today's features
mergers & acquisitions

moss adams-baker tilly merger: bigger isn’t better. better is better.

whitman

the one that got away.

by alan whitman

as ceo of baker tilly from 2015 to 2023, whitman increased the firm’s revenues from $500 million to $1.5 billion, expanded into 15 new u.s. markets and completed more than 20 domestic and international mergers and acquisitions.

“more than a merger. a multiplier.”

that’s how moss adams and baker tilly described their recent merger, and i can’t think of a better way to depict such a game-changing deal.

more alan whitman: unlocking the secrets to smart growth | stop accepting the status quo | more in mergers & acquisitions

after leading 20-plus successful mergers and acquisitions that fueled our growth at baker tilly during my tenure as ceo from 2015-2023, i’ve learned that any merger should be evaluated based on the mindset: bigger isn’t better; better is better.

it’s not about size. it’s about how the two firms elevate the game by combining forces.

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about us

padar, tolin, picpa launch xcellabs to drive ai skills

ai tech and training: padar and tolin

padar and tolin team up to empower accountants to think ai-first.

by 卡塔尔世界杯常规比赛时间

“radical cpa” jody padar and growth strategist katie tolin are launching xcellabs, a new beta platform for accountants to develop fluency in artificial intelligence, at xcellabsacademy.com.

more jody padar here | more by jody padar, “the radical cpa:” radical pricing, the radical cpa, and from success to significance: the radical cpa guide | more artificial intelligence

“to reinvent the profession, we must start by training the professional who can then transform their firms,” says padar, an accounting influencer and author of three books advocating radical changes in accounting business models. “by equipping people with data and insights that help them see things differently, they can provide better advice to their clients and firm.”

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accounting influencers

terrell turner: think like an entrepreneur | accounting influencers

the profession’s future belongs to those who step out of the back room and into the boardroom.

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

terrell turner, cpa, co-founder of tlturner group, says the accounting profession is at a tipping point.

in this episode of accounting influencers, turner calls on accountants, bookkeepers, and cfos to evolve from number-crunchers to strategic decision-makers. “we can no longer sit in the back room,” he says. “we’ve got to come to the front line and get involved in every aspect of the business.”

with a career that spans public accounting, fortune 500 finance, and entrepreneurial success, turner brings credibility and urgency to his message. named a 40 under 40 black cpa and recognized by the new york times, turner is known for helping law firms transform their finances—but his real passion is transforming how accounting professionals see themselves.

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pro member exclusive

an accountant’s role in exit planning

portrait of christine nicholson
nicholson
 christine nicholson is an award-winning u.k. business mentor, a top 50 woman in accounting 2020 honoree, and a regular keynote speaker about succession and exit planning. her latest book, sell it, helps entrepreneurs with the hardest part of their journey: leaving their business in the hands of others.

guide business owners to success.

by christine nicholson 
the holistic guide to wealth management

have you ever thought about how many of your clients have a thriving business – one that’s been their driving passion and source of income for years? how many of them are starting to think about stepping away from the day-to-day responsibilities and passing on the reins? and how many do you believe are fully prepared for that transition? not many, i suspect. this is where your role in exit planning comes into play.

more: how to prepare your clients’ kids for their inheritance | a question of trust: not just for the wealthy | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

exit planning is a strategy for business owners to transition their business successfully to new ownership or management. with a grasp of the business’s financials and years of insights from compliance services, accountants are perfectly positioned to engage business owners in many aspects of the exit process. you can help businesses prepare a comprehensive exit strategy, addressing all potential challenges and contingencies. here’s how you can really make a difference.
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client accounting services

price your cas packages in tiers

then show the most expensive one first. here’s why.

by hitendra patil
client accounting services: the definitive success guide

when your prospects shop for client accounting services, what they find out about cas pricing methods and trends defines their pricing expectations. if you follow very different approaches to price your cas offering, it will take significant effort on your part to educate the prospects (and existing clients) about why you are pricing cas the way you are. as they say, it’s easier to ride the horse in the direction it’s going.

more by hitendra patil
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

it is good to first conform to the perceptions of prospects when it comes to your cas pricing. once you ride the horse, you can direct it to the destination you want to take it to. once you conform to the pricing method (not the dollar value) expectations of the prospect, their anxiety, and perception of risk (what value will they receive in the price they are willing to pay) reduce. after that, they are more open to evaluating the choices you present to them.
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featured video

carla mccall: create leaders from within | gear up for growth

self-awareness and self-reflection are key to discovering an authentic leadership style.
originally published nov. 1, 2024
sponsored by “radical pricing: how to optimize profits, delight clients, and build a top-value firm” by jody padar, cpa, mst. 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 this episode of gear up for growth, host jean caragher welcomes carla mccall, managing partner of aafcpas and immediate past chair of the aicpa, for a candid conversation about one of the most pressing challenges facing the accounting profession: leadership succession.
gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth here.|  more capstone conversations with jean caragher | 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
with 75% of cpas in public practice set to retire within the next 15 years, the need for strong, forward-thinking leadership has never been more urgent. mccall shares her personal journey of rising through the ranks at aafcpas, offering practical insights into how firms can—and must—prepare the next generation of leaders.

