pro member exclusive

woman drawing flowchart on a blackboard

onboarding, process mapping and more.

by jackie meyer

systems and processes are the unsung heroes of any successful business. they bring order to chaos, ensure consistency and free up your time to focus on high-value activities.

more: 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.

why systems and processes matter

 

first, you must build the foundation for a thriving advisory practice, define your vision, identify your ideal client, implement value-based pricing with the roi method, and explore the power of tiered service packages. then, you can focus on the backbone of a scalable practice: systems and processes.

without well-defined systems, even the best strategies will struggle to deliver consistent results and allow you the time freedom you crave.

here’s why they’re crucial for your advisory practice: read more →

streamline your operations with systems and processes

by

woman drawing flowchart on a blackboard

onboarding, process mapping and more.

by jackie meyer

systems and processes are the unsung heroes of any successful business. they bring order to chaos, ensure consistency and free up your time to focus on high-value activities.

more: 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.

why systems and processes matter

 

first, you must build the foundation for a thriving advisory practice, define your vision, identify your ideal client, implement value-based pricing with the roi method, and explore the power of tiered service packages. then, you can focus on the backbone of a scalable practice: systems and processes.

without well-defined systems, even the best strategies will struggle to deliver consistent results and allow you the time freedom you crave.

here’s why they’re crucial for your advisory practice: read more →

what career advice gets wrong for gen z—and how to fix it | arc

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today’s students want more than titles. here’s how to respond.

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

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accounting arc
with arpan grewal and harshita multani
center for accounting transformation

accounting arc: student-led conversations isn’t just another student podcast—it’s a cross-generational wake-up call.

in this episode, business students arpan grewal and harshita multani, both interns for the center for accounting transformation, lead a powerful dialogue with texlin usher quinney, cpa, pmp, ph.d., and byron patrick, cpa.citp, cgma. their topic? the flawed premise of “finding your passion.”

more accounting arc: 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 |

“my daughter thought her first job out of college had to be her passion,” explains patrick, ceo of verifyiq and co-founder and educator for tb academy. “but passion isn’t a one-time decision—it’s an evolution.”
read more →

value pricing boosts your employees

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the emphasis shifts to their knowledge and experience.

by jody padar
radical pricing – by the radical cpa

do you think any of your staff studied accounting in college so that they could punch a time clock for the rest of their life? they value being professionals as much as you do. more than likely, they enjoy being valued for their knowledge and experience.

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

 

given the choice between being valued for their time or valued for their professional accomplishments, which do you think they’d prefer? valued employees are happy employees!
read more →

angela oakley: right coaching fuels engagement | move like this

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“when people see their strengths clearly for the first time, they feel seen, and that changes everything.”

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. get more. go pro.  – see today’s special offer

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

at clark nuber, developing talent is more than a bullet point on a strategic plan; it’s woven into the fabric of how the firm operates. angela oakley, director of the firm’s talent advisor program, sits down with the move like this podcast to share how her team has successfully embedded the cliftonstrengths assessment into nearly every phase of the employee life cycle. from onboarding to performance conversations, strengths-based coaching has become a core tool for helping individuals grow and for building stronger, more connected teams.

more move

oakley describes how the initiative began in 2016, after one of the tax teams had already explored strengths to improve internal collaboration. that early success, along with a culture already committed to learning and people-first leadership, laid the foundation for broader adoption. with support from key influencers and her own certification in the assessment tool, oakley began integrating cliftonstrengths into the firm’s coaching framework, building buy-in organically, one conversation at a time. read more →

embrace the machines | accounting influencers

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forward-thinking firms transform disruption into dominance.

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

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accounting influencers
with rob brown

in a profession built on precision, trust, and timeless principles, a disruptive force has arrived—and it’s not just another regulation. it’s technology. automation, ai, and machine learning are redefining accounting at a rapid pace, sparking a pressing question: is technology a force for good, or the demise of accountants as we know them?

more accounting influencers with rob brown

in this episode of accounting influencers, host rob brown tackles this seismic shift head-on. with over 300,000 accountants having exited the profession since 2020—a 17% decline—brown cuts through the noise to examine whether accounting is facing an extinction event or a long-overdue evolution.

read more →

sixteen responsibilities of accounting partners

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four people standing in office building and talking, two of them holding tablets

plus 15 aspects of teamwork.

by marc rosenberg
the rosenberg practice management library

“average players want to be left alone. good players want to be coached. great players want to be told the truth.” – doc rivers, nba basketball coach

“you can’t put in what god left out.” – terri mathes, former english professor at depaul university

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

 

a common agenda item at partner retreats is the clarification of what it means to be a partner in the firm. i’m sure i’ve covered this a hundred or more times in one form or another. based on my work with firms, i am constantly revising and updating the material that follows.
read more →

erica goode: build a $200k firm in 15hrs/week | the disruptors

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thrive with a lean schedule, happy clients, and a calm home life.

