today's features

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

 

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

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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barnes: redefine your career from within | gear up for growth

growth doesn’t always mean moving on—it can mean moving deeper.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“i love smith + howard, and i loved marketing, but i didn’t think i was the person for that role anymore,” says julie barnes, chief of staff of smith + howard, during her appearance on gear up for growth, powered by 卡塔尔世界杯常规比赛时间, and hosted by jean caragher of capstone marketing. “i didn’t want to leave; i wanted to do something different. i wanted to be valuable to the firm and create value in whatever role i landed in.” 

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

barnes shares how her 30-year journey at the firm has evolved through initiative, transparency, and a culture that supports growth from within. 

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bissett bullet: bigger isn’t always better

today’s bissett bullet: “i’m a small firm. how can i possibly be perceived as ‘superior’ to the much larger firms that my prospective client is meeting?”

by martin bissett

there is a mindset shift needed here. “superior” is not “bigger” so turnover, office size and number of partners bear no relevance.

you are superior when you show a genuine interest in the business you have gone to see and take the time to understand their personal and professional motivations. when you take that understanding and use your experience and your service lines to bring the answers to their door, that is being superior. win the advisory war by becoming the best relationship builder firm, not the biggest firm.

today’s to-do:

previously, i asked you to identify three clients who had come to you having been dissatisfied with their experience with their previous accountant. were any of those firms larger than yours? what about the previous firms of other clients whose situations you have improved? when imposter syndrome creeps in, remember those clients.

see more bissett bullets here

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vision vs. mission, and why you need one

five action items to take.

by jackie meyer

we’ve explored the spark that ignited your entrepreneurial journey. now, let’s give that spark direction and purpose. building a successful advisory practice isn’t just about working hard; it’s about working smart. and that starts with having a clear vision.

more: 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.

 

vision is more than just a lofty idea; it’s a necessity. it’s the guiding force that dictates not only what you want, but also what your team should strive for daily. your vision is the picture of your ideal practice, your ideal lifestyle and your ideal impact. it’s your north star, providing direction and inspiration – especially when day-to-day challenges feel overwhelming.
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