special

lang: the right clients > revenue | it’s not just the numbers

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tough client calls, tax planning, and better leadership turned hard knocks into growth.

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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

when lang launched upside cfo, he didn’t set out with a grand blueprint. “if we’re being honest, we started off with simple bookkeeping,” he says. over time, his firm evolved into a multi-faceted practice offering fractional cfo services, tax planning, and even financial planning partnerships. along the way, he admits to trial and error. “sometimes i do smart stuff. sometimes i don’t,” lang laughs.

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yet from that messy middle came clarity: the future of advisory services lies in translating numbers into strategy, choosing the right clients, and building processes that can scale without sacrificing value.

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advisory is not consulting

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man looks on as woman points at a document

why the distinction matters.

by hitendra patil
client accounting services: the definitive success guide

accountants often use the terms “advisory” and “consulting” interchangeably. in the accounting profession, it is common to find the word “consultants” in the names of firms, and at the same time, it is also common to find that several firms list “advisory” in the services sections of their websites.

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
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advisory and consulting services are often lumped together, but they serve distinctly different purposes. this article helps you distinguish between the two with clarity. you will see why advisory is a long-term, insight-driven relationship, not just a project or deliverable. and you will understand the role each plays in client transformation.
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where firms stand on billing rates: from $400 returns to $2,500 cfo packages

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pricing plans: 37% plan 5% increases (via ignition)

still, many fear loss of clients.

by 卡塔尔世界杯常规比赛时间 research

four in five u.s. accounting firms plan to raise prices in 2026, and most are doing so confidently.

more pricing, fees & billing rates  | clients demand niche know-how, and they’re willing to pay for it | cpa pricing power falters as salaries march upward | it’s time to toss timesheets | clients demand niche know-how, and they’re willing to pay for it | how ‘productizing’ services benefits clients | four approaches to billing

more than 80% of accounting and tax firms say they intend to increase fees next year, with 37% targeting a 5% hike and 30% aiming for 10% increases. only 6% rule out any price changes. the shift marks a turning point for an industry long dogged by fee stagnation and underpricing. now, driven by rising labor costs, inflation, and client demand for higher-value services, firms are becoming more assertive in charging what their work is worth.

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five ways to evaluate your leadership team

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man standing on giant laptop keyboard, pointing at nine faces on screen for videoconference

not just once, either.

by anthony zecca
leading from the edge

“teamwork is the ability to work together toward a common vision. the ability to direct individual accomplishments toward organizational objectives. it is the fuel that allows common people to attain uncommon results.” – andrew carnegie, industrialist

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

the above quote by andrew carnegie really puts a fence around the key responsibilities of your leadership team:

  • ability to lead their team to work together toward a common vision
  • ability to direct (drive) their individual team members’ efforts and accomplishments toward maintaining alignment with the firm’s objectives and
  • ability to inspire and motivate each team member to achieve more than they have and to reach top performance and top results as a team

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bissett bullet: never rely on tech to set your pricing

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today’s bissett bullet: “technology designed to set pricing should be used as an aid, to sense-check a proposal and ensure that you are receiving fair remuneration for the value that you provide, not as a crutch because you don’t understand the mechanism of pricing.”

by martin bissett

if you rely on technology to set your pricing then you will get caught out if your prospect would like to progress but wants to pick and choose from your preset solutions. subordinating all of your thinking to the technology will leave you unable to adapt that package under pressure and puts you in danger of making a costly error.

today’s to-do:

if you are in the habit of relying on technology to calculate pricing, stop. use it only as a sense check from now on. if you have any proposals yet to be delivered, make sure you fully understand the value of each solution so that you can alter the package to reflect any requests from your prospective client, without any impact on profitability.

see more bissett bullets here

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werner: when ethics trump client loyalty | quick tax tip

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unreported income from prior years may trigger a circular 230 compliance issue that forces you to end the relationship.

sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients”
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quick tax tip
with art werner
cpe today

in the latest quick tax tip from 卡塔尔世界杯常规比赛时间, tax guru art werner dives into a sticky — but all too familiar — scenario facing tax professionals: discovering a client’s unreported income years after the fact.

