today's features

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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savage: use your license as a megaphone | arc – slc

small acts of involvement add up to big wins for the profession and the public.

sponsored by tax season readiness: practical steps for a smoother busy season | dec. 10, 2 pm et  | see today’s special offer

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accounting arc – student-led conversations
with arpan grewal
center for accounting transformation

advocacy often appears on television as protest marches, campaign rallies, or contentious debates. but in a recent accounting arc – student-led conversations episode, host arpan grewal and guest zenai savage, cpa, recast advocacy as something more grounded and accessible: a series of everyday decisions about when to speak up, who to invite in, and how to use professional skills for public good.

more accounting arc: baker: interpreting pricing psychologydon’t get fired by your own automation | what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape usgen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensurecpa firm ownership under firewalking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes |more admins, fewer students, no planwhat career advice gets wrong for gen z – and how to fix ityour identity is not a liabilityburnout, be gone: accounting needs a boundary breakthrough

savage is not a typical accountant. she is the founder of the savage advantage, a consulting firm that provides outsourced controller work, budget development, governance support, and board training to nonprofits and civic organizations. she also writes and speaks through blurred lines, a personal platform built on the belief that people do not have to separate their faith, professional life, and community service into neat compartments.

for grewal, a gen z student leader, savage’s path offers a concrete example of how young professionals can blend technical careers with civic engagement.

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when tax meets ai, savvy tax pros turn to ‘tax platforms 2026’

tax platforms 2026: request your free ebook today

your 2026 roadmap for the tax tech transformation

planning, research, and the rise of intelligent automation.

artificial intelligence is moving beyond the testing phase. it’s now powering the everyday workflows of tax professionals. tech providers are racing to integrate ai. and new startups are reshaping how firms research, plan, and deliver advice.

download: get the free ebook here

this report by 卡塔尔世界杯常规比赛时间 research and powered by the center for accounting transformation breaks down the changing landscape across two essential areas

1 – tax planning and

2 – tax research

this report reveals where innovation meets efficiency and where reliability matters most.

marketing information is at your fingertips

latina woman working on laptop

chatbots can get you started.

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

a lot of marketing doesn’t work because accountants and consultants just don’t do any or enough market research. unfortunately, many people think they know their markets and what they want and need, but most don’t have enough information about their target markets. in today’s world, finding information is often just a keystroke away and it won’t cost you anything.

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

 

most of your market research can be accomplished through secondary research – sources that are already available as opposed to primary research that consists of studies done just for your firm. you don’t have to spend a lot of money to get good market information if you know where to look, especially today.
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