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accounting arc

why happiness is hard-fought for high achievers| arc

learn how easily pros tie well-being to success—and how fear of failure can distort self-worth. 

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

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accounting arc
with byron patrick and donny shimamoto
center for accounting transformation

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

busy season may still be a days out, but the stress response already starts to hum for a lot of accounting professionals — the calendar fills, the inbox tightens, and the margin for error feels like it shrinks to a sliver. in the latest accounting arc, donny shimamoto, cpa.citp, cgma, and byron patrick, cpa.citp, take that reality head-on with a surprisingly practical lens: modern stoicism. 

more accounting arc: the fastest way to lose talent is “dick leadership” | post-holiday fatigue isn’t a failure; it’s a signal | ocr, research bots & meeting assistants: what actually helps now | return season is the new stress test | small firms may have the biggest advantage in 2026 | downgraded: what the doe said about accounting | savage: using your license as a megaphone |  baker: interpreting pricing psychology | don’t get fired by your own automation | what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc 

they start by naming the misconception most people bring to the word “stoic” — that it means emotionless, rigid, “stone-faced.” shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation, admits that’s how he learned it, too: a kind of unfeeling resilience.

but the article that sparks the episode — a psychology today piece on the science of stoicism — reframes it as something more useful (and more human): a set of attitudes and behaviors linked with resilience, lower anger and higher life satisfaction.  

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marketing & sales

six ways to market your technology consulting practice

and three questions to ask first.

by august aquila
max: maximize productivity, profitability and client retention

computer consulting has evolved over the last 30 years and there are more choices than ever before. in fact, it is much more than just a computer and is now rebranded as technology consulting.

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

 

recent changes in technology will force us to learn a new type of technology consulting. despite your current level of technology consulting sophistication, you will still need to market your services.

get started by asking yourself (your team) the following three questions:
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growth strategies

eight mindset shifts for peak productivity

meditative businessman is pondering time management while surrounded by alarm clocks

time management strategies go beyond blocking.

by jackie meyer
the balanced millionaire: advisor edition

while time blocking is a cornerstone strategy, it’s not the only tool in the productivity toolbox. different tasks and personalities call for different approaches.

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

here are a few other effective time management techniques and when to use them:

  • eisenhower matrix (urgent vs. important): made famous by president dwight d. eisenhower and popularized by stephen covey, this matrix helps you prioritize by dividing tasks into four quadrants:
    • urgent and important: do these tasks first. they are crises or deadlines that you must handle now (e.g., a client’s tax filing due today).

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client service opportunities

four ways to deal with clients who say ‘no’

young businesswoman putting hand out in "stop" gesture while sipping coffee

plus two possible exceptions.

by ed mendlowitz
call me before you do anything: the art of accounting

i found out many years ago that i cannot spend my clients’ money.

i used to feel that if they did not want to “buy” a service i felt they must have, it meant i did not clearly convey the value to them. i do not feel this way anymore because the value is relative and draws on many issues the client might have and that i am not privy to.

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

in my earlier days i used to do the work anyway, feeling a responsibility to the client. it took me quite a while to realize that the responsibility is the clients’ and if they did not want to spend their money for it, i should not spend part of my life doing it on a pro bono basis. there were also times i felt the work was so essential to the client that i did it expecting their recognition of the importance and willingness to pay me afterward. stupid! my bad!
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special

ai tax app crashes financial stocks on wall street

a sign of things to come?

contenders and defenders: hazel and a new generation of ai tax and legal tools are challenging the old.

by 卡塔尔世界杯常规比赛时间

a major sell-off in brokerage and wealth management stocks followed the launch of a new ai-powered tax-planning tool by the financial technology platform altruist.

more tax tech | more ai

investors reacted sharply to the launch of hazel ai, a feature within altruist’s platform that automates complex tax strategies — a service traditionally handled by human advisors and high-fee wealth management firms.

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