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Answer Three Questions about Your Leadership

confident businesswoman seated at desk

Do others think you’re ready to be partner?

By Martin Bissett
Passport to Partnership

The Passport to Partnership study collated a number of responses in a conversational style.

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But two brief but succinct examples on the realities of how a firm assesses an individual’s “competence” for leadership are showcased really stood out:

  1. They need to explain technical data to me in a way that I know they understand.
  2. What kind of lifestyle does this person have outside of work? We’ll be looking at Facebook, X and Google to find out.

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AUDIT & ASSURANCE

Goldman Bets $75 Million on Fieldguide: AuditTech Comes of Age

Goldman’s rationale: Vertical AI with measurable ROI.

The new AuditTech ecosystem of startups and backers
Fieldguide, an engagement workflow platform powered by agentic AI, closes a $75 million Series C round, for a $700 million valuation.

By CPA Trendlines

Fieldguide, an engagement workflow platform powered by agentic AI, has raised $75 million in a Series C round led by Goldman Sachs Alternatives, valuing the company at $700 million.

MORE: Jin Chang: Why Repeat Last Year’s Questions? | The Disruptors, with Liz Farr | Jin Chang: Why the Future Is in Risk Advisory | with Donny Shimamoto
MORE Tech and Assurance

The financing is one of the clearest signals yet that audit technology—long one of accounting’s most conservative corners—is becoming a prime target for growth equity investment.

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PRO Member Exclusive

Four Times to Spend Time on Tax Question Research

businessman entering number on desk phone

Sometimes “quick and easy” isn’t, but it’s still worthwhile.

By Ed Mendlowitz
Tax Season Opportunity Guide

I keep a few of the one-volume tax guides in my office so I could look up a quick answer when I need to. Recently a golf buddy emailed me a question that I thought I could answer quickly. He wanted to know that if he was in the “zero” percent capital gains tax bracket, did that apply to an unlimited amount of capital gains? Sounds like a simple question.

MORE by Ed Mendlowitz
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Well I looked it up online and then in three one-volume tax guides. Only one source had thorough coverage of the issue. I ended up spending an hour on this “simple” question including my emailed response. Nothing is simple anymore. 
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PRO Member Exclusive

Are You Walking the Leadership Walk?

two women walking together outdoors in a city

Eight questions to check.

By Domenick J. Esposito
8 Steps to Great

To me, all of the planning to become a mid-market sustainable brand becomes a reality through persistent and consistent leadership. In the end this, arguably, is the hardest part of the equation, as mistakes are very costly.

MORE by Domenick J. Esposito
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A leader in a CPA firm, be it the CEO, managing partner or a senior partner, is the quarterback. He or she is the one who has to set the tone at the top and has a very big impact on the firm’s culture, behavior and compensation of the other partners in the firm.
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ADVISORY & CONSULTING

Nick Pasquarosa: From Door-to-Door Bookkeeping to a 1,000-Client Cloud Firm | Holistic Guide

Advisory at Scale Requires Systems, Not Heroics. Plus 5 More Takeaways.

Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

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With Rory Henry CFP®, BFA™
For CPA Trendlines

Build a 7-figure firm in just 4 hours a week!

When firms talk about innovation in accounting, they often start with technology. But in my conversation with Nick Pasquarosa, founder and CEO of Bookkeeper360, it became clear that technology was never the starting point for his firm. It was the result of listening closely to small business owners and building systems to solve their most persistent problems.

MORE Rory Henry and The Holistic Guide | BOLT: Bookkeeper360 Launches Mobile and Web App Featuring AI-Powered Virtual CFO

Pasquarosa founded Bookkeeper360 in 2012, long before cloud accounting was the norm. What began as a door-to-door side hustle helping local businesses reconcile their checking accounts evolved into a nationwide cloud accounting firm serving nearly 1,000 small business clients with a team of more than 75 professionals across 26 states.

“I started this in high school,” Pasquarosa tells me. “It really started with an interest in helping small businesses stop running their business off their bank account balance and [instead] giving them timely, accurate books so they could make real-time decisions.”

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