ten tips for gentle client culling | listicle
today's features
david podell: build net worth in retirement planning | the concierge cpa
“if you’re not putting your clients into retirement plans, you’re missing one of the biggest value-adds in tax advisory.”
this is a preview. the complete episode is first available exclusively to pro members | go pro here
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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
in a recent episode of the concierge cpa, host dr. jackie meyer welcomes back david podell, ceo and founder of business benefits consultants, for a deep-dive on retirement strategies that are often overlooked by small business owners, cpas, and even seasoned financial professionals.
kicking off with sharp-witted tax news, meyer touches on irs free file expansions, refund reductions, and the hiring of thousands of new auditors—before jumping into a topic that directly connects tax strategy to future financial health: retirement planning.
podell, with more than two decades of experience designing retirement plans, returns to emphasize a crucial point: “if you’re not putting your clients into retirement plans, you’re missing one of the biggest value-adds in tax advisory.”
expert panel: answers for talent gaps, tech disruption, and evolving business models | accounting influencers
global accounting leaders call for mindset shifts, better storytelling, and a redefined brand.
sponsored by “max: maximize productivity, profitability, and client retention” by august j. aquila – see today’s special offer
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accounting influencers
with rob brown
in this edition of accounting influencers, four of the profession’s most prominent voices gather for a candid discussion on the challenges and opportunities facing the accounting world. from evolving business models to deep talent shortages, the conversation explores how firms must adapt—or risk irrelevance.
the panel includes randy johnston, co-founder of k2 enterprises and a long-time tech strategist for cpas; trevor greenway, ceo of interval, a software firm helping accountants uncover real-time advisory opportunities; harry blum, managing partner at rsm canada; and jennifer o’carroll, ceo of erp vendor hansaworld and former tax advisor.
“the knowledge is there,” says greenway. “the question is—do firms have the people and bandwidth to act on it?” he warns that while accountants understand the changes required—like the shift to advisory services and the adoption of ai—the labor shortage is the primary obstacle.
blum agrees, calling today’s environment “an experiment in change management,” where firms have never had more opportunity but also never faced more complexity. “the mindset shift needed to transform is the biggest challenge,” he says.
trust and estate planning is for clients of all ages
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cody barbo is the founder and ceo of trust & will. before this, he was founder and ceo of industry, a “linkedin” for the service and hospitality industry. he serves on the san diego state university alumni board of advisors and phi kappa theta fraternity’s national foundation board. |
it’s never been easier or more affordable with advances in online planning tools.
by cody barbo
the holistic guide to wealth management
studies show that 60 percent of families don’t have any estate planning in place, which usually makes it more painful and expensive for families to settle the estate of their loved ones.
more: annuities and insurance growing more attractive | bridge the advice gap for better financial futures | subscriptions beat aum and hourly fees for wealth management | pursue excellence to win the battle for talent | seven tech keys to a holistic service model | toward a 21st-century cpa: a dynamic vision | why cpas are best positioned to become financial advisors | rory henry upends the traditional accounting firm | why now is the time for cpas to embrace wealth management
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when it comes to considering who will be the best guardian for your children or how to divide your assets among loved ones, thinking about your estate can be stressful and intimidating. in fact, our research shows that half of people who eventually do get estate plans in place, spend one to five years considering before actually completing it. why do so many people procrastinate about something that’s so important?
read more →
build a seven-figure firm in four hours a week
welcome to the crossroads of advisory.
by jackie meyer
are you an accountant, tax advisor or financial consultant who’s feeling overwhelmed by long hours, endless compliance work and ever-increasing client demands? or maybe you’re in a corporate job dreaming of entrepreneurial freedom. are you tired of trading hours for dollars, only to find yourself burned out and undervalued? do you dream of a practice that generates significant revenue and provides you with the freedom to live a balanced, impactful and fulfilling life?
more: jackie meyer: earn more with fewer clients
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you’re not alone. in fact, according to a 2023 report by the illinois cpa society, 41 percent of accounting and finance professionals are either looking for a new job or plan to start looking by the end of the year, citing factors such as salary, burnout and lack of work-life balance. many advisors report working 60 to 80 hours a week, only to see their income plateau while their stress levels skyrocket. this isn’t just about numbers; it’s about a fundamental shift in how we define success and build our practices. if you relate to these struggles, you’re in the right place.
read more →
use what-why-what to structure cas insights
it will make setting your processes easier.
by hitendra patil
client accounting services: the definitive success guide
we know the outcomes that are important from the client perspective can, and should, define your firm’s cas processes.
but how do you create your firm’s cas-specific processes? where should you begin? how would you know what to change and what to add to your processes?
more by hitendra patil
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it is both difficult and easy to create your firm’s cas processes. it will be difficult, not impossible, to ask if you do not have reasonably deep insights into what your clients need and want. it will be easy if you have periodic interactions with your clients.
read more →
matt criss: forget the grind; grow intentionally | gear up for growth
stop drifting and start leading.
