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clients demand niche know-how, and they’re willing to pay for it

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expertise is the new table stakes.
brands matter: clients rely on business or personal referrals to find their accountants.

by rick telberg
卡塔尔世界杯常规比赛时间 research

u.s. business clients are willing to pay up to 25 percent more for specialized accounting services — and many are making niche expertise a non-negotiable.

more in client service opportunities and in advisory and consulting, and

a taxdome-commissioned survey of 353 small- and mid-sized business executives and owners across industries finds that as companies grow, they leave generalists behind in favor of firms that understand their vertical, speak their language and solve the high-stakes problems that come with scale.

once they go niche, they rarely return.

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870 pages, simplified | the concierge cpa

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obbb affects every income tier—and tax advisors are urged to act now.

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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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

in the latest episode of the concierge cpa, jackie meyer, a nationally recognized tax strategist, and dave lukas, ceo of taxplaniq, walk through the most significant provisions of the new law. the hosts emphasize that while the changes add complexity, they also create what meyer calls “a once-in-a-generation opportunity for accountants to step up as trusted advisors.”

more jackie meyer

one of the biggest wins for business owners is the permanent return of 100% bonus depreciation. companies can immediately expense the full cost of qualifying assets—including used property—placed in service after jan. 19, 2025. “timing matters more than ever,” meyer stresses, urging cpas to model scenarios carefully to avoid unintended consequences with qualified business income (qbi) deductions.

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your strategic plan requires specific tactics

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overhead view of five people in a meeting

accountability is crucial.

by domenick j. esposito
8 steps to great

once you know where you want to go and when you want to get there, the next step requires you to develop the tactics or steps on how you and your partners are going to get there.

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

 

let’s take an example. assume, for purposes of illustration, that your strategic plan and your firmwide balanced scorecard indicate that you will elect a new ceo in the next year or two.
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cpa pricing power falters as salaries march upward

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the tax and accounting sector shows signs of accelerating change.

by 卡塔尔世界杯常规比赛时间

salaries at cpa firms are entering their second year of marked year-over-year gains, even as billing rate increases remain few and far between, according to a new analysis by 卡塔尔世界杯常规比赛时间.

more: most tax and accounting firms are relying on pay raises in a losing battle for talent | higher wages, fewer jobs: a new era for cpa staffing | struggling to keep up with market salaries? |

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

an industry that once seemed stable and predictable is now anything but. some can call it a transformation. for others, it’s a massive dislocation.

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understand clients’ relationship with money

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businessman tightly holding briefcase with dollar sign on it

start with which of four “money scripts” they follow.

by rory henry
the holistic guide to wealth management

joy lere psy.d., licensed clinical psychologist and co-founder of shaping wealth, a learning platform transforming the human experience of money, told me on my podcast that she was amazed by how often money was the cause of her clients’ anxiety and unhappiness. research confirms this phenomenon.

more: from services to experiences to transformations | how behavioral finance works | manage change through a pact | priority no. 1: your mental and physical health | build stronger financial futures with health care planning | marketing strategies for wealth management services | trust is the primary ingredient | use goodwill to maximize exit readiness | an accountant’s role in exit planning | how to prepare your clients’ kids for their inheritance | a question of trust: not just for the wealthy | trust and estate planning is for clients of all ages | annuities and insurance growing more attractive | bridge the advice gap for better financial futures
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

according to the american psychological association (apa), money has consistently topped americans’ list of stressors ever since the first stress in america survey was conducted in 2007. according to the apa:

  • 72 percent of adults report feeling stressed about money at least some of the time
  • 22 percent reported feeling “extreme stress” about money at some point during the past month
  • 26 percent of adults report feeling stressed about money most or all of the time

it shouldn’t be this way and this is where financial advisors can be a huge help.
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beyond blocking: more time management strategies

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meditative businessman is pondering time management while surrounded by alarm clocks

includes eight key mindset shifts and habits to cultivate for peak productivity.

by jackie meyer

while time blocking is a cornerstone strategy, it’s not the only tool in the productivity toolbox. different tasks and personalities call for different approaches.

more: reclaim your hours with time management and productivity hacks | how to bring core values into your accounting firm | the ai revolution: embracing artificial intelligence in your practice | craft tiered service packages for maximum impact | niche down to scale up | 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.

 

here are a few other effective time management techniques and when to use them:

  • eisenhower matrix (urgent vs. important): made famous by president dwight d. eisenhower and popularized by stephen covey, this matrix helps you prioritize by dividing tasks into four quadrants:
    • urgent and important: do these tasks first. they are crises or deadlines that you must handle now (e.g., a client’s tax filing due today).

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what exactly is client advisory services?

