today's features
featured video

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: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, 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.”

read more →

leadership

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.

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

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?

read more →

growth strategies

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

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.

read more →

about us

bissett bullet: rome wasn’t built in a day

today’s bissett bullet: “if an accountant were to give a sales professional a half-day course on accountancy, how competent would the sales professional be in accounting? now reverse that scenario.”

by martin bissett

you learn as much about how to grow your client base in a half-day training course as i learn about credits and debits in the same timescale. you took four years, at least, to get the qualifications and letters after your name that you have now got. treat sales with the same level of respect. it is also a profession; it is also not mastered in half a day. invest accordingly.

today’s to-do:

take a look at how much support your fee-earning people in the firm have had in the last 12 months on understanding the process of sale, and then invest in more support.

see more bissett bullets here

read more →

accounting arc

students challenge accounting’s traditional career path | arc

emerging professionals and a gen x cfo explore mentorship, curiosity, and why success no longer wears a suit and tie.

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/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

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

more arc: analysis, reaction, comedy

when you think of accounting, do you picture spreadsheets and number crunchers locked in back offices? think again.

in a special student-led edition of the accounting arc podcast, high school senior and center for accounting transformation intern arpan grewal joins college accounting student chayton farlee and seasoned professional nealy wheat, cae, sphr, for an energetic and thoughtful conversation about the changing face of accounting—and what it means to succeed today.

more accounting arc: 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 | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | resilience, real talk, and the road to mental wellness | blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service

wheat, who serves as chief financial and administrative officer of the american society for nondestructive testing (asnt), shares hard-won career wisdom and personal stories to inspire the next generation. but this isn’t your typical “how i made it” narrative. instead, listeners are treated to an open dialogue about failure, growth, curiosity, and the power of building your network early.

“success is not a straight line,” wheat says. “it’s a lattice of opportunities, setbacks, and mentors.” read more →

featured video

werner: what the “big beautiful bill” really means for salt deductions | quick tax tip

salt changes may not be as sweet as clients think.

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

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

quick tax tip
with art werner
cpe today

tax guru art werner doesn’t pull punches—and when it comes to the state and local tax (salt) deduction limits in the proposed “big beautiful bill,” he’s sounding the alarm for tax pros across the country.

“this was the one area under the tax cuts and jobs act that had the most screaming going on,” werner says, referencing the uproar he witnessed during live lectures in high-tax states like new york and california. “they were really angry.”

click here for more art werner

while early rumors suggested the salt cap might rise dramatically—perhaps even to $40,000—the current proposal sets the limit at $30,000 for married filing jointly and $15,000 for married filing separately, tripling the current $10,000 cap. that might sound like a win… until you read the fine print.

read more →

marketing & sales

marketing success in ten steps

tracking your interactions is key.

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

if you recently passed the cpa exam, bar or other professional designation, congratulations. you put a lot of work and time into learning about the technical aspect of your profession.

more by august j. aquila
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

unfortunately, what they didn’t teach you is how to build a professional practice, gain clients and understand client needs. these talents are just as important as being a good auditor, tax consultant or management consultant.
read more →

pricing, fees & billing rates

standardized practices empower your firm

six steps to take.

by jody padar
radical pricing – by the radical cpa

the accounting profession will never resemble an automotive production line, perhaps for no other reason than we don’t look good in steel-toed boots. we’ll never be widget producers and, from my viewpoint, that’s a good thing. however, our position among the professional class shouldn’t blind us to the benefits of standardizing many of our services.

