Today's Features
CHARTS & GRAPHS

Rosenberg Survey: Efficiency Slips as Staffing Expands

Now available from CPA Trendlines here

Productivity drives profitability as never before.

By CPA Trendlines Research
The Rosenberg Survey

After several years of steady gains in productivity, CPA firms are seeing a slight decline in revenue per person, suggesting firms are adding staff faster than they are growing revenue, even as hiring rebounds and turnover drops.

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

According to the new 2025 Rosenberg Survey, the erosion in average revenue per full-time equivalent employee comes after consistent increases from 2020 through 2024. Larger firms are still posting the highest efficiency levels. But the overall trend points to a mild dilution of productivity as practices rebuild teams and expand support infrastructure following years of lean staffing. READ MORE →

PRICING, FEES & BILLING RATES

The Right Questions Lead to the Right Clients

Seventeen things to ask when scoping.

By Jody Padar
Radical Pricing – By The Radical CPA

Using subjective questions helps you assess what the prospective client considers valuable. This means understanding which services and solutions they see as having the biggest impact on their financial health. It also gives you insight into where they are hurting most in their business.

MORE by Jody Padar
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This process is time-consuming because it sets the stage for your relationship moving forward. Take your time and collect all the data, documentation and subjective input so you can gain a holistic view of the customer’s current situation. Let’s take a look at some of the questions you can ask and why they are important.

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MANAGEMENT

Systems Must Be Used, Not Just Implemented

 

Internal controls are no good on their own.

By Ed Mendlowitz
77 Ways to Wow!

I have addressed the importance of controls when trying to get a client. But it is also important to retain the client. A good system that is not monitored is a sure way to not only lose the client but be kept awake at night.

MORE by Ed Mendlowitz
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If you have been around long enough, you’ve experienced a theft at a business or not-for-profit organization. For nearly ever fraud I have seen, the slightest effort would have thwarted those frauds. Nowadays the only frauds I encounter are new engagements, where I try to quantify what was taken.
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MARKETING & SALES

Marketing Without Tears

Portrait of a thoughtful businesswoman looking away in office

What are your clients saying about you?

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

Marketing and business development do not have to be painful experiences. If they are, then I suggest that you simply stop what you are currently doing. How many of us are successful in doing painful activities? I know I’m not!

MORE by August J. Aquila
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Start your marketing thinking with the following question: “What kind of firm do I want to have?” While I can offer some suggested answers, the real answer must come from you, and it shouldn’t be determined in two minutes.
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CHARTS & GRAPHS

Partner Pay Hits $615,000 But Lags Behind Revenue Growth

 

Precision management now drives partner prosperity.

Now available from CPA Trendlines here

 

Precision management now drives partner prosperity.

By CPA Trendlines Research
The Rosenberg Survey

After years of strong top-line expansion, CPA firm partners are finding their personal earnings growth lagging behind overall revenue gains, according to the 2025 Rosenberg Survey.

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

Average income per equity partner is rising just 3.2 percent this year to $615,000, compared with double-digit revenue increases in the last two years. The survey concludes that leverage, the ratio of professional staff to partners, and billing rate management remain the most decisive drivers of profitability.

READ MORE →