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what millennial managing partners face

man seated at laptop talking on phone

plus six tips for those aspiring to the role.

by marc rosenberg
the rosenberg practice management library

cpa firm managing partners often serve for long periods of time. a tenure of 20 to 25 years is not uncommon. for managing partners to serve that long, they command the unwavering respect of the partners, often cling to old practices and, toward the end, may not be the visionary they once were.

more by marc rosenberg
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when a new managing partner takes over, this presents the firm with tremendous opportunities to change and improve the firm. the worst mistake is for the new managing partner to carry on just like their predecessor.
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about us

bissett bullet: give me one good reason

today’s bissett bullet: “one reason why accounting professionals find it difficult to sell is that they rarely give a reason to move that the prospect cares about.”

by martin bissett

so much of the profession is focused on fee and service and the prospect, if moving to you for your fee and service, will really only care about those two matters. that is not a trusted advisor relationship. a trusted advisor creates the outcomes that the prospect wants to see in their lives. that is what separates superior accounting firms from the rest of the pack.

today’s to-do:

when reading your most recent proposal document from the client’s perspective, what was the compelling reason for them to sign up? what did you show them that they couldn’t walk away from?

see more bissett bullets here

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leadership

talk politics professionally | transformation talks

“politics affects tax laws, compliance, and financial decisions. we can’t afford to ignore it.”

 

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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transformation talks
with donny shimamoto
center for accounting transformation

politics and business have always been intertwined, but today’s climate of deep division presents new challenges for accounting professionals. whether discussing tax policy, compliance, or broader economic issues, accountants often find themselves in conversations that can quickly become contentious. 

more transformation talks

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in this episode of transformation talks, host donny shimamoto, cpa.citp, cgma leads a discussion with brian tankersley, cpa.citp, cgma; ron baker, cpa (inactive), and amy welch, apr, cae, on how accountants can navigate political differences while maintaining professionalism, respect, and productive dialogue. 

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pricing, fees & billing rates

radically change your pricing model: a q&a

insights on engagement, value, billing and more.

by jody padar
radical pricing – by the radical cpa

what’s your value proposition? if you increase your price, how will it enhance your services?

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

 

changes of this magnitude come with lots of questions. from pricing models to client pushback to determining value, the following are answers to questions received related to pricing strategies for accounting and advisory services.
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