Today's Features
AUDIT & ASSURANCE

How Empowerment Boosts Your Firm and Team

smiling woman standing at end of table, speaking with three seated colleagues

Bonus: Turn your clients into loyal fans.

By Alan Anderson, CPA
Transforming Audit for the Future

“If you’re afraid to fail, then you’re probably going to fail.” – Kobe Bryant

I do a lot of work with firms to help them improve their project management, where everything is color-coded as red, green or yellow, depending on how the project is going. Frequently what I initially see is that everything is green for weeks on end, but still no nearer completion.

MORE by Alan Anderson
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

My instinct tells me that those projects that were green four weeks ago really weren’t green then. But out of fear of retribution, the staff were all afraid to tell the partner that something wasn’t going as well as expected. It takes about three to four weeks before people start being sincere about the job status.
READ MORE →

PODCAST

Steve Yoss: Financial Forecasting Find | Quick Tech Talk

Predict future cash flows effortlessly with Microsoft Excel’s Forecast ETS function.

 

Sponsored by “TurboCharge Your Profits: How to Thrive in the New Economy,” by Frank Stitely, CPA, CVA  – See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, Gaana (India), and Boomplay (Africa).

 

Quick Tech Talk
With Steve Yoss
CPE Today

Dive into one of Excel’s most powerful yet underutilized tools: the Forecast ETS function. Whether you’re an accountant, financial analyst, or business owner, this function can transform the way you approach budgeting and forecasting—making predictions faster, smarter, and more accurate.

MORE Steve Yoss here

In fact, forecasting has never been easier than using the forecast ETS function.

READ MORE →

ABOUT US

MOVE Teams with Center for Accounting Transformation for Research Project

Buol Ruszczyk and Shimamoto

Recruiting top talent isn’t enough. Firms must master retention.

By CPA Trendlines Research

The Accounting MOVE project, a leading initiative in accounting benchmarking, is amplifying its influence through a powerful collaboration with the Center for Accounting Transformation, expanding its reach and delivering broader insights.

MORE Staffing, Recruiting, Talent Development

“Partnering with the Center allows us to deepen our research and provide firms with concrete strategies to build sustainable, people-centered cultures,” says Bonnie Buol Ruszczyk, president of the Accounting MOVE Project.

Firms are invited to participate in the 2025 Accounting MOVE Project by registering on or after April 10 at www.accountingmoveproject.com. The survey opens May 7 and closes July 11.

READ MORE →

ADVISORY & CONSULTING

New Attitudes Spell New Opportunities in Estate Planning

Is the American postmortem dream dead or just drifting?

By CPA Trendlines Research

In an unsettling shift, the old American dream of hard work leading to opportunity and financial advancement is fading into history.

MORE: What Struggling Small Businesses Need | Five Ways to Head Off Reluctant Leadership | Big Growth Coming for Client Advisory Services | Scams Getting More Sophisticated | You Need Capable Successors for a Seamless Transition | Mark Koziel: The Future of the Profession | Gear Up for Growth | America’s Running Short of Financial Advisors | Maybe the Pipeline Problem Is Technology
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

Sixty percent of Americans are abandoning the traditional value system as younger generations prioritize “personal fulfillment, social impact and even digital legacy over traditional wealth accumulation,” according to Trust & Will, an online estate planning firm.
READ MORE →