cpatrendlines.com
Open in
urlscan Pro
199.16.172.156
Public Scan
Submitted URL: https://accountantweek.com/
Effective URL: https://cpatrendlines.com/
Submission: On November 03 via automatic, source certstream-suspicious — Scanned from DE
Effective URL: https://cpatrendlines.com/
Submission: On November 03 via automatic, source certstream-suspicious — Scanned from DE
Form analysis 2 forms found in the DOM
Name: loginform — POST https://cpatrendlines.com/wp-login.php
<form name="loginform" id="loginform" action="https://cpatrendlines.com/wp-login.php" method="post">
<p class="login-username">
<label for="user_login">Email</label>
<input type="text" name="log" id="user_login" autocomplete="username" class="input" value="" size="20">
</p>
<p class="login-password">
<label for="user_pass">Password</label>
<input type="password" name="pwd" id="user_pass" autocomplete="current-password" spellcheck="false" class="input" value="" size="20">
</p>
<p class="login-remember"><label><input name="rememberme" type="checkbox" id="rememberme" value="forever"> Remember Me</label></p>
<p class="login-submit">
<input type="submit" name="wp-submit" id="wp-submit" class="btn btn-primary" value="Log In">
<input type="hidden" name="redirect_to" value="https://cpatrendlines.com/">
</p>
</form>GET https://cpatrendlines.com/
<form role="search" method="get" id="searchform" action="https://cpatrendlines.com/">
<div class="row">
<div class="col-sm-12"> <label class="screen-reader-text" for="s">Search for:</label> <input class="form-control col-sm-6" style="min-width:100%;" type="search" value="" name="s" id="s" placeholder="Search For"> </div>
</div>
<div class="row cpat-as-toggle" style="display:none;">
<div class="col-sm-6" style="min-width:100%;"><select class="form-control select2-hidden-accessible" name="as_author" data-select2-id="select2-data-1-g26i" tabindex="-1" aria-hidden="true">
<option value="" data-select2-id="select2-data-3-h8ib">All Authors (154)</option>
<option value="1768">Accounting Firm Operations and Technology Survey</option>
<option value="2515">Adrian Stern</option>
<option value="5075">Alan Anderson</option>
<option value="2517">Alessandra Lezama</option>
<option value="1359">Allan D. Koltin</option>
<option value="2229">Amy Vetter</option>
<option value="4250">Amy Welch, APR CAE</option>
<option value="2909">Andrew Hunzicker</option>
<option value="1974">Angie Grissom</option>
<option value="3122">Anthony Glomski</option>
<option value="3562">Anthony Glomski and Russ Alan Prince</option>
<option value="3698">Anthony Zecca</option>
<option value="1993">Art Kuesel</option>
<option value="5143">Art Werner</option>
<option value="1331">August J. Aquila</option>
<option value="2980">Barry J. Friedman, CPA</option>
<option value="1364">Becky Livingston</option>
<option value="796">Beth Bellor</option>
<option value="4665">Beth Ziesenis</option>
<option value="2110">Bill Carlino</option>
<option value="3489">Bill Penczak</option>
<option value="1346">Bill Reeb</option>
<option value="2179">Blake E. Christian</option>
<option value="5147">Blake Oliver</option>
<option value="5087">Blake Oliver and David Leary</option>
<option value="1403">Bob Scott</option>
<option value="2355">Bonnie Buol Ruszczyk</option>
<option value="1714">Bradley Burnett</option>
<option value="3227">Brannon Poe</option>
<option value="1337">Brian F. Tankersley</option>
<option value="1340">Bruce W. Marcus</option>
<option value="2519">Caleb Lendy</option>
<option value="1456">Carl George</option>
<option value="2357">Carrie Steffen</option>
<option value="1353">Cate Miller</option>
<option value="4585">Center for Accounting Transformation</option>
<option value="2992">Charles Hylan</option>
<option value="2926">Chauncey Hutter Jr.</option>
<option value="2226">Chris Frederiksen</option>
<option value="2178">Craig W. Smalley</option>
<option value="1769">Daniel Hood</option>
<option value="2894">David Bergstein</option>
<option value="2227">David Cieslak</option>
<option value="3193">Deborah Fox</option>
<option value="1338">Derek Klyhn</option>
<option value="4307">Dobek & Hendrickson</option>
<option value="1347">Dom Cingoranelli</option>
<option value="1596">Dom Esposito</option>
<option value="1382">Donny Shimamoto</option>
<option value="2359">Dustin Hostetler</option>
<option value="3269">Ed Kless</option>
<option value="3183">Ed Slott, CPA</option>
<option value="1341">Edward Mendlowitz</option>
<option value="1350">Elizabeth C. Nelson</option>
<option value="3658">Eric Green</option>
<option value="3128">Eva Rosenberg</option>
<option value="1362">Frank Stitely</option>
<option value="3421">Gabrielle Fontaine</option>
<option value="3574">Gabrielle Luoma</option>
<option value="1348">Gale Crosley</option>
<option value="1355">Gary Adamson</option>
<option value="3864">Gary Bolinger</option>
<option value="1361">Greg Kyte</option>
<option value="2225">Greg LaFollette</option>
<option value="2587">Hank Berkowitz</option>
<option value="1363">Hitendra Patil</option>
<option value="3179">Hugh Duffy</option>
<option value="2289">Ian Welham</option>
<option value="1344">Ida O. Abbott</option>
<option value="3507">Ira Rosenbloom</option>
<option value="2176">Jassen Bowman</option>
<option value="1334">Jean Marie Caragher</option>
<option value="1360">Jeffrey S. Pawlow</option>
<option value="1354">Jennifer Wilson</option>
<option value="3460">Jess Coburn</option>
<option value="2561">Jim Marty</option>
<option value="3185">Jody Grunden</option>
<option value="1333">Jody Padar</option>
<option value="2908">Joel Sinkin</option>
<option value="3209">Joey Havens</option>
<option value="1555">John Covaleski</option>
<option value="2896">John Higgins</option>
<option value="2516">Jon Baron</option>
<option value="2520">Jon Lokhorst</option>
<option value="3605">Joseph Tarasco</option>
<option value="2228">Julie Pierce</option>
<option value="1425">Justin Breidenbach</option>
<option value="1891">Kacee Johnson</option>
<option value="4499">Katie Thomas</option>
<option value="4352">Kelly Schuknecht</option>
<option value="1906">Kristen Rampe</option>
<option value="2260">Kyle Walters</option>
<option value="3203">L. Gary Boomer</option>
<option value="2888">Laurie McCabe</option>
<option value="2004">Lee Eisenstaedt</option>
<option value="1336">Leslie Garrett</option>
<option value="3181">Leslie Shiner</option>
<option value="4386">Liz Farr</option>
<option value="2463">Liz Gold</option>
<option value="1432">Luigi Zamarra</option>
<option value="1339">Marc Rosenberg</option>
<option value="1343">Martin Bissett</option>
<option value="2353">Mary Bennett</option>
<option value="5213">Matt Rampe</option>
<option value="3204">Matt Solomon</option>
<option value="5056">Michael Hsu</option>
<option value="1352">Michael Ramos</option>
<option value="2525">Michael Rozbruch</option>
<option value="3120">Michelle Golden</option>
<option value="1750">Michelle Long</option>
<option value="1749">Michelle Long and Sandi Leyva</option>
<option value="3202">Milla Austin & Ty Hendrickson</option>
<option value="4581">Penny Breslin</option>
<option value="1392">Peter Fontaine</option>
<option value="1335">Randolph P. Johnston</option>
<option value="2913">Randy Fox</option>
<option value="2010">Rex Gatto</option>
<option value="5149">Ric Payne</option>
<option value="2484">Richard Asquith</option>
<option value="3839">Richard Rothstein</option>
<option value="1373">Rick Richardson</option>
<option value="2356">Rick Solomon</option>
<option value="1357">Rita Keller</option>
<option value="5450">Rob Brown</option>
<option value="1840">Rob Nixon</option>
<option value="2143">Robert E. Mckenzie</option>
<option value="3697">Robert Fligel</option>
<option value="1332">Robert J. Lees</option>
<option value="1342">Roman H. Kepczyk</option>
<option value="3192">Ron Seigneur</option>
