cancel culture or curious culture? you choose. | transformation talks
turn communication breakdowns into trust-building.
transformation talks
with donny shimamoto
special
art werner: the hidden perk most miss | quick tax tip
the retirement planning hack can be a secret weapon for tax-free growth.
quick tax tip
with art werner
cpe today
how firm decisions get made
bonus: a voting decision grid.
by marc rosenberg
the rosenberg practice management library
“the force can have a strong influence on the weak-minded.” – obi-wan kenobi
there are a number of alternative approaches that firms use to make decisions.
more by marc rosenberg
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1. decision-making authority of the managing partner or executive committee (ec) granted by the partnership. the gold standard for the effective management of any organization is to establish a leader (president, executive director, managing partner, etc.) and bestow the position with sufficient decision-making authority, as contained in the organization’s operating charter or agreement, to manage the entity. this is the best practice for cpa firms’ decision-making.
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thirteen ways to demonstrate you’re committed
do you mean business? show it.
by martin bissett
passport to partnership
rising from senior manager to partner often means being promoted ahead of our peers and contemporaries. it creates a gap in earnings, stature and influence compared to those who were our colleagues on a level playing field just yesterday.
more by martin bissett
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it can also mean that if we are coming into a firm from the outside, we are being promoted over people who have served at that firm for many years and understand the firm’s culture much better than we do now. we may have to lead these people as the head of a department and if so, they’d better be on our side.
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ditching corporate america: the bold story behind pbs accounting’s rapid rise | the disruptors
imagine a firm where people come before profits.
the disruptors
with liz farr
amy vetter: reclaim time, energy, & purpose | the concierge cpa
“we’re afraid to communicate, we’re afraid to speak up.”
this is a preview. the complete episode is first available exclusively to pro members | go pro here
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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
in a profession known for long hours and technical precision, amy vetter, cpa.citp, cgma, csp, ryt, offers a refreshing message.
there’s more to success than climbing the traditional career ladder.
the founder of the b3 method institute joins jackie meyer on the concierge cpa to share her journey from audit partner to yogi and mindful tech advisor—challenging firm owners to prioritize purpose and personal well-being.
“once i made partner, i thought i’d feel happier,” vetter says. “but success without alignment isn’t really success.”
ten more things to tell your high-income clients | listicle
a question of trust: not just for the wealthy
keep an eye on the sunset of the tax cuts and jobs act.
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danny lohrfink is the co-founder and chief product officer of wealth.com. previously, he was business lead of sofi’s wealth management division, sofi invest, and held several roles at goldman sachs private wealth management, including vp on the pwm management team. |
by danny lohrfink
the holistic guide to wealth management
contrary to popular belief, a person’s net worth is not the only – or most important – factor when deciding if a trust is appropriate for them. after all a trust is simply an agreement between someone who owns an asset and a trusted person whom they choose to hold and manage that asset for them.
more: trust and estate planning is for clients of all ages | annuities and insurance growing more attractive | quantifying the value of an advisor | raise your rates to change your clientele | how wealthtech is reshaping the future of holistic advice | profile of a modern firm: putting the vision into practice | tsunami of m&a, pe is disrupting the accounting profession | introducing you to a fulfilling return on relationships
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this common misconception that trusts are only for the wealthy has long prevailed as a leading narrative because of the historically high costs associated with establishing and managing a trust. these costs presented a barrier for many individuals who lacked the financial resources to hire an expensive estate planning attorney. the result was that only the wealthy had these vehicles because they were the only people who could afford them.
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adam lean: get un-stuck | accounting influencers
“this is your chance to make a real difference.”
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
millions of accountants and bookkeepers are stuck in a cycle of overwork, undercharging, and undervaluation. in this episode of the accounting influencers podcast, adam lean, ceo and co-founder of thecfoproject.com, delivers a wake-up call: the compliance model is broken—and the profession must change course to remain relevant.
lean explains that for most clients, every accountant “looks the same.” they expect the books to be done and the taxes to be filed, and they rarely see the difference between high-quality and mediocre service. this makes it nearly impossible for accountants to raise prices or grow sustainably.
meyer: how i became an accidental entrepreneur
answer these 10 questions to see how similar you are.
by jackie meyer
“if your business depends on you, you don’t own a business – you have a job. and it’s the worst job in the world because you’re working for a lunatic!” – michael e. gerber, “the e-myth revisited: why most small businesses don’t work and what to do about it”
october 2010. the day is etched in my memory – cold and sharp, like the sting of betrayal. i was sitting in my car, gripping the steering wheel so tightly my knuckles turned white. just moments before, i had been fired. fired from a job i thought was secure, on a career path i believed i was destined for. the words from my boss were still ringing in my ears: “we’re going in a different direction.” i was stunned. what did that mean for my direction?
more: build a seven-figure firm in four hours a week
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it felt like the bottom had dropped out of my life. years of studying, late nights, and climbing what i thought was the “right” ladder had led to this: humiliation, anger and a terrifying sense of … nothingness. but as i sat there, eyes burning with tears i refused to let fall, something unexpected began to stir beneath the surface of those raw emotions. a spark. a flicker of defiance. and the faintest whisper of an idea.
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reset option helps with cas success
use your engagement letter to provide some reassurance.
by hitendra patil
client accounting services: the definitive success guide
“people think of us (accountants) as the compliance agents – the necessary evil.”
this sentence haunts me even today, after hearing it nearly 15 years ago from a multi-award-winning, highly experienced cpa.
perception!
more by hitendra patil
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has the accounting profession’s brand been (predominantly) perceived as “compliance” only?
“we deal with the past. we do audits. and we deal with the present. we do taxes and books. future – is not our business.”
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bissett bullet: identify your outcomes
today’s bissett bullet: “clients employ accounting firms to deliver outcomes, not services, whether that be basic compliance or far more aspirational goals.”
by martin bissett
see more bissett bullets here
the ultimate business hack you’re probably ignoring | arc
model respect. don’t just expect it.
accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation