Phil Heu-Weller

The ongoing shortage of accountants means finance leaders need to make some tough decisions about the future. With fewer people entering the field and many experienced pros retiring, it's clear we need to adapt. Embracing technology like AI and automation, investing in upskilling our teams, and rethinking staffing models are key steps. These changes can turn current challenges into opportunities, helping our organizations thrive in a data-driven world. Now's the time to act and lead the way in shaping the future of our profession. #FinanceLeadership #AccountingShortage #DigitalTransformation

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Eric Abati, CEO of ATKG, and other industry experts agree that the Accounting Industry's talent shortage could be an opportunity for firms with winning culture to flourish! "The winners in the battle for talent will be firms that not only attract but also retain an engaged talent base. These successful firms will achieve this by creating a culture that fosters mutual support, offers meaningful career opportunities, promotes team cohesion, and ensures both personal and professional fulfillment. Such firms are poised to establish a distinct competitive advantage for years to come. Simply put: Culture wins." https://lnkd.in/engByV82

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Manual processes can eat up hours of an accountant’s day—time that could be spent advising clients and growing your practice. What if you could: ✅ Automate document requests (no more chasing W9s or receipts!) ✅ Categorize transactions with ease ✅ Turn financial data into stunning client dashboards The year-end crunch is coming—now’s the time to streamline your workflow and focus on what matters most. 📅 Join our free webinar on December 12th at 2 PM ET to learn how Uncat and Reach Reporting can help you save time, increase efficiency, and scale with smarter automation. 👉 Register Here: https://lnkd.in/gMSgkGHN #Accounting #Automation #WorkflowEfficiency #DocumentManagement #Webinar

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For those tax practitioners who are CPAs there has always been an unfair playing field on CPAs advertising, versus tax professionals in general. Tax professionals are unrestricted, able to make claims, as we can get you the highest refunds, at a minimum. But CPAs cannot make such claims. It appears that the AICPA and NATP have woken up and hopefully will address the disparity. Since I am not a tax practitioner, I hope all the CPAs who practice taxes can hold the AICPA and NATPs feet to the fire to help level the playing field. At C-Suite Support we can help you prepare tax packages and coordinate with your tax preparer to help them. We can also go through a checklist of items, based on your business, to make sure you are taking advantage of all the deductions available. Paul Whitley Taber Wetz Chris Gauvin Jayson Potts, MBA C-Suite Support

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This is never a pleasant call for a #CFO or controller… It’s also the quickest way to anger your PE Sponsor… Asking for a cash infusion with positive #EBITDA numbers rarely ends well. Michael Sullivan & Stacy Galligan, CPA know how to avoid this situation. Check out our recent LI Live for more tips on DSO & #cashmanagement: https://hubs.ly/Q02FVxZ-0

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🚀 Big changes are coming to the Intuit ProAdvisor program! From supporting individual accountants to empowering entire firms, Intuit is reshaping the future of accounting. Discover what Ted Callahan, Intuit's Director of Accountant Partnership & Strategy, has to say about these transformations, new tools, and what’s next for the profession. Don’t miss out—click to read the full story! 🔗https://lnkd.in/gGeQVNR7 Author:- @B2BSeth . . #Intuit #AccountingFuture #ProAdvisor #QuickBooks

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How did Ascend CEO David Wurtzbacher take his firm from zero to one of the Top 30 CPA firms in just two years? 💡 It wasn’t luck—it was a bold mix of strategic leadership, innovative technology, and a people-first approach. In this exclusive interview, David reveals: 👉 The leadership shift redefining the accounting profession. 👉 Why talent and technology are the ultimate growth accelerators. 👉 How firms can embrace change and thrive in today’s market. Curious about the future of accounting leadership? Don’t miss these game-changing insights. 📖 Read now: https://lnkd.in/efrh2QGr #AccountingInnovation #LeadershipInsights #WinningWithTalent #privateequity #PE #makingwaves

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🌐 Discover how fractional CFOs can drive growth for small and medium-sized businesses. ✔ Read our new blog to uncover the top benefits of choosing a fractional CFO over a full-time one. Link: https://lnkd.in/dbrDpzgy #FractionalCFO #SMB #FinancialStrategy #BusinessGrowth #CFO #StartupSuccess #SmallBusiness

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As technology helps alleviate CFOs and their teams from the laborious and repetitive tasks that come with finance and accounting, many are shifting their focus toward proving value through the business with a coordinated approach to FP&A. Though the FP&A track is one of a handful that finance leaders can take on their way to a CFO position, today’s approach to planning and analysis is much different than it was in the past, and is considerably more important as the demand for collaboration and actionable data continues to grow across the business. #CFO #FPandA #FinanceCareers

