today's features
advisory & consulting

becca johns: how rea cpas is pushing into advisory | capstone conversations

it’s time to challenge the cpa mindset.

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capstone conversations
with jean  caragher

rea & associates is transitioning from a traditional cpa-centric model to a broader advisory role, aiming to offer services such as it consulting and wealth management. this will require major shifts in the firm’s internal mindset and culture, including redefining roles, retraining staff, and effectively communicating the new value proposition to clients.

full show notes here | more capstone conversations here | follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher every friday with gear up for growth here |

a tall order, to be sure. but becca johns, director of practice growth, tells jean caragher in this episode of capstone conversations, “this is a good time to challenge the mindset of being a cpa firm.” read more →

outlook & analysis

how will private equity impact accounting careers?

two women talking while seated at a table

pe may push dei for new talent.

by 卡塔尔世界杯常规比赛时间 research

private equity investment is creating a seismic shift in the accounting profession. leadership structures are getting overhauled. career paths are branching both up and out. investments are opening opportunities in services and clientele.

more: eleven questions about kids, wealth and the family business | twelve years and out: seasoned accountants join the exodus | how accounting firms are handling the staff shortage | gen ai in accounting: epic transformation, or overheated hype? | survey shows big opportunities in small business | salary guides for accountants vary widely: whom do you believe? | are you earning what you deserve? | the slow, painful death of the 150-hour rule | partner comp earnings gap: what’s the right spread?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

how will this impact the core of cpa firms?

good question. and the 2024 accounting move project has some answers.
read more →

accounting influencers

ed warren: the difficult conversations to grow your business | accounting influencers

prune your existing portfolio to create a revenue pipeline.

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accounting influencers
with rob brown

ed warren, a veteran sales executive in the accounting industry, shares expert insights on growing accounting firms through client advisory services and leveraging technology to stay ahead of the competition in this episode of the accounting influencers podcast with host rob brown.

warren shares his insights on how the accounting industry has been affected by the covid-19 pandemic and what the future may hold for it. he believes that while the accounting firm space is in a good place given the circumstances, there is also a bit of complacency, as they have weathered the storm reasonably well. however, staffing is a huge issue right now, and the industry will have to figure out how to adjust to players with values different from those of the legacy partner.

read more →

pro member exclusive

where intuit is at with accountants

why vendors need to start with “why.”

ted callahan, intuit director of accountant partnership and strategy: “an industry transforming itself.”

 

by seth fineberg

unless you’ve been under a rock in the accounting profession, you know that intuit—makers of some of the most widely used tax and accounting products on the u.s. market—has caused quite a stir within the profession in recent weeks, making some wonder where they stand with the software giant.

more: history could help accountant-vendor relations | accounting needs a ‘rethink’ not a ‘rebrand’ | big change comes with deep reflection | three ways to raise the bar for your business
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

for quick review, a growing number of accountants that use of the company’s quickbooks online product have had to consider how to pass on rising costs of using the product, on top of where they stand with the company and its seemingly competing quickbooks live service. then, more recently, intuit began running national tv ads promoting its turbotax live service with the message of “break up with your accountant.”

read more →

advisory & consulting

four ingredients to your cas ‘why’

learn what will resonate with your prospects.

by hitendra patil
client accounting services: the definitive success guide

“why did i start my accounting firm/practice?”

if you are the owner of your firm, print this in a bold, big font and post it somewhere in such a way that you can see it, even if it is just in your peripheral vision, every moment when you are working at your desk.

more client accounting services articles
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

if you are a partner of the firm or an employee, print the following question to post it where you can see it all the time:

“why did i get into the accounting profession?”
read more →