special

schwedelson: stop playing it safe | gear up for growth

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four key strategies show how firms can lead with value.

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

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“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 →

how to cultivate holistic wealth

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calm balanced businessman sitting outdoors on bench in yoga lotus pose meditating, with office building and blue sky in background

a deep dive into the shift framework.

by jackie meyer

success is often defined in dollar signs and business metrics, but as a seasoned advisor you know that true wealth extends far beyond the financial statement. after all, what’s the point of a seven-figure firm if your health is in shambles, your relationships are strained, or you have no time to enjoy life?

more: five hard-earned lessons from exiting an accounting firm | it’s never too early to plan your exit strategy | beyond blocking: more time management strategies | reclaim your hours with time management and productivity hacks | hiring strategies for your dream team | streamline your operations with systems and processes | from compliance to advisory: shifting the value proposition | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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in this article, we’re going to zoom out and look at the whole picture of what it means to be a “balanced millionaire.” this is about cultivating holistic wealth across all areas of life, using the shift framework – social, health, financial, time. these are the four pillars of holistic wealth and well-being that support a truly balanced and fulfilling life for a high-achieving professional.
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kinder: put vision before numbers | holistic guide to wealth management

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trust outlasts spreadsheets.

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4impactdata: 10x your advisory.
not your headcount
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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

like cpas, financial planners have long been associated with numbers people. they’re highly trained to use mathematics to address a client’s risk tolerance, goals, time horizons, and a magic “retirement number.” but george kinder, founder of the kinder institute of life planning, argues that most practitioners are overlooking the most obvious skill needed to be a successful advisor: listening. 

more rory henry and the holistic guide to wealth management

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“too many advisors take the math-first approach,” kinder says. “instead, they should be doing deep listening and building trust with clients to help them construct their ideal life. only when that’s established should the math and money decisions be introduced.”  

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are you solving too many problems?

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man with six arms handling various aspects of business

choose leadership over management.

by anthony zecca
leading from the edge

one of the biggest obstacles to a firm realizing its potential, its partners and staff realizing their potential, and a firm leader maximizing his impact on the trajectory of the firm is when the line between leading and managing gets blurred.

more by anthony zecca
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too often, center leaders believe their job is telling everyone what to do and how to do it (managing things) versus providing the tools, authority and clarity on the firm’s strategic objectives and then getting out of the way (edge leadership). leadership at its most basic level is about inspiring everyone toward a common shared vision and ensuring that the decision-making hierarchy is clear and consistent within the firm’s mission and core values. edge leadership is not about tactics and how things are done, but about making sure everyone is doing the right things, with accountability for results.
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bissett bullet: compete solely on outcomes

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today’s bissett bullet: “if a potential client is with a firm that has done a good job recording their past, let’s applaud that. we’re still the right choice for their future.”

by martin bissett

just like in politics, it’s so easy to disparage the competition rather than provide solutions. we often ignore the fact that the business owner we are talking to is the one who chose the competition in the first place. by disparaging the competition, we are disparaging the client’s decision-making abilities and suggesting that they would not be clever by choosing us either.

when we find an accountant who has done a genuinely good job, let us congratulate our prospect for having partnered with a strong professional organization and not lose sight of why no matter how good they are, we are better.

today’s to-do:

let’s understand before we ever get to a meeting with the prospect how we are likely to be superior as a commercial choice for this business. we should not be competing on price, we should not be competing on services, but we should always be competing on outcomes.

see more bissett bullets here

read more →

bootleggers, baptists, & cpas: rethinking licensure | arc

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the accounting profession faces a reckoning as leaders debate whether cpa licensure protects the public—or stifles innovation and diversity.

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4impactdata: 10x your advisory.
not your headcount
accounting arc

with byron patrick and donny shimamoto
center for accounting transformation

licensure is one of the bedrock features of the cpa profession. but what if that bedrock is actually quicksand? in a provocative episode of accounting arc, hosts donny shimamoto, cpa.citp, cgma; and byron patrick, cpa.citp, cgma,  sit down with noted author and thought leader ron baker to ask: should cpas even be licensed at all?

more accounting arc: cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes | more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it |your identity is not a liability | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | resilience, real talk, and the road to mental wellness | blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service

baker begins with a history lesson, tracing professions back to ancient babylon and the code of hammurabi. a profession, he explains, rests on three pillars: a common body of expertise, autonomy with exclusion, and a duty of service to the public. by that definition, he argues, not all licensed occupations—such as florists or interior decorators—qualify.

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woodard: move past reports; deliver results | the disruptors

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dashboards and statements aren’t enough—accountants must help clients turn data into action.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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4impactdata: 10x your advisory.
not your headcount

the disruptors
with liz farr

joe woodard sees a disconnect between what accountants think they’re selling and what clients want to buy. many accountants still believe they are selling time, but as woodard points out with a vivid analogy, that’s not what clients care about.

