Determine which services your clients value the most.
By Jody Grunden
Building the Virtual CFO Firm in the Cloud
When I attend CPA conferences across the United States, I often hear from CPAs: “I don’t want to bill for my time.”
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So, how do you bill your clients?
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BONUS: A career ladder below partner.
By Hitendra Patil
Around the 150th conversation I had with firm owners about staffing – I counted for a while before I stopped – and a pattern became obvious. The firms struggling most with retention were almost always struggling with the same two things: no visible career path for anyone below the partner track, and no honest answer to the question of where the firm was going.
PE-backed firms have ready answers to both.
These are not always the right answers for every person. But they are clear answers. Clarity has real pull when someone is sitting across the table weighing their options.
Three ways to recoup your investment.
By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms
Attending and learning from conferences can be amazing opportunities for your career or your business. They can also be huge money drains. It’s easy to take a look at the conference registration and make a quick decision about whether we can afford it – or even worse – whether it will clear our credit card limit or not.
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A smart business owner will take a bit different approach. Here’s how to calculate how much revenue or increase in price you need to justify the expense of attending a conference.
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By Martin Bissett
Technology is advancing faster than the profession’s ability to rethink its workflows.
Accounting ARC
With Donny Shimamoto
Center for Accounting Transformation
In a profession often defined by structure, standards, and well-worn career paths, Donny Shimamoto, CPA.CITP, CGMA, opens a different kind of conversation in a recent Accounting ARC episode—one that challenges assumptions about what it means to build a career in accounting.
His guest, Danielle Supkis Cheek, embodies that challenge.
As senior vice president of AI, analytics and assurance at CaseWare, Supkis Cheek operates at the intersection of technology, methodology, and human judgment. But her path there was anything but linear—and that, Shimamoto suggests, is exactly the point.
MORE Accounting ARC: AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | 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 |
Supkis Cheek describes her role less as a technologist and more as a translator. “I like to think of myself as someone who translates across domains,” she says, explaining how she helps software companies understand how accountants actually work—and how technology can reshape those workflows.