if you can save a client $30,000, isn’t that worth $10,000?
by jackie meyer
we already set the foundation for moving to high-value advisory services. now let’s talk about how to price those services in a way that reflects their true value and empowers you to achieve the balanced millionaire lifestyle.
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.
while it seems like a large number on paper, it’s often illiquid, preventing the owner from enjoying the rewards of all their hard work. the lack of liquidity can also make owners reluctant to do the right kind of planning to maximize their “walk away” money post-sale.
with three-quarters of the profession approaching retirement age and m&a activity reaching historic highs, many firm owners ask the same question: what’s my practice worth?
brannon poe, cpa, founder of poe group advisors, joins the accounting influencers to offer a rare, inside look at how deals are being made, what buyers are looking for, and how firm owners can prepare for a successful exit, whether it’s five weeks or five years away.
gear up for growth with jean caragher for 卡塔尔世界杯常规比赛时间
in the latest episode of gear up for growth, host jean caragher sits down with industry powerhouse phil whitman—ceo of whitman transition advisors and founder of c-suite impact—to tackle one of the accounting profession’s biggest questions: can cpa firms still thrive independently in the age of private equity and nonstop m&a?
whitman’s answer? a firm “yes”—but only if leaders are willing to take bold, intentional action.
gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. gear up for growth every friday here.
with more than 25 years of experience in firm leadership, whitman offers two strategies and at least five more imperatives for firms to stay independent.
accountants are often seen as the gatekeepers of financial integrity, but what happens when the client operates a strip club, sells cannabis, or works in legal sex work?
in the latest episode of accounting arc, liz mason, cpa, and byron patrick, cpa.citp, cgma, challenge the idea that “sin” industries are off-limits for ethical professionals. their message: legality, transparency, and harm reduction matter more than personal judgment.
mason, founder and ceo of high rock accounting, has worked with legal sex workers and cannabis companies. she says she doesn’t shy away from these clients. “all companies have a right to good advice,” she says, stressing that ethical boundaries depend more on legality and transparency than personal judgment.
patrick, ceo of verifyiq and educator and co-founder of tb academy, echoes the sentiment. “is it legal, or is it not?” he asks. “that’s a pretty clear ethical line.”
but not all ethical questions are so simple. mason shares a cautionary tale about walking away from a fintech client offering predatory lease agreements. “it was all legal,” she says. “but it was abusive. and that crossed a line for me.”
we discussed that you need to explain the why of your client accounting services pricing. a price is a measurable number. the “value” of each of your cas components must also be reasonably measurable so that your clients and prospects understand the why. this is easier said than done, and you need to keep rewriting the value statements, testing them and revising them.
the best way to define the measurable value of each of your cas components is to state it from the client’s perspective, i.e., which business decisions the client can make based on the information/insight/intelligence you provide in a given cas component, and under which circumstances. then state the measurable impact of such business decisions. e.g., “on average, we help our clients reduce money stuck in inventory by 11 percent, which in many cases results in lower overdraft interest costs by about 1.3 percent annually.” without the numbers in your value statements, clients can feel you are pitching marketing fluff. read more →
sure, you’ve been to plenty—shook hands, sat through sessions, grabbed some swag. but in an era when time, travel, and training budgets are tight, attending a conference without a strategy can cost you more than just money. it can cost you momentum.
in the latest episode of the accounting influencers podcast, host rob brown issues a wake-up call for accounting professionals: conferences are back, and they’re your best opportunity this year to build real influence—if you know how to do it right.
“are you prepared to waste time, money, and opportunities? or are you ready to maximize every ounce of value?” he challenges listeners.
move like this with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间
in this episode of move like this, jennifer harrity, director of sustainability at sensiba, talks about how b corp certification and esg (environmental, social, and governance) frameworks are reshaping accounting firms from the inside out. originally sensiba’s head of marketing, jennifer pivoted to lead the firm’s sustainability efforts after spearheading its b corp certification in 2018. this move led to the creation of a full-fledged esg practice that now supports clients in areas ranging from greenhouse gas (ghg) reporting to impact assessments and fractional chief sustainability officer services.
harrity explains that b corp certification is a rigorous third-party process that measures a company’s environmental and social performance, governance, and accountability. for accounting firms like sensiba, it not only served as a differentiator but also proved to be a powerful talent magnet. students and experienced professionals increasingly seek out values-aligned workplaces, and the b corp logo on a recruiting booth helped sensiba stand out, even against big four competitors. she emphasizes that the certification aligns naturally with many of the profession’s existing values, such as a commitment to employee well-being and community engagement.
the avalara accountants confidence report shows 64 percent of trusted advisors bracing clients for economic downturn, and urging cash preservation, debt reduction, and rapid intelligent technology adoption
avalara, inc., a leader in modern tax compliance automation, released the 2025 avalara accountants confidence report, revealing a marked decline in optimism among u.s. accountants advising small and mid-sized businesses.
based on a 卡塔尔世界杯常规比赛时间 survey of 623 accounting professionals, the report offers a unique view into the economic outlook, operational pain points, and forward strategies of nearly 158,000 small and midsized business clients, filtered through the trusted advisors who know their finances best.
i can’t tell you how many firm owners complain to me about the talent shortage and how it’s holding back their growth. in truth, plenty of talent exists. it just may not be out there at the prices you’re willing to pay.
when firms come to us to source an open position, they usually share a job description that looks solid. but when we get to the salary range they have in mind, it’s often way below what’s being paid in today’s market. that’s usually why they’re not generating as many good candidates as they hope. read more →
some 43 percent of accounting firm professionals say technology is increasing manual work rather than reducing it. and 34 percent say they are underutilizing the features of the tools they’ve already implemented, according to a new survey of 400 u.s. cpas.
the lesson is clear: automation is not a silver bullet. to deliver real return, it requires planning, processes and people working in sync. the pressure is growing. as the talent shortage persists and margin pressures rise, firms can no longer afford half-measures on technology.
by 卡塔尔世界杯常规比赛时间 research
exclusively for pro members. log in here or 2022世界杯足球排名 today.