<option value="5133">Rory Henry</option>
<option value="4670">Russ Alan Prince</option>
<option value="1358">Sam Allred</option>
<option value="1345">Sandi Smith Leyva</option>
<option value="2358">Sandra Wiley</option>
<option value="2354">Sarah Johnson Dobek</option>
<option value="2907">Sean Stein Smith</option>
<option value="4792">Seth Fineberg</option>
<option value="3961">Seymour "Sy" Goldberg, CPA, MBA, JD</option>
<option value="4501">Source Advisors</option>
<option value="2521">Stan Mork</option>
<option value="1349">Stephen L. Nelson</option>
<option value="5343">Stephen Yoss</option>
<option value="1893">Steven Klinghoffer</option>
<option value="1892">Steven Sacks</option>
<option value="1736">Steven Zeiger</option>
<option value="1644">Succession Institute</option>
<option value="1451">Tamera Loerzel</option>
<option value="2087">Terence Putney</option>
<option value="2518">Todd Shapiro</option>
<option value="3381">Tommye Barie</option>
<option value="3471">Ty Hendrickson</option>
<option value="1380">Wesley Middleton</option>
<option value="1351">Wm. Dennis Huber</option>
</select><span class="select2 select2-container select2-container--default" dir="ltr" data-select2-id="select2-data-2-g64r" style="width: 100%;"><span class="selection"><span class="select2-selection select2-selection--single" role="combobox"
aria-haspopup="true" aria-expanded="false" tabindex="0" aria-disabled="false" aria-labelledby="select2-as_author-l1-container" aria-controls="select2-as_author-l1-container"><span class="select2-selection__rendered"
id="select2-as_author-l1-container" role="textbox" aria-readonly="true" title="All Authors (154)">All Authors (154)</span><span class="select2-selection__arrow" role="presentation"><b role="presentation"></b></span></span></span><span
class="dropdown-wrapper" aria-hidden="true"></span></span> </div>
<div class="col-sm-6" style="min-width:100%; margin-top:5px;"><select class="form-control select2-hidden-accessible" name="category" data-select2-id="select2-data-4-liff" tabindex="-1" aria-hidden="true">
<option value="" data-select2-id="select2-data-6-c94d">All Categories (62)</option>
<option value="about-us">ABOUT US</option>
<option value="arc">ACCOUNTING ARC</option>
<option value="accounting-influencers">ACCOUNTING INFLUENCERS</option>
<option value="advisory">ADVISORY & CONSULTING</option>
<option value="audit-assurance">AUDIT & ASSURANCE</option>
<option value="authors-in-the-news">AUTHORS in the NEWS</option>
<option value="bonus-download">BONUS DOWNLOAD</option>
<option value="tax-season">BUSY SEASON MANAGEMENT</option>
<option value="cannabis">CANNABIS</option>
<option value="charts-graphs">CHARTS & GRAPHS</option>
<option value="checklist">CHECKLIST</option>
<option value="client-accounting-services">CLIENT ACCOUNTING SERVICES</option>
<option value="clients-and-service">CLIENT SERVICE OPPORTUNITIES</option>
<option value="cornerstone">Cornerstone</option>
<option value="freemium">FREEMIUM</option>
<option value="gear-up-for-growth">Gear Up for Growth</option>
<option value="growth">GROWTH STRATEGIES</option>
<option value="humor">HUMOR</option>
<option value="innovation">INNOVATION & CHANGE MANAGEMENT</option>
<option value="international">INTERNATIONAL</option>
<option value="leadership">LEADERSHIP</option>
<option value="listicle">LISTICLE</option>
<option value="management">MANAGEMENT</option>
<option value="marketing">MARKETING & SALES</option>
<option value="mergers-acquisitions">MERGERS & ACQUISITIONS</option>
<option value="news-2">NEWS</option>
<option value="outlook">OUTLOOK & ANALYSIS</option>
<option value="pay-compensation">PAY & COMPENSATION</option>
<option value="personal-financial-planning">PERSONAL FINANCIAL PLANNING</option>
<option value="podcast">PODCAST</option>
<option value="politics">POLITICS & GOVERNMENT</option>
<option value="pricing">PRICING, FEES & BILLING RATES</option>
<option value="pro-member-exclusive">PRO Member Exclusive</option>
<option value="resources">RESOURCES & VENDORS</option>
<option value="risk-management">RISK MANAGEMENT</option>
<option value="social-media">SOCIAL MEDIA</option>
<option value="staffing">STAFFING & RECRUITING</option>
<option value="strategy">STRATEGY</option>
<option value="succession">SUCCESSION & RETIREMENT</option>
<option value="research">SURVEYS & RESEARCH</option>
<option value="talent">TALENT & CAREER DEVELOPMENT</option>
<option value="tax">TAX</option>
<option value="tax-practice">TAX PRACTICE</option>
<option value="tax-resolution-services">TAX RESOLUTION SERVICES</option>
<option value="busy-season">TAX SEASON</option>
<option value="tech-and-fintech">TECH and FINTECH</option>
<option value="the-disruptors">THE DISRUPTORS</option>
<option value="entrepreneurial">THE ENTREPRENEURIAL ACCOUNTANT</option>
<option value="bsg-finance-professional">THE FINANCE PROFESSIONAL</option>
<option value="partner">THE PARTNERSHIP</option>
<option value="radical">THE RADICAL CPA</option>
<option value="seven-keys">THE SEVEN KEYS</option>
<option value="solo">THE SMALL FIRM AND SOLO PRACTICE</option>
<option value="trending">TRENDING</option>
<option value="video">Video</option>
<option value="vcfo">VIRTUAL CFO</option>
<option value="wealth">WEALTH MANAGEMENT</option>
<option value="webcasts-webinars">WEBINARS & SPECIAL EVENTS</option>
<option value="women">WOMEN IN ACCOUNTING</option>
</select><span class="select2 select2-container select2-container--default" dir="ltr" data-select2-id="select2-data-5-jofi" style="width: 100%;"><span class="selection"><span class="select2-selection select2-selection--single" role="combobox"
aria-haspopup="true" aria-expanded="false" tabindex="0" aria-disabled="false" aria-labelledby="select2-category-5t-container" aria-controls="select2-category-5t-container"><span class="select2-selection__rendered"
id="select2-category-5t-container" role="textbox" aria-readonly="true" title="All Categories (62)">All Categories (62)</span><span class="select2-selection__arrow"
role="presentation"><b role="presentation"></b></span></span></span><span class="dropdown-wrapper" aria-hidden="true"></span></span> </div>
</div>
<div class="row cpat-as-toggle" style="display:none;">
<div class="col-sm-6" style="min-width:100%; margin-top:5px;"><select class="form-control select2-hidden-accessible" name="tag" data-select2-id="select2-data-7-b2by" tabindex="-1" aria-hidden="true">
<option value="" data-select2-id="select2-data-9-emz6">All Tags (548)</option>
<option value="accounting-arc">Accounting ARC</option>
<option value="ai">AI</option>
<option value="alan-anderson">Alan Anderson</option>
<option value="anderson">Anderson</option>
<option value="app-of-the-week">App of the Week</option>
<option value="arc">ARC</option>
<option value="artificial-intelligence">artificial intelligence</option>
<option value="audit">audit</option>
<option value="billing-rate">billing rate</option>
<option value="bissett-bullets">Bissett Bullets</option>
<option value="business-development">Business development</option>
<option value="busy-season">busy season</option>
<option value="buyout">buyout</option>
<option value="cannabis">cannabis</option>
<option value="cannabiz">cannabiz</option>
<option value="cas">CAS</option>
<option value="cfo">cfo</option>
<option value="change">change</option>
<option value="chatgpt">ChatGPT</option>
<option value="client">client</option>
<option value="client-satisfaction">client satisfaction</option>
<option value="client-service">client service</option>
<option value="cloud">cloud</option>
<option value="communication">communication</option>
<option value="compensation-and-benefits">Compensation and Benefits</option>
<option value="consulting">Consulting</option>
<option value="coronavirus">Coronavirus</option>
<option value="covid-19">COVID-19</option>
<option value="cpa">CPA</option>
