firms not keeping all their clients

plus two questions about m&as.

by carl george
the rosenberg national survey of cpa firm statistics

my list of predictions for the next 12 months:

• firms will continue to upgrade their client profiles and disengage from clients who no longer fit. the result is more time will be spent on higher-value clients and emerging high-value clients. a strategy long overdue for some.

editor’s note: every year, the 2024 rosenberg national survey of cpa firm statistics asks the profession’s top consultants two sets of questions:

• • how do you think the next 12 months will unfold? trends? predictions? other thoughts?
  • how would you assess the last 12 months? trends? observations? struggles?

more: accounting still short on staff and students | artificial intelligence plays role in analytics, optimization | challenges for the accounting profession: private equity, offshoring, training new hires | recalibration is key for accounting profession | people development still a concern | focus on intentional growth | accounting firms upshift to corporate model | tech anxiety paralyzing some accounting firms | what’s going to happen? lots, say consultants | growth and complacency must concern accounting firms this year | solving staffing requires intention
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• firms realize that more training is needed for their staff than ever before. there are two major reasons behind the accelerated and deeper training necessity: