today's features
client accounting services

vilms: the power of people in a tech-driven world | the disruptors

listening, translating, and meeting clients where they are is just as important as adopting the latest tech.

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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the disruptors
with liz farr

michelle vilms has a perspective that most small business accountants don’t have: she had a front-row seat to the explosive growth of staples as it grew from 100 stores to a $15 billion corporation. today, she brings her mastery of operational accounting to her own firm, vilms consulting, and the small business clients with whom she works.  

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: dickerson: from diagnosis to disruption |kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week | randy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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vilms’ final position at staples was director of marketing and finance, where she worked with the creative people who were putting together catalogs or ads. “they were numbers persons in their specialty, but they weren’t accounting numbers people,” she explains. “and so just learning to have empathy and explain it to them in the terms that they needed really brought me back to that corporate experience, is how i landed in operational accounting for our firm.” 

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busy season management

haase, radzinsky: inside the taxdome-juno ai alliance

taxdome and juno founders launch integrated end-to-end tax workflow.

sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients”
by penny breslin and damien greathead – see today’s special offer

by 卡塔尔世界杯常规比赛时间 research

in the increasingly crowded and fast-evolving world of practice management software, two upstarts tell 卡塔尔世界杯常规比赛时间’ rick telberg they’ve found a way to change the game.

more in tech | how taxdome and juno just changed the tax tech game | aiwyn enters race for the all-in-one practice management platform | is practice management having its moment?

“clients demand a unified experience — they don’t want multiple portals and logins,” says ilya radzinsky, taxdome’s co-founder, in an interview for 卡塔尔世界杯常规比赛时间. “at the same time, firms need complete tax workflows that actually work end to end. this launch delivers both: one seamless client experience paired with ai-powered tax preparation that removes manual data entry and increases firm productivity.”

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leadership

how to compete against any size accounting firm

yes, you can “run with the big dogs.”

by domenick j. esposito
8 steps to great

even these days – or, especially these days – there is room in the cpa firm market to build a powerful mid-market sustainable brand and, yes, potentially the category killer.

more by domenick j. esposito
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the opportunity is there for the taking.

but you need to focus on what matters if you want to “run with the big dogs.”

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featured video

johnson, lohrfink: estate planning’s the next frontier | holistic guide to wealth management

technology streamlines the process, but strong communication builds the needed relationships.

sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more! go pro!  – see today’s special offer

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

research shows that 93% of people want estate planning services from their financial advisor, but only 22% are actually getting that advice. as detailed in my new book, holistic guide to wealth management, for cpas, estate planning offers practitioners the ability to provide a family office level of care to clients, whether they are business owners, retiring boomers, or next gen. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

danny lohrfink, co-founder and chief product officer of estate planning software wealth.com, said estate planning has long been an antiquated profession that costs a lot of money, takes a great deal of time, and often delivers an outcome that is too complex for the client/family to understand. “these are the kinds of core problems that technology is meant to solve,” notes lohrfink, a contributor to my book. “how do you reduce the cost and amount of time spent doing things?”  

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listicle

ten topics for news releases | listicle

//m.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

a news release is a short article you can send to newspapers, radio stations, podcasters and other media. it announces something new about your firm or provides the basic information a reporter needs to start writing an article.

more listicles here

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sometimes a newspaper will run the release just as written, especially if you tell them it’s exclusive to that organization. here are 10 topics you can write about.

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advisory & consulting

how behavioral finance works

woman and man smiling and talking in business setting

what does money mean to the client?

by rory henry
the holistic guide to wealth management

i decided to call my book “the holistic guide to wealth management” because leveraging a suite of financial services offerings that work in harmony with each other is a powerful business model that can transform your firm. the transformative power of this model, however, is based on the human side of the advice we provide clients and how we can improve their lives. it’s about shifting the conversation from integrating and delivering services to clients to gaining a deep understanding of a client’s values and what gives them a sense of well-being.

more: manage change through a pact | priority no. 1: your mental and physical health | trust is the primary ingredient | how to prepare your clients’ kids for their inheritance | annuities and insurance growing more attractive | quantifying the value of an advisor | raise your rates to change your clientele | how wealthtech is reshaping the future of holistic advice | profile of a modern firm: putting the vision into practice | tsunami of m&a, pe is disrupting the accounting profession | introducing you to a fulfilling return on relationships
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what is behavioral finance?

the corporate finance institute defines behavioral finance as “the study of the influence of psychology on the behavior of investors, as well as on financial analysts.” dr. daniel crosby, chief behavioral officer at orion, and author of best sellers “the behavioral investor” and “the laws of wealth: psychology and the secret to investing success,” takes it a step further.
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accounting influencers

change=hard. obsolescence=worse. | accounting influencers

turn disruption into opportunity and lead with confidence.

