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OUTLOOK & ANALYSIS

Accountants Keep Upgrading Clients

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?

Hours will become obsolete.

By Carl George
 The Rosenberg Survey

Firms will continue to upgrade their client profiles and disengage from clients who no longer fit. The result is more time will be spent on higher-value clients and emerging high-value clients. A strategy long overdue for some.

MORE: The 2025 Rosenberg MAP Survey is available from CPA Trendlines here.
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This strategy meets the challenge of transactional versus relationship-driven. The key is to put a process in place that defines a high-value client, to prioritize the plan for each client, and to develop a side strategy that affords the appropriate resources (time and people) to give the high-value clients their due.
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OUTLOOK & ANALYSIS

Firms Not Keeping All Their Clients

Elderly businessman with hand on door frame

Plus two questions about M&As.

By Carl George
The Rosenberg National Survey of CPA Firm Statistics

My list of predictions for the next 12 months:

  • Firms will continue to upgrade their client profiles and disengage from clients who no longer fit. The result is more time will be spent on higher-value clients and emerging high-value clients. A strategy long overdue for some.

EDITOR’S NOTE: Every year, The 2024 Rosenberg National Survey of CPA Firm Statistics asks the profession’s top consultants two sets of questions:

    • How do you think the next 12 months will unfold? Trends? Predictions? Other thoughts?
    • How would you assess the last 12 months? Trends? Observations? Struggles?

MORE: Accounting Still Short on Staff and Students | Artificial Intelligence Plays Role in Analytics, Optimization | Challenges for the Accounting Profession: Private Equity, Offshoring, Training New Hires | Recalibration Is Key for Accounting Profession | People Development Still a Concern | Focus on Intentional Growth | Accounting Firms Upshift to Corporate Model | Tech Anxiety Paralyzing Some Accounting Firms | What’s Going to Happen? Lots, Say Consultants | Growth and Complacency Must Concern Accounting Firms This Year | Solving Staffing Requires Intention
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  • Firms realize that more training is needed for their staff than ever before. There are two major reasons behind the accelerated and deeper training necessity:

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OUTLOOK & ANALYSIS

OUTLOOK: A 40-Hour Workweek Is Feasible

Business development can be done remotely, but it can’t be skipped.

By Carl George
The Rosenberg MAP Survey

EDITOR’S NOTE: Every year, the 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? Also, how would you assess the last 12 months?

Firms will continue to upgrade their client profiles and disengage from clients that no longer fit. Disengagement is one of the major initiatives that must occur to meet the challenge of the “40-hour guarantee.”

MORE: Five Ways Staff Shortages Are Changing Firms Forever | OUTLOOK: Soft Skills Are Front and Center | OUTLOOK: It’s Time for a New Business Model | Rosenberg MAP: Partner Incomes Surge 11.4%
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As it was explained so eloquently by a CEO of a large firm, “We do not have a staffing shortage, we have a ‘D’ client overage!” Well said. Traditionally difficult for us to do, but we do not have the option of not executing this critical strategy.
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OUTLOOK & ANALYSIS

OUTLOOK 2023: Compensation Gets Creative

Accounting will be an attractive career choice again.

By Carl George
The Rosenberg MAP Survey: National Study of CPA Firm Statistics

There has and will continue to be a significant number of private equity transactions. As with any major shift of ownership in the past, there will be some fallout – partners, staff, niches, clients, etc.

MORE: OUTLOOK 2023: The Office Is Over | 2023 OUTLOOK: Private Equity Comes for Accounting Firms
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That is natural as what we will witness is the creation of new firms and opportunities for those who choose to depart. Just look at the new firms that have started in the last five years – that is one way the profession stays young, fresh and entrepreneurial – new players practicing in different ways.
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FEATURED

10-Point Plan for the Year Ahead

Ramping up for 2022.

By Carl George
For the Rosenberg MAP Survey

I can safely say that we have never been more valuable to our clients than we have been in the past couple of years.

MORE: Three Ways the Accounting Profession Has Changed | Accounting Will Never Be the Same
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In many cases, the firms were “lifesavers.” For those firms and practitioners, client loyalty will remain very high for years to come.

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