Regina Drury, MBA

The U.S. accounting profession is facing a capacity crunch. Fewer graduates are entering the pipeline, workloads are rising, and firms are battling the increasing costs of domestic talent, recruitment, and retention. 𝘈𝘤𝘤𝘰𝘶𝘯𝘵𝘪𝘯𝘨 𝘛𝘰𝘥𝘢𝘺 recently stated that leading firms like Citrin Cooperman, Aprio, and Ascend are already scaling overseas to keep up with industry changes. The top 25 firms are implementing core workforce strategies centred on global teaming, offshoring, and outsourcing. The report shows that success comes when: - Global professionals are seen as integrated team members, not just contractors  - Cultural alignment, training and communication are built into operations U.S. firms also benefited from 24-hour work cycles, better efficiency, and improved profitability, which support reinvestment in business growth.  Southwestern Talent makes this model accessible to mid-sized CPA firms and corporate accounting teams by providing: → Candidates with training in IFRS, US GAAP, and globally relevant accounting software → Scalable support through Long-Term Engagements (LTE) or Global Accounting Capacity Solutions (GACS) → A stable, cost-effective workforce with exceptionally low attrition These insights show that global teaming is non-negotiable for U.S. accounting firms. Find the link to the full report in the comments, and let us know your thoughts!

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🚨 Audit Risk 🚨 Many accounting teams believe their ASC 842 lease memos are bulletproof. But the reality? We're seeing "compliant" memos fail under auditor scrutiny, leading to costly restatements, delayed audits, and eroded trust. It's not just about getting the numbers right; it's about defending your conclusions with unimpeachable GAAP authority. Generic templates and surface-level analysis simply won't cut it when your revenue recognition or lease classifications are under the microscope. If your memo isn't grounded in verifiable ASC references, doesn't address every 'what-if' scenario, or lacks crystal-clear policy elections, you're exposed. Don't let a seemingly minor detail become a major audit headache. 💡 Ready to future-proof your technical accounting? Explore how TAbot's AI, built on rigorous ASC principles, ensures every memo and conclusion is audit-ready, every time. ➡️ Click here to learn more about TAbot's Memo Writer and Contract Wizard: https://www.tabot.info/ #TechnicalAccounting #ASC842 #GAAPCompliance #AuditRisk #FinancialReporting #LeaseAccounting #AccountingSoftware #FinTech #TAbot

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🚀 Big things are here. Capital Currency, LLC was built on one belief: every finance team has hidden potential waiting to be unlocked. What started as a simple idea has grown into C.A.P.E.. Our Codified Accounting Procedures Engine embeds CPA expertise, multiplies your team’s capabilities, and solves the scaling challenges businesses face. Tomorrow we reveal the next chapter. Stay tuned for a conversation on where this vision began and what we are solving, in our CEO Alan Abadie Jr.,’s discussion with Vince of Acorn to Oak Strategies on their "Beyond the Linear" YouTube channel🔗. 🌐 Explore more: https://lnkd.in/g-USntwF 📅 Book time with us: calendly.com/cpa323 #FinanceTransformation #CAPE #CapitalCurrency #FutureOfWork 🔗 https://lnkd.in/guRVWHCv

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In order to move forward, we have to look back. The 2025 data is shaping the narrative of what’s happening in the accounting industry. Last year’s private equity numbers are in and reveal just how much investment is driving accounting firm consolidation. We’re also looking at revenue and profitability growth in 2025 and the three key differentiators of successful firms of any size. Plus, read a fresh take on the potential tailwinds and headwinds that may impact economic growth this year: https://lnkd.in/gPz-fypk Mentioned: Goldman Sachs, INSIDE Public Accounting, John Magliocco, Journal of Accountancy ✍ Lauren Ward

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CPA firms don’t need more effort. They need better systems. Systems that support: → Clear communication → Smooth client intake → Predictable delivery Because good systems don’t just improve operations — They protect time, sharpen focus, and uphold professional standards. Less chaos. More control. Sustainable growth. #AccountingSystems #PracticeGrowth #ProfessionalServices #CodekSol

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Accounting firms don’t just compete for clients — they compete for talent. Millennials and Gen Z now make up the majority of the workforce, and their expectations are reshaping the profession. Outdated tools and manual processes? Deal breakers. Our new article, published with Boomer Consulting, Inc., explores why accounting talent retention depends on giving next-gen professionals the modern tools they expect — and how client management software can help firms attract, engage, and retain their people. Jim Boomer #Accounting #TalentRetention #FirmGrowth #ClientManagementSoftware Read here: https://lnkd.in/euRuCPcC

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Most firms still treat Accounts Payable like a client-side chore. But that mindset is costing you. Accounting firms that embrace AP as a service aren’t adding busywork. They’re unlocking higher margins, stickier revenue, and more strategic client relationships. ✅ Traditional compliance work isn’t cutting it ✅ Clients are drowning in vendor bills ✅ AP done right is one of the most profitable services you can offer And with the right automation, it doesn’t add overhead; it scales. Read how leading firms are rethinking AP (and winning because of it): https://lnkd.in/gjdR83rK

