today's features
advisory & consulting

kane polakoff: what you’re still getting wrong about cas | gear up for growth

too many potential clients, not enough staff or capacity.

sponsored by true advisor: the definitive success guide for client advisory services by hitendra patil

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the step-by-step operating guide for firms building, pricing, and scaling advisory services that clients value—and pay for.

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

“cas is kicking cass right now,” says kane polakoff, principal and cas practice leader at cohnreznick, in the new episode of gear up for growth, hosted by jean caragher, president of capstone marketing.

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 streaming videos and podcasts here

“it’s on fire, especially over the last five or six years. the demand is incredible, but the key is having a strong delivery mechanism and the right capacity to provide real value to clients.”  read more →

marketing & sales

four questions for setting firm strategy

businessman turning compass labeled "strategy" like a steering wheel

which segment will you target?

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

we’ve discussed marketing audits. once we have some firmwide objectives, we need to select strategies. there are many ways to accomplish something, and it is necessary to select how you are going to go about doing it.

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

let’s look at four different strategies.

  1. cost reduction. as new forms of technology and artificial intelligence enter the workplace, it is increasingly possible to achieve a competitive advantage by using them to reduce the cost-of-service delivery. tax processing software is a common example that firms have used over the last 20 years. ai could help firms reduce costs in multiple areas of the firm, from tax research to improving processes.

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pro member exclusive

ten tips for recharging your battery this tax season

businessman listening to music in office

you might decide to keep them going year round.

by sandi leyva
the complete guide to marketing for tax & accounting firms

is keeping a high energy level a challenge for you?

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

 

here are a few tips to revitalize your personal energy. some of these are very simple, so simple you may think they won’t do anything for you.
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about us

bissett bullet: give your clients a commercial hug

today’s bissett bullet: “how are your clients, really?”

by martin bissett

when the covid-19 pandemic hit, accounting firms all over the world went into reactive mode. they adapted, they got their own houses in order – which is an entirely appropriate response to an unprecedented crisis – and then those who really cared reached out to their clients. they called them on a regular basis just to see how they were faring.

this should be something you do routinely in the interests of relationship building. call your clients, no charge, no sell, no angle, just a commercial hug. ask how they are, if they need anything and offer your help. that may be in the form of expertise, of monetized help or of goodwill, that is at your discretion; but cement that relationship by showing you care after their signature has dried on the original contract.

today’s to-do:

start with your biggest or most vulnerable clients. diarize one call a day starting today; pick up the phone and add value.

see more bissett bullets here

read more →

accounting arc

will ai make students better learners — or just faster workers? | slc

educators explore ethics, creativity, critical thinking and the future of learning in an ai-powered world.

sponsored by true advisor: the definitive success guide for client advisory services by hitendra patil |
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 step-by-step operating guide for firms building, pricing, and scaling advisory services that clients value—and pay for.

student-led conversations
with harshita multani
center for accounting transformation

artificial intelligence is no longer a future issue in education. it is already shaping how students study, how teachers prepare lessons, how universities think about access and admissions, and how employers evaluate readiness for the workforce.

more slc: why the next generation may be accounting’s greatest competitive advantage | students redefine career readiness | savage: using your license as a megaphone |  baker: interpreting pricing psychology | royalties, residuals, and reality checks | arc-slc 

in this episode, host harshita multani, a center for accounting transformation intern and indiana high school business student, leads a thoughtful discussion on ai in education with markus ahrens, ph.d., cpa, cgma, fmaa, of the american accounting association, and david wood of brigham young university.

what makes this conversation stand out is not just the topic. it is the perspective.

read more →