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accounting influencers

visibility is the new accounting authority | accounting voices

reputation now grows through clarity and communication, not tenure.

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accounting voices
with rob brown

after two episodes dissecting the big four’s ai arms race, the final chapter of the mini-series turns the lens inward. this episode of accounting voices makes the case that staying competitive in an automated profession has less to do with budgets and bots — and everything to do with judgment, visibility, and trust.

ai has changed what clients and employers value. hours and output no longer differentiate. clarity, confidence, and credibility do.

in accounting, reputation once followed hierarchy. today, it follows visibility.

when a client, prospect, or employer searches your name, they are not just checking credentials. they are looking for proof of thinking. insight. perspective. signals that you understand what the numbers mean — and when they should be questioned.

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pro member exclusive

want better clients? raise your rates

portrait of loren fogelman
fogelman
 loren fogelman, founder of business success solution, is an expert in pricing strategy and sales for accounting firms. a sought-after keynote speaker, she is continually listed among america’s top-ranked business coaches.

your fees send a message about your firm.

by loren fogelman
the holistic guide to wealth management

setting your fees appropriately is one of the primary challenges that accounting professionals face. according to mckinsey, 80 to 90 percent of services are priced too low. throughout my career, i too have found that most firm owners don’t know how much to charge for their services – and too often they undercharge.

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many firm owners tell me that setting fees can feel like tiptoeing through a pricing minefield. and pricing shouldn’t be taken lightly. this is especially true for wealth management services. the prices you set today will impact your firm’s profit margin as well as your growth for years to come.
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pro member exclusive

use workflow apps to pump up profits

you’ve been reinventing the wheel. why?

by jody grunden
building the virtual cfo firm in the cloud

as a business grows, it becomes necessary to systemize the processes in order to increase the team’s efficiency and deliver a consistent experience for clients.

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one of the challenges that comes with creating systems can be getting every team member on board with the process you want to put in place. for example, joe may have one way of doing things, while karen does them another way and susie yet another.

creating a system will likely require all of them to make some changes in their own day-to-day workflows.
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featured video

lewis: workforce development is the next imperative | gear up for growth

training and growth—not just recruitment—will determine the profession’s future.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

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build a 7-figure firm in just 4 hours a week!
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

when jan lewis, vice chair of the american institute of cpas (aicpa), says, “the world is a complicated place, and who better than a cpa to help cut through the noise?” she’s not offering a slogan. she’s issuing a call to action.

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

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in a wide-ranging and refreshingly candid conversation with host jean caragher on gear up for growth, lewis makes the case that this moment—right now—is one of the most consequential and opportunity-rich periods the cpa profession has ever faced.

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growth strategies

twelve ways to use chatgpt today

embrace artificial intelligence in your accounting practice.

by jackie meyer
the balanced millionaire: advisor edition

in today’s rapidly evolving landscape, technologies like artificial intelligence (ai), natural language processing (nlp) and advanced large language models (llms, the brains behind tools like chatgpt) are no longer futuristic concepts – they’re here now, and they’re incredibly powerful. integrating ai into your tech stack can revolutionize your practice, freeing up time, enhancing client service, and providing insights that would be hard to get manually.

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it might sound a bit abstract or even hype-y, so let’s break it down in practical terms for an accounting and tax advisory firm.

what are ai, nlp and llms?

  • artificial intelligence: ai is a broad term for machines or software that mimic human intelligence processes. this includes learning from data (so they improve over time), reasoning to make decisions or predictions, and self-correcting when they get things wrong. in practice, ai can be as simple as an email spam filter (which “learns” what spam looks like by example), or as complex as an autonomous vehicle. in our context, think of ai as tools that can analyze data or perform tasks in a humanlike way – but at computer speed and scale.

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