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Accounting’s 2026 storyline is basically: “bookkeeping is so 2016.” AICPA folks are saying Client Accounting Services (CAS) is about to graduate from “we reconcile your mess” to “we help run your business.” Cash flow guidance, projections, real advisory, the whole glow-up. Meanwhile, private equity is still doing what private equity does: buy, consolidate, and flip. One big accounting-firm flip already happened, and insiders are basically hinting 2026 could bring multiple more. So here’s what you must have the answer for: Is CAS becoming the new CFO-lite function for SMBs, or is it just fancy packaging for the same work? And on PE: does “the flip” make firms better and more scalable, or does it turn the profession into a recurring-revenue extraction hobby? (voice it out in the comments) --- For more "future of accounting" news, subscribe here: https://lnkd.in/eB_NcN2h

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Your role is the primary reason your firm isn’t earning more. You carry a level of responsibility most clients never fully understand. You prepare accurate returns, guide financial decisions, and protect them from costly mistakes. Yet your pricing may not reflect the strategic oversight you provide. If you run an accounting firm, this episode will challenge how you think about pricing, positioning, and workload. The issue is rarely effort. It is the disconnect between the strategic responsibility you carry and the way your services are structured and priced. That misalignment shows up as long hours, fee pressure, and clients who question value. In this episode, you will learn how to: 👉 Reposition your firm from compliance provider to financial leader 👉 Use language that supports value‑based pricing and attracts stronger clients 👉 Restructure pricing to increase revenue while reducing capacity strain You will leave with a clear roadmap you can apply to one client immediately. Watch the episode to identify where your pricing model is capping growth—and how to realign it for stronger profitability and long‑term stability. #StrategicPricing #FinancialLeadership #FirmStability #AccountingBusiness #ProfessionalServices

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Not every change triggers remeasurement under ASC 842. But some do — and missing one can materially impact your financials. Common triggers: • Lease term reassessment • Rent adjustments tied to index • Amendments • Purchase option changes If you don’t have a structured modification review process, that’s a risk. #ASC842 #LeaseModifications #AccountingClose

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Is your CAS practice being slowed down by manual processes, reporting delays, and lack of collaboration? Join our webinar, Stop the Drains on Your CAS Practice (1.0 CPE credit available), to learn how Martus helps outsourced accountants modernize FP&A and scale profitably. 👉 Register here: https://hubs.li/Q03HnZTP0

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��� 𝐁𝐞𝐡𝐢𝐧𝐝 𝐄𝐯𝐞𝐫𝐲 𝐂𝐡𝐞𝐪𝐮𝐞 | $6𝐌 @ 𝐀𝐭𝐥𝐚𝐬 𝑻𝒖𝒓𝒏𝒊𝒏𝒈 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝑭𝒊𝒓𝒎𝒔 𝑰𝒏𝒕𝒐 𝑨𝑰-𝑵𝒂𝒕𝒊𝒗𝒆 𝑩𝒖𝒔𝒊𝒏𝒆𝒔𝒔𝒆𝒔 Accounting firms run some of the most critical financial workflows, yet much of the work still depends on manual effort, fragmented tools, and people-heavy processes. Scaling often means hiring more accountants, not improving efficiency. That’s the gap Atlas is going after. Founded by Arpit Maheshwari and Jagmal Singh, the AI-led accounting platform has raised $6 million in seed funding, co-led by Accel and Stellaris Venture Partners, to expand its AI-native platform and grow its network of partner firms, particularly in North America. 𝐖𝐡𝐚𝐭 𝐀𝐭𝐥𝐚𝐬 𝐢𝐬 𝐛𝐮𝐢𝐥𝐝𝐢𝐧𝐠 Atlas is creating AI-native tooling for independent accounting firms, automating workflows across delivery and administrative operations while keeping accountants in the loop. The platform focuses on: 🔸 Automating bookkeeping, compliance, and reporting workflows 🔸 Reducing dependency on manual execution 🔸 Helping firms scale without proportionally increasing headcount The pitch is simple. Turn accounting firms from service-heavy operations into software-augmented businesses. 𝐖𝐡𝐲 𝐭𝐡𝐢𝐬 𝐦𝐚𝐭𝐭𝐞𝐫𝐬 Accounting is a massive industry, but it’s also facing a structural problem. Demand for financial compliance is rising, while the supply of skilled accountants isn’t keeping pace. AI changes that equation. Instead of replacing accountants, platforms like Atlas aim to multiply their capacity, allowing smaller firms to handle larger clients and expand globally. This effectively turns independent firms into scalable, tech-enabled operators. 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐓𝐡𝐨𝐮𝐠𝐡𝐭 Most AI tools for finance focus on automation inside companies. Atlas is taking a different route, enabling service providers themselves to become AI-native. That’s subtle, but powerful. If accounting firms become more efficient, they can serve more businesses, faster and cheaper. The ripple effect goes beyond accounting, it reshapes how financial operations scale across startups and SMBs. The challenge will be trust. Financial workflows tolerate little error, and adoption depends on reliability, not novelty. If Atlas can embed deeply into firm operations, the switching costs become meaningful. #AIInfrastructure #Fintech #FutureOfWork #IndiaStartups #VentureCapital

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