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Mandy Gallagher: Caregiving Isn’t a Side Issue – It’s a Workforce Issue | MOVE Like This

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“Flexibility should be used as a tool for success. It shouldn’t be the exception.” 

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MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

In this episode of MOVE Like This, Mandy Gallagher, lead manager of Women’s Initiatives at the AICPA, joins Bonnie Buol Ruszczyk to discuss why caregiving has become such an important conversation in accounting, what firms may misunderstand about caregivers, and how greater flexibility and support could influence retention and leadership pipelines across the profession. Gallagher’s work focuses on advancing women’s initiatives, supporting professional development, and amplifying women’s perspectives throughout the profession.

 

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One reason caregiving is getting more attention now is that it is both more visible and much broader than many people have traditionally assumed. Demographic shifts mean multiple generations are simultaneously balancing careers with responsibilities for children, aging parents, siblings, partners, friends, and others who rely on them. COVID also changed expectations around where and how work can happen. Employees experienced firsthand that they could remain productive while having enough flexibility to pick up a child or take a parent to a medical appointment. As more organizations return to traditional office expectations, those competing demands have become harder to reconcile.

 

The conversation challenges another long-standing assumption: that caregiving is primarily a women-with-young-children issue.

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What Relevance Means for Staffing in Accounting

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Five young business people at work in an office setting.

Seventeen ways to improve.

By Marc Rosenberg
CPA Firm Staff: Managing Your #1 Asset

The business graveyard is littered with major organizations that missed the boat by failing to see cataclysmic game changers happening right before their eyes.

  • Ice companies failed to get into refrigeration because they saw themselves in the ice business.
  • Railroads missed out on autos and aerospace because they didn’t see themselves in the transportation business.
  • A CEO of Digital Equipment Corporation said he couldn’t imagine why people would want a computer in their own house.
  • It took the Wright Brothers five years to get the U.S. government to even talk to them about their invention.

MORE: How Accounting Staffing Has Changed
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In all fairness it’s extremely difficult, if not impossible, to anticipate and accept massive changes like these.
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How Accounting Staffing Has Changed

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Businesswoman sitting on table while talking with four coworkers

And two major drivers of that change.

By Marc Rosenberg
CPA Firm Staff: Managing Your #1 Asset

“Treat people as they are and they will remain as they are. Treat people as they can be and should be and they will become as they can and should be.” – Goethe

“You see, really and truly, apart from the things anyone can pick up, such as dressing and the proper way of speaking and so on, the difference between a lady and a flower girl is not how she behaves, but how she’s treated. I shall always be a flower girl to Professor Higgins, because he always treats me as a flower girl. But I know I can be a lady to you, Colonel Pickering, because you always treat me as a lady and always will.” – Eliza Doolittle in “My Fair Lady”

MORE: Thirteen Traits of Partners You’ll Want to Keep | Six Rules for Keeping Partners Happy and Productive | Why Strategic Thinking Impacts Your Firm’s Future | Seven Things Good Firms Must Do | Five Ways to Separate Accounting Winners from Losers | Two Factors Determine Firm Profitability | Don’t Make Firm Profitability a Goal | Core Values: Why Your Firm Needs Them | Five Keys in Compensating New Managing Partners | Top 20 Tough Choices for the Partner Comp Committee | Voting on Ownership Basis? Three Better Methods | What Partners Do and Don’t Deserve
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The ancient Greek philosopher Heraclitus said: “There is nothing permanent except change.” People fly and drive cars instead of using horses and carts. Technology has replaced calculators, slide rules and the process for writing books. Food is purchased at grocery stores instead of grown on farms.

Drastic changes have occurred in the CPA industry as well. One of the biggest areas of change is how staff are managed and treated, as shown by this chart.
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Peter McCarroll: Rethink the Ladder | MOVE Like This

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AI changes how pros gain experience, forcing teams to reinvent leadership development.

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by Radical Pricing by Jody Padar, CPA | See Today’s Special Offer

Subscribe to CPA Trendlines Research podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

Optimize Profits, Delight Clients, & Build a Top-Value Firm!

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

Artificial intelligence has dominated conversations throughout the accounting profession, but much of the discussion remains focused on efficiency. In this episode of MOVE Like This, Bonnie Buol Ruszczyk sits down with Peter McCarroll, founder of The AI Accountant and partner at Fuel Accountants, to explore a much bigger question: How will AI reshape careers, leadership, and the future of accounting firms?

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McCarroll argues that many firms are looking at AI through too narrow a lens. While automating routine work will certainly improve productivity, efficiency alone will not be enough to remain competitive. Firms that thrive will use AI to strengthen strategic thinking, develop new services, deepen client relationships, and create additional value rather than simply reducing costs. Waiting for technology to stabilize or treating AI as just another software implementation may leave firms behind as change accelerates over the next few years. READ MORE →

It’s Time for a New CPA Career Track

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older woman showing young woman something on office computer screen

How are you assessing your team?

By Alan Anderson, CPA
Transforming Audit for the Future

I’m fortunate to have two great former auditors working with me in Accountability Plus – my son Tyler Anderson and Corey Schmidt, who met working together as auditors. But that firm – like most firms – was focused on total hours worked and realization rates, and had no tracks for auditors who didn’t fit in the normal staff to senior to supervisor to manager to partner progression.

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As Corey told me, “Tyler and I were good with workflow management and managing processes, and that’s what our firm should have had us focus on.” Corey demonstrated that when he was assigned the employee benefit plan practice at that firm, and through his leadership, improved fee realization from 60 percent to 100 percent.

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