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Why CPAs Quit Public Accounting

Midsection of businessman moving out with cardboard box from office

Ten reasons, including bosses.

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

As I have written about CPAs who leave public accounting, there has been widespread interest. There is a lot more to say so I’ll address many of those questions.

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General Comment

Generally speaking, many bosses do not listen to staff concerns. At many firms, there is a lack of serious mentoring and little help for staff people in managing their careers. In many practices, there is an appearance of a lack of growth, or if there is growth, then staff people are often left behind. In most instances, these problems are exacerbated by staff people not being clear about what they want. They are hesitant to speak up, share their concerns with their bosses or venture beyond their comfort zone. Both are culpable, but I place greater blame on the bosses, who should know better.
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GROWTH STRATEGIES

Trisha Daho: What Firms Are Missing on Talent | MOVE Like This

“They are requiring us to be the leaders that we deserved and didn’t get.”

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MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

In this episode of MOVE Like This, Trisha Daho joins Bonnie Buol Ruszczyk to talk about what’s really happening inside accounting firms when it comes to talent, leadership, and growth. Drawing on her experience as a former Big Four partner turned fractional chief people officer, Daho offers a clear-eyed view of where firms are getting it right, and where they’re falling short.

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At the core of the conversation is a simple but often overlooked point: the firms that are succeeding aren’t just focused on growth, they’re intentional about how they grow. That starts with having a defined talent strategy. Firms that prioritize development, align values with their people, and create consistent leadership experiences tend to see stronger retention, better performance, and more engaged teams. In contrast, firms that treat talent as secondary or assume people will simply “figure it out” often struggle to keep their best performers.  READ MORE →

PRICING, FEES & BILLING RATES

How to Call the Right Plays for Your Clients

Understand their goals and their weaknesses.

By Jody Padar
Radical Pricing – By The Radical CPA

It’s up to you to recognize the client persona most suited for your firm, but you’ll want to start by defining your customers’ needs. So, what do people really want, and how can you figure it out?

MORE by Jody Padar

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Certainly, you can engage in expensive research, from questionnaires to focus groups. But, in reality, most of the clues you need will come from your knowledge of the people you work with within that group.
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MARKETING & SALES

Ten Practical Business Development Steps

Young black businessman looking at his reflection

And 10 questions to ask about yourself.

By Martin Bissett
Business Development on a Budget

I’ve been asking you to believe in yourself, to get your potential clients to open up to you, and to demonstrate to them the outcomes that working with you and your firm would create in their personal and professional lives.

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Now here’s a checklist for you to run through before you begin your next business development initiative, and before each new business appointment that you have.

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