Skip to content
AICPA-CIMA
  • AICPA & CIMA:
  • Home
  • Engage 365 Communities
  • CPE & Learning
  • My Account
Journal of Accountancy
  • TECH & AI
    • All articles
    • Artificial Intelligence (AI)
    • Microsoft Excel
    • Information Security & Privacy

    Latest Stories

    • Accounting ethics in the age of AI
    • Real-life ways small firms use AI
    • How to set up a simple automation in Zapier

  • TAX
    • All articles
    • Corporations
    • Employee benefits
    • Individuals
    • IRS procedure

    Latest Stories

    • IRS provides guidance on rollovers between retirement plans and IRAs
    • IRS staffing cuts delayed paper returns and refunds, report says
    • Final rule will eliminate BOI reporting for US entities
  • PRACTICE MANAGEMENT
    • All articles
    • Diversity, equity & inclusion
    • Human capital
    • Firm operations
    • Practice growth & client service

    Latest Stories

    • IRS provides guidance on rollovers between retirement plans and IRAs
    • IRS staffing cuts delayed paper returns and refunds, report says
    • Final rule will eliminate BOI reporting for US entities
  • FINANCIAL REPORTING
    • All articles
    • FASB reporting
    • IFRS
    • Private company reporting
    • SEC compliance and reporting

    Latest Stories

    • SEC eyes e-delivery as the default over paper
    • SEC shares 3 goals in proposed 2026–2030 strategic plan
    • SEC proposes rescission of climate disclosure rules
  • AUDIT
    • All articles
    • Attestation
    • Audit
    • Compilation and review
    • Peer review
    • Quality Management

    Latest Stories

    • PCAOB seeks feedback on its 5-year strategic plan
    • AICPA updates audit standards related to external confirmations
    • PCAOB consultation process offers new options for firms seeking guidance
  • MANAGEMENT ACCOUNTING
    • All articles
    • Business planning
    • Human resources
    • Risk management
    • Strategy

    Latest Stories

    • Data governance: How finance builds trust in the numbers
    • Are finance leaders moving too fast on agentic AI?
    • How to handle increased enforcement of unclaimed property notices
  • Home
  • News
  • Magazine
  • Podcast
  • Topics
Advertisement
  1. newsletter
  2. Cpa Insider
CPA INSIDER

13 more signs your firm is outdated

If you want the policies and procedures of your practice to play well with NextGen talent and clients, then you should probably avoid the old school behaviors outlined in this article.

By Jennifer Wilson
July 29, 2019

Please note: This item is from our archives and was published in 2019. It is provided for historical reference. The content may be out of date and links may no longer function.

Related

July 15, 2019

How firms of any size can innovate

June 11, 2019

When choosing technology, put clients first

October 15, 2018

13 signs that your firm is outdated

TOPICS

  • Firm Practice Management
    • Human Capital

It seems I struck a nerve with my original 13 signs article last October. Thanks for writing to share your stories about outdated approaches in your firms and, in some cases, for defending your firms, too. I am always grateful for the feedback and new ideas!

A part of my career journey has been identifying and talking about the things I see CPA firm leaders do that put their firms at risk of alienating NextGen talent and clients. What keeps me up at night now is the nagging feeling that we’re not changing fast enough, and that our outdated ways are acting as repellent — driving the best and brightest into other professions.

So, I’ve returned to present 13 more signs that your firm is outdated, each of which we’ve encountered — up close and personal — at firms in the past year.

Which of these is still happening at your firm?

1. Your firm isn’t seriously considering cloud applications because you don’t trust the technology or don’t believe your clients will use cloud solutions.

2. You haven’t yet moved to paperless systems, and your team is providing paper deliverables (like tax returns) to clients or shuttling or shipping paper-filled boxes between offices.

3. Your employee handbook hasn’t been updated because everyone is too busy, so it includes words like “Walkman,” “facsimile,” “BlackBerry,” and “PDAs.”    

Advertisement

4. Your flex policies refer to “working mothers” without recognizing that flexibility programs are also desired by men and those without children.

5. Firm leaders still complain about people being on their mobile phones “during business hours” yet get impatient when employees don’t immediately answer business calls, emails, or texts late at night or on weekends.

6. Your partners don’t interact much with staff below manager, so they don’t really know many young people, making leadership feel remote and possibly out of touch.

7. Your firm leaders routinely skip or reschedule internal meetings in favor of client or prospect meetings, signaling that clients are more important than talent or running the firm well.

8. The firm’s reward systems incent chargeability and book of business, so managers and partners hoard work and clients instead of delegating so they can focus on developing their people and growing the business.

9. You don’t yet have a centralized scheduling system for work distribution, so partners still assign work directly to staff, leaving your best and brightest overburdened while less capable team members carry a “light” load.

10. Your tax group is run more like a production line, cranking out a high volume of tax returns in two peak production periods each year, rather than providing difference-making, proactive business advice to clients. Even though tax leaders know they need to shift their model, they don’t because it feels hard to change and they’re not sure where to start.

