bissett bullet: push and pull
today’s bissett bullet: “selling ‘pushes’ something to a prospective client. attracting them to buy ‘pulls’ them toward your value.”
by martin bissett
see more bissett bullets here
special
how accountability drives firm success
four challenges to address.
by anthony zecca
leading from the edge
i’ve been focusing on the leadership accounting firms need to succeed in a future driven by seismic disruptors. we began with strategy, then empowerment. this post will address the critical element that makes empowerment work – accountability.
more by anthony zecca
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a characteristic of a great “edge” leader is the ability to empower everyone and understanding that as a leader, your responsibility is to lead and not manage. if you are the type of leader that manages, you own accountability since you can’t manage and empower at the same time. as i defined it in my previous post, a simple definition for empowerment that applies to all organizations is, “authority or power given to someone to do something.”
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don’t get fired by your own automation | arc
“waiting this one out is not an option. the rate of change is too fast.”
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms.
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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation
artificial intelligence is not replacing accountants; it is replacing the parts of accounting that accountants least want to do. that is the consensus of liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, who devote the latest accounting arc to reframing ai as an accelerant for professional judgment rather than a threat to jobs.
more accounting arc: what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | 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 | burnout, be gone: accounting needs a boundary breakthrough
patrick, ceo of verifyiq and founder and instructor for tb academy, begins with a familiar refrain from social media: ai will put accountants out of business. mason, ceo of high rock accounting, answers with little patience. if a practitioner’s value is “typing numbers into a screen,” she says, then replacement is inevitable. the hosts argue that firms win when they let technology handle the typing and redeploy human time to analysis, communication, and decision support.
get all the referrals you deserve
six questions to ask.
by august aquila
max: maximize productivity, profitability and client retention
you would think that if you do a good job, you should get all the referrals you need. unfortunately, this is not always the case.
more by august j. aquila
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sometimes, you must ask clients and referral sources for referrals. and many times, professionals just don’t know how to ask.
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how to ward off scope creep
everyone must know exactly what does and does not fall within the lines of scoped services.
by jody padar
radical pricing – by the radical cpa
there’s a time to increase scope and a time to let it slide. let’s explore these two options.
it’s professional responsibility to inform a client when a request is out of scope. in this instance, you have two options: either make it a separate engagement or include it in the existing service package. it’s important to have everyone on the same page about what is within scope and what falls outside of it.
more by jody padar
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it would be best if you always built into your pricing agreements a 20 percent buffer to protect you against pricing mistakes. this doesn’t mean you should do work outside the scope for free, but if a client asks for a service not included, you could decide to let it go if the amount is immaterial.