Month: April 2025

For too long, a separation has existed between CPAs and accounting professionals in general and wealth managers, each “staying in their lane” when they should have been partnering all along. After all, it’s about the client relationship, and the greatest return on that relationship is the value you provide. In this webinar, hosted by AFO… Continue reading How Accountants Can Embrace Wealth Management

Admittedly, this is a bit of a loaded question; however, some things are in your control, namely how you live and work as a tax and accounting professional. So, what’s going to change in your world “post-season”? Like New Year’s, birthdays, or entering a new season like spring and summer, there’s a mental and even… Continue reading Will Your World Change Post Tax Season?

Last year, Tri-Merit founder Randy Crabtree, CPA, HB Publishing’s Hank Berkowitz, and I created the first Accountants Annual Professional Satisfaction Survey and finally have the full report available as we prepare to launch the next one! Our survey revealed surprising insights into the reasons accountants are leaving their roles—and even the profession itself. Contrary to… Continue reading Understanding Job Satisfaction in Accounting