training

CPA Firm Growth Slows to 7.9% After Two-Year Surge

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Expansion gives way to strategic adaptation.

By CPA Trendlines Research
The Rosenberg Survey

Available from CPA Trendlines here

After two years of double-digit expansion, CPA firm growth is cooling.

Average revenue growth among firms over $2 million is falling to 7.9 percent this year, down from 10.7 percent in 2023 and 2024.

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

The slowdown, while modest, signals that the post-pandemic boom driven by mergers, tax complexity and advisory demand is giving way to a more mature phase marked by tighter margins, higher costs and the growing influence of private equity, according to the 2025 Rosenberg Survey, the accounting profession’s leading management benchmark.

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Train Your Clients Before They Train You

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Taking unscheduled phone calls and meetings wrecks your bottom line and theirs.

By Frank Stitely
The Relentless CPA

Many of the behaviors you rationalize as good client service are just desperate measures to avoid losing bad clients.

MORE: Why Time Tracking Still Matters | Business Owners Face One of Three Exits | How Small Firms Can Win the Talent Wars | Six Ways to Create a Millennial-Friendly Firm | Do You Know Your Turnaround Time?
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However, clients are trainable – at least as trainable as Jack Russell Terriers. That is to say they’re somewhat trainable. However, like Jack Russell Terriers, you train clients or they’ll train you. Somebody’s getting trained. Here’s an example of how that works.
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Mike Whitmire: Re-Think Your Hiring and Training Practices

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The Disruptors: Training can triumph over textbooks in the talent wars. 

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, Gaana (India), and Boomplay (Africa).

The Disruptors
With Liz Farr for CPA Trendlines

Mike Whitmire wants to transform the role of accountants in industry from mere counting beans (though that’s not a bad skill to have) to an operational role that leverages accountant’s knowledge of company finances and operations to drive efficiency throughout an entire organization.

MORE:  Hector Garcia: Success Strategies of a Quickbooks YouTube Superstar | Blake Oliver: Why Tax Work Yearns To Be Free| Private Equity Explodes in U.K. | Brannon Poe: The Status Quo Must Go  | Accounting Nerds, Unlock Your Super Powers  | Disruptor: Jason Statts Shakes Up the Status Quo | Think Small to Think Big with Matt Wilkinson | When Financial Statements Go Extinct with Corey Schmidt | Can Geraldine Carter Save Accountants from Themselves? | Re-Inventing Accounting with Tyler Anderson

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Whitmire, CEO, and co-founder of accounting software company FloQast, Inc., knows a thing or two about talent acquisition and development. Before founding FloQast, he managed the accounting team at Cornerstone OnDemand, a SaaS company in Los Angeles.

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Mandate Training Programs, Accountability

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Three young businessmen in office training sessionProcesses make it easier to achieve results.

By Roman H. Kepczyk
Quantum of Paperless

For many firms, the ability to identify, standardize and implement best practices is the last remaining competitive advantage in business today as communications tools and access to technology have become available to everyone.

MORE ON TECH SPENDING: Centralize Contact Administration | Standardize Your QuickBooks Support | Remote Banking Offers Instant ROI | How to Stop ‘Overauditing’ | Devil’s in the Details of Digital File Delivery
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To take advantage of the continuous stream of innovation and opportunities, firms must adopt a “learning culture.” This requires a formal process to capture and standardize best practices in every department within the firm so that every person can take advantage of them.
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5 Reasons Your Firm Training Needs Nano Learning

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Woman on city train using tabletMobility and repetition are points you may not have considered.

By Jassen Bowman
Tax Resolution Systems

Training employees effectively in our fast-paced, information-saturated world can be a big challenge for business leaders.

MORE: When Tax Filing Season Is Over, What’s Next? | How to End the Tax Revenue Roller Coaster with a Four-Season Practice Model | How to Turn Routine CPE into a New Marketing Opportunity

 
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In the past, you might have been able to get staff to sit through a three-hour training course without issue. Today, accomplishing the same can seem impossible.
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