CPA Trendlines Podcasts The Year of the Advisor is Here | Accounting Influencers
Apr 26, 2025
Join Angie Grissom, a growth strategist for accounting firms, James Hickey, UK-based operations consultant, Todd Robinson, who enhances efficiency at Woodard, and Itamar Jobani, CEO of Payem, as they explore the future of the accounting profession. They tackle the crucial need for firms to adapt to rapid technological changes and embrace AI, shifting from compliance to advisory roles. They also discuss the importance of cultural shifts and strong client relationships, underscoring the need for strategic mindsets in a rapidly evolving landscape.
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Trusted Advisor Role Shift
- Firms must shift from narrow accounting roles to holistic trusted advisor positions.
- Top clients are also competitors' prospects, increasing the need for comprehensive client understanding.
Pandemic Accelerated Tech Adoption
- The pandemic accelerated technological adoption in accounting by over a decade.
- Leaders now better understand the need to embrace change to stay competitive.
Need for Strategic Planning
- Many firms lack the bandwidth to strategically plan for future growth.
- A one-size-fits-all approach limits the profession's progress significantly.