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featured video

grassi: how the hell did this happen? | gear up for growth

here’s what it takes to grow a cpa firm from zero to the top 100—without losing your soul.

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

when lou grassi started his firm at age 24, he couldn’t afford to pay himself. there was no client base, no safety net, and no guarantee it would work.

more than four decades later, grassi is the 56th largest accounting firm in the u.s., with $146.5 million in revenue, seven offices, 58 partners, and more than 560 employees. and yet, as grassi tells host jean caragher on gear up for growth, the most important lessons from that journey have very little to do with size.

they have everything to do with intention.

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

more 卡塔尔世界杯常规比赛时间 videos and podcasts here

in this conversation, grassi reflects on what it takes to build a firm that grows sustainably, treats people like owners, and stays independent in a profession reshaped by private equity, talent shortages, and rapid change.

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growth strategies

make processes your superpower

woman drawing flowchart on a blackboard

priority codes, onboarding and more ways to standardize your operations.

by jackie meyer

systems and processes are the unsung heroes of any successful business. they bring order to chaos, ensure consistency and free up your time to focus on high-value activities.

more: maximize impact with tiered service packages | eight steps to roi pricing | shift your value proposition from compliance to advisory | how niches lead to growth | vision vs. mission, and why you need one | ten questions to check your entrepreneurship | more revenue in fewer hours
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

why systems and processes matter

first, you must build the foundation for a thriving advisory practice, define your vision, identify your ideal client, implement value-based pricing with the roi method, and explore the power of tiered service packages. then, you can focus on the backbone of a scalable practice: systems and processes.
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about us

bissett bullet: find common ground

today’s bissett bullet: “when it comes to meeting with a prospective client for the first time, there is only one way to approach the conversation. as a fellow business owner and human being.”

by martin bissett

your prospect is a business owner, just like you. they have cash flow problems and sleepless nights and clients to service, just like you. this meeting with them is, after all, simply a human interaction between two people. so, be you. be sincere, be genuine, be empathetic. if you are interested in them and aim to serve them, not to sell to them, then that will resonate and they will reciprocate by opening up and giving you the information you need to find the right solution for their business.

today’s to-do:

prepare a more informal agenda for your next meeting. have questions that you know you need to ask and the means to record the answers to those questions but remember that a more natural, relaxed interaction will build better rapport.

see more bissett bullets here

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accounting arc

students redefine “career readiness” | arc – slc

…and it has less to do with technical skills than firms expect.

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

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accounting arc – student-led conversations
with arpan grewal and harshita multani
center for accounting transformation

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

as the accounting profession continues to grapple with talent shortages, shifting expectations, and generational change, one podcast is addressing those challenges from a rarely centered perspective: students themselves.

in an end-of-year episode of student-led conversations, hosts arpan grewal and harshita multani reflect on a year of interviews alongside donny shimamoto, cpa.citp, cgma, founder and inspiration architect of the center for accounting transformation. the episode serves as both a retrospective and a case study of what happens when students are entrusted with real platforms and real responsibility.

more accounting arc: 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 | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure

the idea for student-led conversations emerged after grewal appeared on an episode of accounting arc, where she interviewed seasoned professionals about their careers. what surprised her most was not the technical content, but the personal stories.

“i realized accounting isn’t just about numbers,” grewal says during the episode. “it’s about people.”

that realization became the foundation for a student-hosted series that explores career paths, mental health, failure, advocacy, and professional identity — topics often absent from traditional recruiting or classroom discussions.

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pricing, fees & billing rates

the three-step formula for setting your monthly fee

hand moving triangle along beam to indicate balance between price and value

how to create price packages.

by jody padar
radical pricing – by the radical cpa

packages are the first step toward productizing your services. your packages define your services as discrete offerings with defined parameters around what they include and what’s excluded.

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

the secret sauce to creating a fixed price package with a value add consists of combining several variables:

deliverables + client persona = well-priced packages

client-specific price point + market price point = well-priced packages

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