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Gear Up for Growth

Joe Pine: The Transformation Economy Comes for Public Accounting | Gear Up for Growth

As AI automates compliance, value shifts to measurable outcomes and client aspirations.

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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

Author and strategist B. Joseph Pine II urges accounting firm leaders to confront a fundamental question: What business are you really in?

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According to Pine, the profession is approaching a critical inflection point as the global economy moves beyond goods, services, and even experiences, into what he calls the transformation economy.

“You use experiences as a raw material to guide people to change, to help them achieve their aspirations,” Pine tells Gear Up for Growth host Jean Caragher, president of Capstone Marketing. This shift, he explains, requires firms to move beyond simply delivering accounting work efficiently to helping clients achieve meaningful, measurable change.

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AJ Johnson: New CPA Licensure Pathway Opens Doors to Talent | Gear Up for Growth

Expanding access while maintaining rigorous standards.

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Build a 7-figure firm in just 4 hours a week!

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“This legislation has real consequences – positive consequences – for the health of firms, corporate accounting departments, and the broader economy,” says Aiysha “AJ” Johnson, CEO and executive director of the New Jersey Society of CPAs, during her appearance on Gear Up for Growth with Jean Caragher of Capstone Marketing. “I like to think that we’re opening doors.”

More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth | More CPA Trendlines videos and podcasts here

Johnson highlights New Jersey’s new legislation signed by Governor Murphy, creating an additional pathway to CPA licensure, a move designed to expand access while maintaining rigorous standards. It will take effect Feb. 11, 2026. READ MORE →

Gear Up for Growth

Lewis: Workforce Development Is the Next Imperative | Gear Up For Growth

Training and growth—not just recruitment—will determine the profession’s future.

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Build a 7-figure firm in just 4 hours a week!
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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

When Jan Lewis, vice chair of the American Institute of CPAs (AICPA), says, “The world is a complicated place, and who better than a CPA to help cut through the noise?” she’s not offering a slogan. She’s issuing a call to action.

More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth

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In a wide-ranging and refreshingly candid conversation with host Jean Caragher on Gear Up for Growth, Lewis makes the case that this moment—right now—is one of the most consequential and opportunity-rich periods the CPA profession has ever faced.

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Gear Up for Growth

Roman Kepczyk: Why Every Accounting Firm Is Now a Tech Business | Gear Up For Growth

Technology Is the #1 Driver of Firm Value—Full Stop.

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Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

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Build a 7-figure firm in just 4 hours a week!

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

Technology is no longer something CPA firms use to get work done. It’s what defines how firms compete, scale, attract talent—and increasingly, how they’re valued.

That was the clear, unambiguous message from Roman Kepczyk, director of Firm Technology Strategy at Rightworks, on Gear Up for Growth, hosted by Jean Caragher.

MORE Gear Up for Growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. More Gear Up for Growth every Friday here.|  More Capstone Conversations with Jean Caragher every Monday | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here

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With nearly 30 years spent advising CPA firms of all sizes, Kepczyk didn’t mince words: firms that fail to standardize, automate, and strategically invest in technology are already falling behind—whether they realize it or not.

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CLIENT SERVICE OPPORTUNITIES

Weak Business Models Exposed | Gear Up For Growth

AI accelerates advisory work, but only if firms rethink pricing and risk.
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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

On this episode of Gear Up for Growth, host Jean Caragher sits down with John Higgins, founder and CEO of Higgins Advisory, to explore how ChatGPT and generative AI are reshaping advisory services, pricing models, and the way CPAs work.

Higgins is blunt about the opportunity—and the risk. “AI and ChatGPT-type tools can become your advisory services assistant,” he says. “They help CPAs communicate better as advisors and focus on what matters most for each client. But you can’t let them turn into a way of giving away your time.”

Gear Up for Growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. More Gear Up for Growth every Friday here.|  More Capstone Conversations with Jean Caragher every Monday | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here

For decades, CPAs have been told they need to “become more advisory.” The challenge hasn’t been belief—it’s been execution. Many practitioners equate advisory with answering questions accurately, rather than proactively guiding decisions.

Generative AI changes that equation.

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