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, where accounting pros go pro – see today’s special offer
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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 high-stress profession like accounting, intentional growth isn’t just helpful—it’s necessary. in this episode of gear up for growth, business coach and author matt criss joins host jean caragher to share how accountants can build resilience, reflection, and renewed purpose by growing with intention.
gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth here | 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
as the author of conscious growth, moss adams executive criss brings decades of insight and a refreshing perspective: that growth shouldn’t be accidental. in this inspiring conversation, criss dives deep into the principles behind his book and shares how cpas and firm leaders can grow consciously—not just to advance their careers but to lead more fulfilling lives.
gen z surges into accounting for all the reasons your mother told you
gen z’s career outlook: stability, security and practicality.
by 卡塔尔世界杯常规比赛时间 research
gen z may be breathing new life into the accounting profession.
attracted by stability and clear career pathways, a new wave of students drives record interest in accounting education, reversing years of enrollment declines and workforce contraction.
more staffing & recruiting: tricia bencich: how mental load undermines career progress | move like this | boost retention by reducing repetition | the accounting comeback: why the profession is bouncing back stronger | amy vetter: strategies for transforming workplace culture | gear up for growth | maybe the pipeline problem is technology | what if the staffing shortage is just a myth?
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some 72 percent of master of accounting programs in the u.s. are dealing with more student applications for the 2024-25 academic year – a five-year high and a sharp jump from 43 percent last year, according to new data from the graduate management admission council. the increases represent the third consecutive year of growth for graduate accounting programs. the post-grad gains coincide with rising undergraduate interest. accounting majors at four-year colleges are up 12 percent this year, adding nearly 29,000 students, according to the national student clearinghouse.
bissett bullet: just listen
today’s bissett bullet: “the less time we take telling our potential clients about what we do, the more time we have to learn about them. which discussion would they prefer?”
by martin bissett
we all know that everyone’s favorite subject is themselves and you and i are no different in that respect. when we go meet a potential client, they are providing us with an opportunity to learn about their business and that is more important than their opportunity to learn about us. if they want to know about us, they will have questions. we can form a simple, succinct introduction to our firm and invite further scrutiny.
the whole reason for this meeting is to understand where that business came from, where it is now, where it is going and how we are a better fit for them than the current accountant they have in place.
today’s to-do:
today formulate three questions that will really get the conversation flowing between you and a potential prospect.
see more bissett bullets here
resilience, real talk, and the road to mental wellness | arc
from mindful walking to redefining worth, this conversation reveals what it really takes to thrive.
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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accounting arc
with arpan grewal
center for accounting transformation
in the latest student-led conversations episode of accounting arc, high school business student arpan grewal steps in as guest host for a raw, reflective episode centered on mental health and resilience. in conversation with jina etienne, cpa, cgma, cde, ceo of etienne consulting; rafael casas, senior consultant with workday; and kiera speed, inspiration logistician for the center for accounting transformation, the episode marks a powerful contribution to mental health awareness month.
more accounting arc: blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service | ron baker: surviving tariff turmoil | are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting success | how coaching can unlock professional success | demystifying accounting governance | top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education
“mental health is something we all struggle with, whether we’re students or seasoned professionals,” says grewal. “it’s not talked about enough, especially in accounting.”
art werner: what business owners need most | quick tax tip
small businesses face a storm of tax pressures, but trusted advisors can offer calm amid the chaos.
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer
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quick tax tip
with art werner
cpe today
in the latest episode of quick tax tip, art werner delivers an insightful update for small and midsized business (smb) owners — many of whom are feeling overwhelmed by a growing list of tax and regulatory pressures.
“i think that a number of small businesses are a little scared,” werner says, pointing to the combination of federal, state, and local tax compliance as a mounting source of stress. “they’re trying to coordinate this all… but more importantly, they look at all this as being just ancillary to why they’re in business.”
six accounting disruptors heading your way
are you ready? is your competition?
by jody padar
the radical cpa
change isn’t just knocking at your door; it’s kicking it down. we’re in the middle of a major transformation because of new players, cutting-edge technologies and a financial surge. the rules are being rewritten before our very eyes.
more by jody padar
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if you consider accounting a giant chessboard, many players are making strategic moves. you have the old-school firms on one side who are navigating a rapidly changing landscape. on the other side, you have the new-school disruptors. these innovative entities are reshaping the industry with cutting-edge technologies and fresh approaches.
read more →
is practice management having its moment?
vc-funded aiwyn and canopy seek to stand out among over three dozen contenders.
by seth fineberg
at large
often fraught with issues and features that accountants don’t necessarily use or that don’t sync with what they need, practice management software in tax and accounting has not been the easiest nut to crack.
more tech: aiwyn enters race for the all-in-one practice management platform
more fineberg: opportunity awaits incoming aicpa ceo | where intuit is at with accountants | history could help accountant-vendor relations | accounting needs a ‘rethink’ not a ‘rebrand’ | big change comes with deep reflection | three ways to raise the bar for your business
some, however, have grown in this space and even regained some trust in pm. new investments in canopy and aiwyn are great examples.