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

more streaming: 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 |

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“if i’m going into cvs and i need tums,” he explains, imagine if cvs charged you more because “i hung around in their store for twice as long to buy the tums as i needed to, i took a circuitous path. maybe i looked at some of the kids’ toys for an upcoming birthday party where they’re going to charge me twice as much for the tums.”

this absurd scenario mirrors what accounting firms do to clients when the cost of delivering the service depends on the time it takes to do the work, so “the value of the product changes based on some arbitrary time metric,” woodard says. “as long as that’s the case, there’s always going to be a resistance to the billing for selling the wrong product.”

however, even among firms that have adopted value pricing, a disconnect remains because the focus is on deliverables rather than outcomes.

read more →

profit sharing can boost your accounting firm

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pay for performance.

by jody padar
radical pricing – by the radical cpa

as long as you’re changing how your firm operates, you should also look at how your staff is compensated. if your customers are paying for value, shouldn’t your teams be paid on the same basis? once your firm turns to a value paradigm, the people delivering the knowledge work – your staff – are your most valuable asset and should be compensated as such.

more by jody padar
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it’s all about alignment. clients pay on value. staff should be compensated on value. there are proven ways to make sure this alignment takes place.

read more →

how to disengage clients

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woman speaking and giving direction to subordinate

bonus: two sample letters.

by august aquila
max: maximize productivity, profitability and client retention

disengaging clients in a professional services firm is a sensitive process that requires careful consideration to maintain positive relationships and uphold your firm’s reputation. here’s a step-by-step guide on how to do it professionally:

more by august j. aquila
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  1. review contracts and agreements: begin by reviewing the terms of your engagement contracts or agreements with the client. understand any clauses related to termination or disengagement and follow those guidelines.

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when ‘the way it’s always been done’ makes no sense

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businessman reading documents

are your priorities backward?

by ed mendlowitz
call me before you do anything: the art of accounting

when i was a junior accountant an eon ago, my boss would always give me the cash to reconcile or audit, the minutes to “abstract,” and the internal control questionnaire to go over with the controller or bookkeeper.

more by ed mendlowitz
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then when i became a manager, i continued this practice of having lower-level staff perform these procedures. i now consult with many accounting firms and find it is still being done that way. i stopped it many years ago and wonder why it’s still widespread.
read more →

harrison: rethink firm communication | move like this

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treating interactions as a strategy, not administration, helps firms navigate m&a, private equity, and constant change.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

on the latest move like this, host bonnie buol ruszczyk sits down with alice grey harrison of agh consulting to talk about the people side of firm transformation. harrison, a three-decade veteran of strategic communications and change management in the accounting sector, helps firms navigate m&a, private equity, leadership transitions, and system rollouts by focusing on how people experience change. 

more move

harrison’s central thesis: culture, clearly tied to mission–vision–values, is a growth engine. when people see how their daily work advances firm goals, they give “discretionary energy.” she illustrates this with a pivotal chapter from her big-firm years: after a streak of acquisitions, offices clung to local traditions and bespoke tax methods that trapped capacity. moving to a true “one firm” model, aligned methodologies, systems, and talent, unlocked scale and accelerated growth that wouldn’t have been possible otherwise. 
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petrey: ditch old models for good | big 4 transparency

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“you can’t ask people to act like partners and then treat them like employees.” 

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
by penny breslin and damien greathead. see today’s special offer

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big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

in an industry marked by incremental change and cautious tradition, tim petrey, managing partner at hd growth partners, is going all-in on a radical reimagining of what an accounting firm can be. speaking on the big 4 transparency podcast, petrey shares how his firm has abandoned the tired trappings of the old model – mandatory billable hours, rigid promotion timelines, and siloed service delivery – in favor of a more dynamic, entrepreneurial approach.

and he isn’t just talking about change, he’s living it. 

more dominic piscopo | more private equity | more pay & compensation

the episode dives deep into how hd growth partners embraces a consulting-first approach, using accounting services as a wedge rather than a foundation. the firm encourages team members, even juniors, to build one-on-one relationships with clients. petrey believes the best learning happens on the job, with mentorship layered into real-world client work. this, he argues, is what keeps staff engaged and clients loyal. 

read more →

meet your new boss: gen z | accounting influencers

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zoomers expect clarity, equity, and purpose—and they’re not afraid to walk if firms don’t deliver.

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

accounting influencers
with rob brown

by 2025, one in 10 managers will be from generation z. that’s right—the so-called “lazy, entitled” group born between 1997 and 2012 is already leading teams in accounting firms. but instead of wrecking the workplace, gen z might be exactly what the profession needs to survive its crossroads.

more accounting influencers with rob brown

on accounting influencers, host rob brown explores the rise of gen z and what their entry into the accounting workforce means for leaders, firms, and the profession at large.

read more →