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accounting influencers
with rob brown

as disruption reshapes the accounting profession, a harsh reality is emerging: the vast majority of firms are not keeping pace. in this episode of accounting influencers, host rob brown warns that more than 70% of accountants globally are unprepared for the seismic changes sweeping through the industry, from ai and automation to evolving client expectations and a volatile talent marketplace.

“disruption isn’t coming. it’s already here,” brown says. “those who don’t make the shift in time are going to get left behind—plain and simple.”

the show explores how outdated processes, resistance to change, and lagging leadership development are putting firms at risk. leaders can no longer afford to rely solely on technical skills. today’s environment demands influence, adaptability, and a willingness to tackle uncomfortable change head-on.

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advisory & consulting

most tax and accounting firms are relying on pay raises in a losing battle for talent

hiring in the management consulting sector slows, but remains positive. tax & accounting sector shrinks workforce.

by 卡塔尔世界杯常规比赛时间 research

the professional services industry is accelerating a quiet but consequential reshaping toward higher-end advisory services and away from low-end compliance work.

ask 卡塔尔世界杯常规比赛时间 a.i.: where do accountants go when they quit?

consulting firms have added more than 27,000 jobs over the past 12 months, pushing total headcount to 1.56 million. in contrast, the accounting, bookkeeping, and payroll sector remains stuck near 1.155 million employees, a plateau that has persisted for much of the past three years, according to a new analysis by 卡塔尔世界杯常规比赛时间 research.

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advisory & consulting

build a cas practice that works | it’s not just the numbers

the debut episode reveals why half-built cas divisions fail and what to do instead – plus 12 key takeaways! 

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients”
by penny breslin and damien greathead – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

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 inaugural episode of it’s not just the numbers, hosts penny breslin and damien greathead deliver a candid, experience-driven conversation aimed at accounting and bookkeeping firm owners seeking to move beyond compliance work and grow successful client accounting and advisory services (cas) practices.

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

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the duo, who have worked together for over two decades, including hosting one of the first cas workshops in 2013, are well-known voices in the evolution of cloud-based accounting and outsourced advisory services. their show—named after their 2019 book—digs into the practical, strategic, and often messy realities of transitioning to advisory work. and for breslin and greathead, the key message is clear: building a sustainable cas practice starts with intentionality.

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pricing, fees & billing rates

how client data comes in is critical

standardization starts here.

by jody padar
radical pricing – by the radical cpa

why is mcdonald’s easy to price and why is their product so consistent no matter where in the world you are? you know that if you get a big mac in chicago or one in new york, it will taste and cost the same. this is because of standardization, and you shouldn’t underestimate the role digitized data plays in maintaining this consistency.

more by jody padar
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your firm can standardize and price just like mcdonald’s does, if you have the right tech infrastructure, in addition to standards related to both clients and workflow.
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client accounting services

cas prospects want proof? you’ve got that

smiling man talking on phone in office
track your sales success and your existing clients can help.

by hitendra patil
client accounting services: the definitive success guide

as you hone your sales discovery process, you will see that asking and telling is not enough. you need to “show” as well.

more by hitendra patil
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what you show during the discovery discussion are your client accounting services sales collaterals. they are the “proofs” that you actually do what you say. these collaterals answer the often-unexpressed question in the prospect’s mind “what will i get?” for your cas sales process, the following are some examples of the sales collaterals:
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featured video

weiner: building a $300k biz to $1.3b national powerhouse | gear up for growth

the longtime leader says the future belongs to those who build, evolve, and admit their mistakes.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients”
by penny breslin and damien greathead – see today’s special offer

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in this episode of gear up for growth, host jean caragher sits down with jeffrey weiner, former ceo and chairman of marcum llp and current senior advisor at cbiz. weiner shares candid insights from his 40-year leadership journey, explaining how a long island accounting firm with seven employees and $300,000 in revenue became a $1.3 billion national powerhouse—before merging with cbiz.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth here.

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

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“back in 1981, i didn’t even know what $1.3 billion was,” weiner quips. “but i always knew i wanted to build something.”

over the decades, weiner redefined what it meant to lead in public accounting, emphasizing trust, talent, and strategic growth. rather than micromanaging, he viewed his role as “architect,” guiding the firm’s culture, empowering top-tier professionals, and letting his team do what they did best. “if you’re the smartest person in the room, you’re in the wrong room,” he said.

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