today's features
marketing & sales

put trade shows to work for your marketing

woman holding tablet and smiling, talking to man at trade show

they can be great tools but you have to use them properly.

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

trade shows have once again become popular since the end of the covid-19 pandemic. they are great marketing opportunities, but you need to know how to work them. i recently attended a trade show, and it amazed me how “un-marketing” many of the people behind the booths were. what a waste of time and money for their companies!

more by august j. aquila
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just like any other marketing activity, you need to know how it works to make it work for you. here are seven benefits and eight tips for trade show marketing.
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busy season management

busy season 2026: firms look to pricing for growth

revenues and client rosters outpace profit gains as firms battle cost pressures.

on the front lines (clockwise from left): clockwise from left: hall, langworthy, lenz, kwiecinski, dickerson

by 卡塔尔世界杯常规比赛时间

join the survey. get the results.

cpa firms heading into the 2026 tax season expect revenue gains driven primarily by higher prices, not by adding clients, even as a majority anticipate another heavy extension season.

join the busy season barometer survey here.
more tax, pricing, and the 2026 outlook

according to the 卡塔尔世界杯常规比赛时间 busy season barometer, about 6 in 10 firms expect total revenue to increase this year, while roughly one-third expect revenue to hold steady. profit expectations trail revenue slightly, a pattern that points to continued cost pressure even as clients and would-be clients clamor for more, and more high-end, services

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mergers & acquisitions

merging up? settle these twenty items

green marker checking boxes

 

the smaller firm gets a say, so decide what you want.

by marc rosenberg
the rosenberg practice management library

when a small firm considers merging upward, they listen to the terms offered by the larger firm and decide whether they can accept them. through a combination of face-to-face meetings, negotiation sessions, telephone calls and review of materials, the seller should be comfortable with each of the following:

more by marc rosenberg
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1. hopefully, you have identified the problems and the goals you have for the merger (retirement, access to staff, technical expertise, management capabilities, etc.). do you see each of these problems and goals actually being addressed and resolved with the merger?
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marketing & sales

three things that rich accountants do

woman using calendar planner on tablet

make them second nature.

by martin bissett
business development on a budget

you may be thinking right now, “well, very good, martin, but we have finite time. we’re very, very busy people and we need to get business in the door, and therefore creation of opportunity becomes the issue.”

more by martin bissett
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regardless of whether we’ve got 20 opportunities on our plate today or none, when the next one comes along we can’t afford to be anything other than confident, comfortable, assured relationship builders who have tremendous value to offer. because people will see that body language, those voice tones and hear those words and it will be attractive. they will want to get to know more – they’ll want to be able to look at options. they’ll want to know what you’ll charge, and they’ll want to know what they’ll get for what you charge.
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featured video

poe: what p.e. really wants from firms | the disruptors

beyond revenue and margins, buyers are scrutinizing teams, culture, and operational health.

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 the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

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build a 7-figure firm in just 4 hours a week!

the disruptors
with liz farr

brannon poe, founder of poe group advisors, says the key to a successful firm transaction is fit.  

“i think having a good deal is really about having a good fit,” he says. besides technical skills, “you have to have management styles that mesh well, you have to have client service philosophies that are aligned,” he explains.  

more streaming:more streaming: oliver: build a biz that runs without you | daiber: use succession as a growth strategy | cannon: busy season is self-inflicted | carroll: when one person can break the firm |  rampe: build a roadmap even when the road’s not there | chang: killing saly, one agent at a time | vanover: 5-star firms don’t bill by the hour | kless: profit is a result. flourishing is the purpose | whitman: build culture on ‘progress,’ not change | shein: no pe? no m&a? no problem | hood and weber: time to rise | proctor: turn dumb ideas into brilliant solutions | carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years |

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

for sellers, choosing the right buyer matters as much as the price. “i find that the sellers in particular, who keep their focus on fit and choose the right buyer, usually are the happiest with their exit.” 

the last few years have created favorable conditions for accounting firm sales, but not for everyone.  

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