm Attitudes to Performance  |  Ohio CPA Society Teams with CPA Trendlines to Improve CPE ROI  |  Mike Ramos on How to Build a Powerhouse Learning Team for Your CPA Firm  |

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In Paradise, Calif., CPA Al Sperske, who’s been reading CPA Trendlines for more than 10 years, is among those stressed out by keeping up. “Taxes,” he says. “Nuts in Congress will not leave them alone.” READ MORE →

Accounting Industry Sets New Hiring Record

cpatrendlines jobs report tiltVolatility in payroll sector keeps rolling.

By CPA Trendlines

Payroll hit a new high in hours worked even as hourly wages continue to slide, according to new CPA Trendlines research. For payroll staff, numbers and hours are up at about the same rate that wages are down. Meanwhile, women keep making huge gains.

In this report, CPA Trendlines highlights:

  • Current hiring trends in each of the bookkeeping, payroll, tax, and CPA segments of the industry.
  • Average hourly wages for key segments.
  • Typical hours worked per week, and
  • Trends concerning women in the accounting workforce.

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READ MORE →

Are Accountants Learning the Wrong Lessons?

https://www.research.net/r/CPE16
Tooling up for 2017: Join the survey, get the results.

CPE choices fail to address the real keys to success.

By Rick Telberg
CPA Trendlines Research

CPAs are saying one thing and doing another. And the discrepancy bodes ill for the profession’s economic health.

MORE CPE TRENDS:  CPE Study Finds Six Essential Success Factors for Accounting Firms  |  Top Trending Specialty Niches  |  Busy Season Ends but Not the Focus on Taxes  |  Why Some CPAs Are Focusing on Accounting & Financial Reporting This Year  |  Top CPE Trends: How Accountants Are Re-Tooling for 2017  |  Mike Ramos on The Training Mindset: Mapping Firm Attitudes to Performance  |  Ohio CPA Society Teams with CPA Trendlines to Improve CPE ROI  |   Ed Mendlowitz on How to Choose the Right CPE  |  Sandi Leyva on Three Ways to Make CPE Work for You  |   Ed Mendlowitz on The Six Rules To Get the Most Out of CPE  |   Mike Ramos on How to Build a Powerhouse Learning Team for Your CPA Firm  |  4 Steps to Get More from Your Training Budget  |  How to Manage CPE by the Numbers  |  Three Tips for Creating Training Metrics  |  High-Impact Learning: 4 Ways to Maximize CPE ROI  |  Four New CPA Opportunities for the New Economy

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The survey on professional skills and the goals of accounting firms, being conducted with the Ohio Society of CPAs and consultant Michael Ramos, is turning up a curious mismatch. It seems, at first blush, that CPAs are studying for certain skills while reporting that something else is essential to their success.

READ MORE →

The View from the CPA Firm Corner Office: When Clients Get Tough, Tough Accountants Get Smarter

Top firm CEOs battle fickle clients with a growing arsenal of specialized talent.

fresh sunrise at mountain

By CPA Trendlines Staff

While leaders of accounting’s largest and most successful firms face a bevy of concerns that include keeping up with technology and with clients’ changing demands, they tend to agree that attracting and retaining young, talented workers is their most pressing issue, according to a year-long CPA Trendlines study of more than a dozen managing partners across the country.

MORE from THE CORNER OFFICE: Harry Moehringer at Marks Paneth  |  Shape-Shifting at Jim Cunningham’s Warren Averett  |  Henry & Horne Offers Flex Time, Loans to Future CPAs  |  Lee Beall: Finding Next-Gen Leaders at Rea & Assoc. | Joe Kask Leads ‘Paradigm Shift’ at BlumShapiro | CEO Charles Weinstein: EisnerAmper Targets Work-Life Balance | HBK’s Allegretti Says Firm Must Stress Excitement Factor | Lou Grassi Focuses on Recruiting, Retention at Namesake N.Y. Firm | Richard Berkowitz Drives Berkowitz Pollack Brant to ‘Warp Speed’ | Randy Myeroff at Cohen & Co.: Winning the Youth Movement | Rick Dreher Innovates Wipfli for Clients, Younger Workers | How Blain Heckaman Drives Value at Kaufman Rossin | WeiserMazars MP Blake Charts U.S. Expansion | Frank Longobardi: CohnReznick’s Battle for Top Talent |The Robo-CPA: Jim Sikich Prepares for Disruptive Technologies |

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“The major issues facing accounting firms run in cycles with spans when it’s all about things like quality of work or staying ahead in regulatory matters. And good firms have to focus on all of them. But what that boils to down to is your engagement with your people who deliver the services,” says Randy Myeroff, managing partner of Cohen & Co. of Cleveland. “Whoever can connect with today’s youth movement and invest in it the right way is going to win.”

READ MORE →