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Susan Bryant is a Certified Public Accountant and Certified Tax Strategist. She has earned widespread recognition, including honors as a Woman of Empowerment, Enterprising Woman of the Year, and being named among the Top 50 Women in Accounting.

Work toward a dynamic vision of a 21st-century CPA.

By Susan Bryant
The Holistic Guide to Wealth Management

As the old saying goes: “Everyone wants an accountant; no one wants to be an accountant.” Whether that saying is true or not, the future of our profession hinges upon casting a new vision.

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Accounting has been many things over the years, but “exciting” is not an adjective you hear often to describe it. Reliable. Dependable. Necessary. Sure, but rarely exciting.

However, we live in fast-moving and volatile times. Everything is changing rapidly. The aftermath of the pandemic, and the seismic shifts it caused in the global and local economies, have upended nearly every aspect of business. Sector after sector is scrambling to adapt to our fast-changing world. It’s a world in which the stock market is volatile; inflation is high; war, recession and weather events loom; and millions of Boomers are exiting the work force and surging into retirement. With the world changing so fast, every aspect of business services needs to change with it, including accounting.
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Focus on return on relationship, not just ROI.

By Rory Henry
The Holistic Guide to Wealth Management.

There’s no question the pandemic accelerated the accounting profession’s transformation and the entry of private equity (PE) into the marketplace. In many ways the pandemic years were an inflection point. The old way of doing things – meeting clients face to face and providing tax and accounting services – is essentially over. The pandemic and private equity are propelling the profession forward as firms adopt new service offerings, change how they operate, and find innovative ways to recruit, retain and compensate talent.

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PE is considered “smart money” because it has a track record of building better business models, increasing efficiencies and then selling the companies and firms they invest in for a profit. Smart money sees enormous potential by investing in accounting firms thanks to technology that makes it easier than ever to integrate professional services on a much larger scale.
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