{"id":133424,"date":"2024-12-28t12:00:18","date_gmt":"2024-12-28t17:00:18","guid":{"rendered":"\/\/www.g005e.com\/?p=133424"},"modified":"2024-12-29t16:22:25","modified_gmt":"2024-12-29t21:22:25","slug":"firms-not-keeping-all-their-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2024\/12\/28\/firms-not-keeping-all-their-clients\/","title":{"rendered":"firms not keeping all their clients"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-40011\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/04\/elderlybusinessmandoor_dollarphotoclub_79612189.jpg\" alt=\"elderly businessman with hand on door frame\" width=\"1600\" height=\"1085\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/04\/elderlybusinessmandoor_dollarphotoclub_79612189.jpg 1600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/04\/elderlybusinessmandoor_dollarphotoclub_79612189.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/04\/elderlybusinessmandoor_dollarphotoclub_79612189.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/04\/elderlybusinessmandoor_dollarphotoclub_79612189-290x196.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/04\/elderlybusinessmandoor_dollarphotoclub_79612189-590x400.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/04\/elderlybusinessmandoor_dollarphotoclub_79612189-190x128.jpg 190w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>plus two questions about m&amp;as.<\/strong><\/p>\n<p><em>by carl george<\/em><br \/>\n<em><a href=\"\/\/www.g005e.com\/shop\/map-survey\/\">the rosenberg national survey of cpa firm statistics<\/a><\/em><\/p>\n<p>my list of predictions for the next 12 months:<\/p>\n<ul>\n<li>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.<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\"><em>editor\u2019s note: every year, <a href=\"\/\/www.g005e.com\/shop\/map-survey\/\">the 2024 rosenberg national survey of cpa firm statistics<\/a> asks the profession\u2019s top consultants two sets of questions:<\/em><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><em>how do you think the next 12 months will unfold? trends? predictions? other thoughts?<\/em><\/li>\n<li><em>how would you assess the last 12 months? trends? observations? struggles?<\/em><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4 style=\"padding-left: 40px;\"><strong><b>more: <\/b><\/strong><a href=\"\/\/www.g005e.com\/2024\/12\/27\/accounting-still-short-on-staff-and-students\/\">accounting still short on staff and students<\/a> | <a href=\"\/\/www.g005e.com\/2024\/12\/22\/artificial-intelligence-plays-role-in-analytics-optimization\/\">artificial intelligence plays role in analytics, optimization<\/a> | <a href=\"\/\/www.g005e.com\/2024\/12\/17\/challenges-for-the-accounting-profession-private-equity-offshoring-training-new-hires\/\">challenges for the accounting profession: private equity, offshoring, training new hires<\/a> | <a href=\"\/\/www.g005e.com\/2024\/12\/10\/recalibration-is-key-for-accounting-profession\/\">recalibration is key for accounting profession<\/a> | <a href=\"\/\/www.g005e.com\/2024\/12\/03\/people-development-still-a-concern\/\">people development still a concern<\/a> | <a href=\"\/\/www.g005e.com\/2024\/11\/26\/focus-on-intentional-growth\/\">focus on intentional growth<\/a> | <a href=\"\/\/www.g005e.com\/2024\/11\/19\/accounting-firms-continue-shift-to-corporate-model\/\">accounting firms upshift to corporate model<\/a> | <a href=\"\/\/www.g005e.com\/2024\/11\/12\/tech-anxiety-paralyzing-some-accounting-firms\/\">tech anxiety paralyzing some accounting firms<\/a> | <a href=\"\/\/www.g005e.com\/2024\/11\/11\/whats-going-to-happen-lots-say-consultants\/\">what\u2019s going to happen? lots, say consultants<\/a> | <a href=\"\/\/www.g005e.com\/2024\/11\/06\/growth-and-complacency-must-concern-accounting-firms-this-year\/\">growth and complacency must concern accounting firms this year<\/a> | <a href=\"\/\/www.g005e.com\/2024\/10\/29\/solving-staffing-requires-intention\/\">solving staffing requires intention<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2024\/12\/28\/firms-not-keeping-all-their-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/h4>\n<p>&nbsp;<\/p>\n<ul>\n<li>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:<\/li>\n<\/ul>\n<p> <a href=\"\/\/www.g005e.com\/2024\/12\/28\/firms-not-keeping-all-their-clients\/#more-133424\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-40011\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/04\/elderlybusinessmandoor_dollarphotoclub_79612189.jpg\" alt=\"elderly businessman with hand on door frame\" width=\"1600\" height=\"1085\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/04\/elderlybusinessmandoor_dollarphotoclub_79612189.jpg 1600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/04\/elderlybusinessmandoor_dollarphotoclub_79612189.