Exclusive information. Extraordinary insight.See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.
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Exclusive information. Extraordinary insight.See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.
Bryant, Crabtree: Building Your Best Firm: Why Ownership, Flexibility, and Empathy Matter More Than Ever | Holistic Guide to Wealth Management
CPA Trendlines Podcasts
43 minutes
3 weeks ago
Bryant, Crabtree: Building Your Best Firm: Why Ownership, Flexibility, and Empathy Matter More Than Ever | Holistic Guide to Wealth Management
Only firms embracing culture, collaboration, and client impact will survive the next era. By Rory Henry CFP®, BFA™For CPA TrendlinesThe traditional CPA firm model is at a major crossroads. With an aging leadership base, evolving client expectations, and growing private equity interest, firms must rethink how they operate—or risk falling behind. MORE Rory Henry and The Holistic Guide to Wealth ManagementBUY the Holistic Guide to Wealth Management“Many firms are still stuck in outdated models centered around hours and billables,” observes Randy Crabtree, CPA, founder of Tri-Merit Specialty Tax Professionals, during a recent panel discussion for contributors to my new book Holistic Guide to Wealth Management. Crabtree says he’s avoided time tracking for most of his career because he believes it distracts from real value delivery. “We can do things better and more efficiently,” says Crabtree. He argues that if working more efficiently means it takes less time to get the work done, then we shouldn’t be paid less money. Like Crabtree, fellow panelist, Susan Bryant, CPA, CTC, founder of Unboxed Advisors, stresses that compliance work — while still important— can no longer be the centerpiece of a thriving firm.
CPA Trendlines Podcasts
Exclusive information. Extraordinary insight.See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.
