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pro member exclusive

five questions to ask about new tech tools

businessman looking at question mark sketch on the wall
be sure to loop in the people who will use them.

by jody grunden
building the virtual cfo firm in the cloud

whether you purchase a one-time software license or pay for a tool on a subscription basis, the cost of software can add up quickly. it’s necessary to conduct a thorough analysis of any new software program before you decide to buy it, and you need to constantly evaluate the effectiveness of the tools you’re using.

more by jody grunden
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we have learned that we want to be sure we’re getting the most out of our software, that our tools remain the right fit for our needs and that they are cost-effective.
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featured video

baker: transformation economy will redefine accounting | gear up for growth

stop “playing small ball,” and reimagine client experiences.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by tax season readiness: practical steps for a smoother busy season  | see today’s special offer

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is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“a business model describes how you earn revenue when services are given away for free,” said ron baker, co-founder of threshold: a revelation for the transformation economy, during his appearance on gear up for growth, hosted by jean caragher of capstone marketing.

“that terrifies people, but it’s where the economy is going.” 

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

baker discusses the profession’s next major evolution: the transformation economy, where firms no longer compete on services, scope, or efficiency, but on their ability to change lives.

he argues that cpas are uniquely positioned to guide clients through lasting financial and personal transformation. cpa value will shift from work performed to life and business outcomes: healthier, wealthier, wiser clients living with meaning.  

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pro member exclusive

what’s in, what’s out for the digital cpa in 2026

cloud foundations out, ai-powered growth in.

people you know: some of the 卡塔尔世界杯常规比赛时间 contributors and collaborators on the agenda at the 2025 digital cpa conference.

by 卡塔尔世界杯常规比赛时间 research

tax and accounting firms appear poised in 2026 to double down on ai-driven services, accelerate developments in blockchain accounting, add new automations to cas platforms, pursue transformative audits, and reimagine talent pipelines.

more: tech and fintech

if this year’s digital cpa conference in washington, d.c., is any indication, then 2026 will be characterized by ai ubiquity, cas at the core, and strategic boldness.

comparing the 2024 and 2025 events back-to-back reveals a dramatic evolution in themes, speakers, and firm strategies — effectively a “what’s out vs. what’s in” for the profession.

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advisory & consulting

eight steps to roi pricing

how to address common objections.

by jackie meyer

we already set the foundation for moving to high-value advisory services. now let’s talk about how to price those services in a way that reflects their true value and empowers you to achieve the balanced millionaire lifestyle.

more: 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.

 

this is where the roi (return on investment) method comes in.

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about us

bissett bullet: who should i say is calling?

today’s bissett bullet: “imagine you’re a business owner and you’ve just had a meeting with an accounting firm. the meeting went really well; in fact they made a very positive first impression and you are seriously considering leaving your current accountant to work with them. you did forget to ask something, so you make a quick call to their office … and nobody knows who you are.”

by martin bissett

you could be forgiven for feeling a little deflated. now imagine you called and instead were greeted by a member of their support team who not only knew exactly who you are but had been instructed to put you straight through should you happen to call.

this is a very easy and effective way to make prospective clients feel valued, prioritized and ingrained in your firm’s culture but simple though it is, your competitors will not do it. stand out by making sure that clients are handled in this way by your firm.

today’s to-do:

diarize time after a meeting or set aside time each week to brief support staff on all prospective clients.

see more bissett bullets here

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