yoss: implement 4 steps to protect data | quick tech talk
stronger cybersecurity starts internally.
quick tech talk
with steve yoss
cpe today
special
what practice leaders must overcome
check your fundamentals first.
by martin bissett
passport to partnership
the passport to partnership study collated a number of responses in a conversational style. the need for professionals who can remain calm in the storm is showcased below and was repeated many times in various different ways.
more by martin bissett
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the expert council
what is going to be the single biggest challenge for the next generation of practice leaders?
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vilms: the power of people in a tech-driven world | the disruptors
listening, translating, and meeting clients where they are is just as important as adopting the latest tech.
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”
by penny breslin and damien greathead – see today’s special offer
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the disruptors
with liz farr
michelle vilms has a perspective that most small business accountants don’t have: she had a front-row seat to the explosive growth of staples as it grew from 100 stores to a $15 billion corporation. today, she brings her mastery of operational accounting to her own firm, vilms consulting, and the small business clients with whom she works.
卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors
more streaming: dickerson: from diagnosis to disruption |kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it | erica goode: build a $200k firm in 15hrs/week | randy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |
vilms’ final position at staples was director of marketing and finance, where she worked with the creative people who were putting together catalogs or ads. “they were numbers persons in their specialty, but they weren’t accounting numbers people,” she explains. “and so just learning to have empathy and explain it to them in the terms that they needed really brought me back to that corporate experience, is how i landed in operational accounting for our firm.”
how to compete against any size accounting firm
yes, you can “run with the big dogs.”
by domenick j. esposito
8 steps to great
even these days – or, especially these days – there is room in the cpa firm market to build a powerful mid-market sustainable brand and, yes, potentially the category killer.
more by domenick j. esposito
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the opportunity is there for the taking.
but you need to focus on what matters if you want to “run with the big dogs.”
johnson, lohrfink: estate planning’s the next frontier | holistic guide to wealth management
technology streamlines the process, but strong communication builds the needed relationships.
sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more! go pro! – see today’s special offer
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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间
research shows that 93% of people want estate planning services from their financial advisor, but only 22% are actually getting that advice. as detailed in my new book, holistic guide to wealth management, for cpas, estate planning offers practitioners the ability to provide a family office level of care to clients, whether they are business owners, retiring boomers, or next gen.
danny lohrfink, co-founder and chief product officer of estate planning software wealth.com, said estate planning has long been an antiquated profession that costs a lot of money, takes a great deal of time, and often delivers an outcome that is too complex for the client/family to understand. “these are the kinds of core problems that technology is meant to solve,” notes lohrfink, a contributor to my book. “how do you reduce the cost and amount of time spent doing things?”
ten topics for news releases | listicle
how behavioral finance works
what does money mean to the client?
by rory henry
the holistic guide to wealth management
i decided to call my book “the holistic guide to wealth management” because leveraging a suite of financial services offerings that work in harmony with each other is a powerful business model that can transform your firm. the transformative power of this model, however, is based on the human side of the advice we provide clients and how we can improve their lives. it’s about shifting the conversation from integrating and delivering services to clients to gaining a deep understanding of a client’s values and what gives them a sense of well-being.
more: manage change through a pact | priority no. 1: your mental and physical health | trust is the primary ingredient | how to prepare your clients’ kids for their inheritance | annuities and insurance growing more attractive | quantifying the value of an advisor | raise your rates to change your clientele | how wealthtech is reshaping the future of holistic advice | profile of a modern firm: putting the vision into practice | tsunami of m&a, pe is disrupting the accounting profession | introducing you to a fulfilling return on relationships
exclusively for pro members. log in here or 2022世界杯足球排名 today.
what is behavioral finance?
the corporate finance institute defines behavioral finance as “the study of the influence of psychology on the behavior of investors, as well as on financial analysts.” dr. daniel crosby, chief behavioral officer at orion, and author of best sellers “the behavioral investor” and “the laws of wealth: psychology and the secret to investing success,” takes it a step further.
read more →
change=hard. obsolescence=worse. | accounting influencers
turn disruption into opportunity and lead with confidence.
sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more! go pro! – see today’s special offer
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accounting influencers
with rob brown
as disruption reshapes the accounting profession, a harsh reality is emerging: the vast majority of firms are not keeping pace. in this episode of accounting influencers, host rob brown warns that more than 70% of accountants globally are unprepared for the seismic changes sweeping through the industry, from ai and automation to evolving client expectations and a volatile talent marketplace.