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Missed the Popular Accountants Benchmark Results Webinar? We've got you covered—catch the replay here: https://bit.ly/3Ap09b8 In this information-packed session, I explore the current state of accounting, revealing key metrics, industry benchmarks, and essential real-world data that you need to know. Report Highlights at a Glance: - 323 respondents - Revenue range: $650K - $9M - 73% between $1M - $6M in revenue - 13% median growth - 42% best growth - $503K median profit per Partner - 13% earn over $1M profit per Partner - Highest profit per Partner: $4M Ready to Elevate Your Accounting Practice? Watch the webinar replay and gain valuable insights: https://bit.ly/3Ap09b8 #AccountingWebinar #AccountingEducation #AccountingConference #AccountingSolution #AccountingReport

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Breaking Down Barriers: Real Stories of Overcoming Accounting Fears Welcome to Breaking Down Barriers, where we share real-life stories of clients who overcame common fears about seeking accounting help. At Clarity Accounting, we understand that reaching out to an accountant can be daunting, and we’re here to show you that you’re not alone. 🗣️ “I don’t have all my receipts!” One of our clients came to us worried that missing receipts meant their finances were too messy to sort out. They had been delaying getting in touch for fear of judgement. But at Clarity, we don't see “mess,” we see opportunities to help. We reassured them that this is a very common issue and worked together to reconstruct their records. With our understanding and non-judgemental approach, we put their mind at ease and got everything back on track. We helped them implement a simple system for future receipts, so this wouldn’t be a worry anymore. At Clarity, we believe there’s no such thing as a problem too big or too small. We're part of your team, here to support you every step of the way—no judgement, just solutions. So, if you’re feeling overwhelmed by missing paperwork, remember—you’re not alone, and we’re here to help. #BreakingDownBarriers #AccountingSupport #ClarityAccounting #SmallBusinessHelp #YouAreNotAlone

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Is your accounting setup poised for long-term success? At Pillar Accounting, we understand that effective financial management goes beyond mere compliance. Introducing our Accounting Health Check—a strategic review designed to fine-tune your financial operations and align them with your business goals. Highlights of Our Health Check Include: GAAP Compliance: Ensuring your accounting practices are up-to-date and risk-minimized. Operational Efficiency: Streamlining processes to enhance efficiency from cash reconciliations to closing cycles. GL Structure: Are you getting the information you need out of your financials? ERP System Evaluation: Assessing if your current ERP setup optimally supports your business for scalable growth. With the Pillar Accounting Health Check, you gain invaluable insights that translate into actionable strategies, enhancing both clarity and control over your finances. Ready to transform your accounting operations? Connect with us today to see how our Health Check can lead your accounting team to sustainable success.  

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Can your financial reporting and forecasting win your market? via Sage: https://bit.ly/4affN5N. "Today’s SaaS CFOs can’t afford to compromise on their reporting and forecasting. The SaaS space is more competitive than it’s ever been, and your role has more professional obligations attached to it than ever before. You’re expected to be a strategic contributor on par with the CEO, and that requires robust financial reporting and forecasting. In this post, we’ll be analyzing: 1) Why SaaS CFOs need better reporting and forecasting to stay competitive, 2) The operational risks of entrusting these critical workflows to legacy tools, 3) What your SaaS tech stack strategy should be, and why it’s crucial to have one. If you’re ready to look at two of your department’s most important tasks in a new light, let’s get started. Why do SaaS CFOs need better reporting and forecasting? In one sense, it’s self-evident why SaaS CFOs need better reporting and forecasting. You need a clearer understanding of cash coming in and cash going out so you can strategize successfully and win your market. But that’s not the full story. There are trends in SaaS finance that have culminated in making these two workflows the most important they’ve ever been. Let’s review them." READ MORE HERE: ttps://bit.ly/4affN5N IFI is a team of accounting, planning & CRM FinTech professionals. We help complex customers implement advanced integrated back-office systems that deliver business insights. If we can help you, please contact us at (949) 556-3699 or [email protected]. #IFI #IFIProfessionals #CorporateAccounting #DigitalTransformation #ContinuousPlanning #CRM #FinancialTransformation #RPA #RoboticProcessAutomation

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In a profession built on precision and accuracy, soft skills are taking center stage. These traits, from client management to adaptability, complement technical expertise and are vital in today’s ever-evolving industry. What are these skills, and why do they matter for accountants? Let’s explore.

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