2019: Client Service Moves to Fore

Advisory services crop up in a couple of ways.

By Carrie Steffen
The Rosenberg Survey: National Study of CPA Firm Statistics

We're seeing what I would call cautious optimism. Optimistic because we've had a relatively good growth year for most, but cautious because firms are struggling with the question of how to sustain that growth and remain relevant in a changing environment.

MORE FROM THE MAP SURVEY: 2019: Expect More Alliances | 2019 Trends: Client Service Changes | 2019: Shifts in Hiring & Office Space | 2019: Firms Grapple with Change | Staff Policies Improve, But Not Mentoring
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Merger activity continues at a steady pace, with some firms looking at non-CPA firm mergers, such as cybersecurity firms, in response to the relevancy issue.

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Carrie Steffen

Carrie Steffen at cpatrendlines.com

About the Author

Carrie Steffen is a Founding Shareholder and President of The Whetstone Group. Carrie helps CPA firms throughout North America hone their competitive edge by setting the right goals, fostering business development skills, developing future leaders and measuring results for better accountability. Learn more at www.thewhetstonegroup.com.

She is a contributing author to Bridging the Gap: Strengthening the Connection between Current and Emerging Leaders in the CPA Profession

Click here for more by Carrie Steffen