Accountants play a critical role in the moments that define a company’s future. Here we discuss how we lead and advise during IPOs, mergers, acquisitions, and board-level discussions—combining compliance expertise with strategic storytelling and operational insight. IPO-Ready Leadership We accountants are essential in preparing organizations for going public. We ensure GAAP compliance, and are key …
RGP’s June 2025 CFO Survey (see RGP Press HERE), drawing responses from 63 CFOs and 202 senior finance leaders at companies above $500M revenue, presents a compelling narrative: CFOs are cautiously optimistic yet laser‑focused on building resilience amid volatility. Here’s why that matters—and how accounting and finance teams are key to turning this optimism into execution. …
Accounting is no longer just about reporting what happened—it’s about shaping what’s next. This time we quickly explore how accountants can become strategic leaders, partnering across functions, driving key performance insights, and helping guide the organization’s future direction. From Scorekeeper to Strategist Accounting professionals today should not just report on the numbers. We should be …
Measuring and Verifying Success Transformation means little if we can’t prove its impact. This post outlines how to define the right metrics, validate results, and clearly communicate value to stakeholders—ensuring that automation and analytics efforts deliver on their promise and earn ongoing support. Track key metrics Monitor the impact of automation and analytics on efficiency, …
A recent article in the Journal of Accountancy reports a sharp rise in economic pessimism among CFOs. Almost half now expressed pessimism about the economy. But what stood out even more? Their response. Instead of panic or paralysis, CFOs are leaning into strategic levers: This moment is a perfect example of why a great accounting …
User Education and Process Mapping Technology alone won’t drive transformation—people will. Engaging and educating your team, and mapping processes thoughtfully, builds buy-in, uncovers hidden opportunities, and sets the stage for sustainable automation and analytics success. Involve and educate the team We have all been “informed” that we will be performing tasks a new and “better” …
For as long as I can remember, the accounting profession has traditionally focused on compliance, control, and closing the books—often reduced to “counting beans.” We were the gatekeepers—tasked with making sure the numbers were accurate and the boxes checked.But the profession has evolved, and so have expectations. Today, accounting professionals are increasingly being seen as …
There’s a line in this recent FEI article that really resonated with me:“An accounting background is not just a ticket into the finance world—it’s the foundation of leadership, credibility, and enterprise understanding.” I couldn’t agree more. We’ve reached a turning point where organizations need more than compliance and reporting from their finance teams—they need insight, …
Great news for all companies feeling the pinch of the qualified accountant shortage.With the recent approval of S.B. 262, Texas is officially offering a more flexible pathway to CPA licensure starting August 1, 2026—aligning with broader national momentum led by AICPA and NASBA. — without requiring 150 credit hours upfront. Texas now joins other states …