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melancon: p.e. and the partnership | gear up for growth

“private equity firms are beginning to realize how annuity-based tax and advisory work is, which creates a different value proposition for cpa firms compared to other industries.”

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
originally published 1/7/25
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

 

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

in a landmark episode of the gear up for growth podcast, barry melancon, cpa, cgma, the longest-serving ceo in aicpa history, joined host jean caragher to share his invaluable insights on the evolution of the accounting profession. after 30 years at the helm of the aicpa, melancon stepped down at the end of 2024, leaving a profound legacy of innovation and transformation.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

reflecting on his appointment in 1995, melancon paints a vivid picture of a pre-digital world where cpa firms relied on print newsletters and direct mail for outreach. “there was no social media, no websites, no digital presence,” he notes. the intervening decades have seen a seismic shift in how firms promote themselves, driven largely by the expansion of services and advancements in technology.

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advisory & consulting

the future of tax advisory

two seated businesspeople with glasses meet, window wall in background

the landscape is shifting now. where are you headed?

by jackie meyer

the tax advisory world is changing faster than ever before. when i first started my firm, technology played a limited role – mostly in the form of software that helped with basic data entry, compliance and tax returns. today, however, we’re in the midst of a true revolution, driven by automation, artificial intelligence (ai), cloud computing and client expectations that are continually evolving.

more: five common pitfalls and how to overcome them | four practical case studies of real advisory success | five hard-earned lessons from exiting an accounting firm | reclaim your hours with time management and productivity hacks | hiring strategies for your dream team | streamline your operations with systems and processes | from compliance to advisory: shifting the value proposition | 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.

 

the days of a compliance-focused practice being enough to keep you profitable are quickly disappearing. compliance has been commoditized – clients see it as a cost to be minimized, rather than as a value-add service. if you want to remain competitive and thrive in the years to come, it’s essential to lead with advisory, embrace technology and position yourself as an indispensable partner in your clients’ financial success.
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leadership

four traits that great accounting firm leaders share

key leadership attributes

bonus: questions for self-assessment.

by anthony zecca
leading from the edge

as the leader of the firm, as important as it is to complete a comprehensive assessment of your leadership team, it is equally if not more critical to assess your own leadership. what are the key leadership attributes that reflect great edge leadership?

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

 

how can you get a meaningful and comprehensive assessment of how well you are doing as the leader of the firm? the trap to avoid is to just listen to yourself and your own self-assessment. to really understand how well you are performing, you need multiple checkpoints.
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about us

bissett bullet: the future doesn’t belong to those who ‘get by’

today’s bissett bullet: “if you are not seeing growth in your firm, there is only so long that you can stand back and wait before you must take control of your own destiny.”

by martin bissett

what are you doing to return to growth? is your pipeline in place and are you having conversations with prospective new clients? are you known for what you do and are you asking your clients for those stories about the outcomes you have created for them so that you can leverage them to bring you new business?

today’s to-do:

adopt a return-to-growth attitude. which of the above could you do better in order to create new opportunities for your business?

see more bissett bullets here

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accounting arc

free speech is a right; respect is a responsibility | arc

timing, venue, and state law shape what you say—and what it costs.

sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. 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.

poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

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

this conversation focuses on practice, not politics. 

accounting leaders are urging firms to pair open expression with professional responsibility as political tensions spill into workplaces and social media feeds. in a new episode of accounting arc, hosts liz mason, cpa, ceo of high rock accounting; byron patrick, cpa.citp, cgma, ceo of verifyiq and co-founder of tb academy; and donny shimamoto, cpa.citp, cgma, founder and managing director of intraprisetechknowlogies and the center for accounting transformation, outline practical guardrails for speech that keep trust at the center. 

related arc: talk politics professionally | cancel culture or curious culture? you choose (assumed discrimination) | what happens in vegas…gets reported on a tax return (working in “sin” industries) | your identity is not a liability (pride week) | etienne: decoupling deib – a nuanced approach |

more accounting arc: cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | 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 | burnout, be gone: accounting needs a boundary breakthrough

the conversation opens with a condemnation of political violence and a call for grace as individuals and firms process fast-moving events. from there, the hosts shift to the workplace: what employees say online and in public often follows them to the office, and leaders must navigate the implications for culture, clients, and brand. 

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