today's features
client accounting services

make clients part of your cas team | it’s not just the numbers

“if they’re consistently uncooperative, they’re not a good cas client, no matter how much they pay.” 

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间

in the world of client accounting and advisory services (cas), most firms focus on building internal teams, refining processes, and adopting the right technology. yet, one crucial element often gets overlooked: the client. 

in a recent episode of it’s not just the numbers, co-hosts damien greathead and penny breslin explore why clients must be treated as integral members of the team, and what happens when firms fail to define the client’s role in the process. their conversation, drawn from decades of working with accounting firms around the world, provides a blueprint for cpas and firm owners aiming to elevate their cas practices. 

more penny breslin and damien greathead | more advisory & consulting | buy “it’s not just the numbers”

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traditionally, accountants position clients as recipients of a service; for example, the client would deliver documents once a year, and the firm would produce a tax return. that transactional model doesn’t work in cas, says breslin. 

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accounting arc

shutdown shockwaves: how accountants keep the government’s books from crashing | arc

decode the financial fallout—where payables stall, nonprofits scramble, and the irs slows to a crawl.

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see today’s special offer

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

when the federal government shuts down, headlines focus on politics. but behind every furlough and frozen budget lies a deeper story—one told through accounting cycles, payroll ledgers, and cash flow reports. 

in the latest episode of accounting arc, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, break down what really happens when appropriations stall and the business of government grinds to a halt. 

more accounting arc: royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking 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 plan | what career advice gets wrong for gen z – and how to fix it | your identity is not a liability | burnout, be gone: accounting needs a boundary breakthrough

“this is the kind of thing accountants think about,” mason says at the start of the episode. “what’s the actual technical answer? what does a shutdown mean for accounts payable, for payroll, for the irs? what’s really happening behind the scenes?” 

their discussion reveals a complex web of accounting impacts—from unpaid invoices and delayed reimbursements to frozen nonprofit grants and confused taxpayers. 

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accounting influencers

5 ways to stay ahead of the ai curve | accounting influencers

automation isn’t replacing accountants—it’s exposing who can’t evolve.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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accounting influencers
with rob brown

artificial intelligence isn’t a future disruptor—it’s already embedded in accounting. the profession’s survival depends on how quickly firms adapt.

“the robots are coming—scratch that—they’re already here,” says accounting influencers host rob brown. “ai literacy isn’t optional anymore. if you’re treating ai as tomorrow’s problem, you’re already behind the curve.”

the latest episode explores the seismic impact of automation on accounting and the urgent need for firms to transform their skills, strategies, and structures.

citing a mckinsey report, brown notes that nearly 80% of organizations already use ai in at least one core function. “it’s pervasive now,” he says. “reconciliation, data entry, transaction classification—ai eats those jobs for breakfast.”

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advisory & consulting

the three-lens model for cas conversations

three magnifying glasses leaning on sidesclients will feel seen, heard and helped.

by hitendra patil
client accounting services: the definitive success guide

many client accounting services professionals are eager to offer “advisory,” but they sometimes struggle to make their conversations truly feel like advice. the tools are available, and the data is clean, yet something still feels a bit off.

more by hitendra patil
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why? because most client interactions rely on reactive reporting, when they should be guided by proactive exploration, and that’s the problem. cas is far more than just about what you say. it’s about how your insights meet your client’s world.
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pro member exclusive

retention doesn’t mean keeping everyone forever

it’s ok if some people don’t work out.

by jody grunden
building the virtual cfo firm in the cloud

there’s a common misnomer when it comes to retention and keeping people on the team. retention doesn’t mean keeping every single person on your team forever.

more by jody grunden
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not only do you want to get the right people on the bus, but you also want to get those people into the right seats. we want summit cpa to be a great place to work, and we want great people to be working here. however, we realize it may not be the right place for every person.
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