today's features
pricing, fees & billing rates

kill the billable hour to earn what you deserve

the convergence of trends makes pricing changes imperative.

by jody padar
the radical cpa

the speed of change is faster than ever. how are you going to react to it? that’s what i’m really preparing you for – redesigning your entire business model to become a more client-centric advisor. value-based pricing models are the key component but not the whole story.

more by jody padar
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today’s automation, new competitors, staffing challenges and new technologies are conspiring to bring clients more value than they could have enjoyed before. all of it is shifting the way you need to think about your services, what clients value and how you get paid fairly for the expertise you bring to the table. read more →

featured video

tricia bencich: how mental load silently undermines career progress | move like this

mental load includes the invisible cognitive effort that goes into even the smallest tasks—and it’s constant.

 

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 “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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

in the latest episode of move like this, tricia bencich, inclusion and social responsibility associate director at moss adams, returns to the show to tackle a topic that resonated deeply with attendees of the 2024 move mini summit: mental load. with more than 1,000 attendees at her session alone, it’s clear that the idea of “invisible labor” is striking a chord, especially with women in the workplace.

more move

mental load, bencich explains, isn’t just about the physical tasks we perform but the cognitive effort involved in managing them. it’s not driving to the soccer game; it’s remembering the cleats, checking the weather, packing snacks, ensuring the uniforms are clean, and being an emotionally available parent – all before the car leaves the driveway. it’s this invisible, persistent, often unnoticed thinking and planning that women disproportionately carry. and, as she emphasizes, “mental load affects everyone, but research shows women continue to shoulder more of it, even if their partners work less or not at all.”

read more →

featured video

art werner: lead with optimism – even in this economy | quick tax tip

despite uncertainties, accountants have an opportunity to lead clients with confidence, expertise, and a forward-looking strategy.

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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quick tax tip
with art werner
cpe today

in the latest episode of quick tax tip, seasoned tax expert art werner brings a refreshing perspective: optimism.

click here for more art werner

even amid constant regulatory changes, economic fluctuations, and the looming possibility of new tax legislation, werner argues that tax professionals have never been better positioned to help clients navigate complexity—and thrive.
read more →

growth strategies

clients need you for growth

woman's hand pressing words "ask an expert"

two experts chime in.

by martin bissett
passport to partnership

please start understanding, valuing and respecting your own value in the marketplace with clients who could not reach their goals without you.

more by martin bissett
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businesses are in need – sometimes desperate need – of your technical expertise and caring approach.

take that to them instead because, speaking as one who is looked after well myself, we love it and we are prepared to pay a premium without ever asking for discounts.
read more →

featured video

dominic piscopo: clear pay=bargaining power | the disruptors

“if you can’t afford fair salaries, it’s time to fix your machine—not squeeze your people.”

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 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro  – see today’s special offer

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the disruptors
with liz farr

like many accountants, dominic piscopo, the founder of big4transparency.com, was frustrated by the lack of transparency in salary data. “i’d found it really, really frustrating trying to get good quality data on what to expect, looking ahead for my salary,” piscopo explains. before creating the platform, piscopo discovered his firm offered the lowest starting salaries in his city. by gathering compensation data from peers and presenting it to leadership, he secured “a little bit under a 10% pay bump” for his entire cohort.

more podcasts and videos: debbie kilsheimer: stop thinking small | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had |

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“data is so powerful,” he says. “if you can advocate for yourself and show real objective numbers, then it becomes a real conversation, versus just like, ‘oh, my employee is throwing a fit.’”

what began as a simple spreadsheet shared on reddit “went really, really viral, kind of right away,” confirming a significant need in the accounting community.

read more →

client accounting services

heidi henderson: impactful tax plans | the concierge cpa

pivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – 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.

the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

in the latest episode of the concierge cpa, host dr. jackie meyer sits down with heidi henderson, executive vice president of engineered tax services (ets), to discuss elevating accounting practices through specialty tax incentives and advisory partnerships.

more jackie meyer

henderson, a self-proclaimed “reformed accountant,” shares her journey from traditional accounting roles into strategic consulting, where she now helps cpas and their clients unlock substantial tax savings through advanced planning techniques. from leveraging cost segregation studies for real estate owners to navigating lucrative energy credits like 45l and 179d, henderson explains how accountants can tap into specialized knowledge to deliver high-value results—and why firms must shift beyond compliance work.

read more →

audit & assurance

don’t let tech fears slow you down

hand below light bulb

audit requires innovation.

by alan anderson, cpa
transforming audit for the future

auditors, like most accountants, tend to be conservative in nature. we tend to be reluctant to change unless we’re on a burning platform.

more by alan anderson
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as i’ve said before, audit is at a crossroads. we can continue the way we’ve been doing audit and will likely go extinct. or we can make changes that will keep audit relevant and valuable for the next generations.
read more →

listicle

ten ways to offer eldercare services | listicle

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

individual tax returns often turn up a need for eldercare for a client or a client’s relatives.

