today’s bissett bullet: “if you’re a business owner in need of an accountant and an advisor, you’re probably hoping those are one and the same person.”
by martin bissett
see more bissett bullets here
the convergence of trends makes pricing changes imperative.
by jody padar
the radical cpa
the speed of change is faster than ever. how are you going to react to it? that’s what i’m really preparing you for – redesigning your entire business model to become a more client-centric advisor. value-based pricing models are the key component but not the whole story.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
today’s automation, new competitors, staffing challenges and new technologies are conspiring to bring clients more value than they could have enjoyed before. all of it is shifting the way you need to think about your services, what clients value and how you get paid fairly for the expertise you bring to the table. read more →
mental load includes the invisible cognitive effort that goes into even the smallest tasks—and it’s constant.
move like this
with bonnie buol ruszcyk
for 卡塔尔世界杯常规比赛时间
in the latest episode of move like this, tricia bencich, inclusion and social responsibility associate director at moss adams, returns to the show to tackle a topic that resonated deeply with attendees of the 2024 move mini summit: mental load. with more than 1,000 attendees at her session alone, it’s clear that the idea of “invisible labor” is striking a chord, especially with women in the workplace.
mental load, bencich explains, isn’t just about the physical tasks we perform but the cognitive effort involved in managing them. it’s not driving to the soccer game; it’s remembering the cleats, checking the weather, packing snacks, ensuring the uniforms are clean, and being an emotionally available parent – all before the car leaves the driveway. it’s this invisible, persistent, often unnoticed thinking and planning that women disproportionately carry. and, as she emphasizes, “mental load affects everyone, but research shows women continue to shoulder more of it, even if their partners work less or not at all.”
despite uncertainties, accountants have an opportunity to lead clients with confidence, expertise, and a forward-looking strategy.
quick tax tip
with art werner
cpe today
in the latest episode of quick tax tip, seasoned tax expert art werner brings a refreshing perspective: optimism.
even amid constant regulatory changes, economic fluctuations, and the looming possibility of new tax legislation, werner argues that tax professionals have never been better positioned to help clients navigate complexity—and thrive.
read more →
two experts chime in.
by martin bissett
passport to partnership
“if you can’t afford fair salaries, it’s time to fix your machine—not squeeze your people.”
the disruptors
with liz farr
like many accountants, dominic piscopo, the founder of big4transparency.com, was frustrated by the lack of transparency in salary data. “i’d found it really, really frustrating trying to get good quality data on what to expect, looking ahead for my salary,” piscopo explains. before creating the platform, piscopo discovered his firm offered the lowest starting salaries in his city. by gathering compensation data from peers and presenting it to leadership, he secured “a little bit under a 10% pay bump” for his entire cohort.
more podcasts and videos: debbie kilsheimer: stop thinking small | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had |
“data is so powerful,” he says. “if you can advocate for yourself and show real objective numbers, then it becomes a real conversation, versus just like, ‘oh, my employee is throwing a fit.’”
what began as a simple spreadsheet shared on reddit “went really, really viral, kind of right away,” confirming a significant need in the accounting community.
pivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models.
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, host dr. jackie meyer sits down with heidi henderson, executive vice president of engineered tax services (ets), to discuss elevating accounting practices through specialty tax incentives and advisory partnerships.
henderson, a self-proclaimed “reformed accountant,” shares her journey from traditional accounting roles into strategic consulting, where she now helps cpas and their clients unlock substantial tax savings through advanced planning techniques. from leveraging cost segregation studies for real estate owners to navigating lucrative energy credits like 45l and 179d, henderson explains how accountants can tap into specialized knowledge to deliver high-value results—and why firms must shift beyond compliance work.
audit requires innovation.
by alan anderson, cpa
transforming audit for the future
auditors, like most accountants, tend to be conservative in nature. we tend to be reluctant to change unless we’re on a burning platform.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
as i’ve said before, audit is at a crossroads. we can continue the way we’ve been doing audit and will likely go extinct. or we can make changes that will keep audit relevant and valuable for the next generations.
read more →
cars and construction? not so much.
by 卡塔尔世界杯常规比赛时间 research
here’s a question for you: which business sectors are most likely to thrive over the next 12-18 months?
the answer matters. it matters to accounting clients, who need to know where their businesses stand, where they can find customers, maybe where to invest or form partnerships.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
and it matters to accounting firms, too. thriving sectors need good accounting firms.
read more →
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philipp hecker is a co-founder and the ceo of bento engine, a fintech at the intersection of technology and impactful wealth management advice. at j.p. morgan he founded and led the wealth planning & advice organization. he holds an mba from harvard business school. |
fifteen age-based client milestones for advisors to note.
by philipp hecker
the holistic guide to wealth management
despite the significant growth of the u.s. wealth management industry over the past few decades, the state of advice in this country falls short of its potential. americans deserve more and better advice beyond just investment-related matters. several concerning statistics highlight this issue:
exclusively for pro members. log in here or 2022世界杯足球排名 today.
our firm’s research found that three in five investors (60%) who have advisors are not getting the guidance they need about making retirement catchup contributions, while two in five (40%) lack clarity about fundamental decisions around the optimal timing for initiating social security benefits.
imagine what it’s like for the majority of americans who don’t have financial advisors.
read more →
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accounting influencers
with rob brown
rob brown hosts an expert panel featuring angie grissom, co-owner of the rainmaker companies; itamar jobani, ceo of payem; todd robinson, director of practice engagement at woodard; and james hickey, chief “cat herder” at herding cats; to discuss the future of the accounting profession. the conversation explores critical challenges facing accountants today, such as adapting to technological changes, ai integration, talent retention, and shifting towards a more advisory-based role. the panel shares their unique insights on how firms must navigate cultural shifts, embrace leadership, and rethink their traditional business models to stay competitive.
read more →
uncover growth hidden in plain sight.
gear up for growth 
with jean caragher
for 卡塔尔世界杯常规比赛时间
in the latest gear up for growth, host jean caragher, president of capstone marketing, sits down with wade clark, associate director-sales programs at moss adams and author of “simplifying complex sales.” their conversation delivers two critical messages for cpas and firm leaders: the necessity of consistent account development and the strategic use of the four catalysts to uncover new opportunities.
gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. 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
“account development is the achilles’ heel of many firms,” clark says. “but by focusing on consistent outreach and meaningful dialogue with clients and prospects, cpas can create natural momentum that leads to growth, even when market conditions change.”
