special

make your kpis more meaningful

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what are employees working toward? they need to know.

by jody padar
radical pricing – by the radical cpa

key performance indicators separate the signals from the noise. throwing timesheets into the trash is your opportunity to focus all your attention on what is most important to your firm’s continued success.

more by jody padar
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good kpis are quantifiable measurements agreed to beforehand. they must be important to the organization as a whole and specific. here are a few examples you might consider adopting:
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are automation and ai killing entry-level jobs?

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where the jobs aren’t.

by 卡塔尔世界杯常规比赛时间 research

the tax and accounting sector is shedding more jobs, with women and nonsupervisory workers feeling the brunt of the decline.

more staffing & recruiting | how disc profiles help remote teams | meet your new boss: gen z | accounting influencers |  kassi rushing: leadership gaps, not motivation gaps, hold firms back | gear up for growth

a new analysis by 卡塔尔世界杯常规比赛时间 reveals the profession may be holding headcounts near historic highs but gradually reshaping itself. women hold 62.1 percent of jobs, down from 63.4 percent a year ago — the sharpest one-year drop in female workforce share since 2010. supervisory staff, meanwhile, make up 9.7 percent of total employment, up from 9.3 percent last year, reflecting a slow but steady increase in managerial presence, while nonsupervisory employment is down 3.6% year over year. read more →

five fixes for floundering firms

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plant seedlings growing out of coin stacks , both increasing in size

taking steps “little and often” works, but only once you get started.

by martin bissett
passport to partnership

a big concern in recent years has been how the incoming partners will purchase equity or fund the capital account and exit of a retiring partner.

much has been written that examines the mathematical complexities of this topic but the bottom line is simple. would-be partners in the age demographic of 28-42 are part of a generation who are already heavily borrowed in the form of credit card debt, mortgage debt and other forms of personal loans.

more by martin bissett
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their capacity to borrow in the current economy is extremely limited and it would appear that this will be the environment for the foreseeable future. in turn, banks’ willingness to lend has also been largely withdrawn in recent years.
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telka: transform fear into fuel | the disruptors

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mindset shifts, gut instincts, and the right mentors matter most when starting your own firm.

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 4impactdata: start delivering scalable advisory in weeks–not months: see today’s special offer

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4impactdata: 10x your advisory.
not your headcount

the disruptors
with liz farr

making the shift from employee to entrepreneur isn’t always easy, as questian telka, founder of reqoncile financials and co-host of the she counts podcast, discovered. besides the obvious pieces of getting business licenses and opening a business bank account, telka believes it’s essential to keep your reason for starting your business – your why – firmly in focus.

“if i lose sight of that why, then i am continually getting away from what it is that i enjoy about it, why i’m doing it in the first place,” she explains. 

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week | randy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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

for telka, her why centered around “having a little bit more freedom and flexibility to spend time with family, being able to take on my ideal clients.” without the centering influence of a strong why, entrepreneurs may risk working with clients who don’t fit their ideal client profile.  

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you probably have too many partners

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man sitting at desk, staring off thinking

average collected rates are only part of the equation.

by domenick j. esposito
8 steps to great

more often than not, cpa firms support too many partners relative to the firm’s revenue, profitability and its anticipated growth rate. that usually means, too, that the partners are doing a lot of work that could or should be done by staff.

more by domenick j. esposito
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look at the average revenue per partner for the mid-market sustainable brands and you will see that the trend is to get more done with fewer partners, more staff and more effective use of technology.
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ten tips for better news releases | listicle

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//m.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

a news release is a narrative that a newspaper reporter can use to write a story. some papers will even run a news release verbatim.

more listicles here
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the trick is to provide useful, accurate information that reads like a newspaper article and to make it sound like something the community needs to know about. here are 10 tips for an effective news release.
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how to use values-based financial planning

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man in glasses looking at document held by woman

including an exercise to help clients uncover what matters most to them.

by rory henry
the holistic guide to wealth management

values-based financial planning is an approach to financial planning that takes into consideration an individual’s unique values, beliefs and goals – in addition to their financial situation – to create a customized and sustainable plan. unlike traditional or goals-based financial planning, which may not fully consider the role of personal values when making financial decisions, values-based financial planning aims to align a person’s financial plans with their life purpose and goals.

