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charts & graphs

xero buys melio for $3 billion in race for ‘the active gl’

cornerstone report: the new ai-powered war for the general ledger super-app

by 卡塔尔世界杯常规比赛时间 research
cornerstone report

xero is betting up to $3 billion that the future of accounting is more than recordkeeping.

the new zealand-based cloud accounting firm is making its largest-ever acquisition: new york and tel aviv-based payments platform melio. the all-cash deal, valued at $2.5 billion with a potential $500 million earn-out, aims to supercharge xero’s push into the u.s. market by embedding b2b bill pay directly into its general ledger software. xero is raising $1.23 billion in equity to help fund the acquisition.

more tech and fintech | more cornerstone reports, in-depth data-driven analysis and commentary

by acquiring melio, xero is accelerating a profound evolution in the general ledger’s role—from static bookkeeper to real-time financial operator. for accounting firms and their small business clients, the shift could mean fewer keystrokes, faster closes, and new frontiers for advisory services. routine work—from data entry to expense classification—is increasingly automated. this frees up time but also demands new skills.

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pricing, fees & billing rates

value pricing boosts your employees

the emphasis shifts to their knowledge and experience.

by jody padar
radical pricing – by the radical cpa

do you think any of your staff studied accounting in college so that they could punch a time clock for the rest of their life? they value being professionals as much as you do. more than likely, they enjoy being valued for their knowledge and experience.

more by jody padar
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given the choice between being valued for their time or valued for their professional accomplishments, which do you think they’d prefer? valued employees are happy employees!
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featured video

angela oakley: right coaching fuels engagement | move like this

“when people see their strengths clearly for the first time, they feel seen, and that changes everything.”

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

at clark nuber, developing talent is more than a bullet point on a strategic plan; it’s woven into the fabric of how the firm operates. angela oakley, director of the firm’s talent advisor program, sits down with the move like this podcast to share how her team has successfully embedded the cliftonstrengths assessment into nearly every phase of the employee life cycle. from onboarding to performance conversations, strengths-based coaching has become a core tool for helping individuals grow and for building stronger, more connected teams.

more move

oakley describes how the initiative began in 2016, after one of the tax teams had already explored strengths to improve internal collaboration. that early success, along with a culture already committed to learning and people-first leadership, laid the foundation for broader adoption. with support from key influencers and her own certification in the assessment tool, oakley began integrating cliftonstrengths into the firm’s coaching framework, building buy-in organically, one conversation at a time. read more →

accounting influencers

embrace the machines | accounting influencers

forward-thinking firms transform disruption into dominance.

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accounting influencers
with rob brown

in a profession built on precision, trust, and timeless principles, a disruptive force has arrived—and it’s not just another regulation. it’s technology. automation, ai, and machine learning are redefining accounting at a rapid pace, sparking a pressing question: is technology a force for good, or the demise of accountants as we know them?

more accounting influencers with rob brown

in this episode of accounting influencers, host rob brown tackles this seismic shift head-on. with over 300,000 accountants having exited the profession since 2020—a 17% decline—brown cuts through the noise to examine whether accounting is facing an extinction event or a long-overdue evolution.

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pro member exclusive

sixteen responsibilities of accounting partners

four people standing in office building and talking, two of them holding tablets

plus 15 aspects of teamwork.

by marc rosenberg
the rosenberg practice management library

“average players want to be left alone. good players want to be coached. great players want to be told the truth.” – doc rivers, nba basketball coach

“you can’t put in what god left out.” – terri mathes, former english professor at depaul university

more by marc rosenberg
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a common agenda item at partner retreats is the clarification of what it means to be a partner in the firm. i’m sure i’ve covered this a hundred or more times in one form or another. based on my work with firms, i am constantly revising and updating the material that follows.
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featured video

erica goode: build a $200k firm in 15hrs/week | the disruptors

thrive with a lean schedule, happy clients, and a calm home life.

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

erica goode was exhausted and burned out as a corporate accountant and mom of two young children. “i could not figure out a sane way to operate a 50-hour work week and raise two kids and have a spouse who worked a 50-hour work week,” goode explains. “i don’t think there is a great way to do it. it does not leave a lot of margin to be a full-time working parent.”

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

more streaming: 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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so she quit to become a full-time mom. however, she missed accounting.  so when the owner of the fitness studio where one of her children took tae kwon do classes asked for help, she said yes, even though she had never touched quickbooks before.

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audit & assurance

reimagine what audit is … and what will be audited

hand below light bulb

artificial intelligence and other technologies challenge us to understand what these tools can tell us.

by alan anderson, cpa
transforming audit for the future

“the only thing we know about the future is that it will be different.” – peter drucker

a big challenge for firms has always been change management. we’re all used to doing our work the way we’ve done it for years. many auditors learned to audit by looking at last year’s workpapers and repeating that approach, but with this year’s numbers. so when i tell groups of auditors that the way we’ve been auditing since the dawn of time will have to change, there’s pushback.

more by alan anderson
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change is hard. no one wants to change unless that change will bring significant, measurable results. implementing just one or two of the ideas i have discussed in my posts can be uncomfortable and unfamiliar. innovation takes most auditors way outside their comfort zone. but change is also essential, unless we’re all willing to see our profession go the way of the dinosaur.
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featured video

fineberg, hecker: filling the wealth advisor gap | holistic guide to wealth management

some cpas have a once-in-a-generation opportunity to take over a new service sector.

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

as teddy roosevelt once said, “people don’t care how much you know until they know how much you care.”

when people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizing the power of empathy, trust, and the future of financial advice. it starts with a “human first” approach that goes beyond putting numbers into boxes.

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

seth fineberg, founder of accountants forward, and philipp hecker, ceo of bento engine, two of the expert contributors to the new book, holistic guide to wealth management, believe that accountants can leverage their trusted relationships with clients and adopt a more holistic and proactive approach to working with them.

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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.

sponsored by holistic guide to wealth management by rory henry, cfp, bfa  – see today’s special offer

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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.

read more →

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

more 卡塔尔世界杯常规比赛时间 videos and podcasts here

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.

more by hitendra patil
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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%

read more →

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.
read more →