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  • The new deal: The evolving landscape of M&A and PE

    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

    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

    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?

    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
  • An inside look at the alternative practice structure

    An inside look at the alternative practice structure
    2025/03/10
    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.
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    23 分
  • A tumultuous tax season

    A tumultuous tax season
    2025/03/03

    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.
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    34 分
  • Taking the helm at the AICPA

    Taking the helm at the AICPA
    2025/02/24
    The new head of the AICPA, Mark Koziel, shares his thoughts about the profession, his plans for the organization, and more.
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    32 分
  • The state of CAS

    The state of CAS
    2025/02/10

    Kim Blascoe, senior director of CAS professional services at CPA.com, shares some of the highlights of their most recent CAS Benchmark Survey -- from the area's extraordinary growth rates to the key practices of a high-performing CAS practice.
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    30 分