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

anyone who has been an accountant for any length of time has certainly seen enough to eliminate the need to reinvent the wheel every time they start a new engagement. an entire firm has even more institutional knowledge to draw from. you can develop reliable and repeatable recipes for different services and deliverables by capturing this institutional knowledge. this is standardization, and it makes your service offerings more efficient, cheaper, consistent and predictable – all good business practices. you’ll be able to predict with better accuracy the time frames required for new projects, and you’ll be able to scope out exactly what will be required to bring the project to a successful conclusion. read more →

advisory & consulting

how to craft the best kpis

businessman smiling while looking at tablet

how will the data be used?

by ed mendlowitz
77 ways to wow!

key performance indicators (kpis) are shortcuts and tools to give managers a quick grasp of essential activities enabling greater control. whether a manager runs a business, not-for-profit, governmental unit, department or a small group, kpis can help the manager be more effective, achieve goals and better serve customers, stakeholders or others relying on the organization.

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

managers need to develop the kpis that will help them the most. this development should be based on what they are doing now (with some tweaking) so they get four or five numbers daily that will not take more than three minutes to absorb, assess and activate changes, if necessary. transparency and sharing the kpis will also draw team members into the process.
read more →

featured video

bailey: communicate culture with clarity| move like this

as language evolves, clarity and authenticity are more important than ever.

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

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in this episode of move like this, host bonnie buol ruszczyk welcomes cass bailey, ceo of slice communications, for an insightful discussion on how firms—especially those in professional services—can effectively communicate their organizational values in a way that resonates in today’s polarized environment. with deep experience in public relations, crisis management, and employee communication, bailey offers guidance for navigating sensitive topics while maintaining alignment between internal culture and external brand.

more move

bailey opens the conversation by sharing slice communications’ journey from a traditional pr firm into a strategic communications agency. today, her team helps businesses manage both their public reputation and internal messaging, especially when facing scrutiny around workforce practices and company culture.
read more →

featured video

yoss: spot–and stop–fraud early | quick tech talks

don’t be the next victim. 

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

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).

 

quick tech talk
with steve yoss
cpe today

occupational fraud remains one of the most pervasive and costly threats to organizations worldwide—and many companies may be underestimating the risk. a recent quick tech talks episode delves into key findings from the association of certified fraud examiners’ (acfe) 2024 report to the nations, uncovering the mechanics behind the world’s most common types of fraud and the staggering financial toll they exact.

more steve yoss here

the numbers are alarming: occupational fraud is responsible for losses equaling up to 7% of global gdp, or more than $5 trillion annually, according to the acfe. these crimes don’t just target large corporations—they impact businesses of all sizes and sectors. in this episode, listeners are guided through the three major categories of occupational fraud—asset misappropriation, financial statement fraud, and corruption—and shown how each can quietly undermine an organization’s integrity and profitability.

read more →

pro member exclusive

nineteen thoughts on recruiting cpa firm staff

two businesswomen seated across desk from each other

plus six training and 11 leadership development best practices.

by marc rosenberg
the rosenberg practice management library

“treat people as they are, and they will remain as they are. treat people as they can be and should be and they will become as they can and should be.” – goethe

“you see, really and truly, apart from the things anyone can pick up, such as dressing and the proper way of speaking and so on, the difference between a lady and a flower girl is not how she behaves, but how she’s treated. i shall always be a flower girl to professor higgins because he always treats me as a flower girl. but i know i can be a lady to you, colonel pickering, because you always treat me as a lady and always will.” – eliza doolittle in “my fair lady”

there are three big keys to cpa firm success. the first two keys are:

  1. strong firm management and leadership. management, which includes the entire management team, makes everything important in a cpa firm work, from having a great staff, great clients, growth, profitability, partner productivity and accountability, strategy, succession planning and more.
  1. attracting new clients, retaining them, helping them grow and providing world-class service.

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

 

the third key is the focus of this article: staff.
read more →

management

is the next generation ready to take over your firm?

group of four young professionals

three business development tasks to help prepare them.

by martin bissett
business development on a budget

if you are a partner in your firm, you may already have asked yourself the all-important question: how can i successfully retire and have someone else take over the firm?

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

the partner who has a satisfactory answer to that question is the one who is committed not only to developing business and building the firm on a regular basis, but also to developing and preparing the next generation of professionals in the firm.
read more →