today's features
growth strategies

niche down to scale up

woman holding eyeglasses and looking at laptop screen

how to find your ideal client.

by jackie meyer

trying to be everything to everyone is a recipe for burnout and mediocrity. that’s why one of the fastest ways to scale up your practice is to niche down and find your ideal client profile (icp). it might feel counterintuitive to narrow your focus, but trust me, specialization is powerful.

more: 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.

 

the fear of missing out (fomo)

before we dive in, let’s address the elephant in the room: the fear that by niching, you’ll lose opportunities. many advisors hesitate to niche down because they worry, “what if i turn away someone and regret it? what if i limit my opportunities and my phone stops ringing?” it’s a valid emotional concern, but let’s bust the myth:

  • serving everyone dilutes your expertise and makes it harder to stand out.

read more →

client accounting services

how cas boosts profitability

use pricing strategies to your advantage.

by hitendra patil
client accounting services: the definitive success guide

pricing your services correctly to ensure reasonable profitability is a major decision you will take in your client accounting services practice.

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

 

the accounting profession’s largest cas survey results revealed how cas firms price their cas offering:

  • the topmost method of pricing the cas offering is fixed/flat fee, used by 41 percent of the respondents.
  • the next common method of pricing cas is “mixed method of pricing” (a mix of hourly, fixed and value pricing), charged by 36 percent of respondents.
  • hourly billing method is used by 33 percent of respondents.
  • about 28 percent of respondents use value pricing as the method for cas pricing.

read more →

client service opportunities

mitchell reno: cx as a growth driver | gear up for growth

firms with client experience programs see 19% higher growth rates, according to clearlyrated study. 
originally published nov. 8, 2024.
sponsored by “radical pricing: how to optimize profits, delight clients, and build a top-value firm” by jody padar, cpa – see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

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

creating a truly differentiated client experience can be the key to standing out in a profession defined by trust, service, and technical excellence. that’s the message from mitchell reno, director of client experience at rehmann, in this episode of gear up for growth, hosted by jean caragher, president of capstone marketing.
gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | 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
drawing on more than two decades of marketing and advisory experience—including 14 years as rehmann’s chief marketing and sales officer—reno discusses how client experience, when strategically engineered, becomes not only a competitive differentiator but a catalyst for firm-wide growth and innovation.

read more →

about us

bissett bullet: take charge

today’s bissett bullet: “the reason that accounting professionals don’t close deals in a timely manner is that they leave it to the prospect.”

by martin bissett

we know that marketing is all about getting appointments in the diary, but when we get to that all-important first meeting, we find out what service the business is currently receiving from their present accountant, establish that we offer some services that they would benefit from and then leave it up to the prospect. that is why the trail goes cold; that is why we struggle to get a return phone call.

it’s up to you to create enough interest to get the second meeting arranged during the first.

today’s to-do:

look at your last three unsuccessful proposals and reflect on those meetings. did you ask for the second meeting or did you leave it to them? in hindsight, what would you have done differently? is there a recurring theme?

see more bissett bullets here

read more →

pricing, fees & billing rates

follow the $25,000 pricing rule

your clients get more value and your team gets to lose timesheets.

by jody padar
the radical cpa

consider the $25k rule.

because this method requires heavy lifting on the front end, a good rule of thumb is to only value-price engagements of $25,000 or more. if the client falls below $25,000, they are eligible for a fixed price or fixed price plus a value add. this rule is important because if your client is a small business, it doesn’t matter how much value they perceive in your services; they will not be able to afford value pricing above a certain level.

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

 

most services are fixed-priced, but based on conversations with the client, those prices may drop or be raised accordingly. some of the data points used to set pricing are the pita factor (pain in the a#%) and the client’s gross revenue.
read more →

featured video

art werner: wealth transfer strategies in uncertainty | quick tax tip

high-net-worth clients are urged to act before the estate tax exemption expires in 2025.

 

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – 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.

 

quick tax tip
with art werner
cpe today

a key provision of the tax cuts and jobs act (tcja) is approaching its expiration date—and art werner, j.d., m.s. tax, is sounding the alarm for advisors and their wealthy clients.

in the latest episode of the quick tax tip podcast, werner explains that the temporarily doubled estate and gift tax exemption, enacted under the tcja, is set to sunset on december 31, 2025. “this creates a lot of uncertainty,” says werner. “we’re hearing all kinds of things from congress—maybe an extension, maybe making it permanent, or even letting it die completely. some are even calling for the estate tax to be repealed. others want a much higher, even confiscatory, rate.”

click here for more art werner

with so much political volatility, werner urges tax professionals to proactively plan for the possibility that the exemption could be drastically reduced—or eliminated altogether.

read more →

featured video

sandra wiley: culture, dei, and the future of the accounting profession | move like this

“i am begging firms: do not let go of your dei&b initiatives. it is a mistake.” 

