by 卡塔尔世界杯常规比赛时间 research
you don’t have to lose clients just because they’re retiring.
exclusively for pro members. log in here or 2022世界杯足球排名 today.retirement opens up new opportunities for new services. here are 10.
read more →
…and the 8 emerging leadership paths that can help you rise to the top…
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
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.
accounting influencers
with rob brown
in the world of accounting, influence is no longer the exclusive domain of big four alumni or ivy league pedigrees. each december, accounting today releases its top 100 most influential people list, highlighting leaders who shape the profession. the surprising truth behind many of these selections? over 70% started from modest beginnings, without elite credentials, but with a clear strategy for building career capital.
in a recent episode of the accounting influencers podcast, host rob brown delves into the evolving landscape of leadership in accounting. “this isn’t about popularity or vanity metrics,” brown says. “it’s about curating influence—the kind that drives innovation, fosters relevance, and moves the profession forward.”
|
|
rory henry, a behavioral financial advisor, is the director at arrowroot family office and co-founder of afo wealth management forward. he has created a program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practice. |
read this before you start adding new service offerings to your practice.
by rory henry
the holistic guide to wealth management
most of you reading this article are highly motivated, highly disciplined individuals with a keen eye for detail and incredible dedication to your clients. i’m sure many of you are thinking about ways to squeeze even more productivity out of your day so you can find time to incorporate financial advisory services into your thriving practice.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
we all know about the burnout epidemic plaguing the accounting profession, and it’s not just a mental health issue. before you start burning the candle at both ends, please review the cautionary tales of highly accomplished cpas and entrepreneurs below who’ve had to make significant recalibrations to their lives when their health ultimately failed them.
read more →
who do you bring on first?
by jackie meyer
“a team is not a group of people who work together. a team is a group of people who trust each other.” – simon sinek, “start with why”
building a successful advisory practice isn’t a solo endeavor. yes, you might start as a one-person shop, but to truly scale your business, reclaim your time, and achieve the balanced millionaire lifestyle, you’ll eventually need a strong, capable team. otherwise there’s a cap, or ceiling, on your revenue generation while you also burn all of your time.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
this article focuses on the critical process of hiring a team that aligns with your vision and values. we’ll explore how to identify what roles to hire for, craft compelling job descriptions to attract the right talent and conduct effective interviews to vet candidates.
read more →
including templates you can use today.
by hitendra patil
client accounting services: the definitive success guide
to expand and grow your client accounting services practice, you need a steady stream of new prospects. while referrals have been accountants’ #1 source of getting new clients, this method gives no predictability and control to accountants on which types of prospects come in their doors. you need the ability to attract cas-fit clients continuously. hence, your lead generation process needs to be adjusted accordingly.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
the accounting profession’s largest cas survey revealed that along with the firm’s website, “proactively seek referrals” is the top marketing method for firms to get new cas clients. how do you proactively seek referrals without waiting for them?
read more →
understanding the full picture delivers higher roi.
capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间
in this episode of capstone conversations with jean caragher of capstone marketing, alex miller, marketing manager at lanigan ryan and the association for accounting marketing’s 2025 volunteer of the year, shares powerful insights about the evolving role of marketers in accounting firms. her two top takeaways? curiosity and collaboration drive career success, and client experience and artificial intelligence (ai) offer the profession’s biggest opportunities and challenges.
follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here
“curiosity has opened so many doors for me,” says miller. “you have to ask questions – about your firm’s services, your teammates’ work, and your goals. when you understand the full picture, you can market more effectively and bring real value to your team.”
by martin bissett
the arc team spills their messiest moments and why grit—not perfection—matters most.
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
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.
accounting arc
with byron patrick, liz mason, and donny shimamoto
center for accounting transformation
in the latest episode of accounting arc, hosts donny shimamoto, cpa.citp, cgma; liz mason, cpa; and byron patrick, cpa.citp, cgma, lay down their professional armor to explore one central theme: grit—what it means, when it matters, and how it shows up in real life.
more accounting arc: 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 |
“this episode was about being honest,” says patrick, ceo of verifyiq and co-founder of tb academy. “there are moments in everyone’s career where it all feels like too much.” read more →
“every bill hides a tax increase.”
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
quick tax tip
with art werner
cpe today
trump’s new “big beautiful bill” might look like a win for taxpayers…but not so fast. for accountants, lawyers, consultants, and other professional service providers, it could bring a stealthy tax hike.
in this episode of quick tax tip, expert art werner unpacks how this proposed legislation may change the way accountants—and other professionals—get taxed. the bottom line? if you’re part of a pass-through entity, your tax benefits may be about to shrink.
werner opens the discussion with a familiar refrain in tax: it depends. read more →
taxdome unveils ai-driven workflow to challenge aiwyn, canopy, karbon.
by 卡塔尔世界杯常规比赛时间 research
taxdome and juno are launching the accounting industry’s first fully integrated, end-to-end tax workflow solution, an automation-powered platform uniting proposal to payment under a single login.
more in tech | aiwyn enters race for the all-in-one practice management platform | is practice management having its moment?
the rollout lands at a pivotal moment in a fiercely competitive practice management software market, where venture capital, artificial intelligence and consolidation are redrawing the digital map for tax and accounting firms.
and four ways it pushes the paradigm shift.
by jody padar
radical pricing – by the radical cpa
when you have three people in your firm, each doing things their own way, you won’t be able to standardize until you get them all on the same page. technology makes it easy to do that.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
technology is spurring innovation and driving automation – and that’s reshaping the future of accounting. automation is simply using technology to complete tasks that are typically done by humans, and it will help you standardize by providing:
read more →
you can take action starting today.
by ed mendlowitz
77 ways to wow!
this list is a guide to jog additional thought about a client’s business. i have done all of these, and, at some point, i started making a list to help me remember. i also used it to help staff choose a few items each time they performed services for a client as a value-added benefit to the client.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
the listing can also be used a guide for a separate engagement. either way, the emphasis should be to provide information to the client about their business that the client does not already consider, focus in on or know about.
read more →
plus, get 20 key takeaways, including life after layoffs.
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.
accounting influencers
with rob brown
as technology transforms the accounting profession, jobs are being redefined—or eliminated altogether. in this episode of accounting influencers, host rob brown unpacks the wave of layoffs sweeping through the big four and leading software providers and what it means for the future of accounting careers.
layoffs at pwc, ey, deloitte, kpmg, and intuit are a wake-up call. these aren’t just belt-tightening moves—they’re signs of a larger shift driven by ai and automation. pwc cut 1,500 jobs in may, ey let go of over 1,400 employees, and deloitte laid off “an unspecified number.” meanwhile, intuit laid off 1,800 employees to invest more heavily in ai.
as brown puts it: “this isn’t just about cutting costs. these firms are pivoting to hire people who can drive tech-enabled growth.” the message is clear: jobs are disappearing, but new ones are emerging—for those with the right skills.
