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Jeremy Dubow: Raising the Bar for Talent | Big 4 Transparency

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Why equity is the new standard for talent retention.

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Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

Jeremy Dubow, CEO and co-founder of Chicago-based, private-equity-backed Prosperity Partners, explains how entrepreneurship in accounting has shifted from demand-driven to capacity-constrained, and why transparent equity programs are becoming the new standard for talent retention.

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Dubow joins Dominic Piscopo on Big 4 Transparency to discuss how accounting-firm entrepreneurship and the operating model required to scale have changed since he co-founded NDH in 2003. NDH later sold to private equity and rebranded as Prosperity Partners, which Dubow described as a case study in how firms are adapting to labor constraints, expanding client complexity, and rising expectations around technology and talent strategy.

Quotables
“The demand for accounting services is greater than it ever has been. The challenge is providing the service at a high level in a labor-constrained environment.”
“AI in and of itself is not right now the solution to solve all our problems. Using automation and offshoring gives us the operational leverage to create that capacity.”
“I recognize that my people are being attempted to be poached every single day of the year.”
“Why have a stock price if you don’t disclose what it is?”
“‘’If I worked that 80-hour week, you should too.’ Well, guess what? That doesn’t work anymore.”

Dubow argues the profession has shifted from a demand constraint to a capacity constraint. Client needs continue to expand, but firms increasingly struggle to staff and deliver services proactively at scale.

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Post-Holiday Fatigue Isn’t a Failure; It’s a Signal. | ARC

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Decode your energy signals, redesign your calendar, and stay sharp even when you’re running low.

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Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation

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As the calendar flips and the pace of work accelerates, many accounting professionals find themselves running on fumes. The holidays are over. Travel lingers in the body. Busy season looms. And yet, expectations snap back to full speed almost overnight.

In this Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA, and Liz Mason, CPA, take on a topic many professionals quietly struggle with but rarely discuss openly: how to work through fatigue without burning out—or dialing down performance.

MORE Accounting ARC: OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone |  Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn’t Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC 

Their conversation is refreshingly candid, practical, and grounded in lived experience. And it challenges one of the profession’s most persistent myths: that being tired means you’re doing something wrong.

Both hosts open the episode admitting they are exhausted—but not from overwork. Shimamoto is coming off a stretch of nonstop weekends filled with visitors, events, and travel. Mason is freshly jet-lagged after nearly two weeks in London, balancing client work with museums, family time, and international flights.

The point lands quickly: fatigue doesn’t only come from too much work. It comes from full lives.

And pretending otherwise, they argue, is where professionals get stuck—pushing through exhaustion with guilt instead of strategy.

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Poe: What P.E. Really Wants from Firms | The Disruptors

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Beyond revenue and margins, buyers are scrutinizing teams, culture, and operational health.

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

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The Disruptors
With Liz Farr

Brannon Poe, founder of Poe Group Advisors, says the key to a successful firm transaction is fit.  

“I think having a good deal is really about having a good fit,” he says. Besides technical skills, “you have to have management styles that mesh well, you have to have client service philosophies that are aligned,” he explains.  

MORE STREAMING:MORE STREAMING: Oliver: Build a Biz that Runs Without You | Daiber: Use Succession as a Growth Strategy | Cannon: Busy Season is Self-Inflicted | Carroll: When One Person Can Break the Firm |  Rampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time | Vanover: 5-Star Firms Don’t Bill by the Hour | Kless: Profit Is a Result. Flourishing Is the Purpose | Whitman: Build Culture on ‘Progress,’ Not Change | Shein: No PE? No M&A? No Problem | Hood and Weber: Time to RISE | Proctor: Turn Dumb Ideas into Brilliant Solutions | Carter-Gray: How 1 Poor Review Strengthened the Firm | Hartman: Upwork to “40 Under 40” in 3 Years |

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For sellers, choosing the right buyer matters as much as the price. “I find that the sellers in particular, who keep their focus on fit and choose the right buyer, usually are the happiest with their exit.” 

The last few years have created favorable conditions for accounting firm sales, but not for everyone.  

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Gordon: The Most Powerful Sentence You’ll Learn | The Concierge CPA

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The silver bullet technique can transform messaging and persuasion.

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The Concierge CPA
With Jackie Meyer
For CPA Trendlines

Most accounting professionals do extraordinary work—and still struggle to explain why it matters.

That tension sits at the heart of a standout episode of The Concierge CPA, where host Dr. Jackie Meyer is joined by messaging strategist Neil Gordon for a wide-ranging conversation on persuasion, clarity, and the future of tax advisory in an AI-driven world.

The result is an episode that feels less like a marketing lesson—and more like a wake-up call for tax professionals who know their value but haven’t quite figured out how to communicate it.

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Early in the episode, Meyer names a frustration that resonates across the profession: most tax professionals create real value, yet struggle to articulate it in a way that inspires action.

That gap isn’t about intelligence or effort. It’s about messaging.

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Werner: Avoid Tax Surprises for Clients | Quick Tax Tip

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Unexpected tax bills erode trust fast. Most are preventable—if CPAs spot the warning signs early enough.

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Quick Tax Tip
With Art Werner
CPE Today

Surprise tax bills remain one of the most common—and avoidable—sources of client frustration. In most cases, the issue isn’t aggressive planning gone wrong, but passive assumptions left unchecked throughout the year.

Tax attorney Art Werner, JD, points to predictable triggers: income that rises while withholding stays flat, investment activity that isn’t incorporated into estimates, and planning decisions made without coordination across the return.

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Variable income is a frequent culprit. Bonuses, equity compensation, retirement withdrawals, and side-business earnings can easily push clients into higher brackets or trigger phaseouts.

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