 

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 “turbocharge your profits: how to thrive in the new economy” by frank stitely, cpa, cva   – see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in a wide-ranging and deeply personal conversation on the move like this podcast, sandra wiley, president of boomer consulting, shares powerful insights about the evolving culture of the accounting profession and what firms must do to thrive in 2025 and beyond. from building inclusive workplaces to solving the talent crisis, wiley emphasizes one central idea: firms that embrace change, empathy, and innovation will outlast those that cling to the status quo. 

more move

wiley, a longtime leader in public accounting consulting, outlines boomer consulting’s growth from a tech-focused firm to a holistic advisor in five key operational areas: leadership, talent, growth, technology, and process. these “back office” functions, she explained, are often overlooked in cpa firms, yet they’re critical to long-term sustainability. through consulting, training, peer communities, and the boomer knowledge network, wiley and her team are helping firms modernize how they work and who they are.  read more →

podcast

jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | the disruptors

use ai to work smarter and connect deeper.

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

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 disruptors
with liz farr

jacob schroeder, founder of ascend consulting, is clear-eyed about artificial intelligence. he doesn’t see it as a silver bullet or a threat. instead, he sees it as a catalyst that helps accountants get back to what matters most: being human.

“ai is not the solution. it’s a tool,” schroeder says. “if you’re trying to make ai the solution, you’re going about it wrong.”

more podcasts and videos: ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients

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

instead of chasing efficiency for efficiency’s sake, ascend uses ai to free up time for meaningful conversations and thoughtful, strategic guidance.

by embedding quickbooks data directly into client emails, for instance, schroeder’s team ensures that every communication is not only efficient but also infused with empathy and relevance.

“suddenly, now your response can be more human.”

read more →

marketing & sales

check nine points before meeting prospects

young businessman knotting his necktie

how comfortable you feel in your own skin shows.

by martin bissett
business development on a budget

winning your first client is also known by various other names, including closing the first sale and winning the first deal. no matter what it’s called, it is one of the central principles you must follow as you begin the business development on a budget process.

what does it mean?

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

 

basically, it represents a mindset you must develop before you ever speak to a prospective new client. i developed the principle of winning your first client in response to a common concern often raised by partners of accounting firms – one that holds them back from going after new business. it’s the belief that they don’t really have anything to offer above and beyond what an organization is receiving from its current accountant.
read more →

audit & assurance

focus on data for deeper audits

woman in white office meeting with man

technology that finds all the needles in the haystack is better than sampling.

by alan anderson, cpa
transforming audit for the future

most auditors have grown up their entire career with a balance sheet orientation. “i can audit any balance sheet,” is a common defense against making any of the changes needed to move into the future. it is not an easy task to think about a data-driven orientation.

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

 

but the amazing part of moving to a data orientation is that it deepens your understanding of your client. you understand how data moves through their systems, a perspective you cannot have if you just look at the balance sheet. you start asking your client deeper questions, so you understand what these transactions do. i’ve had partners tell me that after they work with this data-driven approach, they’re embarrassed by how little they previously knew about their clients. conversations with your client are more profound, more valuable and more relevant when they focus on the kpis specific to a client and their industry.
read more →

advisory & consulting

ten tips to help clients avoid scams | listicle

//m.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

the world seems to be suffering a plague of scams. every day there are multiple new attempts to rip people off, and digital communication is making it easier. and artificial intelligence is making it harder to detect.

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

your clients need your help. warn them about these 10 general scams.

read more →

accounting influencers

jen cryder: rewrite the rules | accounting influencers

as the first woman ceo of picpa, cryder shares how she’s tackling the cpa pipeline crisis and why it’s time to re-evaluate long-standing licensure rules.

sponsored by “holistic guide to wealth management” by rory henry, cfp, bfa  – 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.

 

accounting influencers
with rob brown

in this episode of accounting influencers, jen cryder, cpa, ceo of the pennsylvania institute of certified public accountants (picpa), opens up about her unexpected path to leadership, the challenges shaping the accounting profession today, and why she believes this is one of the most exciting times to be a cpa.

with oversight of 20,000 accounting and finance professionals, cryder is not just a figurehead—she’s a force behind reshaping the profession’s image and strategy. from the cpa pipeline crisis to questions about the 150-hour rule, she addresses head-on the systemic changes needed to secure the future of the profession.

read more →

growth strategies

paul dunn: ditch the clock, lead with heart | gear up for growth

stop billing. start thrilling.

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, where accounting pros go pro  – see today’s special offer
click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

 

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

in a persuasive new episode of gear up for growth, powered by 卡塔尔世界杯常规比赛时间, paul dunn – four-time tedx speaker, cofounder of b1g1, and longtime champion of transformational leadership in the accounting profession – delivered a clear call to action for firm leaders: ditch the billable hour and lead with purpose.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth here | 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

speaking with host jean caragher, president of capstone marketing, dunn emphasizes that the profession’s future lies not in tracking time but in creating lasting client outcomes and standing for something greater than profit. 

read more →