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/04\/elderlybusinessmandoor_dollarphotoclub_79612189.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/04\/elderlybusinessmandoor_dollarphotoclub_79612189-290x196.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/04\/elderlybusinessmandoor_dollarphotoclub_79612189-590x400.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/04\/elderlybusinessmandoor_dollarphotoclub_79612189-190x128.jpg 190w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>plus two questions about m&amp;as.<\/strong><\/p>\n<p><em>by carl george<\/em><br \/>\n<em><a href=\"\/\/www.g005e.com\/shop\/map-survey\/\">the rosenberg national survey of cpa firm statistics<\/a><\/em><\/p>\n<p>my list of predictions for the next 12 months:<\/p>\n<ul>\n<li>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.<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\"><em>editor\u2019s note: every year, <a href=\"\/\/www.g005e.com\/shop\/map-survey\/\">the 2024 rosenberg national survey of cpa firm statistics<\/a> asks the profession\u2019s top consultants two sets of questions:<\/em><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><em>how do you think the next 12 months will unfold? trends? predictions? other thoughts?<\/em><\/li>\n<li><em>how would you assess the last 12 months? trends? observations? struggles?<\/em><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4 style=\"padding-left: 40px;\"><strong><b>more: <\/b><\/strong><a href=\"\/\/www.g005e.com\/2024\/12\/27\/accounting-still-short-on-staff-and-students\/\">accounting still short on staff and students<\/a> | <a href=\"\/\/www.g005e.com\/2024\/12\/22\/artificial-intelligence-plays-role-in-analytics-optimization\/\">artificial intelligence plays role in analytics, optimization<\/a> | <a href=\"\/\/www.g005e.com\/2024\/12\/17\/challenges-for-the-accounting-profession-private-equity-offshoring-training-new-hires\/\">challenges for the accounting profession: private equity, offshoring, training new hires<\/a> | <a href=\"\/\/www.g005e.com\/2024\/12\/10\/recalibration-is-key-for-accounting-profession\/\">recalibration is key for accounting profession<\/a> | <a href=\"\/\/www.g005e.com\/2024\/12\/03\/people-development-still-a-concern\/\">people development still a concern<\/a> | <a href=\"\/\/www.g005e.com\/2024\/11\/26\/focus-on-intentional-growth\/\">focus on intentional growth<\/a> | <a href=\"\/\/www.g005e.com\/2024\/11\/19\/accounting-firms-continue-shift-to-corporate-model\/\">accounting firms upshift to corporate model<\/a> | <a href=\"\/\/www.g005e.com\/2024\/11\/12\/tech-anxiety-paralyzing-some-accounting-firms\/\">tech anxiety paralyzing some accounting firms<\/a> | <a href=\"\/\/www.g005e.com\/2024\/11\/11\/whats-going-to-happen-lots-say-consultants\/\">what\u2019s going to happen? lots, say consultants<\/a> | <a href=\"\/\/www.g005e.com\/2024\/11\/06\/growth-and-complacency-must-concern-accounting-firms-this-year\/\">growth and complacency must concern accounting firms this year<\/a> | <a href=\"\/\/www.g005e.com\/2024\/10\/29\/solving-staffing-requires-intention\/\">solving staffing requires intention<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2024\/12\/28\/firms-not-keeping-all-their-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/h4>\n<p>&nbsp;<\/p>\n<ul>\n<li>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:<\/li>\n<\/ul>\n<p> <a href=\"\/\/www.g005e.com\/2024\/12\/28\/firms-not-keeping-all-their-clients\/#more-133424\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1456,"featured_media":40011,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"0","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[5,3120,3002],"tags":[],"class_list":["post-133424","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-outlook","category-pro-member-exclusive","category-special","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - 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