pro member exclusive

two women shaking hands across a table

nine ways to measure client experience.

by hitendra patil
client accounting services: the definitive success guide

if you were to define how your firm is different in three sentences, what would those three sentences be?

write them down. read those the next day and judge for yourself if your competitors can say the same three sentences to differentiate their firms. if yes, you will see why this is a significant challenge for your firm’s growth aspirations.

more by hitendra patil
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the classic equation of “people, process and technology” defining differentiation from the competition is somewhat flawed in accounting. by its very nature, accounting is about doing exceptionally well-defined work that follows clear laws and regulations. most firms have employees certified in similar lines of education and specialization. technology solutions for accountants are highly mature now.
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align your processes with your goals

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two women shaking hands across a table

nine ways to measure client experience.

by hitendra patil
client accounting services: the definitive success guide

if you were to define how your firm is different in three sentences, what would those three sentences be?

write them down. read those the next day and judge for yourself if your competitors can say the same three sentences to differentiate their firms. if yes, you will see why this is a significant challenge for your firm’s growth aspirations.

more by hitendra patil
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the classic equation of “people, process and technology” defining differentiation from the competition is somewhat flawed in accounting. by its very nature, accounting is about doing exceptionally well-defined work that follows clear laws and regulations. most firms have employees certified in similar lines of education and specialization. technology solutions for accountants are highly mature now.
read more →

expert panel: secrets to staying relevant | gear up for growth

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hall of fame leaders share the lessons, mistakes, and trends shaping the future of firm growth.

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in a special episode of gear up for growth, four hall of fame members from the association for accounting marketing (aam) reunite to reflect on how accounting marketing evolves—and to deliver advice for today’s growth leaders.

host jean caragher, president of capstone marketing, is joined by brian falony, retired accounting marketing executive; allan koltin, ceo of koltin consulting group and facilitator; mitchell reno, principal and director of client experience at rehmann; and michelle river, ceo of fore, llc.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

together, they look back at how the profession has transformed over 35 years—and look ahead to what firms must do to survive and thrive in a radically different marketplace. read more →

advisory financial statements just got a little easier

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woman handing document across desk to client

the aicpa clarifies.

by 卡塔尔世界杯常规比赛时间 research

guess what: there are two kinds of financial statements.

more: surviving tariff turbulence | arc | the accounting comeback: why the profession is bouncing back stronger | new opportunities in estate planning stem from changing attitudes | what struggling small businesses need | five ways to head off reluctant leadership | big growth coming for client advisory services | scams getting more sophisticated | you need capable successors for a seamless transition | mark koziel: the future of the profession | gear up for growth | america’s running short of financial advisors | maybe the pipeline problem is technology
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one kind is prepared under ar-c section 70, which provides information for public consumption. the other can be a little looser, meant to be provided as part of a consulting service for internal use only.
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ron baker: survive tariff turmoil | arc

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shaky markets. panicky clients. accountants, it’s your time to shine. 

 

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

accounting arc
with liz mason
center for accounting transformation

more arc: analysis, reaction, comedy

president donald trump’s tariff announcement has sent shockwaves through the business community—and accountants are on the frontlines of the fallout. 

in the latest accounting arc podcast, liz mason, cpa, and ron baker, cpa (inactive), analyze the implications of trump’s decision to impose a 10% blanket tariff on all imports, alongside a dramatic 54% tariff on goods from china. 

more accounting arc: crypto, cash, or chaos? the fallout of an irs-free america | is agentic ai a game changer or game ender? | kelly mann: thriving against all odds | are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting success | how coaching can unlock professional success | demystifying accounting governance |  top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education

“tariffs are taxes—plain and simple,” says mason, ceo of  high rock accounting. “and businesses need to prepare for those costs to flow straight to consumers.” 

read more →

how to evaluate managing partners

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plus some thoughts on alternative management and perfectionism.

by marc rosenberg
the rosenberg practice management library

evaluating the managing partner is really an upward evaluation. like all upward evaluations, evaluating the managing partner should be limited to those people who can offer input based on actual experience, not hearsay.

more by marc rosenberg
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

this means that at firms of fewer than 10-15 partners, all the partners will probably participate. but once a firm gets beyond 10-15 partners and has multiple offices, an increasing number of partners may not have enough direct contact with the managing partner to evaluate the person. firms with executive committees may wish to limit the evaluation to those on the committee.
read more →

price advisory work by value delivered, not time spent

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accept your inherent value and don’t compromise.

by jody padar
the radical cpa

as a professional in the industry, you may find some of what you do easy. just because you find it easy doesn’t mean it isn’t valuable and worth more than the time you put into it. if it were truly easy, your clients would be doing it themselves rather than paying you.

more by jody padar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

undervaluing ourselves and what we bring to the table is a chronic problem plaguing accountants and cpas. why do i say this? because people pay more for the luxuries they value. let’s look at a comparison:
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art werner: empower strategic giving | quick tax tip

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unlock the full value of charitable contributions with one of the tax code’s most underused tools.