Advertisement

11. You aren’t offering clients online payment options or offering multiple payment methods because up until now, they have always paid by check. You also aren’t using e-signature options for all forms that require signature, including proposals, engagement letters, and employee offer letters.

12. Your firm’s website isn’t mobile-responsive, your firm leaders aren’t active on social media, and they don’t yet value the thought leadership and networking power of digital media and online communications.

13. Your firm is not actively discussing ways to change your fundamental business model related to capacity, efficiency, technology, and fees with ideas like gig and remote workers, LEAN processes, bots, true advisory services, and value pricing.

Wow, there’s a lot there! And as I wrote this list, I realized we have work to do in a few of these areas at my firm, too. My point in pulling this list together isn’t to shame you, but to help you realize that these things are noticeable to your NextGen talent and clients. These items make NextGen talent and clients wonder whether our firms and our profession are the right fit for their progressive, flexible, efficient, change-everything selves.

Consider asking your team members for feedback on this list and the original 13, too. Prioritize two or three changes you can make this summer, before the next busy season takes hold.

Jennifer Wilson is a partner and co-founder of ConvergenceCoaching LLC, a leadership and management consulting and coaching firm that helps leaders achieve success. Learn more about the company and its services at www.convergencecoaching.com. To comment on this article or to suggest an idea for another article, contact Jeff Drew, a JofA senior editor, at Jeff.Drew@aicpa-cima.com.

Advertisement

latest news

August 12, 2026

IRS provides guidance on rollovers between retirement plans and IRAs

August 12, 2026

IRS staffing cuts delayed paper returns and refunds, report says

August 12, 2026

Final rule will eliminate BOI reporting for US entities

August 11, 2026

Trump account prop. regs. clarify $2,500 limit for workers

August 10, 2026

Final regs. issued for Sec. 3406 backup withholding rules

Advertisement

Most Read

IRS raises standard mileage rates for remainder of 2026
A new top 5 firm: Grant Thornton acquiring fellow top 10 firm CBIZ
4 Social Security rules that surprise clients — and some advisers
AICPA updates audit standards related to external confirmations
IRS updates overtime deduction FAQs, adds reporting details
Advertisement

Podcast

August 6, 2026

Build trust with a stewardship mindset

July 30, 2026

Why planning to work longer may be the better path to retirement

July 23, 2026

Telling a better CPA story, one T-shirt and LinkedIn post at a time

Features

Real-life ways small firms use AI
Real-life ways small firms use AI

Real-life ways small firms use AI

How to set up an effective internship program
How to set up an effective internship program

How to set up an effective internship program

Adding externships to attract more talent
Adding externships to attract more talent

Adding externships to attract more talent

Data governance: How finance builds trust in the numbers
Data governance: How finance builds trust in the numbers

Data governance: How finance builds trust in the numbers

Ask the Expert: Context and AI
Accordance

Ask the Expert: Context and AI

FROM THIS MONTH'S ISSUE

Real-life ways small firms use AI

Learn how four small firms use artificial intelligence to automate processes while maintaining strong oversight.

From The Tax Adviser

July 31, 2026

Current developments in S corporations

July 31, 2026

Transfer pricing treatment of acquired intangibles

June 30, 2026

Condo casualty losses: Deductions for common-interest property

May 31, 2026

Trust distributions: Timing, tax, and practical considerations

MAGAZINE

August 2026

August 2026

August 2026
July 2026

July 2026

July 2026
June 2026

June 2026

June 2026
May 2026

May 2026

May 2026
April 2026

April 2026

April 2026
March 2026

March 2026

March 2026
February 2026

February 2026

February 2026
January 2026

January 2026

January 2026
December 2025

December 2025

December 2025
November 2025

November 2025

November 2025
October 2025

October 2025

October 2025
September 2025

September 2025

September 2025
view all

View All

http://JofA_Default_Mag_cover_small_official_blue

PUSH NOTIFICATIONS

Learn about important news

This quick guide walks you through the process of enabling and troubleshooting push notifications from the JofA on your computer or phone.

CPA LETTER DAILY EMAIL

CPA Letter Logo

Subscribe to the daily CPA Letter

Stay on top of the biggest news affecting the profession every business day. Follow this link to your marketing preferences on aicpa-cima.com to subscribe. If you don't already have an aicpa-cima.com account, create one for free and then navigate to your marketing preferences.

Connect

  • X Logo JofA on X
  • facebook JofA on Facebook

HOME

  • News
  • Monthly issues
  • Podcast
  • A&A Focus
  • PFP Digest
  • Academic Update
  • Topics
  • RSS feed rss feed
  • Site map

ABOUT

  • Contact us
  • Advertise
  • Submit an article
  • Editorial calendar
  • Privacy policy
  • Terms & conditions

SUBSCRIBE

  • Academic Update
  • CPE Express

AICPA & CIMA SITES

  • AICPA-CIMA.com
  • Global Engagement Center
  • Financial Management (FM)
  • The Tax Adviser
  • AICPA Insights
  • Global Career Hub
AICPA & CIMA

© 2026 Association of International Certified Professional Accountants. All rights reserved.

Reliable. Resourceful. Respected.