Rosenberg Associates Blog

Multigenerattions in the office

Navigating a Multigenerational Workforce in CPA Firms

Amanda LilleyAmanda Lilley, CPA, SHRM-CP, PHR / February 26, 2025

In CPA firms today, it’s common to find professionals from at least four generations working together: Baby Boomers, Generation X, Millennials, and Generation Z. Each group brings unique experiences, values, and perspectives to the workplace, creating both opportunities and challenges for collaboration. To thrive in this multigenerational environment, it’s essential to understand and embrace the…

Read More...

Treneds

What’s Happening in the CPA Ecosystem?

Avatar photoMarc Rosenberg, CPA / January 14, 2025

By Marc Rosenberg, CPA, with contributions from Kristen Rampe, CPA; Matt Rampe, ASA, PCC; Amanda Lilley, CPA, SHRM-CP, PHR; and Jeff Arnol, CPA, JD Ask random people on the street—or, even better, business executives—if there have been profound changes in the accounting profession over the past 10–20 years. The answer you’ll most likely get is,…

Read More...

Triangle with groups of people in each corner

Offshoring and Outsourcing in the CPA Industry: Navigating the Talent Shortage with Alternative Solutions

Amanda LilleyAmanda Lilley, CPA, SHRM-CP, PHR / December 17, 2024

The accounting profession is undergoing a significant transformation, with offshoring and outsourcing emerging as strategic approaches for CPA firms looking to optimize operations, reduce labor costs, and access talent. This trend is reshaping how accounting services are delivered and managed in an increasingly interconnected world. To better understand the current landscape of outsourcing and offshoring…

Read More...

people working in an office

The Shortage of CPAs Gets Front Page Attention in the Chicago Tribune: Marc’s Response

Avatar photoMarc Rosenberg, CPA / October 2, 2024

On September 22, 2024, the Chicago Tribune featured a front-page piece about the dire shortage of CPAs. This article brought the problem to the attention of a large and probably previously unaware audience. I was so moved by the piece that I immediately wrote a “letter to the editor” response. Within 15 minutes, the managing…

Read More...

work from home set up with a laptop meeting in progress

Working Remote vs. In-Office: Will the Controversy Ever End?

Avatar photoMarc Rosenberg, CPA / September 11, 2024

Do lower income taxes help or hurt the economy? Is it better to be liberal or conservative? Should we worry about gas mileage when buying a car? Does AI pose a risk to civilization? Nature or nurture? Which way should toilet paper hang? These issues are endlessly debated and have no “answer.” Let’s add another…

Read More...

question marks in bubbles with blue background

What Entry-Level Accounting Staff Should Be Asking the Partners

Avatar photoMarc Rosenberg, CPA / August 14, 2024

“If I had an hour to solve a problem…I would spend the first 55 minutes determining the proper question to ask, for once I know the proper question, I could solve the problem in less than five minutes.” –Albert Einstein Though it may appear that this blog is intended for college students or your young…

Read More...

people with magnet

Total Rewards Statements: How to Get Employees to See Every Dollar

Amanda LilleyAmanda Lilley, CPA, SHRM-CP, PHR / July 16, 2024

CPA firms of all sizes are still grappling with how to keep up with the talent market’s demands of higher compensation and more benefits as the staffing shortage continues to place constraints on firms. Years ago, firms would only look at their local markets’ compensation data when benchmarking where their offerings stood in comparison to…

Read More...

Steps in upward direction with star at top

A Post Busy Season Checklist for CPA Firm Leaders

Amanda LilleyAmanda Lilley, CPA, SHRM-CP, PHR / May 29, 2024

As the intensity of another busy tax season eases, CPA firms can now shift their focus to critical processes that sometimes get overlooked during the hectic months. The post-busy-season months present an ideal opportunity for firm leaders to step back from working “in” the business and start working “on” it. Below is a checklist designed…

Read More...

Man working from home

How to Manage the Productivity of a Remote Workforce

Amanda LilleyAmanda Lilley, CPA, SHRM-CP, PHR / April 16, 2024

Managing the productivity of remote workers is an undeniably critical challenge for many organizations. When offering a remote work option, firm leaders grapple to find the right balance between micromanaging and giving employees too much leniency, especially with newer, less experienced staff. To address these challenges, firms should invest in strategies that give them a…

Read More...

Sign on a desk that says onboarding

Mastering Your Yes-To-Desk (Onboarding) Strategy

Amanda LilleyAmanda Lilley, CPA, SHRM-CP, PHR / February 6, 2024

While Justin Bieber had a hit singing about one less lonely girl, this blog will give you insights into being one less lonely firm by bulletproofing your onboarding (yes-to-desk) experience, so that prospective candidates and new employees feel warm and welcome and your administrative burden is eased. First, I want to clarify the difference between…

Read More...

Get our expertise delivered to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.

CATEGORIES