Kassi Rushing: Firms that Move First Shape the Future | Gear Up for Growth

AI, talent development, pricing, and advisory services demand action now — even if leaders don’t have all the answers.

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The accounting profession has no shortage of predictions about its future. But RISE2040 is designed to be something different: a future shaped by the profession itself and a practical framework for deciding what to do next.

In this episode of Gear Up for Growth, host Jean Caragher, president of Capstone Marketing, welcomes back Kassi Rushing, CEO and owner of Kassi Rushing Consulting and a member of the RISE2040 project team. Their conversation explores what the initiative reveals about the profession’s direction — and why accounting leaders cannot afford to wait for certainty before acting.

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Unlike earlier vision projects built primarily through surveys, focus groups, or the perspectives of a select group of thought leaders, RISE2040 draws from conversations with thousands of professionals across 25 countries. Artificial intelligence makes it possible to synthesize that volume of input while preserving the themes, opportunities, and barriers identified by participants.

Rushing describes the initiative as “written by the profession for the profession.”

That distinction matters. As advisory groups reviewed the findings, the project team remained committed to what professionals actually said, even when reviewers wanted to introduce additional ideas.

“We had to protect the voice of the profession,” Rushing says. “We talked about being defenders of the data.”

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Calvin Harris: The Future of Accounting Belongs to Those Willing to Rethink Everything | Gear Up for Growth

Intentionally design teams around technology, outsourcing, and evolving organizational structures.

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“We’re at a time where we have multiple generational changes happening all at the same time,” says Calvin Harris Jr., CEO of the New York State Society of CPAs, during a recent episode of Gear Up for Growth, hosted by Jean Caragher, president, Capstone Marketing, and powered by CPA Trendlines.

According to Harris, technology, alternative practice structures, outsourcing and changing workforce expectations are converging to reshape the future of public accounting. Firm leaders must look beyond today’s headlines and begin rethinking how their firms operate, develop talent and deliver value to clients.

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Although artificial intelligence dominates much of today’s discussion, Harris believes technology is just one piece of a much larger transformation. “You can’t be effective in this work anymore without also being effective in technology,” he says. “You will get lapped in terms of how efficient people can be.”

Rather than viewing AI as a standalone initiative, Harris encourages firms to think strategically about how technology supports new business models, enhances advisory services and improves the client experience.

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Shelly Weir: Florida CPAs Nearly Lost More Than They Realized | Gear Up for Growth

FICPA CEO says the profession survived its most serious deregulation fight yet. The threat isn’t confined to Florida.

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Florida CPAs came closer than many realized to losing the regulatory structure behind the CPA license, as a sweeping deregulation drive threatened the state Board of Accountancy and raised the possibility of a credential weakened to the point that “anybody could put those letters behind their name,” according to Shelly Weir, president and CEO of the Florida Institute of CPAs.

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“The elimination of the CPA license altogether – or having a license so degraded and devalued that anybody could put those letters behind their name – I don’t know what terrifies me more,” Weir tells Jean Caragher in this episode of Gear Up for Growth.

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Jim Metzler: Why the Profession’s Best Are Walking Away from Partnership | Gear Up for Growth

Firms, not candidates, are to blame for a generation of superstars declining the summons.

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Few voices carry more weight on the question of who becomes a partner, and why, than Jim Metzler’s.

So when the former AICPA vice president and longtime mentor to emerging firm leaders says the profession’s top performers are hesitating at the threshold of partnership, firm owners would do well to listen.

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In the new episode of “Gear Up for Growth,” hosted by Jean Caragher of Capstone Marketing, Metzler lays out why – and what separates the firms that keep their stars from the ones that lose them.

“The bigger the superstar in the firm, the more they say, ‘I’m really not sure if I want to be a partner,'” says Jim Metzler, founder of Metzler Advisory Group and author of “The Emerging Partner Playbook: A Complete Guide for Emerging Partners in CPA Firms,” this edition of “Gear Up for Growth,” powered by CPA Trendlines and hosted by Jean Caragher, president of Capstone Marketing. READ MORE →

Mark Koziel: The End of Accounting as We Know It | Gear Up for Growth

Koziel Calls for a New CPA Firm Model

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with Jean Caragher
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Mark Koziel is putting the accounting profession on notice: The business model that sustained CPA firms for generations is running out of time.

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“The hours-times-rate model is a death knell for the profession,” says Koziel, CPA, CGMA, president and CEO of the AICPA and the Association of International Certified Professional Accountants, on Gear Up for Growth, powered by CPA Trendlines and hosted by Jean Caragher, president of Capstone Marketing.

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As artificial intelligence accelerates the automation of tax preparation and compliance work, Koziel says CPA firms must fundamentally rethink how they create—and price—value for clients.

“There’s still value to that tax return,” Koziel says. “It’s just not based on our inputs.” READ MORE →