In the 2024 Accountants Annual Professional Satisfaction Survey, we uncovered key factors that drive satisfaction in the accounting profession, as well as those that contribute to dissatisfaction. In this session, we’ll explore these findings and discuss actionable strategies to enhance satisfaction, attract and retain the right talent, and create a thriving, people-first firm culture.
What you’ll learn:
- Identify Key Drivers of Satisfaction and Dissatisfaction: Gain insights from the 2024 Accountants Annual Professional Satisfaction Survey to understand what truly impacts employee satisfaction in the accounting profession.
- Implement Proven Strategies to Boost Satisfaction: Learn techniques and best practices for fostering a supportive firm culture, improving work-life balance, and enhancing overall job satisfaction.
- Attract and Retain Top Talent: Discover how creating a people-first culture can help your firm attract the right talent, retain high-performing employees, and build a thriving, engaged workforce.
In the past five years, Kristen Keats and Martin Moll have founded, invested in, or purchased six companies. They experienced a successful 7-figure exit and their current portfolio of companies gross over $10MM annually. This is their story of how they turned a 25 year friendship into a fruitful business partnership. Get ready to laugh, cry and learn how to harness the power of partnership for yourself.
What you’ll learn:
- Partnerships are powerful. How do you ensure you are in a healthy partnership that allows you to go farther, faster?
- If you are part of a partnership, how can you tell if it’s working?
- If you don’t have a partnership, how do you find your people.
What clients value and what accountants believe they value are often worlds apart. In this impactful Day Two keynote, Joe Woodard challenges accountants to rethink their approach to value and reposition themselves in the eyes of their clients.
Joe will share strategies to establish yourself as a trusted curator and interpreter of critical business information, a driver of financial clarity, and a protector of your clients’ businesses. By shifting how clients perceive your role—from a cost center to a strategic asset—you’ll address the systemic price-to-value issue that has long plagued the accounting and bookkeeping professions.
Join Joe for this transformative session and learn how to elevate your value and grow stronger client relationships.
What you’ll learn:
- Five ways to shift your clients’ thinking about your value
- A 3-tiered model for packaging and pricing bookkeeping and tax services
- The 4-step communication map for getting the clients to agree to your desired price
Join industry experts for an extensive, immersive, accelerated experience and the latest hands-on skills. In an increasingly competitive market, standing out as an accounting firm requires more than just technical expertise. This session will explore the Triple Threat—a powerful combination of specialized expertise, technology-driven efficiency, and high-impact advisory services—that can set your firm apart. Learn how to identify and leverage your unique strengths, implement scalable technology solutions, and transition from compliance-focused work to value-driven advisory services. Walk away with actionable strategies to build a compelling market position, attract high-value clients, and future-proof your firm’s success.
What you’ll learn:
- Articulating Your “Triple Threat” – Functional skills aren’t enough to differentiate your firm from the competition. Learn how to articulate your “triple threat” and win more.
- Repurpose Compliance Hours & Expanding Revenue Streams Through Value-Added Consulting – Learn strategies to reduce compliance burdens and shift team efforts toward high-value advisory services that drive client engagement and business growth.
- Elevate Your Practice to Higher-Value Markets – Discover strategies to position your firm for more lucrative opportunities by attracting premium clients, expanding service offerings, and differentiating from competitors.
Indulge in a delightful breakfast while nurturing valuable connections with fellow attendees.
Kick off our event in style at the Opening Night Cocktail Reception honoring Accounting Today’s Fastest-Growing Firms. Join us for an evening of networking and celebration as we gather to connect, converse, and toast to the start of an unforgettable experience.
Accounting Today is out to recognize the firms that are disrupting the profession, and one of the best ways to do that, of course, is through growth. The firms recognized here — which recorded the highest revenue growth in the profession in 2024 — represent the future of accounting.
Private equity investment can be a catalyst for growth and innovation in the accounting profession, enabling firms to scale rapidly and access new opportunities. This panel, featuring leaders from the 2025 Fastest Growing Firms who’ve taken on PE funding, will delve into proven strategies for scaling rapidly, retaining clients, engaging staff and partners, leveraging technology effectively, and more. Gain insights into how these trailblazers are navigating opportunities and challenges to achieve remarkable success.
In this research-based panel discussion, industry experts will consider the increasing role advisory services are playing as accounting firms continue to expand their offerings.