today's features
featured video

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“many firms are still stuck in outdated models centered around hours and billables,” observes randy crabtree, cpa, founder of tri-merit specialty tax professionals, during a recent panel discussion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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listicle

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.

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

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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about us

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 piscopo: struggling 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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advisory & consulting

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

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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pro member exclusive

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

 

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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accounting influencers

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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client accounting services

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

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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pro member exclusive

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

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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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

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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

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?

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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.

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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

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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

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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 →