“disruption isn’t coming. it’s already here,” brown says. “those who don’t make the shift in time are going to get left behind—plain and simple.”
the show explores how outdated processes, resistance to change, and lagging leadership development are putting firms at risk. leaders can no longer afford to rely solely on technical skills. today’s environment demands influence, adaptability, and a willingness to tackle uncomfortable change head-on.
most tax and accounting firms are relying on pay raises in a losing battle for talent
hiring in the management consulting sector slows, but remains positive. tax & accounting sector shrinks workforce.
by 卡塔尔世界杯常规比赛时间 research
the professional services industry is accelerating a quiet but consequential reshaping toward higher-end advisory services and away from low-end compliance work.
ask 卡塔尔世界杯常规比赛时间 a.i.: where do accountants go when they quit?
consulting firms have added more than 27,000 jobs over the past 12 months, pushing total headcount to 1.56 million. in contrast, the accounting, bookkeeping, and payroll sector remains stuck near 1.155 million employees, a plateau that has persisted for much of the past three years, according to a new analysis by 卡塔尔世界杯常规比赛时间 research.
build a cas practice that works | it’s not just the numbers
the debut episode reveals why half-built cas divisions fail and what to do instead – plus 12 key takeaways!
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”
by penny breslin and damien greathead – see today’s special offer
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).
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
in the inaugural episode of it’s not just the numbers, hosts penny breslin and damien greathead deliver a candid, experience-driven conversation aimed at accounting and bookkeeping firm owners seeking to move beyond compliance work and grow successful client accounting and advisory services (cas) practices.
more penny breslin and damien greathead
more advisory & consulting
buy “it’s not just the numbers”
the duo, who have worked together for over two decades, including hosting one of the first cas workshops in 2013, are well-known voices in the evolution of cloud-based accounting and outsourced advisory services. their show—named after their 2019 book—digs into the practical, strategic, and often messy realities of transitioning to advisory work. and for breslin and greathead, the key message is clear: building a sustainable cas practice starts with intentionality.
how client data comes in is critical
standardization starts here.
by jody padar
radical pricing – by the radical cpa
why is mcdonald’s easy to price and why is their product so consistent no matter where in the world you are? you know that if you get a big mac in chicago or one in new york, it will taste and cost the same. this is because of standardization, and you shouldn’t underestimate the role digitized data plays in maintaining this consistency.
more by jody padar
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your firm can standardize and price just like mcdonald’s does, if you have the right tech infrastructure, in addition to standards related to both clients and workflow.
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cas prospects want proof? you’ve got that
track your sales success and your existing clients can help.
by hitendra patil
client accounting services: the definitive success guide
as you hone your sales discovery process, you will see that asking and telling is not enough. you need to “show” as well.
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
what you show during the discovery discussion are your client accounting services sales collaterals. they are the “proofs” that you actually do what you say. these collaterals answer the often-unexpressed question in the prospect’s mind “what will i get?” for your cas sales process, the following are some examples of the sales collaterals:
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how to bring core values into your accounting firm
plus eight tips for hiring and growing a team.
by jackie meyer
we’ve touched on core values quite a bit, and for good reason: they are the north star for your firm’s culture and decision-making. especially as you hire, incorporating core values into your team practices ensures you don’t lose the essence of what makes your firm special. let’s delve a little deeper into identifying and integrating those values with your team.
more: ten key guidelines for accounting staff | hiring strategies for your dream team | streamline your operations with systems and processes | from compliance to advisory: shifting the value proposition | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
exclusively for pro members. log in here or 2022世界杯足球排名 today.
if you haven’t formally defined five to seven core values for your practice yet, now’s the time. this isn’t just corporate fluff – done right, it’s a strategic compass. some tips to pin them down:
- reflect on your beliefs: think about the principles most important to you in how you conduct business and life. is it integrity? family? innovation? helping others? these are usually one-word or short-phrase concepts that resonate deeply.