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charts & graphs

irs’s big annual report: already out of date as agency grapples with chaos and cuts

three commissioners later, and 30,000 staffers gone in just weeks.

irs headquarters, washington

by 卡塔尔世界杯常规比赛时间 research

the irs data book 2024 presents a vision of a revitalized agency on a steady upward climb – just before a wave of events turned that vision upside down.

more: tax and tax practice | irs makes big progress but, | tax season 2025 begins. ready or not | why chaos at the irs spells new work for tax professionals | tax turmoil and opportunity: breaking down the q1 2025 tax landscape

just released, it recounts the irs’s activities from october 2023 through september 2024.

but while the book is dressed in the confident prose of a federal annual report, events since its close date have added more than a few asterisks to its outlook.
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growth strategies

from compliance to advisory: shifting the value proposition

hand holding light bulb

how to begin transforming your services.

by jackie meyer

for too long, the accounting and tax profession has been synonymous with one thing: compliance. filling out forms, meeting deadlines, making sure all the boxes are checked.

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

 

compliance is important – don’t get me wrong – but it’s only part of the story. to truly thrive today, and to build a practice that aligns with the balanced millionaire philosophy, you must shift your focus from compliance to advisory.
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featured video

bonnie buol ruszczyk: the quiet crisis in accounting – losing people we need most | know-how korner

move’s latest project examines why even high-performing professionals are quietly leaving—and how firms can prevent the exodus. 

sponsored by 卡塔尔世界杯常规比赛时间 pro membership  – see today’s special offer
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know-how korner
with amy l. welch
center for accounting transformation

the accounting profession stands at a crossroads. despite a steady influx of women into the field, their advancement into leadership continues to lag. bonnie buol ruszczyk, managing director of the accounting move project, is sounding the alarm—and offering data-driven solutions. 

more: bonnie buol ruszczyk, host of move like this

start your benchmarking – take the survey

now in its 15th year, the move project studies how firms support, advance, and retain women and underrepresented professionals. on a recent episode of know-how korner with host amy welch, apr, cae, ruszczyk describes the project’s long-standing foundation—money, opportunity, vital supports, and entrepreneurship—and how these pillars remain critical in today’s evolving landscape. 

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pricing, fees & billing rates

rip that profit ceiling off of your firm

here’s why pricing is so disruptive.

by jody padar
radical pricing  – by the radical cpa

the familiar is always more comfortable than something new. shifting your pricing model is bound to be disruptive because the billable hour is what we know and have always known. it is the default billing model of every new firm. it’s comfortable, familiar, embedded in our dna and seems like the easiest billing solution.

more by jody padar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

certainly, there are some pros to billing by the hour. profits remain relatively stable. if you work 40 hours, you know you’re going to bill and hopefully be paid for those 40 hours. there’s a clarity and certainty to it. but there are only so many hours in a week. by embracing the billable hour, you’re putting a profit ceiling on your firm.
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featured video

art werner: tax-savvy fringe benefits | quick tax tip

“pseudo compensation” can reduce taxable income and optimize client outcomes.

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quick tax tip
with art werner
cpe today

in this episode of quick tax tip, tax planning authority art werner makes a compelling case for rethinking how accountants approach compensation—shifting the focus from traditional deductions to strategic use of fringe benefits.

click here for more art werner

“what are we really trying to accomplish?” werner asks. “we’re trying to create what i call pseudo compensation—benefits that meet a client’s needs and reduce, or even eliminate, taxes.”

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accounting influencers

burn the boats: the partnership model is dead | accounting influencers

accounting firms must pivot to ceo-led structures or risk falling behind in the age of private equity and tech transformation.

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  – see today’s special offer

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accounting influencers
with rob brown

in a bold new episode of the accounting influencers podcast, host rob brown declares that the traditional partnership model in accounting is no longer fit for purpose. instead, he argues, the future belongs to firms that adopt ceo-led corporate structures, embrace private equity, champion technology, and develop strategic leadership pipelines.

“the partnership model is dead, and here’s why you should care,” says brown. “it’s holding firms back from faster decision-making, innovation, and the ability to scale.”

the episode takes a direct and urgent tone. it’s a call to action for partners, rising leaders, and firm influencers to rethink how firms operate—and how they themselves can gain influence.

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pro member exclusive

keep ownership percentage out of partnership agreements

man writing in notebook

twelve best practices for compensation committees.

by marc rosenberg
the rosenberg practice management library

“if you like a person, you say, ‘let’s go into business together.’ humans are a social animal after all, but such partnerships are fraught with danger.” – brian tracy

buying a family home is one of the the biggest investments most people make in their lives. and because most of us are not real estate experts, we protect ourselves by engaging an attorney to ensure that the purchase is handled correctly. we don’t hesitate for a moment to invest a nominal amount of attorney fees to hire an expert.

more by marc rosenberg
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

protecting your business

being a partner in a cpa firm should be no different. think about it. based on data from a recent rosenberg map survey, here is a rough idea of the value of a partner’s ownership in a $10 million firm:
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