IT has moved from a back-office concern to a key component of a firm’s future success, says consultant Gale Crosley.

From their websites, their marketing materials and their elevator pitches it can be difficult to tell one accounting firm from another, but in today’s market, it’s crucial to stand out. Inovautus Consulting’s Sarah Johnson Dobek offers some valuable advice on that front.

It turns out you can predict the future – and offer valuable services while doing so. MACPA’s Tom Hood shares the secrets of the “Anticipatory Organization” in this episode.

Every client’s financial planning needs are different – and all the more so when you break them down by generational cohort. U.S Wealth Management’s John Napolitano breaks down how you should serve your older, middle-aged and younger clients.

Talk about the move to higher-value-added advisory services is all the rage in the profession, but while most people agree that shifting from historically focused compliance services to more future focused services makes conceptual sense, a lot of firms simply don’t know how to get there. Edi Osborne, CEO of Mentor Plus, has been advising CPA firms on making this change for years, and shares her roadmap for it in this interview.

Rehmann CEO Randy Rupp discusses his firm’s addition of the Trivalent Group and how it is expanding its managed IT services practice.

Firm partners are famously as herdable as cats, but Dom Esposito has some ideas for how to hold them accountable for achieving the firm’s goals.

Accountants know what they can do, but they don’t always know what their clients really need – while clients don’t always know what they need, and usually don’t know what their accountants can do. Thought leader and Countess of Communication Geni Whitehouse talks about bridging that gap – and using it as a springboard to deeper relationships and more satisfied clients.

Ken Crutchfield, vice president and general manager of Bloomberg Tax Technology, discusses the changes in the leasing standard that accountants and their clients need to prepare for this year.

The skill set of the traditional accountant has remained more or less unchanged for over a century – but that’s all going to change over the next five to 10 years as the technology revolution takes hold. In this episode, MACPA chief Tom Hood explores the new skills accountants will need to add, from data analysis and coding to forecasting and communication skills.