Skip to content

This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Close
AICPA-CIMA
  • AICPA & CIMA:
  • Home
  • CPE & Learning
  • My Account
Journal of Accountancy
  • TECH & AI
    • All articles
    • Artificial Intelligence (AI)
    • Microsoft Excel
    • Information Security & Privacy

    Latest Stories

    • Incorporating prompt engineering into the accounting curriculum
    • Create a dynamic to-do list with Excel’s checkboxes
    • Another way to manage authentication texts
  • TAX
    • All articles
    • Corporations
    • Employee benefits
    • Individuals
    • IRS procedure

    Latest Stories

    • Details on IRS prop. regs. on tip income deduction
    • AICPA urges IRS to modernize estate and trust tax forms
    • IRS finalizes regulations for Roth catch-up contributions under SECURE 2.0
  • PRACTICE MANAGEMENT
    • All articles
    • Diversity, equity & inclusion
    • Human capital
    • Firm operations
    • Practice growth & client service

    Latest Stories

    • Details on IRS prop. regs. on tip income deduction
    • AICPA urges IRS to modernize estate and trust tax forms
    • Accounting for software: FASB issues improved guidance
  • FINANCIAL REPORTING
    • All articles
    • FASB reporting
    • IFRS
    • Private company reporting
    • SEC compliance and reporting

    Latest Stories

    • SEC accepting Professional Accounting Fellow applications
    • SEC names new chief accountant
    • SEC ends legal defense of its climate rules
  • AUDIT
    • All articles
    • Attestation
    • Audit
    • Compilation and review
    • Peer review
    • Quality Management

    Latest Stories

    • AICPA unveils new QM resources to help firms meet Dec. 15 deadline
    • 8 steps to build your firm’s quality management system on time
    • Auditing Standards Board proposes a new fraud standard
  • MANAGEMENT ACCOUNTING
    • All articles
    • Business planning
    • Human resources
    • Risk management
    • Strategy

    Latest Stories

    • Business outlook brightens somewhat despite trade, inflation concerns
    • AICPA & CIMA Business Resilience Toolkit — levers for action
    • Economic pessimism grows, but CFOs have strategic responses
  • 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

September 19, 2025

Details on IRS prop. regs. on tip income deduction

September 19, 2025

AICPA urges IRS to modernize estate and trust tax forms

September 19, 2025

Accounting for software: FASB issues improved guidance

September 17, 2025

NASBA, AICPA release proposed revisions to CPE standards

September 16, 2025

Private equity and peer review: Proposed change targets consistency

Advertisement

Most Read

MAP Survey finds CPA firm starting pay on the rise
IRS finalizes regulations for Roth catch-up contributions under SECURE 2.0
Congress passes act allowing tax relief when a state declares disaster
IRS seeks to fill ‘critical vacancies’ as workforce declines 25%
Treasury posts preliminary list of jobs eligible for no tax on tips
Advertisement

Podcast

September 18, 2025

‘We’re still the thinkers’ — a reminder for tax pros in the AI era

September 11, 2025

Strong storytelling helps speakers deliver ‘medicine’ without the aftertaste

September 4, 2025

Summing up economic sentiment and concerns about inflation and tariffs

Features

Calming nervous clients nearing retirement
Calming nervous clients nearing retirement

Calming nervous clients nearing retirement

7 retirement tips for small firm CPAs
7 retirement tips for small firm CPAs

7 retirement tips for small firm CPAs

Building a better CPA firm: Stepping up service offerings
Multi-colored plus signs

Building a better CPA firm: Stepping up service offerings

2025 tax software survey
Smiley, frowney, and neutral faces for Tax Software Survey.

2025 tax software survey

FROM THIS MONTH'S ISSUE

Flip out with the latest Tech Q&A

The September Technology Q&A column shows how to create dynamic to-do lists with Excel's checkboxes and also how to set up multifactor authentication texts that don't rely on phones. Flip through both items and view a video walkthrough in our digital format. 

From The Tax Adviser

August 30, 2025

2025 tax software survey

August 30, 2025

Are you doing all you can to keep the cash method for your clients?

July 31, 2025

Current developments in S corporations

July 31, 2025

Paid student-athletes: Tax implications for universities and donors

MAGAZINE

September 2025

September 2025

September 2025
August 2025

August 2025

August 2025
July 2025

July 2025

July 2025
June 2025

June 2025

June 2025
May 2025

May 2025

May 2025
April 2025

April 2025

April 2025
March 2025

March 2025

March 2025
February 2025

February 2025

February 2025
January 2025

January 2025

January 2025
December 2024

December 2024

December 2024
November 2024

November 2024

November 2024
October 2024

October 2024

October 2024
view all

View All

http://JofA_Default_Mag_cover_small_official_blue

PUSH NOTIFICATIONS

Coming soon: Learn about important news

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

© 2025 Association of International Certified Professional Accountants. All rights reserved.

Reliable. Resourceful. Respected.