bissett bullet: take charge
today’s bissett bullet: “the reason that accounting professionals don’t close deals in a timely manner is that they leave it to the prospect.”
by martin bissett
see more bissett bullets here
special
follow the $25,000 pricing rule
your clients get more value and your team gets to lose timesheets.
by jody padar
the radical cpa
consider the $25k rule.
because this method requires heavy lifting on the front end, a good rule of thumb is to only value-price engagements of $25,000 or more. if the client falls below $25,000, they are eligible for a fixed price or fixed price plus a value add. this rule is important because if your client is a small business, it doesn’t matter how much value they perceive in your services; they will not be able to afford value pricing above a certain level.
more by jody padar
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most services are fixed-priced, but based on conversations with the client, those prices may drop or be raised accordingly. some of the data points used to set pricing are the pita factor (pain in the a#%) and the client’s gross revenue.
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art werner: wealth transfer strategies in uncertainty | quick tax tip
high-net-worth clients need to act before the exemption expires in 2025.
quick tax tip
with art werner
cpe today
sandra wiley: culture, dei, and the future of the accounting profession | move like this
“i am begging firms: do not let go of your dei&b initiatives. it is a mistake.”
this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间
in a wide-ranging and deeply personal conversation on the move like this podcast, sandra wiley, president of boomer consulting, shares powerful insights about the evolving culture of the accounting profession and what firms must do to thrive in 2025 and beyond. from building inclusive workplaces to solving the talent crisis, wiley emphasizes one central idea: firms that embrace change, empathy, and innovation will outlast those that cling to the status quo.
wiley, a longtime leader in public accounting consulting, outlines boomer consulting’s growth from a tech-focused firm to a holistic advisor in five key operational areas: leadership, talent, growth, technology, and process. these “back office” functions, she explained, are often overlooked in cpa firms, yet they’re critical to long-term sustainability. through consulting, training, peer communities, and the boomer knowledge network, wiley and her team are helping firms modernize how they work and who they are. read more →
jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | the disruptors
use ai to work smarter and connect deeper.
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
jacob schroeder, founder of ascend consulting, is clear-eyed about artificial intelligence. he doesn’t see it as a silver bullet or a threat. instead, he sees it as a catalyst that helps accountants get back to what matters most: being human.
“ai is not the solution. it’s a tool,” schroeder says. “if you’re trying to make ai the solution, you’re going about it wrong.”
more podcasts and videos: 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 | 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
instead of chasing efficiency for efficiency’s sake, ascend uses ai to free up time for meaningful conversations and thoughtful, strategic guidance.
by embedding quickbooks data directly into client emails, for instance, schroeder’s team ensures that every communication is not only efficient but also infused with empathy and relevance.
“suddenly, now your response can be more human.”
check nine points before meeting prospects
how comfortable you feel in your own skin shows.
by martin bissett
business development on a budget
winning your first client is also known by various other names, including closing the first sale and winning the first deal. no matter what it’s called, it is one of the central principles you must follow as you begin the business development on a budget process.
what does it mean?
more by martin bissett
exclusively for pro members. log in here or 2022世界杯足球排名 today.
basically, it represents a mindset you must develop before you ever speak to a prospective new client. i developed the principle of winning your first client in response to a common concern often raised by partners of accounting firms – one that holds them back from going after new business. it’s the belief that they don’t really have anything to offer above and beyond what an organization is receiving from its current accountant.
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focus on data for deeper audits
technology that finds all the needles in the haystack is better than sampling.
by alan anderson, cpa
transforming audit for the future
most auditors have grown up their entire career with a balance sheet orientation. “i can audit any balance sheet,” is a common defense against making any of the changes needed to move into the future. it is not an easy task to think about a data-driven orientation.
more by alan anderson
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but the amazing part of moving to a data orientation is that it deepens your understanding of your client. you understand how data moves through their systems, a perspective you cannot have if you just look at the balance sheet. you start asking your client deeper questions, so you understand what these transactions do. i’ve had partners tell me that after they work with this data-driven approach, they’re embarrassed by how little they previously knew about their clients. conversations with your client are more profound, more valuable and more relevant when they focus on the kpis specific to a client and their industry.
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ten tips to help clients avoid scams | listicle
jen cryder: rewrite the rules | accounting influencers
the first female ceo of picpa talks pipeline crisis and licensure.
accounting influencers
with rob brown
cas takes ‘trusted advisor’ to another level
true communication is the key.
by hitendra patil
client accounting services: the definitive success guide
a successful client accounting services practice requires increased interactions with clients. your usual non-cas methods of client communications are not sufficient to meet the demands and expectations of your cas clients. you must leverage new tech tools to reach out, communicate and collaborate with clients more frequently.
more by hitendra patil
exclusively for pro members. log in here or 2022世界杯足球排名 today.
some accounting software can help you automate client notifications (by email/text) based on customized triggers set up in the software. similarly, automated payroll software can keep clients informed automatically. mobile apps of core accounting software are becoming a necessity to deliver client service and communications.
why?
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how to define your vision
build a practice, not just a job.
by jackie meyer
we’ve explored the spark that ignited your entrepreneurial journey. now, let’s give that spark direction and purpose. building a successful advisory practice isn’t just about working hard; it’s about working smart. and that starts with having a clear vision.
more: how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
exclusively for pro members. log in here or 2022世界杯足球排名 today.
vision is more than just a lofty idea; it’s a necessity. it’s the guiding force that dictates not only what you want, but also what your team should strive for daily. your vision is the picture of your ideal practice, your ideal lifestyle and your ideal impact. it’s your north star, providing direction and inspiration – especially when day-to-day challenges feel overwhelming.
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behind sorren’s roll-up: $170 million, 1,000 employees, 85 partners
meet sorren, part of the new breed of pe-backed accounting firm.
by 卡塔尔世界杯常规比赛时间 research
bissett bullet: change is an internal factor
today’s bissett bullet: “when an accounting firm wants to achieve positive change, we need to understand that the ‘change agents’ are in the firm already.”
by martin bissett
see more bissett bullets here