<option value="cpa-billing-rates">cpa billing rates</option>
<option value="cpa-firm">CPA firm</option>
<option value="cpe">CPE</option>
<option value="development">development</option>
<option value="donny-shimamoto">Donny Shimamoto</option>
<option value="e-filing">e-filing</option>
<option value="earnings">earnings</option>
<option value="recession">economic trends</option>
<option value="economy">economic trends</option>
<option value="entrepreneur">entrepreneur</option>
<option value="facebook">Facebook</option>
<option value="fee">fee</option>
<option value="fee-structure">Fee structure</option>
<option value="fees">fees</option>
<option value="financial-services">Financial services</option>
<option value="firm">firm</option>
<option value="firms">firms</option>
<option value="forecast">forecast</option>
<option value="fraud">fraud</option>
<option value="fte">FTE</option>
<option value="fun">fun</option>
<option value="global">global</option>
<option value="governance">governance</option>
<option value="bsg-business-builder">Growth</option>
<option value="growth">growth</option>
<option value="growth-strategy">growth strategy</option>
<option value="headcount">headcount</option>
<option value="hiring">hiring</option>
<option value="how-to-bring-in-new-partners">how to bring in new partners</option>
<option value="hr">HR</option>
<option value="humor">Humor</option>
<option value="ifrs">IFRS</option>
<option value="innovation">innovation</option>
<option value="international">international</option>
<option value="irs">IRS</option>
<option value="jean-caragher">Jean Caragher</option>
<option value="jobs">jobs</option>
<option value="jody-padar">Jody Padar</option>
<option value="joke">joke</option>
<option value="leadership">Leadership</option>
<option value="learning">learning</option>
<option value="liability">liability</option>
<option value="linkedin">LinkedIn</option>
<option value="liz-farr">Liz Farr</option>
<option value="ma">M&A</option>
<option value="management">management</option>
<option value="managing-partner">managing partner</option>
<option value="map">MAP</option>
<option value="map-survey">MAP survey</option>
<option value="marketing">marketing</option>
<option value="media">media</option>
<option value="mentor">Mentor</option>
<option value="merger">merger</option>
<option value="mergers">mergers</option>
<option value="mobile">mobile</option>
<option value="negotiation">negotiation</option>
<option value="networking">networking</option>
<option value="never-mind-the-bullets">Never Mind the Bullets</option>
<option value="clients">new clients</option>
<option value="niche">Niche</option>
<option value="outlook">outlook</option>
<option value="padar">Padar</option>
<option value="partner">partner</option>
<option value="partners">partners</option>
<option value="partnership">partnership</option>
<option value="pay">pay</option>
<option value="payroll">payroll</option>
<option value="pfp">PFP</option>
<option value="politics">politics</option>
<option value="practice-development">practice development</option>
<option value="practice-management">practice-management</option>
<option value="price">price</option>
<option value="pricing">pricing</option>
<option value="pricing-rates">pricing rates</option>
<option value="private-equity">private equity</option>
<option value="profit">profit</option>
<option value="profitability">profitability</option>
<option value="radical">radical</option>
<option value="recruiting">recruiting</option>
<option value="referrals">referrals</option>
<option value="regulation">regulation</option>
<option value="remote">remote</option>
<option value="retention">retention</option>
<option value="retirement">retirement</option>
<option value="retreat">retreat</option>
<option value="revenue">revenue</option>
<option value="richardson">Richardson</option>
<option value="rick-richardson">Rick Richardson</option>
<option value="rosenberg-map-survey">Rosenberg MAP Survey</option>
<option value="saas">SaaS</option>
<option value="salaries">salaries</option>
<option value="salary">salary</option>
<option value="sales">Sales</option>
<option value="satisfaction">satisfaction</option>
<option value="season">season</option>
<option value="sec">SEC</option>
<option value="security">security</option>
<option value="service">Service</option>
<option value="seven-keys">Seven Keys</option>
<option value="small-business">Small business</option>
<option value="small-firm">small firm</option>
<option value="social">social</option>
<option value="social-media">social media</option>
<option value="software">software</option>
<option value="solo">solo</option>
<option value="sponsor">sponsor</option>
<option value="staff">staff</option>
<option value="staffing">staffing</option>
<option value="steve-yoss">Steve Yoss</option>
<option value="strategy">strategy</option>
<option value="succession">succession</option>
<option value="survey">survey</option>
<option value="talent">talent</option>
<option value="tax">tax</option>
<option value="tax-practice">tax practice</option>
<option value="tax-prep">tax prep</option>
<option value="tax-season">tax season</option>
<option value="tax-season-management">tax season management</option>
<option value="tech">tech</option>
<option value="technology">technology</option>
<option value="technology-this-week">Technology This Week</option>
<option value="the-disruptors">The Disruptors</option>
<option value="time-management">time management</option>
<option value="training">training</option>
<option value="transforming-audit-for-the-future">Transforming Audit for the Future</option>
<option value="twitter">Twitter</option>
<option value="value">value</option>
<option value="value-pricing">value pricing</option>
<option value="vendor">vendor</option>
<option value="video">Video</option>
<option value="wages">wages</option>
<option value="wealth-management">Wealth management</option>
<option value="wfh">WFH</option>
<option value="women">Women</option>
<option value="workflow">Workflow</option>
<option value="worksheets">worksheets</option>
</select><span class="select2 select2-container select2-container--default" dir="ltr" data-select2-id="select2-data-8-cmcy" style="width: 100%;"><span class="selection"><span class="select2-selection select2-selection--single" role="combobox"
aria-haspopup="true" aria-expanded="false" tabindex="0" aria-disabled="false" aria-labelledby="select2-tag-kf-container" aria-controls="select2-tag-kf-container"><span class="select2-selection__rendered" id="select2-tag-kf-container"
role="textbox" aria-readonly="true" title="All Tags (548)">All Tags (548)</span><span class="select2-selection__arrow" role="presentation"><b role="presentation"></b></span></span></span><span class="dropdown-wrapper"
aria-hidden="true"></span></span> </div>
<div class="col-sm-3" style="min-width:100%; margin-top:5px;"><select class="form-control select2-hidden-accessible" name="date" data-select2-id="select2-data-10-jphe" tabindex="-1" aria-hidden="true">
<option value="" data-select2-id="select2-data-12-6my4">All Dates</option>
<option value="last30days">Last 30 Days</option>
<option value="last60days">Last 60 Days</option>
<option value="last90days">Last 90 Days</option>
<option value="last180days">Last 180 Days</option>
<option value="lastyear">Last Year</option>
</select><span class="select2 select2-container select2-container--default" dir="ltr" data-select2-id="select2-data-11-tvlc" style="width: 100%;"><span class="selection"><span class="select2-selection select2-selection--single" role="combobox"
aria-haspopup="true" aria-expanded="false" tabindex="0" aria-disabled="false" aria-labelledby="select2-date-0g-container" aria-controls="select2-date-0g-container"><span class="select2-selection__rendered" id="select2-date-0g-container"
