art werner: crypto caution | quick tax tip
are cryptocurrencies the next dot-com bubble?
quick tax tip
with art werner
cpe today
special
value pricing driven by three factors
it’s a perfect storm. embrace it.
by jody padar
the radical cpa
ron baker is known as the value pricing guru in the accounting space. he was way before his time in separating the price of labor from the value of a product. labor-based pricing is based on the difficulty of doing a task. value pricing looks at everything from the client’s viewpoint. his argument is as follows: the value you provide your customer, regardless of the deliverable, is worth way more than the hour.
more by jody padar
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while value pricing isn’t new, automation has driven it to the forefront. automation gives cpas up to 90 percent more time to provide valuable services based on their expertise, knowledge base and experience.
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donny shimamoto: reimagine diversity and belonging in the profession | move like this
“the real question isn’t whether a firm is diverse enough. it’s whether the people in that firm feel like they truly belong there.”
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 this episode of move like this, host bonnie buol ruszczyk and guest donny shimamoto, cpa.citp, cgma, explore the complex landscape of diversity, equity, and inclusion (dei) in the accounting profession, specifically in the current political climate.
shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation, shares insights into the challenges faced by underrepresented professionals, drawing from his personal experiences as an asian male in leadership roles. they discuss the persistent barriers that prevent women and people of color from advancing to top leadership positions despite making up a significant portion of accounting graduates.
the discussion delves into the current political climate surrounding dei efforts, acknowledging the pushback and misconceptions about diversity initiatives. shimamoto emphasizes that these efforts are not about quotas or tokenism but about creating genuine opportunities and a sense of belonging for all professionals. the conversation highlights the importance of moving beyond mere inclusion to fostering an environment where every team member feels they truly belong and can contribute meaningfully.
make selling easier in five steps
remember the three things you represent.
by martin bissett
business development on a budget
selling is not something you abruptly need to go and do, and it’s not a suit you wear or a personality you adopt. you don’t need to suddenly be nicer or different because you are out of your comfort zone.
more by martin bissett
exclusively for pro members. log in here or 2022世界杯足球排名 today.
for you, going forward, selling means a constant quest to build a perception of yourself and your firm. once you buy into that idea, you can relax and realize that selling is not the enemy but the conduit through which you access new areas of business by demonstrating the value cpas bring to clients.
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non-equity partners a growing trend
why it works … and how it can fail.
by marc rosenberg
the rosenberg practice management library
“it is rare to find a partner who is selfless. if you are lucky, it happens once in a lifetime.” – michael eisner, former ceo of disney
“the best thing a human being can do is to help another human being know more.” – charlie munger, former vice chair of berkshire hathaway
more by marc rosenberg
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the use of the non-equity partner position (some call it an income partner) has been on the rise at cpa firms for 20 years or so, as the data here, from a rosenberg map survey, show:
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jean zick: happy team = happy clients | the disruptors
flexible schedules, remote culture, and ‘durable skills’ are reshaping the accounting profession.
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
the traditional accounting firm model is under pressure—and the disruptors podcast is highlighting the pioneers who are rewriting the rules. in this episode, host liz farr talks with jean zick, ceo and co-founder of juna financial, about how she’s building a different kind of accounting firm: remote, people-first, and future-ready.
more podcasts and videos: 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 | jack fleherty: don’t be a ‘yes’ person |
“we wanted to create a company we would have wanted to work for earlier in our careers,” says zick, who launched juna in 2016 to fill what she saw as a gap in the market: companies paying cfo-level fees for basic bookkeeping tasks. “every company deserves great accounting, no matter their size.”
make supervision and review personal for real impact
“do you believe that the person who worked with you on this job could run this job next year?”
by alan anderson, cpa
transforming audit for the future
over the last year, we’ve noticed that firms are grappling with a new problem left over from the pandemic: the audit staff who became seniors during covid-19 missed out on a critical key to success.
more by alan anderson
exclusively for pro members. log in here or 2022世界杯足球排名 today.
while supervision and review of new staff has never been great, covid-19 made it worse. most firms focused primarily on getting the work done remotely and neglected professional skills. then, firms hired many new people because of the massive turnover.
now that firms are in their 50th month of busy season, everyone has settled into some form of hybrid. however, most firms still haven’t tried to seriously resurrect the importance of supervision, review and holding people accountable.
