Today's Features

Bissett Bullet: Are You Meeting The Right People?

Today’s Bissett Bullet: “If you’re not talking to the buyer, you’re talking to someone who will sell you (or not) to the buyer, but without your passion and expertise.”

By Martin Bissett

It is well known that kings talk with kings, or queens with queens, or heads of state with heads of state. If marketing is to create new opportunities for us, make sure it does so with the right people.

Today’s To-Do:

Look at the next three appointments in your diary for meeting with new prospective clients. Are you meeting with a board member, or founder or majority shareholder in each case?

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Bad Bosses or Bad Habits? The Truth About Workplace Failure | ARC

From micromanagement to missed promotions, hosts get real about bad bosses—and when the problem is you.

 

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Accounting ARC
With Liz Mason and Byron Patrick
Center for Accounting Transformation

In a candid, unfiltered episode of Accounting ARC, Liz Mason, CPA, CEO of High Rock Accounting, and Byron Patrick, CPA.CITP, senior product manager at Karbon and co-founder of TB Academy, confront one of the profession’s most relatable—and uncomfortable—topics: bad bosses. 

But the conversation goes further than workplace horror stories. Mason and Patrick explore a more nuanced reality: sometimes the boss is the problem—and sometimes it’s the employee. 

MORE Accounting ARC: Why Relationships Still Drive Career Success | The Real Problem with AI in AccountingAI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich GenerationBuilt Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn OutValuing More Than the Balance Sheet | Accounting’s “Untalked-About” FrontierWhy 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 NowReturn Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting |

“We wanted to talk about this topic because it’s really important to understand when you’re the problem, when your boss is the problem, and what acceptable boundaries are,” Mason says early in the episode.

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CPAs Should Stay in Public Accounting and Here’s Why

hands and calculator

One concern: age discrimination.

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

I’ve written about a CPA going to work for a small client who was creating a controller’s position.

Today I’ll talk about going to work for a client who already has a controller or working for a large company.

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The company that already has a controller is a much safer bet for a departing CPA. The position is established, the work is integrated with the outside accounting firm that will maintain its role and there is a place in the management hierarchy. The role is clear and the CPA knows what to expect in terms of daily activity. If there are growth opportunities for the company, the controller could or would be part of them.
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Tyler Anderson: Audit Transformation Is a Mindset, Not a Destination | The Disruptors

“Audit” and “transformation” shouldn’t contradict each other.

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The Disruptors
With Liz Farr
For CPA Trendlines

The words “audit” and “transformation” don’t often appear together. Some might say they contradict each other. But for Tyler Anderson, Director of A&A Innovation at Accountability Plus, audit transformation is something that has been needed for many years.

MORE Tyler Anderson on Re-Inventing Accounting

MORE DISRUPTORS Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors | Poe: What P.E. Really Wants from Firms | The Disruptors  | Blake 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 FirmRampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time |

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Anderson, along with his colleagues Corey Schmidt and Alan Anderson from Accountability Plus, served as subject matter experts for the 2025 Audit Benchmark Survey conducted by CPA.com, which sought to understand the current state of audit transformation. The CPA.com team included Emily Remington (Director of Audit Product Management), Amy Bridges (Senior Manager of Practice Development), and survey methodologist Katherine Blackburn. The resulting report, The Audit Transformation Report, was released at Digital CPA in December 2025. Liz Farr, host of The Disruptors, served as the report writer. 

Audit transformation is often misunderstood as a destination or a future state reserved for large firms with deep pockets and advanced technology. But according to Anderson, transformation is far more practical and accessible. “I see it as the process, not really like it’s an end state or anything, but it’s really the evolution of audit,” he explains.    READ MORE →

Retention Isn’t About Perks or Paychecks Anymore | MOVE Like This

Adapt to changing workforce expectations without losing performance or accountability.

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

In this episode of MOVE Like This, host Bonnie Buol Ruszczyk talks with Kristi Epp, tax partner, and Amber Schrock, advisory partner and Las Vegas market leader at Frazier & Deeter, about one of the profession’s most urgent challenges: retention. Their message is clear — firms that still believe compensation alone drives loyalty may already be falling behind.

MORE MOVE

The conversation explores how accounting has changed dramatically over the last several years. Remote work, automation, talent shortages, mergers, acquisitions, and increasing regulatory complexity have reshaped both firm operations and employee expectations. Epp and Schrock explain that younger professionals are not rejecting hard work; they are rejecting environments that fail to provide meaning, transparency, mentorship, and sustainability.
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