WEALTH MANAGEMENT

Three Questions to Ask Clients about Goodwill

By

portrait of Randy Fox
Fox
 Randy A. Fox, CFP, AEP is the founder of Two Hawks Consulting LLC. He is a nationally known wealth strategist, philanthropic estate planner, educator and speaker.

Help manage their exit readiness.

By Randy A. Fox, CFP, AEP 
The Holistic Guide to Wealth Management

For many of your clients who are successful entrepreneurs, their business represents 80 percent to 90 percent of the value of their estate.

MORE Rory Henry and The Holistic Guide to Wealth Management
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

While it seems like a large number on paper, it’s often illiquid, preventing the owner from enjoying the rewards of all their hard work. The lack of liquidity can also make owners reluctant to do the right kind of planning to maximize their “walk away” money post-sale.

READ MORE →

PE Wars: The CPA Platform Economy Is Concentrating Fast

By

After hundreds of deals, the data show a gravitational pull toward a handful of buyers now driving the profession’s future.

Five Top Power Players

CPA Trendlines chart showing PE-backed accounting platform power players

CPA Trendlines PE Deal Tracker: Mega-aggregators dominate the money flow as the race tightens between Ascend, Aprio, Crete, Eisner and Ryan. (Data: March 31, 2026)

By CPA Trendlines Research

The frantic pace of deal-making this past March marks a turning point. What had been described as a consolidation phase has matured into something more defined and more consequential: a platform-driven market in which a relatively small number of repeat acquirers are shaping the profession’s future.

MORE in Private Equity:

As the first quarter of 2026 closes, the story is no longer simply about transactions. It is about structure. The question has shifted from who is buying whom to which investment models, operating systems, and capital strategies will define the next decade of accounting.

For years, the prevailing narrative held that private equity would democratize the profession. Capital, it was said, would spread broadly across hundreds of firms, opening access to institutional funding that had never before been available. But the data tells a different story.

READ MORE →

Four Keys to Exit Planning for Your Clients

By

portrait of Christine Nicholson
Nicholson
 Christine Nicholson is an award-winning U.K. business mentor, a Top 50 Woman in Accounting 2020 honoree, and a regular keynote speaker about succession and exit planning. Her latest book, SELL IT, helps entrepreneurs with the hardest part of their journey: leaving their business in the hands of others.

How to guide them to success.

By Christine Nicholson 
The Holistic Guide to Wealth Management

Have you ever thought about how many of your clients have a thriving business – one that’s been their driving passion and source of income for years? How many of them are starting to think about stepping away from the day-to-day responsibilities and passing on the reins? And how many do you believe are fully prepared for that transition? Not many, I suspect. This is where your role in exit planning comes into play.

 

MORE: Rory Henry and The Holistic Guide to Wealth Management
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

Exit planning is a strategy for business owners to transition their business successfully to new ownership or management. With a grasp of the business’s financials and years of insights from compliance services, accountants are perfectly positioned to engage business owners in many aspects of the exit process. You can help businesses prepare a comprehensive exit strategy, addressing all potential challenges and contingencies. Here’s how you can really make a difference.
READ MORE →

Nick Pasquarosa: Advisory at Scale Requires Systems, Not Heroics | Holistic Guide

By

Bookkeeper360’s rise to 1,000 clients shows how workflow, AI, and remote talent—not individual effort—power modern CPA firm growth.

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

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS

With Rory Henry CFP®, BFA™
For CPA Trendlines

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

When firms talk about innovation in accounting, they often start with technology. But in my conversation with Nick Pasquarosa, founder and CEO of Bookkeeper360, it became clear that technology was never the starting point for his firm. It was the result of listening closely to small business owners and building systems to solve their most persistent problems.

MORE Rory Henry and The Holistic Guide | BOLT: Bookkeeper360 Launches Mobile and Web App Featuring AI-Powered Virtual CFO

Pasquarosa founded Bookkeeper360 in 2012, long before cloud accounting was the norm. What began as a door-to-door side hustle helping local businesses reconcile their checking accounts evolved into a nationwide cloud accounting firm serving nearly 1,000 small business clients with a team of more than 75 professionals across 26 states.

“I started this in high school,” Pasquarosa tells me. “It really started with an interest in helping small businesses stop running their business off their bank account balance and [instead] giving them timely, accurate books so they could make real-time decisions.”

READ MORE →