more: life planning: going beyond the financials | how to conduct a proper discovery meeting | how behavioral finance works | build stronger financial futures with health care planning | use goodwill to maximize exit readiness | a question of trust: not just for the wealthy | bridge the advice gap for better financial futures | subscriptions beat aum and hourly fees for wealth management | pursue excellence to win the battle for talent | seven tech keys to a holistic service model | toward a 21st-century cpa: a dynamic vision
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

brendan frazier believes that understanding our clients’ values is crucial for establishing a strong foundation in the discovery meeting. he explains that values shape our goals, and our goals shape our behaviors. by uncovering what truly matters to our clients, we can align their financial plans with their core values, creating a sense of purpose and motivation.
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why advisory is broken. and what comes next

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it starts with a conversation. 

by eric eager
10x advisory

for years, advisory services have been positioned as the future of the cpa profession. conferences are filled with “moving up the value chain” sessions, and firm leaders are under growing pressure to make the shift. but here’s the hard truth: most firms are still trying to deliver tomorrow’s services using yesterday’s methods.

more client accounting services here | more tech and fintech here | more:  steven ladd: start advisory with empathy | woodard: move past reports; deliver results | advisory-cas ascending: what research reveals about the future

long discovery meetings. manual analysis. generic powerpoint decks. pricing models built on billable hours instead of business outcomes. these are the hallmarks of the old world of advisory—time-intensive, inconsistent, and hard to scale.

and they simply don’t hold up anymore. today’s business owners are moving faster, expecting more, and looking to their advisors for real-time, relevant, and actionable guidance. but most firms are still operating with a rearview mirror—offering valuable insights that often arrive too late to act.

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ladd: start advisory with empathy | it’s not just the numbers

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by starting with conversations and clean books, accountants can deliver clarity, confidence, and real results.

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 4impactdata: start delivering scalable advisory in weeks–not months: see today’s special offer

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it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间

4impactdata: 10x your advisory.
not your headcount

when accountants and advisors talk about “advisory services,” the conversation often drifts toward models, frameworks, and numbers. advisory is explained through dashboards, kpis, forecasts, and ratios. however, sometimes in our focus on data, we forget the human side —the fact that behind every balance sheet is a business owner who is stressed, overwhelmed, and often lonely. 

more penny breslin and damien greathead | more advisory & consulting | buy “it’s not just the numbers”

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

that’s where voices like steven ladd’s come in. in a recent it’s not just the numbers podcast “after hours” session, ladd shares his journey from engineer to entrepreneur to trusted advisor for small business owners. his insights reveal why advisory services are more than just financial analysis. they’re about empathy, connection, and equipping business owners with clarity. 

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advisory-cas ascending: what research reveals about the future

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clients have said what they want. are you ready to provide it?

by hitendra patil
client accounting services: the definitive success guide

understanding what advisory really is is only half the challenge. the real question is: “where is it all heading?”

what are the hard truths behind the excitement, and why do so many firms still feel like they are in the early stages when it comes to client advisory services? let’s take a closer look at what the data tells us about the exciting future of advisory services.

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.

the numbers don’t lie: cas is no longer just a trend. it is a fundamental shift.

let’s explore insights from one of the biggest cas research surveys ever done. this rich and meaningful data draws us in and inspires us to think more creatively about how advisory services can evolve in the years to come.
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how disc profiles help remote teams

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overhead view of five people in a meeting

work together effectively with better understanding. 

by jody grunden
building the virtual cfo firm in the cloud

working in a remote environment can be great, and it can also have its challenges. communication is one of the biggest hurdles distributed companies have to overcome. to tackle this issue head on, summit cpa has implemented many initiatives.

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

one of our favorites is the disc profiles. let me start off by telling you a little bit of the background on the disc profiles.
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schwedelson: stop playing it safe | gear up for growth

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four key strategies show how firms can lead with value.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by 4impactdata: start delivering scalable advisory in weeks–not months: 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

4impactdata: 10x your advisory. not your headcount

“firms can’t afford to hide behind best practices or boring templates anymore,” says jay schwedelson, president and ceo of outcome media and host of the top-rated marketing podcast “do this, not that,” during his appearance on gear up for growth with jean caragher.

more gear up for growth 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

“it’s time to be bold, be human, and make sure you’re showing up where your prospects are actually searching, especially in ai,” he adds.

schwedelson delivers four urgent takeaways for cpa firm leaders. read more →