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advisory & consulting

ten topics for client newsletters | listicle

by 卡塔尔世界杯常规比赛时间 research

here are 10 more topics for newsletters, podcasts, powerpoint presentations and other forms of communication. use your expertise to expand each topic – but keep it simple!

more listicles here
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you can use each topic as a brief section of a newsletter, or use each as a theme for a given edition. use your newsletter to not only inform clients but to remind them that their accountant is available for advice.

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accounting influencers

experts call for industry overhaul | accounting influencers

top minds in accounting push for systemic reform, smarter tech, and a human-first workplace.

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accounting influencers
with rob brown

while many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspiring career paths can sustain the future.

more accounting influencers with rob brown

in this episode of accounting influencers, host rob brown convenes a powerhouse panel to unpack the profession’s greatest opportunities—and its most pressing threats. joining him are:

  • sona akmakijian, cpa: global leader of strategic accountant partnerships at avalara

  • renee moelders: partner at convergence coaching

  • allison ball: vp of marketing & communications at bookkeep

  • andrew berg, cpa: managing partner of berg advisors

their consensus? the profession must evolve—fast.

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featured video

carl peterson: succession or stagnation? | gear up for growth

aicpa’s peterson sounds the alarm for small firms.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in a farewell interview on gear up for growth, powered by 卡塔尔世界杯常规比赛时间, carl peterson, vice president of small firm interests at the aicpa, shares hard-earned insights with jean caragher, president of capstone marketing, from his 14-year tenure – and sounds a call to action for the next generation of cpa firm leaders.

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. gear up for growth every friday here.

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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as peterson prepares to retire, he emphasizes two key takeaways from his aicpa experience: the need for the profession to maintain the agility it developed during the covid-19 pandemic and the urgency for small firms to adopt visionary leadership and effective succession planning.

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client accounting services

seven tips for cas marketing

plus one for referrals.

by hitendra patil
client accounting services: the definitive success guide

we asked about sales and marketing methods as part of the accounting profession’s largest cas survey. among firms offering client accounting services, the chief means for gaining new cas business is “proactively seeking referrals” and the firm’s “website,” each at 48 percent. networking at local/regional/national events follows at 35 percent.

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the other marketing methods deployed by cas firms are:

  • networking at local / regional / national events: 35%
  • search engine optimization: 14%
  • influencer or social media marketing: 11%

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growth strategies

craft tiered service packages for maximum impact

illustration of three tiers of service offeringhow to turn an otherwise intangible offering into a clear product.

by jackie meyer

we have shifted your mindset and model: you’re focusing on advisory value and pricing for roi. now, let’s get practical about structuring your services in a way that attracts the right clients, maximizes value per client and simplifies your operations. enter tiered service packages.

more: master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | niche down to scale up | how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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offering your services in tiered packages (rather than ad-hoc or one-size-fits-all) can be a game-changer. it provides clarity for clients, helps you avoid scope creep and increases your revenue by capturing different levels of client needs.

at meyer tax consulting (my firm), we developed a structured tiered approach, which i’ll use as an example. you can model your own tiers similarly, customized to your niche and strengths.
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featured video

23 insights from 100 episodes of the disruptors

23 insights from 100 episodes of the disruptors

editor’s note: 卡塔尔世界杯常规比赛时间 research is celebrating the 100th episode of the disruptors, hosted by liz farr. here, liz reflects on the lessons learned and what they portend for the profession.

the disruptors
by liz farr
for 卡塔尔世界杯常规比赛时间

when this show began, the goal was to disseminate ideas that would improve accounting. we wanted the world to know more about people doing things differently than their parents’ or grandparents’ accountants. maybe a firm owner would hear something they could experiment with. or a manager would hear something that the ownership group might be willing to implement. someone with just a few years of experience – or even no experience – would learn about firms that are great places to work. or someone at any level would be inspired to hang out their shingle because of the many examples of people just like them who have done just that.

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

more streaming: paul dunn: from standard, to stand out, to stand for | 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 | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients

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accounting is changing, thanks to the willingness of firm owners, consultants, coaches, innovators, and thought leaders who have generously shared their intellectual capital. over the last several years, it’s been a privilege to tap into the collective wisdom of the disruptors of this profession.

these conversations provide hope and guidance for the profession. while far too many firms still operate the way they have for decades, with long hours, nonexistent work-life balance, toxic culture, terrible clients, difficult co-workers, and micro-managing bosses, there are many, many firms out there that do not operate that way. we’ve heard through the grapevine that being a guest on this show is a badge of honor. however, we feel even more honored by all the amazing guests and their willingness to openly share their struggles, hopes, and ideas for making accounting better for future generations.

here are 23 of the most important insights from 100 conversations with disruptors.