role="textbox" aria-readonly="true" title="All Dates">All Dates</span><span class="select2-selection__arrow" role="presentation"><b role="presentation"></b></span></span></span><span class="dropdown-wrapper"
aria-hidden="true"></span></span> </div>
<div class="col-sm-3" style="min-width:100%; margin-top:5px;"><select class="form-control select2-hidden-accessible" name="orderby" data-select2-id="select2-data-13-cl6s" tabindex="-1" aria-hidden="true">
<option value="">Order By</option>
<option value="relevance">Relevance</option>
<option value="post_date" selected="" data-select2-id="select2-data-15-3r7h">Date</option>
</select><span class="select2 select2-container select2-container--default" dir="ltr" data-select2-id="select2-data-14-czjv" style="width: 100%;"><span class="selection"><span class="select2-selection select2-selection--single" role="combobox"
aria-haspopup="true" aria-expanded="false" tabindex="0" aria-disabled="false" aria-labelledby="select2-orderby-dv-container" aria-controls="select2-orderby-dv-container"><span class="select2-selection__rendered"
id="select2-orderby-dv-container" role="textbox" aria-readonly="true" title="Date">Date</span><span class="select2-selection__arrow" role="presentation"><b role="presentation"></b></span></span></span><span class="dropdown-wrapper"
aria-hidden="true"></span></span> </div>
</div>
<div class="row">
<div class="col-sm-6" style="min-width:100%; margin-top:5px;"> <button type="button" class="btn btn-default btn-block col-sm-6 as-filter" style="min-width:100%;"><span class="glyphicon glyphicon-filter" aria-hidden="true"></span> Advanced Search
Filter</button> </div>
<div class="col-sm-6" style="min-width:100%; margin-top:5px;"> <button class="btn btn-primary btn-block col-sm-6" type="submit" id="searchsubmit" style="min-width:100%;">Search</button> </div>
</div> <input type="hidden" name="cpat_as" value="1">
</form>Text Content
* > TODAY’S TOP TRENDING
* > SHOP
* > CONTACT
* > PRO MEMBER CONCIERGE VIP SUPPORT
* > UPGRADE TO PRO
--------------------------------------------------------------------------------
Toggle navigation CPA Trendlines
Actionable Intelligence for the Tax, Accounting & Finance Community
PRO MEMBER LOGIN
Email
Password
Remember Me
Monday | November 4
Previous
WHY CPA TRENDLINES: “BATTLE-TESTED INFO”
“Valuable information on best practices for my firm and how to implement them…”
Not a PRO Member yet? Go PRO here: GoProCPA.com
READ MORE →
WHY CPA TRENDLINES: “BATTLE-TESTED INFO”
“Valuable information on best practices for my firm and how to implement them…”
Not a PRO Member yet? Go PRO here: GoProCPA.com
READ MORE →
GO PRO TODAY! SEE WHY EVERYONE FOLLOWS CPA TRENDLINES
And why they say you should too.
READ MORE →
SIGN UP FOR FREE DAILY HEADLINES…
…Or, upgrade to PRO today with one of today’s best offers here.
READ MORE →
Next
•••
??
RACHEL BASHORE: A LAWYER’S CASE FOR REINVENTING ACCOUNTING | ACCOUNTING ARC
READ MORE →
Monday | November 4
Today's Features
CHARTS & GRAPHS
TWELVE YEARS AND OUT: SEASONED ACCOUNTANTS JOIN THE EXODUS
No longer a problem confined to just new talent or middle managers.
Where they go: The biggest slice, 19 percent, goes into finance, followed by
business and operations. (via Live Data)
By CPA Trendlines Research
In a startling shift, thousands of highly experienced top-level accountants are
leaving the field mid-career, challenging the long-held view that the staffing
crisis is limited to new graduates or middle managers.
> RELATED: Middle Managers Getting Squeezed | Explaining the Talent Shortage in
> One Big Chart | Salary and Compensation Outlook for Small CPA Firms | Gen AI
> in Accounting: Epic Transformation, or Overheated Hype? | MORE: The Talent
> Crisis | DOWNLOAD The National Pipeline Advisory Group Report
For many accountants on the edge of transition, the coming years will determine
whether the profession can reinvent itself to retain the trust of its workforce
or continue to lose ground as one of America’s fundamental professions.
READ MORE →
ABOUT US
ASK CPA TRENDLINES | BETA 1.1
Now, with more than 39,000 pages of actionable intelligence.
?
NEED MORE HELP? TRY ADVANCED SEARCH OR EMAIL THE SERVICE TEAM
READ MORE →
FEATURED VIDEO
ALEX DROST: FIRMS GET SCRAPPY AGAINST PE-BACKED COMPETITORS | GEAR UP FOR GROWTH
As private equity gains momentum in the accounting industry, firms face a
decision: embrace external investment or double down on independence.
?
CLICK TO SUBSCRIBE ANYWHERE:
APPLE, GOOGLE/YOUTUBE, SPOTIFY, IHEART, DEEZER, AMAZON MUSIC AND AUDIBLE, PLAYER
FM, AUDACY, GAANA (INDIA), BOOMPLAY (AFRICA), OR RSS.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
In this episode of Gear Up for Growth, Alex Drost, managing principal of
Connection Builders, discusses the growing interest in private equity in the
accounting sector. Hosted by Jean Caragher, president of Capstone Marketing, the
conversation delves into the driving forces behind PE investments, the
challenges investors and accounting firms face, and how firms can prepare for
the evolving landscape.
> Gear Up for Growth spotlights the best strategies for smart and efficient
> growth in today’s competitive landscape. More Gear Up for Growth every Friday
> here.| More Capstone Conversations with Jean Caragher every Monday |
> More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing
> Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here
The accounting profession is no stranger to change, but according to Drost,
recent shifts are reshaping the industry more dramatically than ever before.
“We’re seeing changes not just in technology but in the makeup of the profession
itself,” he says. “The aging partner base and different generational approaches
to firm ownership are creating gaps that private equity sees as opportunities.”
READ MORE →
ACCOUNTING ARC
ELECTION TAX PLANS: WHAT CPAS NEED TO KNOW | ACCOUNTING ARC
How will proposed tax reforms impact businesses and tax professionals in the
2024 election cycle?
?
CLICK HERE TO LOAD YOUR APPLE PODCAST APP. SUBSCRIBE ANYWHERE:
APPLE, GOOGLE/YOUTUBE, SPOTIFY, IHEART, DEEZER, AMAZON MUSIC, AUDIBLE, PLAYER
FM, AUDACY, RSS.
Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation
The 2024 election is poised to bring significant changes to tax policy, and the
accounting profession is bracing for the potential impact.
> MORE Accounting ARC: Leadership for the Future: Stakeholders, Sustainability,
> and Strategic Vision | In-Person Conferences Still Essential | Non-Accountants
> in Accounting: A Game-Changer for the Profession | Rubik Yeriazarian: Smaller
> Firms Offer Big Opportunities for Rapid Skill Development in Forensic
> Accounting | Accounting ARC | AI Will Steal Your Job. And That’s a Good Thing
> | Accounting ARC | The Right Kind of Lazy: Innovative Approaches to
> Streamlining Workflows | Accounting ARC
As political candidates propose tax reforms, professionals in the field must be
prepared to understand and communicate the implications of these changes to
their clients.
The latest episode of Accounting ARC brings to light the challenges and
responsibilities that CPAs face in navigating the intersection of politics and
tax policy. READ MORE →
ABOUT US
ASK
CPATRENDLINES.COM/ASK
ABOUT US
LISTEN, DOWNLOAD, STREAM, SUBSCRIBE ANYWHERE
CLICK HERE TO LOAD YOUR APPLE PODCAST APP
SUBSCRIBE TO CPA TRENDLINES PODCASTS
ANYWHERE: APPLE, GOOGLE/YOUTUBE, SPOTIFY, IHEART, DEEZER, AMAZON MUSIC,
AUDIBLE, PLAYER FM, AUDACY, RSS.
PRO Member Exclusive
WHY NOW IS THE TIME FOR CPAS TO EMBRACE WEALTH MANAGEMENT
Fineberg Seth Fineberg is an accounting industry consultant, content strategist,
analyst and speaker. His current business is Accountants Forward. He has been a
business editor and journalist for over 30 years, the vast majority of which has
been spent overseeing the accounting profession’s evolution.
