Technical skills will never go away, but there's a whole other set of leadership and 'soft' skills that firms can't afford to neglect, says consultant and coach Erin Daiber of Well-Balanced Accountants.
Angie Grissom of The Rainmaker Companies dives into why everyone in an accounting firm has a role to play in business development, and what those different roles are.
As more and more firms add a chief growth officer to their leadership teams, Sarah Dobek of Inovautus Consulting dives into what they should be doing and how firms can get the most out of them.
CAS expert Kane Polakoff of Top 100 Firm CohnReznick digs deep into the current staff of client advisory services, and how this fast-growing service offering is rapidly evolving.
Clients are looking for truly holistic advisors, and accountants are perfectly positioned to be just that, says Rory Henry, a director at Arrowroot Family Office and author of "Holistic Guide to Wealth Management.”
There has never been a time when carefully planning out the future of your firm has been so important, says Matt Rampe of Rosenberg Consulting, as he offers a roadmap for building the firm you want.
Long-time industry observer and author of the new book "Civil Warrior" Kristy Short shares best practices for keeping your staff -- and yourself -- from burning out.
Technology is driving transformation in how audits are conducted at an ever-faster pace, says Paul Goodhew, global assurance innovation & emerging technology leader at Big Four firm Ernst & Young -- and artificial intelligence will only accelerate that.
The longtime leader of Top 10 Firm Marcum, Jeff Weiner, shares the secrets behind his remarkable career, and the equally remarkable firm he ran.
AICPA chair Lexy Kessler looks ahead at the challenges and opportunities —often one and the same — that are facing the profession, and what accountants need to do to be ready for them.
As the Senate takes up the Trump administration's tax bill, Neil Fishman, the president of the National Conference of CPA Practitioners, dives into the details of the House bill and some of the possibilities in the Senate, as well as other issues from Washington that accountants should be keeping in mind.
To move beyond being a scrappy small firm, you have to change the way you think about a host of things, suggests Brannon Poe of Poe Group Advisors.
With accounting talent so hard to find, Paul Peterson shares how his firm has cultivated non-accountants and non-CPAs to fill the gap.
Consultant and technology thought leader Seth Fineberg offers a guide to finding, choosing, implementing and assessing the software your firm needs.
Bob Lewis and Doug Lewis of The Visionary Group dive into how everything about firm combinations -- from deal structure and their impact on staff, to how accounting and PE firms are identifying targets -- is changing, and will continue to change in the future.
Brannon Poe of Poe Group Advisors talks about how the current landscape of acquisition -- particularly the entrance of private equity into the field -- is impacting firms below $10 million.
AAM Hall of Famers August Aquila and Kristen Lewis examine the rise of marketing as a professional function in accounting firm -- and look ahead to where it's going.
All too often, what accountants are selling are services that clients have to endure, says Joe Woodard, a leading consultant to accountants and the impresario behind the Scaling New Heights Conference, and not the sort of thing that they really value. To succeed in the face of automation, AI and other changes in the profession, accountants need to find new ways to create value in the mind of the client.
Accounting firms all across the country are adopting alternative practice structures as private equity investment sweeps across the profession -- but who knows what an APS really looks like? William Kelly, chief counsel at PE-backed accounting firm platform Ascend dives into the details.
What will the firings at the IRS and other developments in Washington mean for tax season? Neil Fishman, returning president of the National Conference of CPA Practitioners, dives into these and other major tax issues.
Maribel Castaneda
The closing of this episode was just 🤌💋! Perfect !! I love accounting 🤓🤓🤓
Masoud Mohammadi
💚💙