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

 

quick tax tip
with art werner
cpe today

what if you could give more, support your favorite causes for years to come, and still walk away with a sizable tax deduction—all in one smart move?

click here for more art werner

that’s the opportunity donor-advised funds (dafs) present, and the latest quick tax tip brings clarity to a concept many donors and advisors overlook.

“a donor-advised fund, by itself, is a charity,” werner explains. “but the contribution we make to it is deductible within irs limits—and what’s really nice is you can lump your giving up front and spread it out over time.” read more →

tax pros rev up filing pace as diyers lag

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data chart

 

the irs changes how it tallies website traffic.

by beth bellor

tax professionals have held the e-filing edge over diyers this season, and now they’ve surpassed their own 2024 rate for the first time.

more: tax returns nearly match 2024 rates | tax pros edge diyers in e-filings | tax refund totals up 7% | tax pros handle 46% of e-filings | tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the irs received 89.6 million individual income tax returns, down 0.8 percent from the comparable period in 2024 ending march 28. it processed 88.5 million returns, down 0.3 percent. tax professionals are holding on to a half-point lead in market share over diyers, with about 51.3 percent of total returns filed so far this year against 51.8 percent a year ago. read more →

sixteen qualities of the best tax clients

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do you appreciate what you have?

by ed mendlowitz
tax season opportunity guide

clients are our customers who pay our salaries and present us with stimulating opportunities, allowing us to grow.

there is no such thing as a bad or nuisance client – although there are clients who sometimes do bad or nuisance things.

more by ed mendlowitz
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

following is a listing of what makes a good client.
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shorter turnaround = happier tax clients

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woman with tablet wearing swimsuit sitting in beach lounge chair staring out at ocean

 

do you know your turnaround time?

by frank stitely
the relentless cpa

todd rundgren sang, “i don’t want to work. i just wanna bang on the drum all day.”

i agree with half of that. i don’t want to work. however, i want someone else to bang on the drum all day for me. i’m not that ambitious.

the key to achieving hall of fame-level laziness is delegation.

more by frank stitely
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

if i have no ambition to do anything, but want things to get done, someone else must do them. similarly, effective practice management is putting the right people in the right places accomplishing the right tasks at the right times. that’s a pretty damn good definition of effective laziness as well. there’s a subtle genius in that.
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liz scott: bookkeepers may beat cpas in the race to advisory | the disruptors

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the real value of accounting isn’t in the numbers but in the conversations we’re not having.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

the disruptors
with liz farr

liz scott, like many other disruptors, prefers keeping her firm small. “i did try and grow my firm to this million-dollar firm. and i found myself in a spot where i was managing 10 team members, and that’s all that i had time for,” she recalls. “so i wasn’t able to do the thing that i actually really love, which is the tech development. i love that piece.”

more podcasts and videos:  ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

her firm, accounting lifeline, serves as an incubator across various industries and technologies so she and her team can test different apps. at the same time, the consulting side of her business, liz scott training and consulting, dives in deeper to spend time testing apps and giving feedback to developers.

scott was attracted to accounting because she wanted to help other entrepreneurs in her family understand and grow their bottom lines. “if you’re going to be spending time working, how do you maximize your efforts? so how can you make the most money in the least amount of time?”

read more →

rethinking audits: shift to advisory

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four people on lower stairs, one on upper stairs, gap between

move from quality control to quality assurance.

by alan anderson, cpa
transforming audit for the future

for decades, a&a has stood for audit and accounting. it’s been focused on compliance. but sooner than we may want to believe, business owners and stakeholders will be using technology to provide the assurance they need.

this is already happening. to remain viable, we need to move a&a from audit and accounting to assurance and advisory.

more by alan anderson
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

now all auditors take the quality control standards of our profession seriously. but quality control that only happens at the end is more about satisfying the minimum requirements for compliance. it won’t let you move out of providing the commodity service that clients need to keep their stakeholders happy. quality at the end doesn’t provide an opportunity to really look under the hood and think about what the client really wants.
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divakar vijayasarathy: breaking barriers and scaling success | the concierge cpa

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“every problem looks big from a distance, and every opportunity looks small.”
this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

for many, the road to success is paved with incremental progress. for divakar vijayasarathy, it was forged through sheer resilience, entrepreneurial grit, and an unyielding vision. in this episode of the concierge cpa podcast, the founder and ceo of dvs advisory group discusses his inspiring journey from the slums of chennai to leading a multimillion-dollar international firm operating across four countries.

more jackie meyer

vijayasarathy’s story is nothing short of remarkable. raised in challenging circumstances in india, he excelled in accounting, passing one of the most grueling exams with a pass rate of just 0.3%. after securing high-profile positions, including at citibank, he felt stifled in employment and pursued his entrepreneurial aspirations.

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