INSIGHTS FOR CPA FIRM LEADERS

OUR BEST IDEAS TO GROW MID-SIZED CPA FIRMS

Webinar - The Top 5 CPA Firm Opportunities Today

TAKE YOUR FIRM TO THE NEXT LEVEL

Randy Shattuck, CEO of The Shattuck Group, and James Hickey, CEO of The Alliott Group, bring you insights you need to navigate this disruptive period and take advantage of the opportunities disruption inevitably creates.  The top 5 CPA opportunities they discuss include: 

  1. Double your revenues without doubling your staff
  2. Differentiate your brand & carve out a market niche you can dominate
  3. Add high-value services beyond tax & audit
  4. Grow a national or global clientele
  5. Attract & retain top talent for life.
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Article - TOP 5 CPA CHALLENGES TODAY: PART 1

AN ANALYSIS OF THIS IMPORTANT INDUSTRY

The CPA industry is undergoing tremendous change.  Most professional service industries are experiencing disruption of some kind.  But the CPA industry is witnessing disruption unlike ever before.  Periods of disruption create big winners and big losers.  The stakes are high.

The disruption comes from several sources.  Baby boomers, many of whom are founders or leaders of CPA firms, are nearing exit.  Artificial Intelligence (AI) technologies are changing how CPA firms work and bill clients.  CPA clients are clamoring for far more than just tax returns.  Millennials want a different career trajectory than prior generations and attracting and retaining this vital work force is crucial. 

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Article - TOP 5 CPA CHALLENGES TODAY: PART 2

HOW TO OVERCOME THEM

In our first article on the topic of the top 5 CPA challenges, we provided a root-cause analysis of the issues facing mid-size CPA firms today.  This is, however, only half the equation.  We know that to solve the issues that confront you, you need to understand them and you need solutions to overcome them.

Periods of disruption produce big winners and losers.  This is why we took the additional step of brainstorming what we’re seeing work today to address the top 5 challenges.  We compared notes on the CPA firms we’ve served over the last 20 years or so.  Here are some of our best ideas to help you come out on the winning end of this period of disruption. 

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