today's features
pro member exclusive

ai can be your ally or your competitor

portrait of davyde wachell
wachell
 davyde “day” wachell is the co-founder and ceo of responsive ai. he studied ai in the symsys program at stanford and film at columbia. their innovative thinking drives the company’s success by bridging technology and the arts, leading to a culture of creativity and out-of-the-box thinking.

six steps to using it to grow and protect revenue.

by davyde wachell
the holistic guide to wealth management

“there are decades where nothing happens; and there are weeks where decades happen.” – vladimir ilyich lenin

lenin’s quip resonates deeply with any seasoned advice professional. black friday, 9/11, the great recession and covid-19 kept us on our toes when it came to the markets and our clients. big outlier events that disrupt “business as usual” can arise at any moment. these moments can change the lives of our clients, and as a result, the growth and stability of our businesses. our clients can lose their trust in us in the blink of an eye if we haven’t positioned those clients correctly, or if we do not respond effectively to changes in the market.

more rory henry and the holistic guide to wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

how we prepare our business for the unexpected determines our ability to respond to outlier events. how we respond to those events determines how we perform under pressure. staying competitive isn’t about performing well when the sun is shining; it’s about executing and gaining clarity in the fog of war.
read more →

client accounting services

why most cas practices stall | it’s not just the numbers

…and what the successful ones do differently.

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 the balanced millionaire: the advisor edition by dr. jackie meyer | 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.
build a 7-figure firm in just 4 hours a week!

it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间

client accounting services (cas) has moved well beyond bookkeeping. for firms serious about advisory, cas is now a fundamentally different operating model, one that demands new roles, new systems, and a far higher level of internal transparency than traditional tax or audit practices ever required. 

in this episode of it’s not just the numbers, damien greathead and penny breslin draw on more than two decades of shared experience to unpack what actually makes a modern cas practice work in the real world. their discussion goes beyond theory and into the structural, cultural, and operational decisions firms must confront if they want cas to be scalable, profitable, and sustainable . 

more penny breslin and damien greathead | more advisory & consulting | buy “it’s not just the numbers”

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

traditional accounting firms are built around specialization and hierarchy: junior and senior accountants, bookkeepers, managers, and partners, each working essentially in isolation on their own client list. that structure works for compliance, but it breaks down in a cas environment. 

“cas requires the team to approach the client holistically,” breslin explains. “you can’t have people operating in silos. everyone needs to understand the client’s goals, not just their individual task.” 

read more →

accounting influencers

ai shows the weak faster than it helps the strong | accounting voices

the big four pull ahead by treating ai as a system, not a shortcut.

sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | 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.

build a 7-figure firm in just 4 hours a week!

accounting voices
with rob brown

artificial intelligence is no longer a side project in accounting. it is the main event.

the largest firms are moving aggressively, clients are asking sharper questions, and expectations around speed, accuracy, and insight continue to rise. in the latest episode of accounting voices, the focus shifts past headlines and hype to examine what the big four are actually doing with ai—and why their moves matter far beyond the global giants.

brown does not chase flashy demos or speculative tech. instead, he breaks down how ai is being operationalized in audit, tax, and advisory work—and how firms without billion-dollar budgets can compete by doing fewer things better.

read more →

outlook & analysis

outlook 2026: ai, not layoffs, powers pe valuations

how cpas are using ai to boost ebitda multiples.

ilya and victor radzinski, taxdome co-founders

by 卡塔尔世界杯常规比赛时间

private equity investors are paying higher prices for cpa firms that deploy artificial intelligence to expand capacity, deepen professional benches, and systematize growth—rather than cut headcount.

more taxdome | more private equity

“if ai were about to replace accountants and advisors, private equity wouldn’t be pouring billions into the sector,” taxdome founders ilya and victor radzinsky say in a public letter to stakeholders.

as dealmaking accelerates into 2026, the shift helps explain why valuation multiples for accounting firms continue to rise even as automation spreads through tax, audit, and advisory workflows. private equity sponsors and strategic consolidators have completed hundreds of acquisitions of cpa firms since 2020, often at valuation multiples that would have been rare a decade ago.

read more →

client service opportunities

weak business models exposed | gear up for growth

ai accelerates advisory work, but only if firms rethink pricing and risk.
sponsored by “radical pricing: how to optimize profits, delight customers, and build a top-value firm” by jody padar | see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss. 

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

on this episode of gear up for growth, host jean caragher sits down with john higgins, founder and ceo of higgins advisory, to explore how chatgpt and generative ai are reshaping advisory services, pricing models, and the way cpas work.

higgins is blunt about the opportunity—and the risk. “ai and chatgpt-type tools can become your advisory services assistant,” he says. “they help cpas communicate better as advisors and focus on what matters most for each client. but you can’t let them turn into a way of giving away your time.”

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

for decades, cpas have been told they need to “become more advisory.” the challenge hasn’t been belief—it’s been execution. many practitioners equate advisory with answering questions accurately, rather than proactively guiding decisions.

generative ai changes that equation.

read more →