today's features
pricing, fees & billing rates

when to use change orders

mechanics do it and so can you.

by jody padar
radical pricing – by the radical cpa

change orders are the result of a well-scoped process. they occur when a client adds a service not included in their original engagement or when a manager or partner requests a service be scoped and priced separately. the client decides whether or not to proceed with the change.

more by jody padar
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the process of a change order is similar to taking your car to the mechanic for an oil change. during a diagnostic, they find you need a tire alignment as well. the alignment is not included in the services you bought, but you’re curious to know how much it would cost. depending on the price, you’ll add it to the original quote, or you won’t.

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advisory & consulting

three ways to prevent charity theft

directors must read and understand financials.

by ed mendlowitz
77 ways to wow!

hardly a week goes by that i do not read about a theft, fraud, misappropriation, defalcation or egregious wasteful spending at some charitable organization. some are perpetuated over many years – perhaps as many as seven years.

more by ed mendlowitz
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lack of controls, oversight, disinterest or lackadaisical care creates an atmosphere where an already weak person can spot an opportunity, or perhaps an uncaught or unguarded careless mistake gives birth to a pattern of ongoing criminal action by someone who never had an unlawful thought.
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featured video

maksymiw: kick the “should” out of your career | big 4 transparency

“being efficient got me more work, not more money. so i left.” 

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

when mike maksymiw first joined the big 4 transparency podcast, listeners were struck by his candor, clarity, and willingness to challenge the profession’s long-standing norms. now, as host dominic piscopo welcomes him back as the show’s first repeat guest, maksymiw brings even more insight—this time shaped by aprio’s rapid growth, his own unconventional career path, and a message for accountants who feel stuck in roles that no longer fit.

more dominic piscopo | more private equity | more pay & compensation

maksymiw currently serves as executive director of the aprio firm alliance, a national network of nearly 100 firms that share resources, expertise, and support across specialties and geographies. and—thanks to aprio’s recent acquisition of the ps plus alliance from rsm—the alliance has nearly doubled in size.

“it broadens how we can go find answers,” he explains. “now there are a hundred people you can ask, and maybe fifty have done what you’re trying to do. maybe there are seven different ways to make it work.”

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outlook & analysis

accountants keep upgrading clients

every year, the 2025 rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country: how do you think the next 12 months will unfold? trends? predictions? other thoughts? also, how would you assess the last 12 months? trends? observations? struggles?

hours will become obsolete.

by carl george
 the rosenberg survey

firms will continue to upgrade their client profiles and disengage from clients who no longer fit. the result is more time will be spent on higher-value clients and emerging high-value clients. a strategy long overdue for some.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

this strategy meets the challenge of transactional versus relationship-driven. the key is to put a process in place that defines a high-value client, to prioritize the plan for each client, and to develop a side strategy that affords the appropriate resources (time and people) to give the high-value clients their due.
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mergers & acquisitions

beware potential loi issues

model train derailed as model workers look on

eight ways to derail a merger.

by marc rosenberg
cpa firm mergers: your complete guide

as you will see from reading these examples of issues i have seen arise at second meetings, touchy or sensitive items are much more easily dealt with before the letter of intent is prepared than after.

more by marc rosenberg
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the discussion at this second meeting steers the parties closer to a mutually acceptable transaction in the direction that the seller is looking for, thus minimizing contentious issues that often arise when an loi is issued that amounts to a “stab in the dark” by the buyer.

here are some agenda items for second meetings i have recently led:

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