Start with a conversation.
By Seth Fineberg
Today we are cresting the biggest waves of change that I’ve seen in my 20-plus
years of covering the accounting profession. I’m talking about the need for CPAs
to go beyond simply being the trusted tax guy (or girl) for their clients and to
help them manage all aspects of their wealth. This movement has been building
for the better part of a decade, but only recently has it gone from “I’ll think
about it” to “Can I afford not to get on board?”
EXCLUSIVELY FOR PRO MEMBERS. LOG IN HERE OR UPGRADE TO PRO TODAY.
Not to sound the alarm bells here, but CPAs must soon choose between riding the
financial planning wave or being swept under it.
READ MORE →
ACCOUNTING ARC
RACHEL BASHORE: A LAWYER’S CASE FOR REINVENTING ACCOUNTING | ACCOUNTING ARC
Discover how nontraditional professionals leverage their skills to bring
innovation and growth to the accounting profession.
??
Accounting ARC
With Donny Shimamoto.
Center for Accounting Transformation
The accounting profession is experiencing a wave of disruption, and
nontraditional professionals are leading the charge.
> MORE Accounting ARC: Leadership for the Future: Stakeholders, Sustainability,
> and Strategic Vision | In-Person Conferences Still Essential | Non-Accountants
> in Accounting: A Game-Changer for the Profession | Rubik Yeriazarian: Smaller
> Firms Offer Big Opportunities for Rapid Skill Development in Forensic
> Accounting | Accounting ARC | AI Will Steal Your Job. And That’s a Good Thing
> | Accounting ARC | The Right Kind of Lazy: Innovative Approaches to
> Streamlining Workflows | Accounting ARC
In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA,
sits down with Rachel Bashore, the director of operations at Herbein, to discuss
her journey from attorney to accounting professional and the valuable
perspective she brings to her firm.
“Accounting is ripe for change, and that’s what excites me,” Bashore says,
reflecting on how her varied career—from IT consulting to trial law—helped
prepare her for the challenges of modern accounting. Bashore has a unique path
into the industry. After years working with IBM, she transitioned into law,
specializing in litigation before moving into banking and fintech.
READ MORE →
ACCOUNTING INFLUENCERS
KATE JOHNSON: HOW ACCOUNTANTS CAN GROW WITH VIDEO | ACCOUNTING INFLUENCERS
Diversify your revenue streams with video and build a virtual accounting career.
?
SUBSCRIBE TO CPA TRENDLINES PODCASTS
ANYWHERE: APPLE, GOOGLE/YOUTUBE, SPOTIFY, IHEART, DEEZER, AMAZON MUSIC,
AUDIBLE, PLAYER FM, AUDACY, RSS.
<PODOMATIC EMBED 274>
Accounting Influencers
with Rob Brown
Kate Josephine Johnson owns Heritage Business Services, LLC, a virtual
bookkeeping firm serving small businesses across the United States. She is also
the Chief Hustler at Bookkeeping Side Hustle, where she helps other accounting
professionals build virtual accounting careers they love.
> More Accounting Influencers with Rob Brown here
Johnson urges accounting professionals to diversify their revenue streams by
leveraging eBooks, monthly membership for DIY clients, vendor referral links,
YouTube, and newsletter and video content sponsorships. She says you need two
skills to make videos: creating and communicating.
READ MORE →
ADVISORY & CONSULTING
DO YOU HAVE THE CLIENT ACCOUNTING SERVICES MINDSET?
You’re the professional. Ponder that a moment.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
It was the 10th of May, 2012.
Over dinner on that quiet mid-spring evening, at a classic traditional Italian
restaurant, I met the owner of one of my largest clients, only after about five
years of providing services to his firm. His firm had chosen a particular niche
industry to serve and only that. He was doing well – over $3.5 million in annual
revenue, growing consistently, and employing 39 staff members. In any given
week, two new clients were being onboarded via a very detailed process, moving
clients’ accounting databases and processes into his firm.
MORE CLIENT ACCOUNTING SERVICES ARTICLES
He would not take on any new client unless the client handed over all of the
accounting work responsibilities to the firm.
All or none.
READ MORE →
FEATURED VIDEO
CARLA MCCALL: FIND YOUR AUTHENTIC LEADERSHIP STYLE | GEAR UP FOR GROWTH
“Just having a title or a position doesn’t make you a leader. You have to earn
the trust and respect of the team that you’re leading.”
?
CLICK TO SUBSCRIBE
ANYWHERE: APPLE, GOOGLE/YOUTUBE, SPOTIFY, IHEART, DEEZER, AMAZON MUSIC AND
AUDIBLE, PLAYER FM, AUDACY, GAANA (INDIA), BOOMPLAY (AFRICA), OR RSS.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
In the latest episode of Gear Up for Growth, Carla McCall, CPA, CGMA, managing
partner of AAF CPAs, and chair of the AICPA, shares valuable insights into
leadership transitions within CPA firms. As the industry faces a generational
shift—with 75% of current CPAs expected to retire in the next 15 years—McCall’s
experience highlights the importance of planning for the next wave of firm
leadership.
> Gear Up for Growth spotlights the best strategies for smart and effficient
> growth in today’s competitive landscape. More Gear Up for Growth every Friday
> here.| More Capstone Conversations with Jean Caragher every Monday |
> More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing
> Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here
> Coming next week Mitch Reno: Client Experience Advantage Goes to Small Firms,
> with Mitch Reno, director of client experience at Rehmann
McCall recounts her journey, beginning when she joined AAF in 1995, becoming a
partner in 2003 and eventually a co-managing partner in 2011. She emphasizes the
importance of having a firm-wide succession mindset, where every leader is
responsible for mentoring and developing their potential successor. One key
factor in AAF’s smooth transition was a structured Managing Partner in Training
program designed to prepare future leaders for the complexities of running a CPA
firm.
READ MORE →
FEATURED VIDEO
STEVE YOSS: THE BIG TECH ISSUES ACCOUNTANTS NEED TO FOLLOW TODAY | QUICK TECH
TALKS
Staying ahead requires adaptability and a focus on delivering value beyond the
tasks that traditionally defined accounting.
?
Quick Tech Talk
With Steve Yoss
CPE Today
As technology advances at a breakneck speed, accountants must rethink how they
add value to their clients and organizations.
> MORE STEVE YOSS | MORE TECH
> EXCLUSIVELY FOR PRO MEMBERS. LOG IN HERE OR UPGRADE TO PRO TODAY.
“Back in the 50s, accounting was incredibly manual, requiring a virtual army to
produce records,” Yoss explains, highlighting the drastic evolution of the
field. By the 80s, spreadsheets like VisiCalc and Excel began to ease the
burden. The 90s brought us small business accounting systems like QuickBooks.
Today, automation and AI-driven solutions can perform low-value tasks—such as
general bookkeeping, accounts payable, and more—with little oversight and near
error-free execution.
READ MORE →
PRO Member Exclusive
SIX TIPS FOR SETTING COMPENSATION
Plus 17 extraordinary benefits to consider offering.
By Marc Rosenberg
CPA Firm Staff: Managing Your #1 Asset
“If you pick the right people and give them the opportunity to spread their
wings and put compensation as a carrier behind it, you almost don’t have to
manage them.” – Jack Welch
“Pay your people the least possible and you’ll get from them the same.” –
Malcolm Forbes
Every CPA industry survey we’ve seen for decades shows that compensation is
either No. 1 in importance to staff or close to it.
