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  • The state of the 'Big Beautiful Bill' and more
    2025/06/09

    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.

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    46 分
  • Want to grow? Change your mindset
    2025/06/02

    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.

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    29 分
  • Let a non-CPA do it!
    2025/05/19

    With accounting talent so hard to find, Paul Peterson shares how his firm has cultivated non-accountants and non-CPAs to fill the gap.

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    30 分
  • Getting the most out of your tech
    2025/05/12

    Consultant and technology thought leader Seth Fineberg offers a guide to finding, choosing, implementing and assessing the software your firm needs.

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    29 分
  • The new deal: The evolving landscape of M&A and PE
    2025/05/05

    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.

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    30 分
  • M&A for smaller firms
    2025/04/29

    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.

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    27 分
  • The evolution of accounting marketing
    2025/04/21

    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.

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    31 分
  • Are you offering what clients value?
    2025/03/24
    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.
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    30 分