today's features
pricing, fees & billing rates

how automation boosts staffing

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.

more by jody padar
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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:
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advisory & consulting

77 client needs to consider

man in glasses looking at document held by woman

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.

more by ed mendlowitz
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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.
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accounting influencers

stay employable in the age of ai | accounting influencers

plus, get 20 key takeaways, including life after layoffs.

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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.

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featured video

yoss: don’t let a crash wreck you | quick tech talks

back up your data in 10 minutes or less. it could be the most important thing you do today.

 

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quick tech talk
with steve yoss
cpe today

in the latest episode of quick tech talks, you’ll learn why backing up your data isn’t just for it professionals or large companies—it’s something anyone can do in just 10 minutes, using tools you likely already have.

more steve yoss here

whether you’re managing financials, running a firm, or just storing family photos, protecting your digital files is no longer optional.

with rising ransomware threats and hardware failure still a common reality, having a reliable backup strategy is the digital equivalent of locking your doors at night. fortunately, getting started is way easier than you might think.

“it doesn’t require a lot of technical expertise,” yoss explains. “if you’ve got 10 minutes, you can do it.”

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pro member exclusive

five ways to show your commitment

walk the walk.

by martin bissett
passport to partnership

there’s no doubt that consistent commitment is not as widely practiced as current partners of accounting firms might like to think.

more by martin bissett
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business success is built on a dedicated team with a shared vision giving their all for the realization of that vision and the development of the next one.
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featured video

yasso: from wall street to main street | the disruptors

your real roi comes from relationships, not spreadsheets.

 

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the disruptors
with liz farr

martha yasso didn’t just balance billion-dollar books — she watched businesses crumble under them.

卡塔尔世界杯常规比赛时间 celebrates: the 100th episode of the disruptors

more streaming: 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 |

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she began her career in the high-octane world of junk bonds on wall street, where she relished the analytical challenges of cash flow modeling. but what initially felt like powerful work soon turned emotionally draining. “i was ripping apart companies and watching it happen in real time,” she says. “it was exhausting and depressing.”

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advisory & consulting

higher wages, fewer jobs: a new era for cpa staffing

ai and india replace u.s. staff in cpa industry shakeup.

the great restructuring: after the pandemic rebound, hiring gradually slows, finally going negative this year.

by 卡塔尔世界杯常规比赛时间 research

the nation’s tax and accounting firms are cutting job rosters even as they’re aggressively raising wages, signifying a structural retrenchment redefining how firms produce and deliver services, according to a new study by 卡塔尔世界杯常规比赛时间 research.

more tax and accounting wages hit record highs | show us the money! accountants are making more | chris vanover: audit, now with 100% less misery | the disruptors | gen ai in accounting: epic transformation, or overheated hype? | ai will steal your job. and that’s a good thing | accounting arc | steve evans: why traditional hiring methods fail | the disruptors

u.s. firms are scaling back staff-level roles, favoring automation and offshore operations. generative ai and cloud platforms now perform tasks once handled by entry-level staff, including reconciliations, bookkeeping, and basic tax prep. simultaneously, more firms are offloading transactional services to overseas teams, particularly in india, in response to domestic labor shortages and cost containment efforts.

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featured video

crosby, johnston: a human-first, tech-forward future | holistic guide to wealth management

research shows that money activates more areas of the brain than sex, death, politics, or religion.

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

a recent mckinsey study found that the demand for holistic financial advice increased 60% from 2018 to 2023. meanwhile, another mckinsey study projected a shortage of 100,000 financial advisors by 2034. that gap is leaving a massive opportunity for cpas to step up as holistic advisors. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

a recent holistic guide to wealth management book panel discussion with two industry luminaries showed that cpas who are in the best position to thrive as holistic advisors are those who use technology to deliver deeper planning and relationship-driven advice. 

“traditional econometric models were all predicated on this idea that people were rational,” notes psychologist, author, and behavioral finance expert, dr. daniel crosby. “what we actually know is that it is perhaps least true of us when it comes to money.”  

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advisory & consulting

what empowerment does for your firm

two men talking across a table, one holding a sheet of paper, window and brick wall in background

ten ways to get started.

by alan anderson, cpa
transforming audit for the future

empowerment seems like it would be the easiest attribute to build up in a firm, but it’s actually one of the hardest. firms go to these kumbaya events on leadership and trusting your team, but then when they go back to the office the next day, nothing has changed.

more by alan anderson
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empowerment is last in my book because it’s the furthest from what clients value most. clients look at what’s in it for me – they value what’s relevant to them. but empowerment is the most important attribute in our framework. it’s the key to unlocking the power of your team.
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advisory & consulting

hooda: model a 7-figure firm in 10 hrs/week | the concierge cpa

build a business that runs itself.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro. get more! go pro!  – see today’s special offer

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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

when concierge cpa host jackie meyer met uk-based accountant reza hooda at growcon, they quickly realized they were professional doppelgängers.

both transitioned from traditional tax firms to leading-edge advisory businesses. both created proprietary pricing models. both teach accountants how to reclaim their time, value, and purpose.

more jackie meyer

but hooda’s journey is one every accountant needs to hear: the story of how he walked away from pwc, bought a traditional firm from his father-in-law at the worst possible economic moment (2008’s global financial crisis), and slowly rebuilt it—from paper files and printed emails to seven-figure advisory success, working less than 10 hours a week.

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advisory & consulting

ten questions to ask potential clients before it’s too late | listicle

//m.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

it’s helpful to know about a potential client before taking them on.

more listicles here
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are they organized? careless? complicated? honest? what’s their attitude toward paying taxes? where do they need help? here are 10 questions to ask before you commit yourself.
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advisory & consulting

the unsexy grind behind the advisory transition

three people in office looking at laptop screen

the myth vs. the reality.

by frank stitely
the relentless cpa

let’s get one thing out of the way: becoming an advisory firm is not a mindset shift. it’s not about “finding your why.” and no, it’s definitely not as simple as bundling your services and slapping a higher fee on them.

more by frank stitely
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we’ve spent the last three years transitioning to an advisory model, and the most accurate description i can offer is this: it’s a three-year construction project that you start without blueprints, building permits or working plumbing – and halfway through, someone hands you a violin and says, “now you’re a musician.”

still want to go advisory? good. you should. but pack lunch, wear boots and bring a violin.
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pro member exclusive

build stronger financial futures with health care planning

portrait of christine simone
simone
 christine simone is the ceo & co-founder of caribou, a software solution for the finance industry to include health care costs and plan optimization in financial plans.

it’s a top expense and source of stress.

by christine simone
the holistic guide to wealth management

financial advisors are well suited to help clients with all the important decisions in their lives. but that doesn’t mean advisors always recognize the areas in which clients need the most help.

more: marketing strategies for wealth management services | 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
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take health insurance, a big concern for people across all income groups. according to a 2021 report from spectrem group (now part of ceg insights), two-thirds of affluent investors (65%) say they want their advisors to help them with health insurance, but only 4 percent said their financial advisors are providing it to them (see bar chart). further, among people who don’t have financial advisors, the top areas for which they would want guidance are retirement income planning, social security planning and medicare advice.
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