MORE: STAFF CRAVE ADVANCEMENT AND CHALLENGE | WHAT LEADERSHIP LOOKS AND FEELS AT
CPA FIRMS | ELEVEN THINGS THAT GOOD MENTORS DO | GIVE THE RECOGNITION YOUR STAFF
NEEDS | THE IMPORTANCE OF GREAT BOSSES | HOW REMOTE WORK IS IMPACTING ACCOUNTING
FIRMS | MAKE WORK FLEXIBILITY WORK FOR EVERYONE | WHY STAFF LEAVE CPA FIRMS …
AND HOW TO STOP THEM | HOW TO SOLVE THE BIG DISCONNECT IN TALENT MANAGEMENT |
WHAT RELEVANCE MEANS FOR STAFFING IN ACCOUNTING | HOW ACCOUNTING STAFFING HAS
CHANGED
EXCLUSIVELY FOR PRO MEMBERS. LOG IN HERE OR UPGRADE TO PRO TODAY.
Our feeling is that compensation is the ante to enter or stay in the game. Put
another way, according to Jeremy Wortman:
If college graduates are looking for their first job, or if a young person with
a little experience is job hunting, compensation is huge. If a person has two
offers, one for $60,000 and the other for $65,000, the higher offer will get the
person almost every time. But if the offers are $500 apart and the person likes
the firm offering the lower salary better, it’s likely that the lower-paying
firm will get the nod.
READ MORE →
ABOUT US
BISSETT BULLET: BE THE BIGGER PERSON
TODAY’S BISSETT BULLET: “AS YOU PROGRESS THROUGHOUT YOUR CAREER, YOU MAY FIND
YOURSELF IN SITUATIONS WHERE THOSE WHO ARE ON THE SAME LEVEL AS YOU IN TERMS OF
EARNINGS OR SENIORITY ARE SUDDENLY YOUR SUBORDINATES. HOW YOU HANDLE THAT
SITUATION IS CRITICAL.”
By Martin Bissett
EXERCISE HUMILITY IN LEADERSHIP AND IF YOU COME UP AGAINST STAFF WHO RESENT YOUR
SENIORITY, TRY TO SPEND TIME WITH THEM AWAY FROM THE OFFICE IN A MORE INFORMAL
SETTING. HELP THEM GET TO KNOW YOU AND UNDERSTAND THAT YOU ARE IN THE POSITION
YOU ARE BASED ON MERIT. GENTLY LET THEM KNOW THAT YOU HOLD THE KEYS TO THEIR OWN
CAREER PROGRESSION, BUT RISE ABOVE THE POLITICS AND INVITE THEM TO WORK
COLLABORATIVELY WITH YOU.
ULTIMATELY, YOU WILL MANAGE THESE PEOPLE UP OR YOU WILL MANAGE THEM OUT, BUT THE
PARTNERS IN YOUR FIRM WILL BE WATCHING TO SEE HOW YOU RESPOND TO THIS SORT OF
SITUATION AND WHAT SORT OF LEADER YOU MIGHT HAVE THE POTENTIAL TO BECOME.
TODAY’S TO-DO:
THINK ABOUT HOW YOU WOULD LIKE TO BE TREATED IF ROLES WERE REVERSED AND HOW YOU
WOULD FEEL ENCOURAGED BY A BOSS WHO USED TO BE A COLLEAGUE.
SEE MORE BISSETT BULLETS HERE
READ MORE →
PRO Member Exclusive
WHAT TO DO WHEN A PARTNER BECOMES DISABLED
What does the partnership agreement say? Oops …
By Ed Mendlowitz
202 Questions and Answers: Managing an Accounting Practice
QUESTION: My partner has been out sick for the past 3½ months, and he has been
continuing to get his draw. It looks like he will be out for some time more, but
not sure how long.
MORE: DO AS LITTLE AS POSSIBLE | WANT TO MERGE? HERE ARE 23 THINGS TO REQUEST |
I’M JUST STARTING OUT; WHY JOIN AN ASSOCIATION? | DON’T BLAME THE CLIENT FOR
YOUR LOCATION | REALIGN PARTNERS WITH MONTHLY MEETINGS | I’M 76. SHOULD I SLOW
DOWN? HOW? | WHO TO HIRE WHEN IT’S TIME TO GROW | HOURLY BILLING DOESN’T COVER
THE VALUE; NOW WHAT? | ASK FOR WHAT YOU’RE WORTH | THE TOP TIP FOR REVIEWING TAX
RETURNS | YOU HAVE TO START SOMEWHERE | TWO OPTIONS FOR COLLECTING PAST DUE FEES
| YOU CAN’T WIN WITH LOWBALLING | NINE REASONS NOT TO SPECIALIZE | WHEN BOARD
SERVICE GETS TRICKY
EXCLUSIVELY FOR PRO MEMBERS. LOG IN HERE OR UPGRADE TO PRO TODAY.
He does make some calls from home, but isn’t really doing any work. Is there
anything I can do?
READ MORE →
PRO Member Exclusive
DO OTHERS THINK YOU’RE READY TO BE PARTNER?
Three questions about your competence.
By Martin Bissett
Passport to Partnership
The Passport to Partnership study collated a number of responses in a
conversational style.
MORE: COMPETENCE IS JUST THE BEGINNING | WHAT RICH ACCOUNTANTS DO | ATTRACT
CLIENTS, DON’T SELL TO THEM | HOW TO ATTRACT CLIENTS | FOUR REASONS ACCOUNTANTS
STRUGGLE WITH SELLING | THINK OF IT AS SERVICE, NOT SELLING | EIGHT QUESTIONS
FOR PERSONAL PREPARATION | PERCEPTION, EVEN YOUR OWN, IS REALITY | EIGHT
QUESTIONS THAT TARGET PERSONAL ACCOUNTABILITY | HOW TO PREPARE FOR PARTNERSHIP |
STOP WAITING FOR BUSINESS TO COME TO YOU | ARE YOU PROJECTING CONFIDENCE? | FIVE
QUESTIONS TO HELP FORECAST YOUR FIRM GROWTH | FOUR KEY QUESTIONS ABOUT
LEADERSHIP
EXCLUSIVELY FOR PRO MEMBERS. LOG IN HERE OR UPGRADE TO PRO TODAY.
But two brief but succinct examples on the realities of how a firm assesses an
individual’s “competence” for leadership are showcased really stood out:
1. They need to explain technical data to me in a way that I know they
understand.
2. What kind of lifestyle does this person have outside of work? We’ll be
looking at Facebook, X and Google to find out.
READ MORE →
ACCOUNTING ARC
BEYOND THE BASICS IN ETHICS EDUCATION | ACCOUNTING ARC
“The difficulty isn’t identifying the ethical decision; it’s making the right
choice with difficult implications.”
?
CLICK TO SUBSCRIBE
ANYWHERE: APPLE, GOOGLE/YOUTUBE, SPOTIFY, IHEART, DEEZER, AMAZON MUSIC AND
AUDIBLE, PLAYER FM, AUDACY, GAANA (INDIA), BOOMPLAY (AFRICA), OR RSS.
Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto.
Center for Accounting Transformation
Accounting ethics training needs a major reboot, according to the latest episode
of Accounting ARC. While traditional ethics training often feels like a
check-the-box exercise, hosts Liz Mason, Byron Patrick, and Donny Shimamoto
argue the profession must move toward a more engaging and comprehensive
approach.
> MORE Accounting ARC: Leadership for the Future: Stakeholders, Sustainability,
> and Strategic Vision | In-Person Conferences Still Essential | Non-Accountants
> in Accounting: A Game-Changer for the Profession | Rubik Yeriazarian: Smaller
> Firms Offer Big Opportunities for Rapid Skill Development in Forensic
> Accounting | Accounting ARC | AI Will Steal Your Job. And That’s a Good Thing
> | Accounting ARC | The Right Kind of Lazy: Innovative Approaches to
> Streamlining Workflows | Accounting ARC
“Ethics education in accounting has become stale,” says Patrick, CEO and founder
of VERIFYiQ and vice president of Client Success at The B3 Method Institute,
reflecting on his 80-plus hours of ethics training over his 22-year career. “The
right decisions are usually obvious, but it’s the process of making them that’s
difficult. Unfortunately, none of my training has equipped me to handle that
challenge.”
