today's features

dickerson: from diagnosis to disruption | the disruptors

legacy firms may value tenure, but firms of the future prioritize impact, innovation, and client fit.

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

for most cpas, the road to partner is long and narrow—often paved with decades of grueling hours and delayed ownership. but aaron dickerson, founder of dickerson cpa in austin, texas, had no interest in waiting 20 years to earn a seat at the table.

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

more streaming: 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/weekrandy 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 replaceableditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocatedominic piscopo: clear pay=bargaining powerdebbie kilsheimer: stop thinking small |

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“i saw partners who had been there for two decades and were still paying for their equity,” dickerson recalls of his time at a legacy firm in ohio. “it just didn’t make sense.

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what empowerment can do for your team

smiling woman standing at end of table, speaking with three seated colleagues

unlock intellect and innovation.

by alan anderson, cpa
transforming audit for the future

“if you’re afraid to fail, then you’re probably going to fail.” – kobe bryant

i do a lot of work with firms to help them improve their project management, where everything is color-coded as red, green or yellow, depending on how the project is going. frequently what i initially see is that everything is green for weeks on end, but still no nearer completion.

more by alan anderson | ask the 卡塔尔世界杯常规比赛时间 ai chatbot about transforming audit for the future
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my instinct tells me that those projects that were green four weeks ago really weren’t green then. but out of fear of retribution, the staff were all afraid to tell the partner that something wasn’t going as well as expected. it takes about three to four weeks before people start being sincere about the job status.
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bryant, crabtree: ownership, flexibility, and empathy matter | holistic guide to wealth management

only firms embracing culture, collaboration, and client impact will survive the next era.

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

the traditional cpa firm model is at a major crossroads. with an aging leadership base, evolving client expectations, and growing private equity interest, firms must rethink how they operate—or risk falling behind. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

“many firms are still stuck in outdated models centered around hours and billables,” observes randy crabtree, cpa, founder of tri-merit specialty tax professionals, during a recent panel discussion for contributors to my new book holistic guide to wealth management. crabtree says he’s avoided time tracking for most of his career because he believes it distracts from real value delivery. 

“we can do things better and more efficiently,” says crabtree. he argues that if working more efficiently means it takes less time to get the work done, then we shouldn’t be paid less money.  
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ten things to tell a bankrupt client | listicle

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

bankruptcy is a financial and emotional trauma. the effects go well beyond the bottom line.

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a bankrupt client needs not only financial advice but compassionate guidance tailored to the situation and the client’s family. here are 10 topics a bankrupt client needs to learn more about.
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dominic piscopo’s big 4 transparency joins 卡塔尔世界杯常规比赛时间 streaming network

piscopo added to video-podcast platform that delivers 400,000 plays monthly.

by 卡塔尔世界杯常规比赛时间

卡塔尔世界杯常规比赛时间, the premier streaming platform for tax, accounting, and finance professionals, is adding the big 4 transparency show, hosted by dominic piscopo, to its growing video-podcast network.

more piscopostruggling to keep up with market salaries? |  dominic piscopo: clear pay=bargaining power | the disruptors

piscopo is the founder of big 4 transparency, the largest crowdsourced database of accounting salaries in the profession. with over 20,000 entries and more than 300,000 accounting professionals accessing the platform to date, his video-podcast, which launched independently and has produced 75 episodes, will now benefit from 卡塔尔世界杯常规比赛时间’ expanded distribution and audience reach of 400,000 streaming plays per month.

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ai is not your enemy; here’s why

clients will always need context.

by penny breslin
it’s not just the numbers

in 1994, in a small hotel meeting room in colorado springs, 50 accounting firms were up in arms when the presenter mentioned quickbooks. they shouted angry comments: “quickbooks is destroying my business.” “they want to take my clients.” “they are giving people a false sense of security with their commercials that say, ‘if you can write a check, you can do quickbooks.’”

more by penny breslin
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the presenter was nervous and asked me what he was to do. i said i use quickbooks for your company, and i have no idea what i am doing, and i could use an accountant to teach me.

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manage change through a pact

portrait of will hill
hill
will hill is the founder and owner of will hill consults, llc,  a coaching and consulting firm serving the tax and accounting profession. he has been serving the tax and accounting community since 2001.

are you communicating enough?

by will hill
the holistic guide to wealth management

the pace of change in the tax and accounting profession has increased dramatically in the last 20 years. some change, such as regulatory change, is forced. other forms of change, such as technology change, is imperative to make. but when it comes to making changes to your client engagement strategy, that choice is yours. i have not spoken to a firm owner yet over the past half decade who hasn’t had at least one significant change to their practice during that time. many have gone through multiple changes per year.

more: priority no. 1: your mental and physical health | build stronger financial futures with health care planning | use goodwill to maximize exit readiness | a question of trust: not just for the wealthy | bridge the advice gap for better financial futures | subscriptions beat aum and hourly fees for wealth management | pursue excellence to win the battle for talent | seven tech keys to a holistic service model | toward a 21st-century cpa: a dynamic vision | why cpas are best positioned to become financial advisors | rory henry upends the traditional accounting firm
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but just because you have gone through changes to your practice doesn’t mean you’ll be more successful. so, when we look at firms that have navigated change successfully to make a positive impact on their business, what sets them apart? they have one thing in common: they make “a pact” for success.
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in 3 years, 1/2 of accounting leaders will be irrelevant | accounting influencers

private equity is redefining influence, and only agile, change-ready professionals will survive.


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accounting influencers
with rob brown

in the next 36 months or so, nearly half of accounting leaders could find themselves labeled as legacy problems. that’s the stark prediction in the latest episode of accounting influencers, where host rob brown unpacks how private equity is fundamentally reshaping the rules of leadership, authority, and influence in the profession.

as private equity (pe) firms continue to invest heavily in accounting, they’re accelerating transformation—and not everyone is keeping up. “this is not just about writing big checks,” says brown. “it’s a power shift that rewards adaptability, speed, and strategic boldness over patience and technical seniority.”

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ditch the sales pitch

two men standing and shaking hands

three steps to finding a mutual cas fit.

by hitendra patil
client accounting services: the definitive success guide

“i am not a good salesperson.”

i have lost count of how many accountants have told me this over the years. but i also learned that what they really mean is that they do not have a well-defined, structured “sales process.”

more by hitendra patil
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this post is not about fundamental sales skills. that is beyond our scope. this is more about how to develop and execute your client accounting services sales process, pitch and supporting collaterals that can help get you more cas sales.
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automation is key to accounting

humans remain best for critical thinking.

by jody grunden
building the virtual cfo firm in the cloud

there’s no doubt that advancements in technology are changing the world, and the accounting industry is no exception. technology is making us more productive, more efficient and more connected.

more by jody grunden
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on the flip side, it’s also taking over some of our jobs. this is a reality in the accounting industry that we cannot ignore. technology is driving major changes for the future of the accounting world. we need to be aware of what’s happening and take strategic steps to advance along with these changes. otherwise, we are going to be left in the dust.
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ruszczyk: listen to marketers & let them lead | capstone conversations

differentiation, confidence, and connection can transform firms.

this is a preview. the complete 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

stream, listen, download, and subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music and audibleplayer fmaudacy, rss

capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

bonnie buol ruszczyk, founder of bbr companies and one of the accounting profession’s most respected marketing strategists, joined jean caragher for a compelling episode of capstone conversations—this time as a newly inducted member of the association for accounting marketing hall of fame.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

ruszczyk, who was also named aam’s volunteer of the year in 2014 and has made accounting today’s top 100 and cpa practice advisor’s most powerful women in accounting lists, spoke candidly about how far marketing has come in accounting—and how far it still needs to go.

“accounting marketers bring a perspective to firm strategy that many partners don’t have,” she says. “it’s not just about brochures and branding—it’s about growth strategy, mergers, business development, and client alignment.”

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leadership separates standout accounting firms

commitment matters; size doesn’t.

by anthony zecca
leading from the edge

let’s talk about leadership – the type of leadership necessary to drive an organization to become a standout, high-performing organization. although many of the principles are applicable to any middle-market organization, i have focused on professional service firms and within that, accounting firms where i spent my entire career.

every firm, every firm leader, every partner, and every team member can stand out and be a top performer. it’s a choice and a commitment to excel.

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throughout my career, i have worked with some fabulous standout organizations, some that were just improving a little each year and some that could not get out of their own way. i have worked with many leaders who consistently drove their organizations to excellence and significant growth in revenue and profits outperforming most in their industry.

i started to wonder, was there one factor that these standout organizations all shared?

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ten key guidelines for accounting staff

woman mentoring man in office

emphasize delegation, trust and empowerment.

by jackie meyer

hiring someone is just the beginning. what you do after they join is what truly determines whether you get the benefits of having a team.

more: hiring strategies for your dream team | the ai revolution: embracing artificial intelligence in your practice | leverage technology for growth | streamline your operations with systems and processes | craft tiered service packages for maximum impact | master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | niche down to scale up | how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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many entrepreneurs struggle with letting go of control. it’s natural – this practice is your baby! but micromanaging or failing to properly delegate will squander your investment in a new hire and frustrate both of you. here’s how to build a team that actually lightens your load:

  • delegate effectively: delegation is not throwing a task over the fence and hoping for the best. it involves clear instructions, the right resources and appropriate authority given. when you delegate, be explicit about the outcome you expect, any important parameters, and deadlines. for example: “please reconcile client x’s bank accounts for september and october and note any discrepancies or unusual items for my review by friday.” provide context too: “they had an issue last month with a missing deposit, so keep an eye out for that.” as your team member proves themselves, you can delegate in broader strokes. early on, check in periodically (but try not to hover). think of delegation as a skill you practice – you’ll get better at it over time.

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