Modernizing the Profession Without Losing Its Core.
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The Holistic Guide to Wealth Management
With Rory Henry, CFP®, BFA™

It’s no secret that the accounting profession is undergoing one of the most significant transitions in its history. Firms are more likely to sell to private equity than to other accounting firms. Technology is reshaping workflows. Worker shortages are forcing firms to rethink talent pipelines. But through it all, public trust remains the foundation on which everything rests.

That tension — protecting what makes the profession trusted while adapting to what the market demands — defines the moment.

Few leaders sit closer to that tension than Denise LeDuc Froemming, President and CEO of CalCPA, the nation’s largest state CPA society.

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Every client relationship is now up for renewal—and every partner has to learn how to compete.

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Gear Up for Growth
with Jean Caragher
for CPA Trendlines

“The relationship gets you in the door, but it doesn't get you the work,” says Karen Freeman, chief product officer, DCM Insights, and co-author of Activator Advantage: What Today's Rainmakers Do Differently, in this episode of Gear Up for Growth, powered by CPA Trendlines and hosted by Jean Caragher, president of Capstone Marketing. "Once it's competitive, it's a lot harder to differentiate based on your past relationship."

MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Gear Up for Growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. | MORE Gear Up for Growth here | MORE CPA Trendlines Streaming Network here

Freeman and co-author Matt Dixon, founding partner of DCM Insights, reflect on what they have learned one year after the release of their bestselling book. They discuss how AI, changing buyer behavior and increasing competition are reshaping growth strategies for accounting and advisory firms. Firms that rely on traditional relationship-based growth models risk falling behind.

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These accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings.

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Quick Tax Tip
With Art Werner
CPE Today

Art Werner outlines the five key rules advisors and families should understand when considering these accounts.

Designed as long-term savings vehicles for children, these accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings.

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