today's features
pricing, fees & billing rates

do you understand your clients’ goals?

what about their weaknesses?

by jody padar
radical pricing – by the radical cpa

it’s up to you to recognize the client persona most suited for your firm, but you’ll want to start by defining your customers’ needs. so, what do people really want, and how can you figure it out?

more by jody padar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

certainly, you can engage in expensive research, from questionnaires to focus groups. but, in reality, most of the clues you need will come from your knowledge of the people you work with within that group.
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featured video

wallace: cracking the code on inclusion | move like this

“you can have inclusion without belonging, but it’s not going to stick. people need to feel they matter.”

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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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in this episode of?move like this, host bonnie buol ruszczyk talks with jim wallace, ceo of bpm, about how the firm has embedded diversity, equity, inclusion, and belonging (deib) into the core of its culture and strategy. with more than 40 years in public accounting, jim shares candid insights into how bpm went beyond the “check the box” approach to deib by making it a ceo-led initiative from the start. 

more move

wallace explains that bpm’s brand promise, “because people matter,” isn’t just a slogan, but a foundational principle that informs every part of the firm’s operations, from leadership development to firm-wide engagement. deib is not treated as a standalone initiative; it’s part of the firm’s strategic plan and embedded in its values, mission, and even metrics. for example, bpm uses colleague engagement surveys to track employee sentiment, finding that 82% of employees feel they can bring their authentic selves to work. these insights drive changes in programming and support for staff. 
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featured video

yoss: get a real data backup plan – right now | quick tech talks

a brief disruption could cost you thousands. a complete failure could cost you everything.

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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quick tech talk
with steve yoss
cpe today

in the digital era, your data is your most valuable asset. whether you’re serving clients, analyzing operations, or simply keeping your business afloat, uninterrupted access to accurate data is essential. but what happens when that access is suddenly taken away?

more steve yoss here

that’s the urgent question explored in the latest episode of quick tech talks, where the focus is on why every business—regardless of size or industry—needs a robust, modern data backup strategy. this isn’t just about peace of mind. it’s about regulatory compliance, operational continuity, and business survival.

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pro member exclusive

nine steps to bringing in a new partner

two men talking in an office

look around your firm for candidates; don’t wait for them to come to you.

by marc rosenberg
the rosenberg practice management library

if you don’t trust someone, they should not be your partner. let’s start with a very basic, standard concept in the business world: a partner is an owner. in any business, not just cpa firms, ownership is not free. because partners are owners, it’s fair and reasonable for them to purchase a part of the firm – for money – to acquire an ownership share.

more by marc rosenberg
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

before structuring the financial part of the buy-in, work out what the requirements are for becoming a partner.

too many firms jump right in and decide how new partners should buy in before firming up their criteria for qualifying as a potential partner in the first place. that’s a big mistake.
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advisory & consulting

big four vets launch $300m pe-backed, ai-powered cfo advisory firm

born for scale, built to sell, and run like a tech company.

unity advisory: ex-pwc uk managing partner marissa thomas and former ey uk chair steve varley.

by 卡塔尔世界杯常规比赛时间 research

a new $300 million entrant is challenging the big four’s lock on fortune 500 advisory—and it may be the next big thing.

more private equity in accounting | private equity update: 52 deals, $28 billion | xero buys melio for $3 billion in race for ‘the active gl’ | brannon poe: pe drives prices–and change | accounting influencers | behind sorren’s roll-up: $170 million, 1,000 employees, 85 partners

unity advisory, a london-based firm launched by former ey uk chair steve varley and ex-pwc uk managing partner marissa thomas, is taking direct aim at the cfo suite with a venture capital mindset, ai at its core, and no legacy constraints.

read more →

marketing & sales

don’t get complacent about recurring fees

businessman sleeping with a giant dollar bill for a blanket

comfort is good … to a degree.

by martin bissett
business development on a budget

as you know, the traditional accounting firm model is firmly based on the reality of recurring fees that come in from clients every year. we can rely on these and forecast accurately how much revenue they bring in – which hopefully covers overheads and direct expenses of the business.

more by martin bissett
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

this is a good thing, right? well, maybe not as much as you think.
read more →

featured video

meyer: tax plans in 90 seconds? believe it | the disruptors

boundaries, balance, and tech-powered efficiency are key to more fulfilling work.