READ MORE →
FEATURED VIDEO
MIKE MAKSYMIW: BE THE LEADER YOU WISH YOU HAD | THE DISRUPTORS
If no one’s complaining that your fees are too high, your fees are too low.
?
THIS IS A PREVIEW. THE COMPLETE 1-HOUR VIDEO EPISODE, WITH COMMENTARY AND
TRANSCRIPT, IS FIRST AVAILABLE EXCLUSIVELY TO PRO MEMBERS | GO PRO HERE
CLICK TO SUBSCRIBE
ANYWHERE: APPLE, GOOGLE/YOUTUBE, SPOTIFY, IHEART, DEEZER, AMAZON MUSIC AND
AUDIBLE, PLAYER FM, AUDACY, GAANA (INDIA), BOOMPLAY (AFRICA), OR RSS.
The Disruptors
With Liz Farr
Mike Maksymiw, the leader of Aprio Firm Alliance, hates charge hours as a
primary performance metric. He even left a firm where he was a partner because
of a dispute over charge hours. Although he exceeded his revenue goals by a
healthy margin, he was penalized because he got the work done in fewer hours.
> JOIN Liz Farr at the Linkedin CPA Trendlines Group | MORE Liz
> Farr | FOLLOW Liz Farr on The Disruptors wherever you get your
> podcasts: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music,
> Audible, Player FM, Audacy, RSS. | MORE PODCASTS and VIDEOS: Terrell Turner:
> Build a Solid Business Showing Up as Yourself | Kelly Mann: Be the Bull in the
> China Shop | Alicia Katz Pollock: Create A Human-Centric Business | Nancy
> McClelland: Be the One Your Clients Ask First |Alan Whitman: Stop Accepting
> the Status Quo | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True
> Wealth Is Not Financial | Caleb Jenkins: Firm Growth Requires Owners to Shift
> Roles |
>
> Exclusively for PRO Members. Log in here or upgrade to PRO today.
“The main thing I was supposed to do, I was doing,” he tells Liz Farr in this
episode of The Disruptors. And if he hadn’t been meeting his revenue goals, that
deficit in hours would have been something to remedy. “So I don’t want people
to think there’s no place for these metrics. We need to put them in the right
order that makes sense for running a business.”
READ MORE →
OUTLOOK & ANALYSIS
SOLVING STAFFING REQUIRES INTENTION
“Getting work was easy, but getting it done was hard.”
By Matt Rampe
The Rosenberg National Survey of CPA Firm Statistics
The staffing struggle won’t turn around overnight. Firms that want to succeed
need an intentional strategy on recruiting and retaining talent.
EDITOR’S NOTE: Every year, The 2024 Rosenberg National Survey of CPA Firm
Statistics asks the profession’s top consultants two sets of questions:
* * How do you think the next 12 months will unfold? Trends? Predictions? Other
thoughts?
* How would you assess the last 12 months? Trends? Observations? Struggles?
MORE: HOW ACCOUNTING FIRMS ARE HANDLING THE STAFF SHORTAGE | THE FUTURE OF FEES
| AS PRIVATE EQUITY CLOSES IN, FIRMS SEEK NEW ANSWERS TO STAFFING PROBLEMS |
WHEN STAFFING FALLS SHORT, CLIENTS GET CULLED | HOW ACCOUNTING FIRMS ARE DEALING
WITH RETIREMENT | NEXT FIVE YEARS ARE CRITICAL FOR ACCOUNTING FIRMS | STAFFING
TURNOVER’S DOWN, BUT WHY? | WHAT’S YOUR FIRM WORTH? PRIVATE EQUITY WANTS TO KNOW
| THE NEW PIPELINE: OUTSOURCING AND OFFSHORING | IS THIS THE LAST YEAR OF
ACCOUNTING’S GOLDEN AGE?
EXCLUSIVELY FOR PRO MEMBERS. LOG IN HERE OR UPGRADE TO PRO TODAY.
Private equity and technology will continue to advance. This will create a more
competitive landscape, with more firms innovating on all aspects of the
traditional CPA firm model.
READ MORE →
* ← Older posts
*
Connect with CPA Trendlines
Search for:
All Authors (154)Accounting Firm Operations and Technology SurveyAdrian
SternAlan AndersonAlessandra LezamaAllan D. KoltinAmy VetterAmy Welch, APR
CAEAndrew HunzickerAngie GrissomAnthony GlomskiAnthony Glomski and Russ Alan
PrinceAnthony ZeccaArt KueselArt WernerAugust J. AquilaBarry J. Friedman,
CPABecky LivingstonBeth BellorBeth ZiesenisBill CarlinoBill PenczakBill
ReebBlake E. ChristianBlake OliverBlake Oliver and David LearyBob ScottBonnie
Buol RuszczykBradley BurnettBrannon PoeBrian F. TankersleyBruce W. MarcusCaleb
LendyCarl GeorgeCarrie SteffenCate MillerCenter for Accounting
TransformationCharles HylanChauncey Hutter Jr.Chris FrederiksenCraig W.
SmalleyDaniel HoodDavid BergsteinDavid CieslakDeborah FoxDerek KlyhnDobek &
HendricksonDom CingoranelliDom EspositoDonny ShimamotoDustin HostetlerEd KlessEd
Slott, CPAEdward MendlowitzElizabeth C. NelsonEric GreenEva RosenbergFrank
StitelyGabrielle FontaineGabrielle LuomaGale CrosleyGary AdamsonGary
BolingerGreg KyteGreg LaFolletteHank BerkowitzHitendra PatilHugh DuffyIan
WelhamIda O. AbbottIra RosenbloomJassen BowmanJean Marie CaragherJeffrey S.
PawlowJennifer WilsonJess CoburnJim MartyJody GrundenJody PadarJoel SinkinJoey
HavensJohn CovaleskiJohn HigginsJon BaronJon LokhorstJoseph TarascoJulie
PierceJustin BreidenbachKacee JohnsonKatie ThomasKelly SchuknechtKristen
RampeKyle WaltersL. Gary BoomerLaurie McCabeLee EisenstaedtLeslie GarrettLeslie
ShinerLiz FarrLiz GoldLuigi ZamarraMarc RosenbergMartin BissettMary BennettMatt
RampeMatt SolomonMichael HsuMichael RamosMichael RozbruchMichelle GoldenMichelle
LongMichelle Long and Sandi LeyvaMilla Austin & Ty HendricksonPenny BreslinPeter
FontaineRandolph P. JohnstonRandy FoxRex GattoRic PayneRichard AsquithRichard
RothsteinRick RichardsonRick SolomonRita KellerRob BrownRob NixonRobert E.
