CPA-PE Deal Tracker™: How Big Buyouts Are Turning the Profession into a Platform
How big buyouts are turning a profession into a platform.
By CPA Trendlines Research
private equity
Ready the Stack Play: Tech Arbitrage Under Private Equity
Private equity isn’t just buying CPA firms. It’s rebuilding them—starting with the tech stack.
By CPA Trendlines Research
Seven Signs Your Firm Is About to Change | Accounting Voices
The smart move is learning which signals matter and how to prepare.
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer
Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
Accounting Voices
With Rob Brown
If you work in an accounting firm today, you can feel the tension in the air. Something is shifting. You sense it before anyone tells you. Leaders start speaking in strange new phrases. Workloads rise without explanation. New people appear in meetings while familiar faces quietly disappear. Rumors travel faster than email. And you begin wondering what everyone else is wondering, Is something happening here?
MORE Accounting Voices with Rob Brown | Why Accounting Firms Feel So Unstable Right Now | Should I Leave Public Accounting? | Visibility Is the New Accounting Authority | How to Outsmart the Big Four on AI | MORE CPA Trendlines Streaming Network
Today, accounting firms feel unstable. The private equity wave. The mergers. The leadership turnover. The technology pressure. The partner exits. The new business models. Today we look at the next step. How to read the signals inside your own firm before anything becomes official.
Michelle River: The Hidden Data Behind CPA Firm Burnout and Profit Pressure | Gear Up for Growth
How savvy CPAs are unlocking powerful insights buried in their practice management systems. Plus: Download the slide deck.
Sponsored by True Advisor: Buy now | Learn more
Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
“What surprised me most isn’t what the data says,” says Michelle Golden River, CEO of Fore LLC, in a new episode of Gear Up for Growth, powered by CPA Trendlines. “It’s that almost every CPA already has it, and it rarely makes it into leadership conversations.”
Download Michelle River’s slide deck here
MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here MORE Gear Up for Growth | MORE CPA Trendlines Streaming Network here
River tells host Jean Caragher, president of Capstone Marketing, that firms are overlooking powerful insights buried in their own practice management data.
River challenges CPA firm leaders to rethink long-held assumptions about growth and sustainability. “There is no reason we should be taking a high volume of low spenders when it’s killing us. It’s ruining our sustainability chances,” she says
River leaves three top takeaways for CPA firms:
Webinar, May 13: Due Diligence for Private Equity
Independence vs. Transacting: The Facts Behind Each Pathway,
with Bob and Doug Lewis, Visionary Group
May 13, 4-5 pm ET
Register here | Learn more