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advisory & consulting

why usability matters so much in advisory-cas

man and woman talking in office while referring to tablet

the four dimensions your advice needs.

by hitendra patil
client accounting services: the definitive success guide

in the world of advisory services, which is constantly evolving, where time is of the essence, we often emphasize the importance of delivering advice promptly, especially when a business faces pressing decisions. timeliness undoubtedly plays a critical role in the perceived value of advice. the advice also needs to be relevant.

more by hitendra patil
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but what if your advice is timely and relevant, and still falls flat? more often than not, the culprit is a lack of usability. advice only delivers value when it can be put into action.

in this article, we unpack the concept of usability, which encompasses clarity, accessibility and contextual fit that turn ideas into action. you will explore what makes advice feel usable to a client, how to avoid common barriers like ambiguity or overload, and how to translate complex insights into simple, strategic steps. usability does not mean you have to “dumb down” things. it’s about empowering smarter decisions.
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pro member exclusive

what’s the roi on that shiny new thing?

innovate for the right reasons.

by jody grunden
building the virtual cfo firm in the cloud

depending on your age, you may or may not remember lotus 1-2-3. it was a hugely popular spreadsheet program back in the ’80s and early ’90s that was eventually taken over by excel. if we had been “married” to lotus 1-2-3 at that time, we may have gone out of business because we wouldn’t have been able to react fast enough.

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

this is the world of technology today. we have to operate under the mindset that what we’re currently using may or may not be around in five years.
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advisory & consulting

leesley: your clients will pay more | gear up for growth

here’s how to label, package, and price the value you already provide.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“with ai, we finally have the tools to free up time for advisory, and clients are asking for it,” says megan leesley, director of tax at dark horse cpas, during her appearance on gear up for growth, hosted by jean caragher of capstone marketing.

“they want more than a tax return. they want strategic guidance, and they’re willing to pay for it.” 

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

leesley, a member of the intuit tax council, recently presented at dcpa25 on transitioning from compliance to advisory, sharing practical steps to transform a traditional tax practice while increasing revenue, improving client relationships, and enhancing work-life balance. 

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about us

we’re honored

thank you, and congratulations to the 卡塔尔世界杯常规比赛时间 community of influencers.

by 卡塔尔世界杯常规比赛时间 research

卡塔尔世界杯常规比赛时间 research extends its congratulations and appreciation to the 39 authors, creators, contributors, collaborators and guests who appear in this year’s edition of the top 100 most influential people by accounting today.

“we’re very grateful to the brilliant thought leaders and changemakers who make 卡塔尔世界杯常规比赛时间 what it is,” says 卡塔尔世界杯常规比赛时间 founder and ceo rick telberg.

accounting today calls 卡塔尔世界杯常规比赛时间 “a platform for a wide range of diverse voices to share exciting new ideas through articles, podcasts, videos and books, while also offering useful research data and practical intelligence on the critical issues facing the profession to an audience of more than half a million accountants.” and terms telberg “one of the great impresarios of accounting.”

among this year’s top 100, including the new names to watch:

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tech and fintech

bookkeeper360 launches mobile and web app featuring ai-powered virtual cfo

pasquarosa

bolt™ combines cutting-edge technology with human conversational intelligence

bookkeeper360, trusted by thousands of small businesses and cpas since 2012 and ranked as the best online bookkeeping service by nerdwallet and forbes, is launching a new ios and android mobile and web application featuring bolt (business optimization learning technology), an ai-powered virtual cfo.

more tech

the platform integrates with quickbooks, xero, and gusto to deliver real-time financial insights, actionable intelligence through visual dashboards, and personalized guidance. business owners can communicate directly with their accountant, track projects in real-time, and receive push notifications for critical financial alerts.

“business owners are drowning in financial data but starving for insights,” says nick pasquarosa, founder and ceo of bookkeeper360. “we built this app to bridge that gap. bolt delivers instant intelligence for everyday decisions while our expert accountants provide guidance when situations get complex, giving clients the best of both worlds.”

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