survey: we adapted to remote work… now what?
plus: ppp loans helped firms in multiple ways.
by gary adamson
the rosenberg map survey
rosenberg map survey
survey: 2020’s disruptions are only the beginning
expect a blended workforce that works anytime, from anywhere.
by jennifer wilson
the rosenberg map survey
covid brings more and better client communication
ppp and cares: big opportunities to be trusted advisors.
by carrie steffen
the year 2019 seems like a lifetime ago and yet, as i reflect on the year it was, it strikes me that some of the trends we saw clients embrace positioned some firms to pivot more quickly in 2020 than others.
i saw an increased investment in people development – particularly the soft skills that become differentiators. areas like relationship development, communication, curiosity, and generosity took their rightful place among the areas in which firms invested in developing their people.
read more →
2020 outlook: the four big questions
even staying still requires planning.
by dan hood
the opening of the year was busy and confusing, with firms struggling with the technical complexities of the tax cuts and jobs act, the search for new clients, and, particularly for firms over $1 million in revenue, the war for talent.
more: 2020 outlook: dicey disruptions | 2020 outlook: upstream mergers | 2020 outlook: staffing gets creative
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but we also saw them wrestling with four bigger, more strategic questions: read more →
dicey disruptions
and the five strategies your firm will need.
by gale crosley
a year ago, firms were struggling. the organic growth of the top 100 slid down to 4.6 percent, the lowest level since 2011.
more: 2020 outlook: upstream mergers | 2020 outlook: staffing gets creative
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was it because…?
- the profession was resource-constrained?
- was it the distraction of technology transformation?
- what about distractions caused by mergers?
- or possibly all of the above?
here are the five best strategies to consider going forward:
2020 outlook: upstream mergers
look forward 10 years and be realistic about succession.
by terry putney
there appears to be an emerging mindset among buyers that because of the possible demise of compliance services like tax return preparation, smaller firms with significant 1040 practices should be avoided. right now, there is no evidence the demise of the 1040 business is imminent for other than the simplest returns.
map survey: when bigger isn’t better
how small firms profits stack up against larger firms in profitability.
by charles hylan
rosenberg map survey
while being a large firm doesn’t guarantee higher profits, data published in the new rosenberg survey shows larger firms tend to be more profitable than smaller firms.
in the infographic below, you’ll find the correlation between the size of a firm, in terms of net fees, and the corresponding profit as measured by income per equity partner.
mergers vs. clients: winners and losers
as firms pursue m&a at any cost, who’s taking care of the clients?
by rick telberg
rosenberg survey
the many challenges tax and accounting firms face today can be daunting:
- accelerating changes in technology (now reaching beyond blockchain to the frontiers of artificial intelligence)
- staffing shortages (not just a rarity of professionals but too few up to speed on regs and tech)
- a new generation (young professionals who expect flex time, time off, telecommuting, fewer hours, and similar perks and benefits)
- an old generation (baby boomer partners working more years but getting older nonetheless)
- increased competition crossed with ever-evolving marketing media (a battlefield unknown to people trained only in accountancy)
- the evolution of auditing (or is it an ongoing revolution?)
- new client opportunities (maximizing potential of niches, it service, consultation, etc.)
practitioners in firms large and small are doing their best to meet the challenges, but meeting challenges can divert energy and effort from actually growing a business.
and merger mania may be to blame.
survey: three reasons to be bullish on cpa firms
and four strategies to maximize your profits.
by charles hylan, cpa
rosenberg survey
yes, size matters
while being a large firm doesn’t guarantee higher profits, our new map survey shows larger firms tend to be more profitable than smaller firms. learn more here.
2016 roundtable outlook: only change remains the same
a roundup of all our experts’ commentary.
by 卡塔尔世界杯常规比赛时间
the rosenberg map survey