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  – see today’s special offer
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the disruptors
with liz farr

erica goode was exhausted and burned out as a corporate accountant and mom of two young children. “i could not figure out a sane way to operate a 50-hour work week and raise two kids and have a spouse who worked a 50-hour work week,” goode explains. “i don’t think there is a great way to do it. it does not leave a lot of margin to be a full-time working parent.”

卡塔尔世界杯常规比赛时间 celebrates: the 100th episode of the disruptors
the disruptors

more streaming: randy crabtree: live at the intersection of passion & skill | mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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

so she quit to become a full-time mom. however, she missed accounting.  so when the owner of the fitness studio where one of her children took tae kwon do classes asked for help, she said yes, even though she had never touched quickbooks before.

read more →

reimagine what audit is … and what will be audited

by

hand below light bulb

artificial intelligence and other technologies challenge us to understand what these tools can tell us.

by alan anderson, cpa
transforming audit for the future

“the only thing we know about the future is that it will be different.” – peter drucker

a big challenge for firms has always been change management. we’re all used to doing our work the way we’ve done it for years. many auditors learned to audit by looking at last year’s workpapers and repeating that approach, but with this year’s numbers. so when i tell groups of auditors that the way we’ve been auditing since the dawn of time will have to change, there’s pushback.

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

 

change is hard. no one wants to change unless that change will bring significant, measurable results. implementing just one or two of the ideas i have discussed in my posts can be uncomfortable and unfamiliar. innovation takes most auditors way outside their comfort zone. but change is also essential, unless we’re all willing to see our profession go the way of the dinosaur.
read more →

experts call for industry overhaul | accounting influencers

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top minds in accounting push for systemic reform, smarter tech, and a human-first workplace.

sponsored by holistic guide to wealth management by rory henry, cfp, bfa  – see today’s special offer

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accounting influencers
with rob brown

while many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspiring career paths can sustain the future.

more accounting influencers with rob brown

in this episode of accounting influencers, host rob brown convenes a powerhouse panel to unpack the profession’s greatest opportunities—and its most pressing threats. joining him are:

  • sona akmakijian, cpa: global leader of strategic accountant partnerships at avalara

  • renee moelders: partner at convergence coaching

  • allison ball: vp of marketing & communications at bookkeep

  • andrew berg, cpa: managing partner of berg advisors

their consensus? the profession must evolve—fast.

read more →

seven tips for cas marketing

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plus one for referrals.

by hitendra patil
client accounting services: the definitive success guide

we asked about sales and marketing methods as part of the accounting profession’s largest cas survey. among firms offering client accounting services, the chief means for gaining new cas business is “proactively seeking referrals” and the firm’s “website,” each at 48 percent. networking at local/regional/national events follows at 35 percent.

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

 

the other marketing methods deployed by cas firms are:

  • networking at local / regional / national events: 35%
  • search engine optimization: 14%
  • influencer or social media marketing: 11%

read more →

craft tiered service packages for maximum impact

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illustration of three tiers of service offeringhow to turn an otherwise intangible offering into a clear product.

by jackie meyer

we have shifted your mindset and model: you’re focusing on advisory value and pricing for roi. now, let’s get practical about structuring your services in a way that attracts the right clients, maximizes value per client and simplifies your operations. enter tiered service packages.

more: 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.

 

offering your services in tiered packages (rather than ad-hoc or one-size-fits-all) can be a game-changer. it provides clarity for clients, helps you avoid scope creep and increases your revenue by capturing different levels of client needs.

at meyer tax consulting (my firm), we developed a structured tiered approach, which i’ll use as an example. you can model your own tiers similarly, customized to your niche and strengths.
read more →

your identity is not a liability | accounting arc

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silence, shame, and outdated policies still shape the profession—but we rise anyway.  

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

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accounting arc
with liz mason and donny shimamoto
center for accounting transformation

in a stirring pride month episode of the accounting arc podcast, liz mason, cpa, and donny shimamoto, cpa.citp, cgma, confront what it really means to belong in a profession still wrestling with how to talk about identity. 

“bringing your whole self to work is still a radical act,” says shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation.

for much of his career, it was one he avoided. 

more accounting arc: 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 |

both mason, ceo of high rock accounting, and shimamoto spent years hiding parts of themselves to navigate professional expectations. for mason, that meant letting assumptions stand unchecked. “it was easier not to correct people,” she says. “because the stakes were too high.”  read more →

what to watch in the one big beautiful bill | quick tax tip

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compromise, party discipline, and presidential influence could make this bill one of the most impactful yet.

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

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quick tax tip
with art werner
cpe today

when major tax reform is introduced, it’s easy to assume the process is straightforward: the house writes a bill, the senate reviews it, and congress either passes or blocks it.

click here for more art werner

but the truth is much messier—and much more interesting.

read more →