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.

it begins innocently enough. a client brings in a form 1099-k — perhaps for the first time — showing payments received through online sales platforms. the conversation reveals that this “new” activity isn’t new at all. the client has been running an internet-based side business for years, but never disclosed it to their preparer.

“now you have a circular 230 problem,” werner warns.

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it’s time to toss timesheets

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five reasons why.

by jody padar
radical pricing – by the radical cpa

when you measure time on timesheets, you are measuring a scarce commodity. there are only so many billable hours in a week.

more by jody padar
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by measuring billable hours, you’re living in a world of scarcity. this is bound to affect your firm, both internally and externally.

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client explains how financial statement helps him

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two businessmen talking at office

also: audits vs. reviews vs. compilations.

by ed mendlowitz
77 ways to wow!

one of my clients generously gave me his take on the benefits he received from the audited financial statements we issued for him. i was appreciative of this and want to share his views with you.

more by ed mendlowitz
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he began with an introduction explaining how he started his business and shepherded its growth by concentrating on developing his services and delivering them quickly and on time to his clients. the business grew rapidly, and little time was spent on the recordkeeping except for getting invoices to the clients or making payroll, while keeping the back office as lean as he could. at the same time there were legal, regulatory, hr, occupancy and tax issues from operating in multiple states and countries and he was spending quite a lot of time and fees on these activities, because he had to, while pushing aside and neglecting the accounting work.
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how to break clients into tiers

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woman looking at computer screen, man looking over her shoulder

including examples of criteria.

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

client tiering is a strategy used by cpa firms to categorize their clients based on various factors such as revenue, complexity of services, profitability and more. this approach helps the firm allocate resources effectively, provide tailored services and prioritize high-value clients.

more by august j. aquila
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a tiering system for a smaller firm can be very simple with emphasis on billable hours, dollars and billing rate realized. for larger firms it can become more complex, and the firm may create more tiers.
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yoss: lock pdfs like a pro | quick tech talk

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a password shorter than 15 characters makes your encryption practically meaningless.

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quick tech talk
with steve yoss
cpe today

most professionals know that pdf files are one of the most reliable ways to share contracts, reports, and sensitive documents. but here’s a question: are your pdfs truly secure—or just locked with a flimsy password that a hacker could break in minutes?

more steve yoss here | more tech

did you know you can set not one but two passwords on a pdf? one encrypts the document, preventing unauthorized access, while another restricts editing or modification. together, these measures give you control over who can read and who can alter your files.

modern versions of adobe acrobat use 256-bit aes encryption—a powerful safeguard. but here’s the catch: the encryption is only as strong as the password you choose. a short, simple password is like putting a state-of-the-art lock on your front door but leaving the key under the mat.

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six questions for assessing a merger

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two men shaking hands as woman stands with one

and three reasons that firms hesitate.

by marc rosenberg
cpa firm mergers: your complete guide

as a generation of aging baby boomer partners marches towards retirement, thousands of firms are seeking the only exit strategy available to them – merge into another firm. thus has a voracious appetite for mergers been created at all size levels, particularly:

  • sellers who are sole practitioners and multipartner firms under $2 million
  • buyers with annual revenues of $3 million and larger

more by marc rosenberg
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do mergers work?

ask a partner from a smaller firm that merged upward whether the match has proven successful, and the likelihood is you’ll get a less than enthusiastic response. why isn’t this partner jumping for joy? is it because the merger didn’t work? usually not.
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three steps show what your pipeline is worth

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man writing in notebook

take the time to assign value.

by martin bissett
business development on a budget

i’ve taken many accounting firm partners through this process, and it’s quite common for them to balk a little at the pipeline idea when they see the amount of work involved.

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

they see it as just another call on their time when they already have far too much to do, and they ask me why they can’t just write down a list of prospects and go to work on them.

is that what you’ve been thinking? well, here’s why that doesn’t work.
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