Today's Features
OUTLOOK & ANALYSIS

AI Leading to ‘Miracle-Level’ Productivity Increases

Every year, the 2025 Rosenberg MAP Survey asks the industry’s top consultants to share their observations from CPA firms across the country: How do you think the next 12 months will unfold? Trends? Predictions? Other thoughts? Also, how would you assess the last 12 months? Trends? Observations? Struggles?

KPIs likely will change.

By Jennifer Wilson
 The Rosenberg Survey

Mergers and acquisitions and private equity will continue to consolidate the Top 100 and allow new firms to find their way to the list. But brokers will find it harder to convince the quality firms left in late 2025 into 2026 that they should sell out. Those firms believe in their mission, talent and clients, and themselves, and see the immense opportunity to diferentiate by remaining independent and sustaining their firm’s legacy into the future.

MORE: The 2025 Rosenberg MAP Survey is available from CPA Trendlines here.

New artificial intelligence “best of breed” solutions will create miracle-level productivity increases within firms that are in pilot now and we’ll begin reimagining the learning paradigm for interns and associates especially.
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ADVISORY & CONSULTING

Accounting Evolves to Include Holistic Financial Planning

Vintage pocket watch lying on hundred dollar bills

A one-two punch of value.

By Rory Henry
The Holistic Guide to Wealth Management

The accounting profession is evolving rapidly. New business models are emerging, and firms are uncoupling themselves from the constraints of a partnership structure, from outdated service offerings, and from time-based pricing practices.

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You may be asking yourself: “What business am I truly in?” or perhaps, “What business should I be in?” Before answering these questions, consider that you may ultimately be in the relationship business more than you’re in the tax, accounting or bookkeeping business. It doesn’t matter which training, certifications or acronyms you have following your name. If you’re moving into financial planning – or thinking about doing so – you might want to ask yourself: “Am I really in the human business?”
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ACCOUNTING INFLUENCERS

Toxic Partners Kill Your Firm’s Future | Accounting Influencers

Gen Z won’t fix your firm culture problem – they’ll leave it.

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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Accounting Influencers
With Rob Brown

When the youngest professionals in accounting start saying “no,” leaders should start listening.

In this episode of Accounting Influencers, the conversation turns to the one thing that could make or break your firm’s future: how you treat your people, specifically, how you treat Gen Z.

They’re qualified. They’re confident. And they’ve watched what the generations before them endured—burnout, long hours, micromanagement, and “be grateful you’ve got a job” culture. Their conclusion? “No thanks.”

This isn’t softness. It’s a strategy.

Gen Z values mental health over martyrdom, meaning over money, and culture over compensation. They’ve seen the toll that toxic leadership takes, and they’re unwilling to sacrifice well-being for tradition.

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ADVISORY & CONSULTING

How to Conquer the CAAS-Chasm

Young businessman standing on edge of rock mountain and looking across

“You can’t build an advisory practice overnight, but you can begin it today.”

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

One in two accountants stated that advisory services is the top new growth opportunity for their firm. According to the CPA Trendlines Accountants Outlook 2024 research, many accountants also expressed that advisory is the most attractive (profitable) opportunity.

MORE by Hitendra Patil
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But there is a catch.

It requires accountants to cross the CAAS-Chasm.
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PRO Member Exclusive

Ten Questions for Potential New Hires

Young businesswoman speaking with client

Plus four considerations before you start screening.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Before our firm became a distributed company with a remote workforce, our hiring was naturally limited to a small geographical location – Fort Wayne, Indiana.

MORE by Jody Grunden
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When we really started to grow, we knew we needed to bring in more senior-level accountants to be able to handle the clients we were bringing in at such a rapid pace.

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