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ten tips for gentle client culling | listicle
david podell: build net worth in retirement planning | the concierge cpa
“if you’re not putting your clients into retirement plans, you’re missing one of the biggest value-adds in tax advisory.”
this is a preview. the complete episode 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 concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
in a recent episode of the concierge cpa, host dr. jackie meyer welcomes back david podell, ceo and founder of business benefits consultants, for a deep-dive on retirement strategies that are often overlooked by small business owners, cpas, and even seasoned financial professionals.
kicking off with sharp-witted tax news, meyer touches on irs free file expansions, refund reductions, and the hiring of thousands of new auditors—before jumping into a topic that directly connects tax strategy to future financial health: retirement planning.
podell, with more than two decades of experience designing retirement plans, returns to emphasize a crucial point: “if you’re not putting your clients into retirement plans, you’re missing one of the biggest value-adds in tax advisory.”
expert panel: answers for talent gaps, tech disruption, and evolving business models | accounting influencers
global accounting leaders call for mindset shifts, better storytelling, and a redefined brand.
sponsored by “max: maximize productivity, profitability, and client retention” by august j. aquila – see today’s special offer
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accounting influencers
with rob brown
in this edition of accounting influencers, four of the profession’s most prominent voices gather for a candid discussion on the challenges and opportunities facing the accounting world. from evolving business models to deep talent shortages, the conversation explores how firms must adapt—or risk irrelevance.
the panel includes randy johnston, co-founder of k2 enterprises and a long-time tech strategist for cpas; trevor greenway, ceo of interval, a software firm helping accountants uncover real-time advisory opportunities; harry blum, managing partner at rsm canada; and jennifer o’carroll, ceo of erp vendor hansaworld and former tax advisor.
“the knowledge is there,” says greenway. “the question is—do firms have the people and bandwidth to act on it?” he warns that while accountants understand the changes required—like the shift to advisory services and the adoption of ai—the labor shortage is the primary obstacle.
blum agrees, calling today’s environment “an experiment in change management,” where firms have never had more opportunity but also never faced more complexity. “the mindset shift needed to transform is the biggest challenge,” he says.
trust and estate planning is for clients of all ages
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cody barbo is the founder and ceo of trust & will. before this, he was founder and ceo of industry, a “linkedin” for the service and hospitality industry. he serves on the san diego state university alumni board of advisors and phi kappa theta fraternity’s national foundation board. |
it’s never been easier or more affordable with advances in online planning tools.
by cody barbo
the holistic guide to wealth management
studies show that 60 percent of families don’t have any estate planning in place, which usually makes it more painful and expensive for families to settle the estate of their loved ones.
more: annuities and insurance growing more attractive | bridge the advice gap for better financial futures | subscriptions beat aum and hourly fees for wealth management | pursue excellence to win the battle for talent | seven tech keys to a holistic service model | toward a 21st-century cpa: a dynamic vision | why cpas are best positioned to become financial advisors | rory henry upends the traditional accounting firm | why now is the time for cpas to embrace wealth management
exclusively for pro members. log in here or 2022世界杯足球排名 today.
when it comes to considering who will be the best guardian for your children or how to divide your assets among loved ones, thinking about your estate can be stressful and intimidating. in fact, our research shows that half of people who eventually do get estate plans in place, spend one to five years considering before actually completing it. why do so many people procrastinate about something that’s so important?
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build a seven-figure firm in four hours a week
welcome to the crossroads of advisory.
by jackie meyer
are you an accountant, tax advisor or financial consultant who’s feeling overwhelmed by long hours, endless compliance work and ever-increasing client demands? or maybe you’re in a corporate job dreaming of entrepreneurial freedom. are you tired of trading hours for dollars, only to find yourself burned out and undervalued? do you dream of a practice that generates significant revenue and provides you with the freedom to live a balanced, impactful and fulfilling life?
more: jackie meyer: earn more with fewer clients
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you’re not alone. in fact, according to a 2023 report by the illinois cpa society, 41 percent of accounting and finance professionals are either looking for a new job or plan to start looking by the end of the year, citing factors such as salary, burnout and lack of work-life balance. many advisors report working 60 to 80 hours a week, only to see their income plateau while their stress levels skyrocket. this isn’t just about numbers; it’s about a fundamental shift in how we define success and build our practices. if you relate to these struggles, you’re in the right place.
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use what-why-what to structure cas insights
it will make setting your processes easier.
by hitendra patil
client accounting services: the definitive success guide
we know the outcomes that are important from the client perspective can, and should, define your firm’s cas processes.
but how do you create your firm’s cas-specific processes? where should you begin? how would you know what to change and what to add to your processes?
more by hitendra patil
exclusively for pro members. log in here or 2022世界杯足球排名 today.
it is both difficult and easy to create your firm’s cas processes. it will be difficult, not impossible, to ask if you do not have reasonably deep insights into what your clients need and want. it will be easy if you have periodic interactions with your clients.
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