special

ten ways to solve an upside-down staffing pyramid

by

senior businessman with five colleagues

and six undesirable outcomes if you don’t.

by domenick j. esposito
8 steps to great

there is no question that the most profitable cpa firms (i.e., those with the highest average partner earnings) have figured out that leverage and a well-managed partner/staff pyramid is one of the key ingredients for success.

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

why is it then that so many firms today are struggling with just the opposite – an upside-down partner/staff pyramid where there are

  • too many partners and managers,
  • too few staff and
  • too little use of technology?

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life planning: going beyond the financials

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woman and man talking in office

 

what actions and changes can enhance emotional well-being and quality of life? they may be financial.

by rory henry
the holistic guide to wealth management

the future of advice is not financial, it’s human! it is about helping clients live their best lives.

more: how to conduct a proper discovery meeting | understand clients’ relationship with money | manage change through a pact | marketing strategies for wealth management services | an accountant’s role in exit planning | trust and estate planning is for clients of all ages | help clients manage and embrace investment risk | tax advisory services: a pathway to greater financial freedom | leverage ai to grow and protect revenue: six steps | four ways to provide wealth management in your accounting practice | what multiples mean to accounting firms | how wealth management has evolved | why now is the time for cpas to embrace wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

instead of emphasizing technical skills such as minimizing taxes, building a portfolio and executing a roth conversion, our goal is to shift your thinking toward a human-first financial mindset. this approach helps you uncover a person’s entire life. by being attentive to the many aspects of well-being, we can have a transformative impact on our client relationships that goes beyond financials.
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the dna of advisory-cas

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help your clients navigate with purpose.

by hitendra patil
client accounting services: the definitive success guide

i have witnessed it repeatedly: advisors who know the numbers inside and out but still struggle to provide genuine value.

why?

more by hitendra patil: the dna of advisory-cas | advisory is not consulting | what exactly is client advisory services? | review your cas offerings | cas prospects want proof? you’ve got that | what ai ceo’s warning means (and doesn’t) for accountants | ditch the sales pitch | how to get cas clients to blow your horn | four questions for choosing cas clients | what is your firm’s marketable value? | seven tips for cas marketing | twelve things that kill your cas profits
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

numbers are merely data until you add context, strategy and foresight; this is where real advisory work begins.
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five hard-earned lessons from exiting an accounting firm

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or “what i wish i knew earlier.”

by jackie meyer

having gone through the process of selling clients and eventually an entire firm, i gathered some invaluable lessons. if you ever consider selling part or all of your practice, keep these in mind:

more: it’s never too early to plan your exit strategy | beyond blocking: more time management strategies | ten key guidelines for accounting staff | leverage technology for growth | master the roi method: price for value, not time | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

  • always have a retention clause: if you sell clients or your firm, include a clause in the sale agreement that protects you if clients don’t stick around.

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