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about us

bissett bullet: the purpose of marketing

today’s bissett bullet: “in direct terms, the purpose of marketing an accounting business is to put appointments with ideal clients in your diary that would be unlikely to have arisen any other way.”

by martin bissett

granted, you still have some work to do if you are to convert these opportunities into fee-paying clients, but if your diary is full then you are getting it right. if on the other hand, your marketing endeavors are not generating appointments, then something will need to change.

today’s to-do:

how many appointments have you booked in the last month as a direct result of your marketing? if you are happy with that number, fantastic. if not, a review is needed.

see more bissett bullets here

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accounting arc

your identity is not a liability | accounting arc

silence, shame, and outdated policies still shape the profession—but we rise anyway.  

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accounting arc
with liz mason and donny shimamoto
center for accounting transformation

in a stirring pride month episode of the accounting arc podcast, liz mason, cpa, and donny shimamoto, cpa.citp, cgma, confront what it really means to belong in a profession still wrestling with how to talk about identity. 

“bringing your whole self to work is still a radical act,” says shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation.

for much of his career, it was one he avoided. 

more accounting arc: 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 |

both mason, ceo of high rock accounting, and shimamoto spent years hiding parts of themselves to navigate professional expectations. for mason, that meant letting assumptions stand unchecked. “it was easier not to correct people,” she says. “because the stakes were too high.”  read more →

featured video

what to watch in the one big beautiful bill | quick tax tip

compromise, party discipline, and presidential influence could make this bill one of the most impactful yet.

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quick tax tip
with art werner
cpe today

when major tax reform is introduced, it’s easy to assume the process is straightforward: the house writes a bill, the senate reviews it, and congress either passes or blocks it.

click here for more art werner

but the truth is much messier—and much more interesting.

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pricing, fees & billing rates

why you have to define your customer first

there are six steps to value pricing, but don’t skip ahead.

by jody padar
radical pricing – by the radical cpa

can you remember doing business before cell phones or social media? you really don’t have to be too old to remember because change happens fast. in fact, if you are over 50, you probably remember when every home had a landline, firms advertised in the yellow pages, and accountants charged hourly for mundane compliance tasks.

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it really wasn’t that long ago when the internet was intriguing rather than indispensable.

at some point, change becomes inevitable, and i would argue that value pricing has reached this critical stage.
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advisory & consulting

hollywood’s next plot twist: can a 100% tariff bring the movies home?

behind the politics lies a high-stakes financial drama for studios, vendors, and cpas.

king

by kendale king

kendale king, cpa, works closely with individuals and businesses, helping them reduce their tax burden and get their accounting audit-ready. he serves as a subject matter expert for the financial accounting standards board on the “accounting for and disclosure of digital assets” project. king is on the board of directors for the california society of cpas and serves as the president of the los angeles chapter of the national association of black accountants. he has also worked at deloitte, pwc, siegfried group, propeller, cfgi, netflix, itv studios, and snapchat. king can be reached at kck-cpa.com.

in a move that has shocked the global entertainment industry, president trump proposed a 100 percent tariff on all foreign-made films entering the u.s. market. the declaration via truth social framed the policy as a patriotic push to “make movies in america again,” citing national security concerns and the erosion of domestic film production.

more on tariffs

at first glance, it sounds like a headline engineered for outrage—or applause, depending on your vantage point. but beneath the political theater lies a real-world drama with high stakes for everyone, from studio execs to set designers, and even accountants. read more →

accounting influencers

write your way to the top: the career move most overlook | accounting influencers

what’s the best professional step in accounting? it’s free, powerful—and you’re probably not doing it.

sponsored by radical pricing: optimize profits, delight clients, and build a top-value firm by jody padar, cpa, mst  – see today’s special offer

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accounting influencers
with rob brown

want to stand out in your firm? build a loyal client base? attract speaking gigs, promotions, or even media opportunities? in this episode of accounting influencers, the answer isn’t more certifications or hours—it’s writing. publicly.

rob brown makes a bold claim: writing publicly is the most effective, accessible move accounting professionals can make to shape their careers—and almost no one is doing it. not because it’s hard, but because they’re afraid.

“this one habit can take you from being another face in the crowd to a trusted voice in your field,” he says. “and trust me, it’s a lot easier than you think.”

technical competence alone is no longer enough. clients and firms are looking for accountants who can lead, communicate, and inspire confidence. public writing—on linkedin, blogs, newsletters, or industry sites—is one of the most efficient ways to showcase your expertise and build trust at scale.

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