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

often younger family members in distant cities need support for older relatives in your area – and not just health care. preparing a tax return may also uncover difficulties that senior citizens are having.

here are 10 services you can offer on a retainer basis after tax season has passed.

read more →

busy season management

pro services, tech and mining sectors most likely to thrive

magnifying glass showing bar charts

cars and construction? not so much.

by 卡塔尔世界杯常规比赛时间 research

here’s a question for you: which business sectors are most likely to thrive over the next 12-18 months?

the answer matters. it matters to accounting clients, who need to know where their businesses stand, where they can find customers, maybe where to invest or form partnerships.

more barometer: accountants see a host of woes for businesses | top three issues for business: tariffs, taxes and inflation | accountants reporting a pretty good year | concerns take curious shifts as tax season closes | tax season faceplant: accountants overrun by late chaos | accountants turn negative amid tariffs, trade, uncertainty | what cpa firms could do better | survey: which client industries will grow this year
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

and it matters to accounting firms, too. thriving sectors need good accounting firms.
read more →

advisory & consulting

bridge the advice gap for better financial futures

timeline
source: bento engine

 

portrait of philipp hecker
hecker
 philipp hecker is a co-founder and the ceo of bento engine, a fintech at the intersection of technology and impactful wealth management advice. at j.p. morgan he founded and led the wealth planning & advice organization. he holds an mba from harvard business school.

fifteen age-based client milestones for advisors to note.

by philipp hecker
the holistic guide to wealth management

despite the significant growth of the u.s. wealth management industry over the past few decades, the state of advice in this country falls short of its potential. americans deserve more and better advice beyond just investment-related matters. several concerning statistics highlight this issue:

  • a caring.com survey finds that a staggering 67 percent of americans pass away without a will, lacking even the most fundamental trust and estate documents.
  • an edward jones survey finds just one in five u.s. parents have saved, or are planning to save, for their children’s education using a 529 plan. in fact, two thirds (67%) of survey respondents said they were not aware of the features and potential tax benefits of 529 plans.
  • vanguard data finds that just one in six retirement account holders over age 50 are making catchup contributions to which they are eligible.

more: help clients manage and embrace investment risk | quantifying the value of an advisor | subscriptions beat aum and hourly fees for wealth management | tax advisory services: a pathway to greater financial freedom | raise your rates to change your clientele | pursue excellence to win the battle for talent | leverage ai to grow and protect revenue: six steps | how wealthtech is reshaping the future of holistic advice | seven tech keys to a holistic service model | four ways to provide wealth management in your accounting practice | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision | what multiples mean to accounting firms
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

our firm’s research found that three in five investors (60%) who have advisors are not getting the guidance they need about making retirement catchup contributions, while two in five (40%) lack clarity about fundamental decisions around the optimal timing for initiating social security benefits.

imagine what it’s like for the majority of americans who don’t have financial advisors.
read more →

accounting influencers

expert panel: the year of the advisor is here | accounting influencers

“your top clients are your competitors’ top prospects. are you showing up as their trusted advisor?”
sponsored by “radical pricing: optimize profits, delight clients, and build a top-value firm,” by jody padar, cpa  – see today’s special offer

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accounting influencers
with rob brown

how well-equipped is the accounting profession to handle rapid technological advancements and a changing workforce? are firms ready to embrace the future or stuck in outdated models?

rob brown hosts an expert panel featuring angie grissom, co-owner of the rainmaker companies; itamar jobani, ceo of payem; todd robinson, director of practice engagement at woodard; and james hickey, chief “cat herder” at herding cats; to discuss the future of the accounting profession. the conversation explores critical challenges facing accountants today, such as adapting to technological changes, ai integration, talent retention, and shifting towards a more advisory-based role. the panel shares their unique insights on how firms must navigate cultural shifts, embrace leadership, and rethink their traditional business models to stay competitive.
read more →

accounting arc

what gen z wants from business | arc

the future is watching.

 

sponsored by 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro  – see today’s special offer

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accounting arc
with arpan grewal
center for accounting transformation

more arc: analysis, reaction, comedy

in the latest student led conversations episode of accounting arc, high school student arpan grewal hosts a dynamic dialogue with esg advisory senior manager tiffany huey from bpm, showing how accounting is becoming a surprising tool for tackling global challenges like climate change and social equity.

more accounting arc: firm differentiation depends upon client service | ron baker: surviving tariff turmoil | are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting success | how coaching can unlock professional success | demystifying accounting governance |  top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education

huey, who transitioned from nonprofit work into esg consulting, now leads bpm’s esg advisory practice. “i wanted to understand how systems work,” she says. “how do businesses make decisions, and how can we make those decisions more values-aligned?”

read more →