today's features
marketing & sales

follow the laws of client attraction

whose needs are you focused on?

by martin bissett
business development on a budget

let’s start with two simple definitions to avoid any confusion:

  1. the purpose of marketing is to create the opportunity.
  2. the purpose of business development (sales) is to convert that opportunity into a paying client.

more by martin bissett
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when we meet with prospective clients – and i say this as someone who has sat in on many hundreds of meetings of this nature – we rarely give potential clients a reason to buy from us that they care about.
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audit & assurance

why repeat last year’s questions? | the disruptors

saly isn’t useless—but it shouldn’t be lazy.

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 the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

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build a 7-figure firm in just 4 hours a week!

the disruptors
with liz farr

audit has spent decades digitizing the past—paper binders moved to the cloud, workflows wrapped in prettier software, and manual testing dressed up as “innovation.” according to jin chang, that’s not transformation. it’s inertia.

chang knows because he lived it.

early in his career as an auditor, he found himself doing exactly what generations before him had done: matching evidence to samples, racing against the clock, and wondering why a four-year degree was being spent on work that machines should have mastered long ago.

more streaming:more streaming: cannon: busy season is self-inflicted | carroll: when one person can break the firm |  rampe: build a roadmap even when the road’s not there | chang: killing saly, one agent at a time | vanover: 5-star firms don’t bill by the hour | kless: profit is a result. flourishing is the purpose | whitman: build culture on ‘progress,’ not change | shein: no pe? no m&a? no problem | hood and weber: time to rise | proctor: turn dumb ideas into brilliant solutions | carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

“why aren’t computers doing this better and faster?” he remembers thinking.

that question became the seed for fieldguide—the audit platform chang says he wished he’d had, powered by ai agents designed to work alongside auditors rather than replace them.

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pro member exclusive

how to conduct a client situation review

six people in a business meeting

the benefits are high, but only if the right people are involved.

by domenick j. esposito
8 steps to great

the client situation review (“csr”) is an effective tool for delivering client value.

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

 

the csr process is one of the most powerful and effective techniques for strengthening a client relationship and improving the quality and level of your service. in the spirit of building a mid-market sustainable brand, you can use the csr to demonstrate your ability to add value by providing creative ideas, asking the right questions, identifying challenges and providing solutions.
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featured video

student loans after obbba: what advisors need to know now | holistic guide to wealth management

new repayment rules and borrowing caps are forcing a rethink of long-term planning.

originally published oct. 2025
sponsored by 卡塔尔世界杯常规比赛时间 go pro – get more. go pro!   see today’s special offer

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

student loan debt has quietly outgrown its stereotype.

what was once viewed as a challenge for early-career professionals is now showing up in family balance sheets, tax returns, and retirement plans. parents nearing retirement—and retirees themselves—are increasingly carrying education debt, often on behalf of their children. for cpas and financial advisors, student loans are no longer a niche planning issue. they’re a multigenerational one.

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

with more than $1.8 trillion in federal student loan debt spread across 42.5 million borrowers, the scale alone demands attention. but it’s the shifting who—not just the how much—that makes this moment critical for advisors.

that shift is the focus of this episode of holistic guide to wealth management, featuring alex bottom, ceo of finology, and ryan galiotto, cfp®, cslp®, founder of the student loan help network. their conversation unpacks how legislation, demographics, and delayed life milestones are reshaping student loan planning—and why advisors can’t afford to sit this one out.

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client accounting services

the hidden friction killing cas profitability | it’s not just the numbers

cas success isn’t accidental. it’s engineered.

originally published november 2025
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 the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

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.
build a 7-figure firm in just 4 hours a week!

it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间

client advisory services (cas) continue to outperform every other service line in accounting. but firms that treat cas as “enhanced bookkeeping” quickly hit a ceiling. the firms that scale profitably make harder—and smarter—choices: who they serve, how they staff, how they price, and how they explain their value in a world obsessed with automation.

more penny breslin and damien greathead | more advisory & consulting | buy “it’s not just the numbers”

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

in this episode of it’s not just the numbers, co-hosts penny breslin and damien greathead get refreshingly practical about what actually drives cas success. their message is clear: strong cas practices are built intentionally, not incrementally.

one question cuts straight to the tension many firm owners feel: should teams see profitability numbers?

breslin and greathead don’t argue for radical openness—or secrecy. instead, they advocate for profit literacy.

teams don’t need to know margins by client. they do need to understand three things:

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