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businessman excited to show someone what is on computer screen

remember, you’re the expert.

by hitendra patil
client accounting services: the definitive success guide

i attended the aicpa engage 2022 conference in early june, where dan hood, the editor-in-chief of accounting today, stopped by for a brief chat. of course, me being the author of the first and only book on client accounting services, the conversation quickly turned to cas 2.0, specifically regarding the “advisory” services opportunity that everybody at engage22 seemed to be discussing.

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 meaning of “advisory” changes as titles and services evolve. but what does it mean for clients and accountants today? everyone talks about “advisory,” but few can define it clearly.

in this post, let’s ditch the buzzwords and talk about what advisory actually looks like when you are the one doing the work. you will explore the nature of advice, why firms struggle to define and deliver it, and what it really means to operate as an advisory-first professional. this is the starting point for turning intent into impact.
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may: build a cas-fueled powerhouse | big 4 transparency

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“cas gets stronger as tech gets better. the market’s expanding, not shrinking.” 

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

stream, listen, download, and subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, rss

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

in this episode of big 4 transparency, matthew may, former co-founder of acuity and now cas leader at sorren, pulls back the curtain on one of the most significant private equity-driven rollups in the accounting profession. speaking with host dominic piscopo, may details how acuity, alongside other firms, became part of a growing national platform backed by dfw capital, and why he believes client accounting services (cas) will soon eclipse audit. 

more dominic piscopo | more pay & compensation | more cas

the seeds of the sorren platform were planted in a bdo alliance roundtable where six firms fantasized about joining forces. that vision crystallized when dfw capital, with a thesis to invest $100m in the space, entered the picture. from there, may and his partners at acuity ran a rigorous process, engaging investment bankers to evaluate 250 potential paths, leading to 11 indications of interest (iois), seven in-person meetings, and five formal offers. the decision to join sorren wasn’t about cashing out – it was about autonomy, cultural fit, and the chance to help shape a future-focused firm from the ground up. 

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the six leadership challenges that firms face

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illustration

your response must align with your vision.

by anthony zecca
leading from the edge

within every firm, every leader (edge or center) faces challenges every day. there is always a gap between the leader’s vision and what is actually taking place on the ground, day to day. there are always situations that develop that challenge a leader’s ability to remain steadfast in their leadership style and vision.

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

when this happens, there is an opportunity for firm leaders to step up to the edge and to face the challenge with courage, conviction, transparency and confidence – never wavering on culture or their future vision for the firm. edge leaders get out in front of the challenge, communicating and demonstrating that they are in control, whereas center leaders let the challenge take control. edge leaders respond with clarity and focus surrounding the issues facing their workforce, their clients, their financial health and their future.
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bissett bullet: tell them what they need

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today’s bissett bullet: “a real frustration for many accounting professionals is clients who ignore a suggestion from them but when someone else suggests it, they think it’s a great idea. why does that happen?”

by martin bissett

superior accounting firms deliver to their clients; increased self-esteem, saved businesses and saved relationships to name but a few. in order to be considered a trusted advisor, sometimes you need to be tough with a client to deliver the outcomes that they need as well as the ones they want. then they will start to take you more seriously and value your suggestions rather than pay them lip service.

today’s to-do:

identify a client for whom you know you can deliver a better outcome if they take the action you’ve previously suggested and make a note for your next meeting to revisit the conversation. prepare your case in advance and stand firm.

see more bissett bullets here

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audit bags to tiktok tags, gen z talks success | arc

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in this episode of student-led conversations, accounting leaders and emerging pros share how staying open can change everything.

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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accounting arc
with arpan grewal and harshita multani
center for accounting transformation

in an era where the definition of success is increasingly personal, a recent student-led conversations episode of the accounting arc podcast brought together two gen z hosts and two seasoned accounting leaders to unpack a deceptively simple question: what does “freedom to be” really mean?

more accounting arc: 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

for hosts arpan grewal and harshita multani, both interns with the center for accounting transformation, this wasn’t about gpas or résumés. instead, they explored how independence, cultural influences, and resilience intersect in the personal and professional lives of accountants.

joining them were kristine “tina” caratan, cpa, cgma, a veteran consultant to california’s nonprofit sector with 51 years in the profession, and calvin harris jr., cpa, ceo of the new york state society of cpas. the discussion spanned immigrant family expectations, systemic barriers, generational shifts, and even the unexpected role of tiktok in modern accounting outreach.

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fourteen considerations for tiering clients

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illustration of businesspeople standing on different heights of tiers

you might find they don’t all belong.

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

not all clients are equal. besides client profitability, there are various factors to consider when tiering clients.

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

 

here is a tiering process that looks at 14 factors that include categorizing clients based on their value to the firm, their needs, but also several other relevant factors. if you do this, you can allocate resources efficiently and effectively and provide tailored services to different client segments.
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