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four approaches to billing

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two women shaking hands across desk

do you know your break-even point?

by jody grunden
building the virtual cfo firm in the cloud

when i attend cpa conferences across the united states, i often hear from cpas: “i don’t want to bill for my time.”

so, how do you bill your clients?

more by jody grunden
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client billing can include hourly billing, but it can also include flat-fee, retainer-based and/or value-based billing. most people use one of these four methods. some use all of them or even a hybrid.
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review your cas offerings

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check the what, when and how.

by hitendra patil
client accounting services: the definitive success guide

why review your client accounting services offering periodically?

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.

most accounting firms ultimately optimize their internal processes and resources that produce their services. the measurement of such optimization is the profitability of the firm. when firm owners/partners feel the pressure on profitability, it is natural for them to measure the factors that contribute to profitability, and the cost thereof.
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costin, mason: next gen won’t compromise | move like this

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prioritize belonging over optics.

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 “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in this episode of move like this, bonnie buol ruszczyk speaks with dr. claire costin, cpa (university of portland), and dr. stephani mason, cpa (depaul university), two professors who are shaping the future of accounting education and research through their commitment to diversity, equity, and inclusion (dei). their insights reveal how today’s students are rethinking what it means to belong in the profession, and what employers must do to keep up. 

more move

dr. costin and dr. mason each bring rich, real-world experience to their roles as accounting educators. dr. costin’s background in nonprofit auditing informs her work at the university of portland, where she teaches everything from auditing to ethics. dr. mason began her career in a big four firm and spent many years in financial services before transitioning to academia at depaul university. while their career paths differ, both have shifted their research to focus on inequity, bias, and intersectionality in the accounting profession. one theme that emerged clearly in their conversation was that today’s students care deeply about inclusion, authenticity, and choosing employers who align with their values. 
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reclaim your hours with time management and productivity hacks

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man filling in calendar using color-coded time blocks

plus how to leverage ai to help.

by jackie meyer

“it’s not about having time, it’s about making time.” we all start with the same 24 hours, yet some advisors seem to achieve more in a workday and still get home in time for dinner. many tax and financial advisors begin their day consumed by urgent emails and end it wondering where the time went.

more: how to bring core values into your accounting firm | ten key guidelines for accounting staff | hiring strategies for your dream team | the ai revolution: embracing artificial intelligence in your practice | leverage technology for growth | streamline your operations with systems and processes | craft tiered service packages for maximum impact | master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | niche down to scale up | how to define your vision | how i became an accidental entrepreneur | 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.

 

reclaiming your hours is about taking control of your schedule so you can focus on what truly matters. this post provides specific strategies for time management and prioritization – so you can boost productivity, avoid burnout and actually achieve that mythical concept: work-life balance. the payoff? more freedom, more impact and yes, often more revenue as you spend time on high-value tasks instead of getting lost in the weeds.
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the seven strengths that edge leaders share

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what edge vs. center leadership looks like.

by anthony zecca
leading from the edge

let’s take a stroll down memory lane and think about the leaders you have had in the past.

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

if you are like me, your experience reflects some really good leaders and some poor leaders, with most being in the middle, i.e., average center leaders. read more →

the marketing technology you need for success and growth

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tips for accounting firms of all sizes.

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

for a cpa firm to be successful today, it is necessary to leverage marketing technology to attract and retain clients, streamline processes and maintain a competitive edge. the new marketing technology is necessary to be a firm in the 21st century.

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

depending on the firm’s size you probably won’t need all the technologies listed below. i’ll break them down by firm size based on volume.

here are some important marketing technologies that can benefit a cpa firm.

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how to prep daily reports for business managers

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plus five self-assessment questions about the manager/owner’s role.

by ed mendlowitz
77 ways to wow!

the author contends that almost every business owner or manager is an absentee owner or manager, regardless of the amount of time they spend at their business.

more by ed mendlowitz
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while many are ever-present either physically or virtually by phone, texts and emails, they are not managing but rather working in their business on what needs to be done at that moment or that day. they are responding to normal business routines; customer, supplier and personnel requests or problems; and myriad other situations that demand their time, such as banking relationships, cash flow planning, hr issues including hiring, discharging and compliance, interactions with outside professionals, including their attorneys and accountants, and regulatory and occupancy issues. some have partner issues and if they are managing a not-for-profit organization, then board and possibly funding and development issues. they are functioning as a necessary and essential employee and are not really running the business or organization – as if they were not there or were in another part of the country.
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four keys to client tech stacks

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how to build the ideal connected system.

by jody padar
radical pricing – by the radical cpa

clients use the client technology stack to run their day-to-day businesses. the stack they use depends on their niche or vertical. for example, law firms use clio, while e-commerce businesses rely on webgility, among others.

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

the next tech layer is data aggregation. all the data feeds will land here, and you can determine what to do with and how to organize this information based on kpis or other metrics around which you’re building their business success.

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ten benchmarks of firm profitability

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young woman seated at laptop counting money

plus four reasons you should want to follow them.

by marc rosenberg
what really makes cpa firms profitable?

“rich people stay rich by living like they are broke. broke people stay broke by living like they’re rich.” – mark cuban

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

 

to state the obvious, the goal of a cpa firm’s management is to achieve the firm’s desired profit level. no one disputes this. but where the rubber meets the road is achieving those profits. this post explains how to do this.
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