What AI CEO’s Warning Means (and Doesn’t) for Accountants
Five reasons your work is safe … if you’re doing the right work.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
artificial intelligence
Hiring Strategies for Your Dream Team
Who do you bring on first?
By Jackie Meyer
“A team is not a group of people who work together. A team is a group of people who trust each other.” – Simon Sinek, “Start with Why”
Building a successful advisory practice isn’t a solo endeavor. Yes, you might start as a one-person shop, but to truly scale your business, reclaim your time, and achieve the Balanced Millionaire lifestyle, you’ll eventually need a strong, capable team. Otherwise there’s a cap, or ceiling, on your revenue generation while you also burn all of your time.
MORE: The AI Revolution: Embracing Artificial Intelligence in Your Practice | Leverage Technology for Growth | Streamline Your Operations with Systems and Processes | Craft Tiered Service Packages for Maximum Impact | Master the ROI Method: Price for Value, Not Time | From Compliance to Advisory: Shifting the Value Proposition | Niche Down to Scale Up | How to Define Your Vision | How I Became an Accidental Entrepreneur | Build a Seven-Figure Firm in Four Hours a Week
Exclusively for PRO Members. Log in here or upgrade to PRO today.
This article focuses on the critical process of hiring a team that aligns with your vision and values. We’ll explore how to identify what roles to hire for, craft compelling job descriptions to attract the right talent and conduct effective interviews to vet candidates.
READ MORE →
Marketing Success Depends on Curiosity, Collaboration, and Client Experience | Capstone Conversations
Understanding the full picture delivers higher ROI.
This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by CPA Trendlines PRO Membership. Get More. Go Pro. – See Today’s Special Offer
Stream, listen, download, and subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, RSS
Capstone Conversations
By Jean Caragher
For CPA Trendlines
In this episode of Capstone Conversations with Jean Caragher of Capstone Marketing, Alex Miller, marketing manager at Lanigan Ryan and the Association for Accounting Marketing’s 2025 Volunteer of the Year, shares powerful insights about the evolving role of marketers in accounting firms. Her two top takeaways? Curiosity and collaboration drive career success, and client experience and artificial intelligence (AI) offer the profession’s biggest opportunities and challenges.
Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher’s other show, Gear Up for Growth, here. | And browse all the shows in the CPA Trendlines broadcast network here
“Curiosity has opened so many doors for me,” says Miller. “You have to ask questions – about your firm’s services, your teammates’ work, and your goals. When you understand the full picture, you can market more effectively and bring real value to your team.”
Crosby, Johnston: A Human-First, Tech-Forward Future | Holistic Guide to Wealth Management
Research shows that money activates more areas of the brain than sex, death, politics, or religion.
Sponsored by CPA Trendlines Pro Membership. Get More! Go Pro! – See Today’s Special Offer
Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS
By Rory Henry CFP®, BFA™
For CPA Trendlines
A recent McKinsey study found that the demand for holistic financial advice increased 60% from 2018 to 2023. Meanwhile, another McKinsey study projected a shortage of 100,000 financial advisors by 2034. That gap is leaving a massive opportunity for CPAs to step up as holistic advisors.
A recent Holistic Guide to Wealth Management book panel discussion with two industry luminaries showed that CPAs who are in the best position to thrive as holistic advisors are those who use technology to deliver deeper planning and relationship-driven advice.
“Traditional econometric models were all predicated on this idea that people were rational,” notes psychologist, author, and behavioral finance expert, Dr. Daniel Crosby. “What we actually know is that it is perhaps least true of us when it comes to money.”
Is AI Contributing to Burnout?
How you can cope and thrive
By Randy Crabtree
A new Cal Berkeley study of a 200-employee U.S. technology company found that AI didn’t free up workers’ time as promised. Instead, it expanded what workers felt capable of and willing to take on.
I suspect we’re seeing the same thing in the accounting profession and other areas of professional services.
My firm’s annual CPA Career Satisfaction survey found that accountants overwhelmingly agreed that AI would benefit their firms long-term. However, most also felt AI would contribute to personal stress and burnout in the short run.