don’t skip the notes.
by ed mendlowitz
77 ways to wow!
how do you start reviewing a financial statement? like any good book, you must start at the beginning.
exclusively for pro members. log in here or 2022世界杯足球排名 today.but where is the beginning? and how can you do it in only seven minutes? here is how …
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five areas for grounding new metrics other than time.
by jody padar
radical pricing – by the radical cpa
it may sound ridiculous, but the only people who are married to timesheets are professional services firms staffed by people who spend their professional lifetimes building their knowledge. every other company in the world has figured out how to sell and price products or services without relying on timesheets.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
why do professional services firms believe you should sell knowledge in increments of time? ron baker, an accounting visionary and author of “firm of the future,” once asked, “when you’re a knowledge worker, should you be selling your time?” i don’t think so.
productivity and profitability will benefit.
by august aquila
max: maximize productivity, profitability and client retention
if you understand your client base you can better allocate resources and effectively manage your human, financial, technological and other assets to maximize efficiency, productivity and profitability. here are steps you can take to allocate resources effectively:
exclusively for pro members. log in here or 2022世界杯足球排名 today.
sometimes a “merger” is really an acquisition.
by marc rosenberg
cpa firm mergers: your complete guide
at some point, many cpa firms and sole practitioners will be in a position to consider a merger.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
there are numerous types to think about:
they’re inevitable, so be prepared.
by martin bissett
passport to partnership
when challenges come our way, regardless of what shape or form they arrive in, our world seems to lose a bit of brightness, there’s a little knot in the gut and a sense of peace broken.
exclusively for pro members. log in here or 2022世界杯足球排名 today.the question is, if we were watching our own responses to these trials, would we appoint ourselves as the next partner of the firm?
let’s examine five checkpoints to test your own, or your staffers’, abilities to overcome challenges.
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extended beyond 2026, oz 2.0 opens the door to rural investment boosts, increased bonus depreciation, and a decade of fresh development opportunities.
by blake christian
hcvt llp
eight years after being introduced as part of the 2017 tax cut & jobs act, the federal opportunity zone (oz) program has already made a measurable impact on underserved areas of all 50 states. with the recent passage of president trump’s one big beautiful bill (obbb), the oz program has been officially extended beyond its original sunset date of dec. 31, 2026. it is now poised to shift that impact into high gear.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
if you’re not highly familiar with the oz program, here is a brief primer:
the oz program has always been bipartisan (conceived by president obama and first enacted by president trump). it is further unique in that it presents a rare opportunity to align wealth-building strategies with low-income economic impact. this allows investors to diversify (profitably) into real estate and operating businesses while participating in the revitalization of communities that need it most.
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three critical components of success.
by domenick j. esposito
8 steps to great
“growth is never by mere chance; it is the result of forces working together.” – james cash penney, founder, jcpenney
your firm is a business and the vehicle for generating wealth for you and your partners. you need to operate it with strict governance processes, a system of accountability and a firm economic foundation.
exclusively for pro members. log in here or 2022世界杯足球排名 today.balance sheets, usually funded by partner capital and a line of credit for seasonal working capital needs, need to be strong to protect your cpa firm from the loss of a senior partner, loss of a marquee client or just an overall poor economy that results in tepid growth for clients and therefore a reduced appetite for professional services.
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by 卡塔尔世界杯常规比赛时间 research
radio and podcast interviews are a great way to reach a wide audience of potential clients.
exclusively for pro members. log in here or 2022世界杯足球排名 today.radio stations and podcasters are often eager for local people to interview. but you need to reach out to them and propose a topic that will appeal to their audience. here are 10 to choose from.
consider the legacy you’re leaving.
by jackie meyer
building a successful advisory practice is a significant achievement. but have you considered what happens next once you’ve reached your current goals? it’s easy to get caught up in the day-to-day operations and growth of your firm without thinking long-term. however, true freedom and peace of mind come from knowing you have a plan for the future of your business and the impact you’ll leave behind.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
this article delves into the critical topics of exit strategy and legacy. we’ll explore why it’s essential to plan for the future even in the early stages of building your firm, discuss various options for eventually selling or transitioning your business, and get you thinking deeply about the legacy you want to create. planning your exit isn’t about wanting to quit – it’s about building a business that’s a valuable asset and ensuring your hard work carries on according to your wishes.
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what are your clients’ dreams? how do you know?
by rory henry
the holistic guide to wealth management
a client discovery meeting, or even better, a rediscovery meeting, can be an ideal opportunity for you to deepen your relationship with the client. even better, when done correctly, the meeting can lead to self-discovery for the client.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
historically, clients turn to financial professionals for help solving a financial problem or for alleviating financial concerns. they ask questions such as:
equity pathways, training, and culture—not payouts—will determine which firms thrive in the pe era.
big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间
brace yourself: revenue per employee is projected to grow 2.7 times over the next decade, while 87% of the workforce will have less than 10 years of experience by 2035.
that dual pressure, nishaad ruparel, president of private equity-backed ascend, tells dom piscopo in today’s episode of big4 transparency, demands a rethinking of ownership, training, and culture across the profession. and it’s why the most progressive firms are not grabbing payouts—they’re betting on equity pathways, people-first strategy, and selective centralization to compete in the pe era.
more dominic piscopo | more private equity | more pay & compensation
“these firms are looking at their clients and saying, ‘i’ve served this market for 50 years – how do i keep doing that in a way that’s synonymous with excellence?’” ruparel explains. “then they look at their people, at their deep bench, and ask how they can secure their future. and they realize: the cost of independence is rising fast.”
nonprofit employees face a new tax reality on fringe benefits.
quick tax tip
with art werner
cpe today
for years, employers could offer free or subsidized parking or public transit passes as a valuable fringe benefit without triggering extra tax for employees. businesses could deduct the cost—up to an inflation-adjusted $325 per month in 2024—while employees enjoyed the perk tax-free.
click here for more art werner
catch more art werner, wednesday, sept. 3, for tax rumors, episode 3, with cpa steve yoss, and hosted by 卡塔尔世界杯常规比赛时间’ rick telberg.
that changed under the tax cuts and jobs act (tcja). now, if a business deducts the cost of parking or transit benefits, employees must count it as taxable income. employers can still shield employees from the tax by choosing not to deduct the expense.
but here’s where nonprofits face a unique twist: unlike for-profit businesses, nonprofits generally don’t pay federal income tax. that means the choice to deduct or not deduct the expense is irrelevant—yet the tcja requires nonprofit employees to treat the benefit as taxable income regardless.
firms blame culture and training, yet ai, real estate, and talent pressures tell a different tale.
accounting influencers
with rob brown
the push to bring accountants back to the office is gaining momentum, echoing trends at corporate giants like jpmorgan, amazon, and meta. while firms frame return-to-office (rto) policies as a way to boost collaboration, mentorship, and culture, industry observers question whether the real motivations include cost control, talent reshaping, and even quiet workforce reductions.
in the latest episode of accounting influencers, host rob brown examines the drivers behind rto in accounting, from big four mandates to real estate obligations, and explores whether being in the office truly advances careers or simply serves firm agendas.