Storytelling Force Joins the Center for Accounting Transformation 

Veteran videographer brings expert storytelling and tech know-how to the Center’s media and marketing operations.   The Center for Accounting Transformation has recently welcomed a seasoned creative powerhouse to its media and marketing team. Dave Maresca, a name synonymous with innovation and impactful storytelling, brings more than 20 years of experience to the Center.  Maresca discussed how his long-time service to … Read More

Don’t Ignore Stress and Anxiety During Busy Season

Excessive stress and anxiety can cause a drop in productivity, missed workdays, and disengagement. Getting help early can be key to vitality. As the seasons change, so do the demands on our time and energy. For many, the approaching busy season brings with it a heightened sense of urgency and the need for increased productivity. In the midst of this … Read More

The Staffing Strategies Survey: Uncovering Solutions for the Accounting Talent Gap

In the world of accounting and finance, a storm is brewing. The industry is facing a talent shortage like never before. The once steady stream of fresh accounting graduates, eager to dive into the world of numbers and balance sheets, is dwindling. Those sitting for the CPA exam and completing the requirements to earn a license is also going down. This has left accounting firms and finance teams scrambling to find and retain talent.

Business Self-Reflection: The Power of Reinvention & Diverse Perspectives 

“The perspective of a non-accountant is imperative.” In a recent episode of Transformation Talks, Glen Harper and Julie Smith, key figures from Harper & Company CPAs Plus, told host Donny Shimamoto, CPA-CITP, CGMA, “Sometimes you have to rip some things apart to build a better firm.”   Harper, the owner, decided years ago that he needed a chief operations officer, or, … Read More

Unleashing the Power of Technology: Transforming Accountants into Trusted Advisors

In today’s rapidly evolving world, technology is revolutionizing the way we work and live. Accountants and CPAs are no exception. We need to embrace the power of technology to enhance our services and better serve our clients as advisors. By leveraging technology and focusing on the complicated work that bots can’t do, accountants become trusted advisors, building deeper relationships and … Read More

The Heart and Soul of Public Accounting: Why Compliance Matters

In the world of accounting, compliance work is often seen as the unglamorous side of the profession. But what if I told you that compliance is the heart and soul of accounting, the unsung hero that makes advisory work possible? In this blog post, we will explore the importance of compliance work in the accounting profession, and why it’s time … Read More

Reality Check: Challenges Associated with Moving to Advisory Services

Are you tired of feeling overwhelmed and stuck in the compliance workload, unable to provide valuable insights to your clients? Do you feel that your firm has the potential to grow and create a lasting impact, but capacity issues hinder your progress? You’re not alone. Many accounting firms are struggling with the same challenges. But what if there was a … Read More

90% of Accounting & Audit Firms Struggle to Find Talent

The issue has become so critical that the trickle-down effect is leaving many municipalities—and their citizens—in the lurch. Staffing shortages in the accounting industry have almost always been concerning, but it’s reaching epidemic heights. According to an April 21 article in Fortune, S&P Global Ratings withdrew 64 credit ratings for governments and utility systems for failing to file financial information … Read More

Transforming Your Team into Trusted Advisors

There’s a secret lurking in the depths of the public accounting world. A hidden treasure, a powerful weapon that can catapult your firm to new heights of success. It’s called “advisory services.” And yet, despite its immense potential, many firms are not yet experiencing its transformative power. Why? Because they’re looking in the wrong place. The truth is, advisory services … Read More

Advisory Work for Family Businesses

The world of accounting is more than just crunching numbers and balancing the books. For those who have chosen this profession, there is a calling to be more than just an accountant. To be a Trusted Advisor, to be someone who is impactful and rewarding, and to be a problem solver. Meaningful transformations One of the most meaningful transformations that … Read More