today's features
leadership

where strategy meets firm culture

three people arguing in office

four actions to take.

by anthony zecca
leading from the edge

as we focus on the leadership of accounting firms need to succeed in a future driven by seismic disruptors, we must address leadership’s responsibility, and impact on creating a culture that results in an environment that motivates every single team member to their highest level of performance.

more by anthony zecca
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there are two great quotes that i would like to start with to frame this discussion. the first is from bryan walker (partner and managing director at ideo), who stated that “culture is like the wind. it is invisible; yet its effect can be seen and felt” in every single organization that exists from the family to the biggest company on the planet. the second quote is from author tanya mann: “your organization’s culture is either an asset or a liability; either helping business performance or hurting it.”
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accounting arc

strategic ai, not shiny objects | arc

leaders tie ai to real workflows, not wish lists, and adoption follows. 

sponsored bytax season readiness: practical steps for a smoother busy season  | see today’s special offer

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

accounting leaders are accelerating ai deployment across tax, audit, and advisory—but three accounting veterans and hosts of accounting arc argue the difference between adoption and shelfware comes down to focus, guardrails, and relentless training. 

on the latest episode, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma; dissect how large firms are approaching microsoft copilot and adjacent tools. they agree that leaders should start now, but do so strategically. 

more accounting arc: don’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 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

patrick, ceo of verifyiq and co-founder and educator at tb academy, opens with a caution that resonates across enterprise tech cycles: many organizations feel pressured to adopt generative ai without clearly defining expected outcomes. he urges leaders to ask what success specifically looks like, whether that is fewer review points, faster cycle times on close, or reduced audit adjustments. 

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pricing, fees & billing rates

four ways that scoping helps with pricing

maximize benefits for both you and the client.

by jody padar
radical pricing – by the radical cpa

accurate pricing relies heavily on thorough scoping to measure the engagement, and good scoping defines the deliverables, sets the client’s expectations and calculates the labor it will take to get the job done.

more by jody padar
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with that said, here’s how your scoping process helps you determine the ultimate price:

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pro member exclusive

the twelve fundamentals of planning

man seated at desk and smiling while working on laptop in corner office with large windows

when did you last think about your business?

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

there is no time like the present to get ready for the future. here is a checklist of 12 things you should thinking about.

more by august j. aquila
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remember planning never stops. our environment is constantly changing.

  1. what business am i in? are you in the automobile business or the transportation business? one is very narrowly defined and the other can broadly include anything that moves people or products. make sure you understand your business model and purpose.

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management

deter fraud with forensic techniques

person taking inventory on a tablet

bonus: 11 services that create a “control culture.”

by ed mendlowitz
77 ways to wow!

trained forensic professionals investigate accounting and financial transactions that are, or will become, subject to legal proceedings. it is an early step in a potential war, and many times it is the first shot.

more by ed mendlowitz
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attorneys and c-level executives are often not familiar with forensic techniques and see them as a means to quantify a loss. financial forensics also provides a means to deter and detect fraud. today, i share my views on the value of forensic techniques used to deter fraud and encourage cvas to consider attending the cti’s forensic accounting academy™ or fraud risk management courses offered through the maff programs.
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