• Mark Koziel and Richard Muscio Find Common Ground

    accountant-debateMark Koziel and I (Richard Muscio) have had an ongoing series of opinion pieces stemming from my reaction to the CPA Horizons 2025 report. My initial article is here.

    I’m happy to report that Mark and I had a great conversation on Thursday, wherein we reached 3 interesting conclusions:

    First, while the CPA profession can no longer be defined by traditional services such as Income tax preparation and financial statement preparation, most consumers don’t know this because 90 % + of the CPA profession is very challenged by marketing.

    Second, the CPA profession will probably lose income tax preparation as a core service within the next 10 years, due to reasons like standardization of reporting forms and Optical Character Recognition Technology, but 90% + of the profession is behind the curve on adapting to this fact.

    Third, while technology is critical for efficiency and effectiveness purposes, it probably will never replace good old-fashioned face-to-face interaction with clients and referral sources, as “connection and collaboration” requires trust, and trust can only be built by spending time together.

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  • Approaching Leadership and Projects with Innovation

    CPA entrepreneur and public speaker, Richard Muscio, shares how innovation plays a large role in ensuring that an accounting office will restructure itself into a CPA Firm of the Future. Accountants need to offer far more services than simply tax preparation and financial statements.
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  • Retired Army Colonel and Public Servant Lawrence Wilkerson

    Listen to Podcast of the Show Richard and Joe welcomed retired US Army Colonel Lawrence Wilkerson. His military career began in 1966 as a OH-6A Cayuse observation helicopter pilot during the Vietnam War. Then, he completed his undergraduate and graduate degrees (2) from the Naval War College in Rhode Island. It was his position as assistant ...
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  • The Benefit of Value Pricing for CPAs

    Richard Muscio, the Family Office Guy, sits down to speak about why billing by the hour is an outdated practice in the CPA field. Value pricing, a set amount that is agreed upon for each project, not only allows the client to feel they are receiving a better deal, but also creates the need for ...
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  • Ventana Venture Capital and Hand-Crafted Beer

    Hosts Richard Muscio and Joe Vecchio welcomed Tom Gephart, founder and Managing Partner of VENTANA, and Bruce Taub, President of The Fat Cat Beer Company, LLC. Mr. Gephart founded his well-known venture capital company in 1984. Today VENTANA has funded over 100 companies with more than $3 billion in 20 different countries. VENTANA invests ...
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