Make Audits Matter: Live CPE with Alan Anderson
Making Audit Matter Again: The Future of Assurance
Feb. 28, 12 PM
Learn more | Register
AUTHORS in the NEWS
Becky Livingston Launches “The B2B Marketer’s Guide to AI”
New hands-on guide to help marketers stay ahead of the curve.
By CPA Trendlines
Five Reasons That Leaders Fail
Do you have these habits of highly ineffective CEOs?
By August J. Aquila
What Makes a Great Partnership
Several years ago there was an interesting article in Fortune magazine. It dealt with the topic of why CEOs fail. For example, “Chainsaw Al” Dunlap was let go by Sunbeam after two years of dismal performance and questionable conduct.
MORE: What Managing Partners Must Be Doing | Managing Partner: The Toughest Job in the World | Eleven Things Partners Must Do | Do Your Partners Pay Their Own Way? | Why Partners Need Written Goals | Seven Keys to Becoming an Equity Partner | How to Create Firm Accountability | Eight Criteria for Partnership | How to Achieve Partner Unity | Five Questions to Ask Your Partners about Accountability | How You Can Get Partners to Change | The Seven Building Blocks of a Great Partnership
Exclusively for PRO Members. Log in here or upgrade to PRO today.
What do CPA firm managing partners have to learn from corporate America?
READ MORE →
Yes, Technology Disrupts – But for the Better
Hitendra Patil: Celebrate the pandemic’s silver lining.
The Disruptors 
With Liz Farr for CPA Trendlines
Technology is disrupting the profession, but for the good.
Hitendra Patil, CPA, long the head of customer success at AccountantsWorld by IRIS and an independent advisor, says that the silver lining of the pandemic is that it forced accountants to move to the cloud and to develop distributed labor models–changes that are here to stay.
MORE: Donny Shimamoto: Future Firm Growth Requires a Mindshift | Jennifer Wilson: Empower Young Workers to Build the Firm Everyone Loves | Mike Whitmire: Re-Think Your Hiring and Training Practices | Hector Garcia: Success Strategies of a Quickbooks YouTube Superstar | Blake Oliver: Why Tax Work Yearns To Be Free| Private Equity Explodes in U.K. | Brannon Poe: The Status Quo Must Go | Accounting Nerds, Unlock Your Super Powers | Disruptor: Jason Statts Shakes Up the Status Quo | Think Small to Think Big with Matt Wilkinson | When Financial Statements Go Extinct with Corey Schmidt | Can Geraldine Carter Save Accountants from Themselves? | Re-Inventing Accounting with Tyler Anderson
“We can’t fight the rapid technological changes – we can only leverage them to provide better service and insights to our clients,” Patil said. “Technology puts advisory services within the financial reach of more small business owners. But the superpower that accountants still have is the ability to connect our clients’ goals and aspirations with what’s happening in accounting,” he added, saying that it enables conversations on a higher level. “Instead of pestering them for bank statements and receipts, we can ask about trends we see in the financials,” Patil said.
Tax Prep Fintech Startup: April Raises $30 Million
After Successful Tax Season, Embedded Tax Platform April Raises $30M Series A from Fintech Veterans
Grunden, Zecca, Minkler Ink Anders Deal
Merger joins Jody Grunden, author of “Building the Virtual Firm in the Cloud,” with Bob Minkler Jr.’s top 100 super-regional.
Anthony Zecca, author of CPA Trendlines’ “Leading from the Edge,” advised.
– More Grunden here | See “Building the Virtual CFO Firm in the Cloud” by Grunden | More Zecca here | See “Leading from the Edge” by Zecca
Martin Bissett: Private Equity Shakes Up U.K. Firms
Martin Bissett argues professionals must think like the business owners they are.
The Disruptors
with Liz Farr for CPA Trendlines
To win the staffing wars, you must develop a talent pipeline, globe-trotting practice advisor Martin Bissett tells Liz Farr in this exclusive interview.
The firms winning in recruiting and retention are using a portfolio approach to nurture prospects who might be ready to join the firm at some point in the future, a world-renowned sales and marketing consultant, a long-time contributor at CPA Trendlines, and, most recently, the co-host of the UK-based Accounting Influencers podcast.
MORE VIDEOS and PODCASTS: Brannon Poe: The Status Quo Must Go | Private Equity vs. the CPA Firm Partnership | The FinTech Flood: Accounting Will Never Be the Same | The Disruptors: Re-Inventing Accounting with Tyler Anderson | The Disruptors: How to Scale with New Padgett COO Amanda Aguillard | Eat that Frog: Asking for a Prospect Meeting | Growing Revenue Through Client Service | Lease Accounting Is About to Get Very Real | Google Ads for New Tax Season Clients | Exclusive: Eisner CEO Charly Weinstein Explains the Private Equity Deal | Flash Briefing: A “Call to Arms” after Private Equity Deal | Four Ways to Beat the Staffing Shortage, with Pasha Malik
Listen: Follow CPA Trendlines Podcasts on Apple Podcasts here or grab the RSS feed here.
More Take-Aways and Transcript from Martin Bissett:
Dom Esposito, Ex-Grant Thornton CEO, Dead at Age 74
A long and distinguished career at the pinnacles of the CPA profession.
By CPA Trendlines
Domenick J. Esposito, the former CEO of Grant Thornton, vice-chair of BDO, and national growth director at CohnReznick, died Sept. 22 at the age of 74, at his home in Westport, Conn.
The family said he passed peacefully in his sleep. Survivors include wife Dorothy Savino Esposito, daughter Karen, and a granddaughter. Funeral arrangements, details and tributes can be found here.
FROM COMMENTS: “A good friend and colleague who will be missed by many..” “The kindest man I ever met…” “Made me a better accountant…” “Always a gentleman…” “Great competitor and friend…” “Truly one of the most brilliant in the profession…” “A great visionary and leader…”
“Dom was a pillar of the CPA profession he so loved, and his work lives on in the thousands of lives he touched in a long and distinguished career,” said Rick Telberg, CEO of CPA Trendlines, which published his “8 Steps to Great: The Eight Essential Strategies Driving Success at the World’s Largest CPA Firms. And How to Apply the Lessons at Firms of All Sizes.” See his articles for CPA Trendlines here.