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 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

 

the disruptors
with liz farr

jackie meyer envisions a future where every taxpayer “has some kind of democratized access to tax-saving ideas.”

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

more jackie meyer and the concierge cpa

more streaming: 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 |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving opportunities and connection to an advisor.

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featured video

dijoseph and mazabel: estate planning is the new advisory power play | holistic guide to wealth management

connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients.

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

in today’s evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. to stand out in a crowded field, you must be able to think at least two steps ahead of your clients. it means helping clients navigate life transitions, avoid costly mistakes, and leave a legacy with intention. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

as you’re probably sensing, we’re not just in the business of numbers today. we’re in the business of behavior and relationships. that’s the message during the latest holistic guide to wealth management book panel featuring michael dijoseph, cfa, a senior strategist at vanguard’s investment advisory research center, and andres mazabel, head of advisor sales at trust & will. the discussion unpacks what 25 years of vanguard’s advisor alpha research tells us about advisor value—and how digital estate planning is becoming a powerful new entry point for meaningful client conversations. 

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politics & government

doge, palantir and the irs: what could go wrong?

palantir and the irs: musk, left, thiel, right

 

who’s watching the irs code?

by 卡塔尔世界杯常规比赛时间 research

the irs’s unified api layer may be the cornerstone of a digital-first tax administration, even as key voices inside and outside the agency raise red flags about transparency, security, and oversight.

more tax | mounting delays undermine public trust in irs refund process | brace yourself: irs 25% staff cuts mean big trouble for tax pros and clients | what to watch in the one big beautiful bill  | irs’s big annual report: already out of date as agency grapples with chaos and cuts | busy season barometer stats: who’s responding and how they’re doing | accountants reporting a pretty good year | tax season faceplant: accountants overrun by late chaos

the partnership with the tech industry is triggering a new kind of scrutiny, not over software performance, but civil liberties. at the center of that concern is palantir technologies, a data analytics company that confirms it will work with elon musk’s department of government efficiency and the irs on the api infrastructure. read more →

audit & assurance

six skills that every auditor needs

man intently listening to woman in office

empowerment is for the whole organization, not just the rookies.

by alan anderson, cpa
transforming audit for the future

empowerment means that teams feel like they have ownership over the outcome, outputs and the process of what they are doing. they need to feel it’s ok to try doing things differently and even to make a mistake – and learn from it. the quality of everyone’s work improves when they have the confidence to present new ideas, and to push back when they think there’s a better way to do something. and empowerment delivers results – especially when it is partnered with owned accountability.

more by alan anderson
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

unfortunately, most of us have a better idea of what an empowered team and empowering managers do not look like than what they do look like. let’s look at a few of the ones you may have seen in your time working.
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advisory & consulting

papin: a bold blueprint for modernizing | the concierge cpa

this interdisciplinary approach offers a glimpse into the future of the accounting profession.

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  – 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

in this episode of the concierge cpa, host jackie meyer introduces an extraordinary guest who truly embodies the term concierge advisor. meet chris papin—cpa, attorney, insurance producer, and all-around problem-solver for small business clients navigating today’s increasingly complex financial landscape.

papin, founder of both papin cpa and papin law, brings a rare blend of legal, accounting, and advisory insight under one roof. based in edmond, oklahoma, his firm is not only a one-stop shop for tax compliance and estate planning—it’s a home base for strategic conversations, real-world coaching, and highly personalized service.

more jackie meyer

papin’s journey began when a college professor explained that certain advanced tax topics were reserved for lawyers. that stuck. years later, papin is that lawyer—and cpa—bringing the skipped chapters into focus for his clients. his multi-credentialed approach is more than a résumé flex; it’s a direct response to client demand for integrated, trustworthy, and empathetic advisory.

“small business owners often need to pull five levers to get all the professionals they need in one room. i decided to be all five,” papin quips.

read more →