today's features
pro member exclusive

fourteen questions for weighing independence vs. merger

legs-only view of two businesspeople walking up stairs with briefcases in office

stay independent but keep looking upward.

by domenick j. esposito
8 steps to great

your firm was knocking the cover off the ball with a strategy of getting bigger with quality growth, stronger with quality talent, and more profitable but it is increasingly obvious that it has become difficult competing in today’s mid-market space.

more by domenick j. esposito
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the business environment is anemic and organic growth is hard to come by. your challenge is exacerbated when you see an insufficient number of young superstars and rainmakers and your senior partners, mostly baby boomers, don’t have an awful lot of “golf course” left to play.
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marketing & sales

put thought leadership into your marketing

businesswoman lassoing light bulb

you can’t just acquire new business. you have to retain it.

by jody grunden
building the virtual cfo firm in the cloud

i bet you can imagine that marketing a virtual accounting firm is different than it is for traditional brick-and-mortar accounting firms. when you’re only serving your local area, you need to focus on things like signage, local advertising, the yellow pages, your website, google my business, yelp, chamber of commerce and word-of-mouth referrals. those are all great ways to get noticed by people in your area who would benefit from the services you offer.

more by jody grunden
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when your customer base isn’t confined to a specific location, however, it changes the game a bit. you still want word-of-mouth referrals and you still need a website, but it becomes even more important to focus on search engine optimization (seo) and thought leadership – developing your online platform, publishing articles with industry publications, speaking, etc. – to help people discover your services.
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advisory & consulting

build growth into your cas blueprint

business hand holding hot chart in crystal ball

responding to demand is not enough. you need a plan.

by hitendra patil
client accounting services: the definitive success guide

for many firms, client accounting services begins with a single strategic question and grows into a powerful service line. today, cas is not just a value-add but a crucial driver of relevance, client loyalty and sustainable revenue. this growth indicates a promising future for firms willing to invest in cas expansion.

more by hitendra patil
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the 2024 aicpa/cpa.com cas benchmark survey shows that cas is no longer in its early stages. it is now progressing rapidly, with a median growth rate of 17 percent, and more than half of the firms expect to increase cas revenue by 25 percent or more in the following year. despite this growth, only 21 percent of firms have a formal cas strategy in place. without clear direction, growth efforts are scattered, leading to inconsistent client targeting, disjointed marketing and uncoordinated service delivery. as a result, capacity hits a ceiling, ideal client profiles become unclear and the value firms provide goes unrecognized outside their existing client base.
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pro member exclusive

what are your clients’ children inheriting? they need to be prepared 

portrait of randy fox
fox
 randy a. fox, cfp, aep is the founder of two hawks consulting llc. he is a nationally known wealth strategist, philanthropic estate planner, educator and speaker.

consider options beyond donor advised funds.

by randy a. fox
the holistic guide to wealth management

after interviewing several thousand high-net-worth families, the u.s. trust study of the philanthropic conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.

more wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

think about that for a second. one-third of affluent families would switch to a new advisor if that individual was more adept than their current advisor at helping them give their money away. it has nothing to do with investment returns, asset allocation or finding hot alternative investments. it has to do with understanding the client’s values and seeing the whole picture.
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advisory & consulting

kane polakoff: what you’re still getting wrong about cas | gear up for growth

too many potential clients, not enough staff or capacity.

sponsored by true advisor: the definitive success guide for client advisory services by hitendra patil

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 step-by-step operating guide for firms building, pricing, and scaling advisory services that clients value—and pay for.

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

“cas is kicking cass right now,” says kane polakoff, principal and cas practice leader at cohnreznick, in the new episode of gear up for growth, hosted by jean caragher, president of capstone marketing.

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 streaming videos and podcasts here

“it’s on fire, especially over the last five or six years. the demand is incredible, but the key is having a strong delivery mechanism and the right capacity to provide real value to clients.”  read more →