MckenzieRobert FligelRobert J. LeesRoman H. KepczykRon SeigneurRory HenryRuss
Alan PrinceSam AllredSandi Smith LeyvaSandra WileySarah Johnson DobekSean Stein
SmithSeth FinebergSeymour "Sy" Goldberg, CPA, MBA, JDSource AdvisorsStan
MorkStephen L. NelsonStephen YossSteven KlinghofferSteven SacksSteven
ZeigerSuccession InstituteTamera LoerzelTerence PutneyTodd ShapiroTommye BarieTy
HendricksonWesley MiddletonWm. Dennis HuberAll Authors (154)
All Categories (62)ABOUT USACCOUNTING ARCACCOUNTING INFLUENCERSADVISORY &
CONSULTINGAUDIT & ASSURANCEAUTHORS in the NEWSBONUS DOWNLOADBUSY SEASON
MANAGEMENTCANNABISCHARTS & GRAPHSCHECKLISTCLIENT ACCOUNTING SERVICESCLIENT
SERVICE OPPORTUNITIESCornerstoneFREEMIUMGear Up for GrowthGROWTH
STRATEGIESHUMORINNOVATION & CHANGE
MANAGEMENTINTERNATIONALLEADERSHIPLISTICLEMANAGEMENTMARKETING & SALESMERGERS &
ACQUISITIONSNEWSOUTLOOK & ANALYSISPAY & COMPENSATIONPERSONAL FINANCIAL
PLANNINGPODCASTPOLITICS & GOVERNMENTPRICING, FEES & BILLING RATESPRO Member
ExclusiveRESOURCES & VENDORSRISK MANAGEMENTSOCIAL MEDIASTAFFING &
RECRUITINGSTRATEGYSUCCESSION & RETIREMENTSURVEYS & RESEARCHTALENT & CAREER
DEVELOPMENTTAXTAX PRACTICETAX RESOLUTION SERVICESTAX SEASONTECH and FINTECHTHE
DISRUPTORSTHE ENTREPRENEURIAL ACCOUNTANTTHE FINANCE PROFESSIONALTHE
PARTNERSHIPTHE RADICAL CPATHE SEVEN KEYSTHE SMALL FIRM AND SOLO
PRACTICETRENDINGVideoVIRTUAL CFOWEALTH MANAGEMENTWEBINARS & SPECIAL EVENTSWOMEN
IN ACCOUNTINGAll Categories (62)
All Tags (548)Accounting ARCAIAlan AndersonAndersonApp of the WeekARCartificial
intelligenceauditbilling rateBissett BulletsBusiness developmentbusy
seasonbuyoutcannabiscannabizCAScfochangeChatGPTclientclient satisfactionclient
servicecloudcommunicationCompensation and
BenefitsConsultingCoronavirusCOVID-19CPAcpa billing ratesCPA
firmCPEdevelopmentDonny Shimamotoe-filingearningseconomic trendseconomic
trendsentrepreneurFacebookfeeFee structurefeesFinancial
servicesfirmfirmsforecastfraudFTEfunglobalgovernanceGrowthgrowthgrowth
strategyheadcounthiringhow to bring in new
partnersHRHumorIFRSinnovationinternationalIRSJean CaragherjobsJody
PadarjokeLeadershiplearningliabilityLinkedInLiz FarrM&Amanagementmanaging
partnerMAPMAP
surveymarketingmediaMentormergermergersmobilenegotiationnetworkingNever Mind the
Bulletsnew
clientsNicheoutlookPadarpartnerpartnerspartnershippaypayrollPFPpoliticspractice
developmentpractice-managementpricepricingpricing ratesprivate
equityprofitprofitabilityradicalrecruitingreferralsregulationremoteretentionretirementretreatrevenueRichardsonRick
RichardsonRosenberg MAP
SurveySaaSsalariessalarySalessatisfactionseasonSECsecurityServiceSeven KeysSmall
businesssmall firmsocialsocial mediasoftwaresolosponsorstaffstaffingSteve
Yossstrategysuccessionsurveytalenttaxtax practicetax preptax seasontax season
managementtechtechnologyTechnology This WeekThe Disruptorstime
managementtrainingTransforming Audit for the FutureTwittervaluevalue
pricingvendorVideowagesWealth managementWFHWomenWorkflowworksheetsAll Tags (548)
All DatesLast 30 DaysLast 60 DaysLast 90 DaysLast 180 DaysLast YearAll Dates
Order ByRelevanceDateDate
Advanced Search Filter
Search
JOIN THE CPA TRENDLINES COMMUNITY
Actionable intelligence: Exclusive news, analysis, tools, tips & trends
Congratulations! You'll be joining more than 500,000 tax, accounting and finance
professionals from around the world.
(NO CHARGE. NO OBLIGATION. CANCEL ANYTIME.)
GET THE BUZZ @ CPA TRENDLINES
* KEVIN P YOUNG EA said Steve, you are absolutely right. As one of those...
* Frank Stitely said If people are proposing adding time to ethics trai...
* Rick Telberg said Thank you, Randy. The sentence has been corrected...
* Randy Johnston said National Pipeline numbers have an editing error
* mark vandeveer said agreed. and what is a “proper pricing model&...
* Bob Silvy said Jean and Kristen are two AAM Rockstars. Loved thi...
* Martin Eisenstein said Good insight into how to use value pricing princip...
BROWSE BY EXPERT CONTRIBUTOR
See all our internationally acclaimed experts and influencers
* ABOUT US
* ACCOUNTING ARC
* ACCOUNTING INFLUENCERS
* ADVISORY & CONSULTING
* AUDIT & ASSURANCE
* AUTHORS in the NEWS
* BONUS DOWNLOAD
* BUSY SEASON MANAGEMENT
* CANNABIS
* CHARTS & GRAPHS
* CHECKLIST
* CLIENT ACCOUNTING SERVICES
* CLIENT SERVICE OPPORTUNITIES
* Cornerstone
* FEATURED
* FEATURED VIDEO
* FREEMIUM
* Gear Up for Growth
* GROWTH STRATEGIES
* HUMOR
* INNOVATION & CHANGE MANAGEMENT
* INTERNATIONAL
* LEADERSHIP
* LISTICLE
* MANAGEMENT
* MARKETING & SALES
* MERGERS & ACQUISITIONS
* NEWS
* OUTLOOK & ANALYSIS
* PAY & COMPENSATION
* PERSONAL FINANCIAL PLANNING
* PODCAST
* POLITICS & GOVERNMENT
* PRICING, FEES & BILLING RATES
* PRO Member Exclusive
* RESOURCES & VENDORS
* RISK MANAGEMENT
* SOCIAL MEDIA
* SPECIAL
* STAFFING & RECRUITING
* STRATEGY
* SUCCESSION & RETIREMENT
* SURVEYS & RESEARCH
* TALENT & CAREER DEVELOPMENT
* TAX
* TAX PRACTICE
* TAX RESOLUTION SERVICES
* TAX SEASON
* TECH and FINTECH
* THE DISRUPTORS
* THE ENTREPRENEURIAL ACCOUNTANT
* THE FINANCE PROFESSIONAL
* THE PARTNERSHIP
* THE RADICAL CPA
* THE SEVEN KEYS
* THE SMALL FIRM AND SOLO PRACTICE
* TRENDING
* Video
* VIRTUAL CFO
* WEALTH MANAGEMENT
* WEBINARS & SPECIAL EVENTS
* WOMEN IN ACCOUNTING
AI artificial intelligence billing rate busy season change client client service
Coronavirus COVID-19 cpa billing rates earnings economic trends entrepreneur Fee
structure Growth growth hiring innovation IRS jobs Leadership management
marketing merger partner partnership pay practice-management pricing rates
radical recruiting retention retirement salaries salary Sales small firm social
media solo staff staffing strategy succession tax tax season tech technology
training wages
* MAX: Maximize Productivity, Profitability and Client Retention
* The 2024 Rosenberg MAP Survey | 26th Annual Edition
* PRE-ORDER: Holistic Guide to Wealth Management
* CPA Firm Staff: Managing Your #1 Asset [Updated & Expanded]
* NEW! Radical Pricing – By The Radical CPA™
PRO MEMBER CONCIERGE SERVICE AND SUPPORT
CLICK FOR EXCLUSIVE OFFERS, GIFTS AND CONCIERGE SERVICE AND SUPPORT
THE FINE PRINT
– CPA TRENDLINES DOES NOT OFFER PROFESSIONAL TAX, ACCOUNTING OR FINANCE
SERVICES. READERS ARE ADVISED TO CONSULT WITH AN APPROPRIATE PROFESSIONAL AT ALL
TIMES.
– SEE OUR TERMS OF SERVICE HERE.
– CPA TRENDLINES MAY EARN A SMALL COMMISSION ON PRODUCT LINKS.
– CONTACT US HERE.
– COMMENTERS ARE EXPECTED TO ADHERE TO PROFESSIONAL STANDARDS OF CONDUCT.
--------------------------------------------------------------------------------
Copyright 2007-2024 CPA Trendlines / Bay Street Group LLC