today's features
advisory & consulting

clients need relevance in your advice

woman and man talking in office

why it is a cornerstone of value.

by hitendra patil
client accounting services: the definitive success guide

providing value to clients involves thoroughly understanding your client, anticipating their needs, and offering advice that is both timely and highly relevant.

we discussed earlier why timeliness is the first essential element of valuable advice. yet, advice given at the right moment but disconnected from the client’s real-world challenges is like a gps giving directions without knowing your location.

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

 

in this article, we examine why even the most technically sound advice often falls short when it fails to resonate with the client’s actual context, goals or concerns. through real-life examples, from generic guidance that missed the mark to targeted insight that drove results, you will learn how to shape advice that fits the moment. it is not just about knowing the client’s business, it’s about understanding what matters most, right now.
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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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