This course discusses the various pressures impinging on CPA firms financial well being in the future, both internal and external, and what might be done to mitigate these and thrive. From the Jobs at risk of automation study performed by the University of Oxford to the most recent findings at the AICPA executive conference regarding the increased level of competition from non-CPA firms, this topic should interest every CPA firm concerned about their future. A practical discussion of what has worked and what has not providing ideas where firms can extend their consultative services. These types of services are actually desired by their clients, and CPA’s are in an ideal position to offer them as they are trusted advisors.

Learning Objectives:

• Acknowledge the various pressures facing CPA firms


• Explore what has worked for other firms to extend consulting services


• Do a deeper dive to understand the benefits of utilizing wealth management and life insurance consultation and how it can be accomplished