by martin bissett
staff are hard to find. change your processes.
by jody padar
the radical cpa
if you’ve posted a job for an accountant in the past few years, you know people are hard to come by. the number of responses you received was likely down if you were lucky enough to find any at all.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
according to a recent aicpa trends report, the number of people graduating with a bachelor’s degree in accounting is down, and we’ve seen a steady decline since 2015. all this while half of u.s. cpa firms have increased the number of new graduates they want to hire. a lot of us are looking for staff that simply does not exist.
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replace reactive reporting with proactive planning.
quick tax tip
with art werner
cpe today
electronic filings take a dip.
by beth bellor
five tasks for business development.
by martin bissett
business development on a budget
over the years, many partners have told me about their struggles to grow their firms proactively, the main one being that they feel they must sell, which goes against the grain for them. have you ever felt that way?
exclusively for pro members. log in here or 2022世界杯足球排名 today.
perhaps you’ve never had to sell before, and it is taking you way out of your comfort zone. you are entering into unfamiliar territory, that alien landscape called “selling.”
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“too often, we’re stepping over dollars to pick up pennies.”
the disruptors
with liz farr
by age 25, debbie kilsheimer was already disrupting the traditional accounting mindset. at her first job, she questioned why clients were billed by the hour when speed and efficiency weren’t rewarded.
“the smarter i get, the more efficient i become, the less you make,” she told her boss. “i don’t understand that. plus, the clients don’t know what anything will cost—so they’re afraid to call.”
more podcasts and videos: 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 |
her suggestion to switch to flat-rate pricing was met with disbelief, but she knew she was onto something. two decades later, kilsheimer and her husband, hal, run a million-dollar firm built on premium service, not time sheets.
“i’m going to be starbucks. i’m going to be louis vuitton,” she says. “i’m going to be the most expensive accountant they talk to—and i’m going to deliver on that promise.”
revenue and profit both higher.
by 卡塔尔世界杯常规比赛时间 research
six roadblocks to avoid.
by alan anderson, cpa
transforming audit for the future
“we cannot solve our problems with the same thinking we used when we created them.” – albert einstein
when most auditors hear the word “innovation,” they think it has to do with getting more technology. but that’s only a small part of what innovation means. innovation isn’t just throwing more technology at your audit processes. that approach is often just replicating with technology what you have done in paper for decades.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
according to an article in forbes, “innovation is the rethinking or reimagining of a business process that already exists.” applied to audit, innovation is reimagining what audit is and what audit can be. it’s the transformation of audit from a commoditized compliance-only function to a sought-after and highly valued service that produces benefits to the clients who use that service and to the firms who provide that service.
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optimizing the client experience is the real key to growth and profitability.
the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
on a recent episode of the concierge cpa, liscio founder and ceo chris farrell joins host jackie meyer to challenge the conventional wisdom about workflow systems in accounting. his core message? firms don’t just need better systems—they need a client-first approach to technology.
“most of the problems firms are facing stem from one thing,” said farrell, a cpa and veteran software innovator. “you’re always waiting on the client.”
farrell knows both sides of the equation: as a former arthur andersen accountant and cfo, and as a serial entrepreneur who’s spent 15 years building tools specifically for accountants. with liscio, a client experience platform, he’s tackling a key pain point: fragmented communication. “when clients don’t know where to send documents or how to respond, the firm grinds to a halt.”
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aaron klein co-founded nitrogen and led the company to 42 straight quarters of growth as its first ceo. he was named by investment news as one of the industry’s 40 under 40 executives, and the wealth management industry awards honored him as ceo of the year in 2023. |
the key is reasonable expectations.
by aaron klein and dan bolton
the holistic guide to wealth management
we face risks every day in our lives, from getting into our cars, to eating meals prepared at a restaurant, to flying in planes, to attending parades, sporting events and concerts. rather than burying our heads in the sand, most of us get on with our daily lives by making calculated assumptions about what risks are safe and manageable and which ones are reckless.
when it comes to our money, however, risk plays all kinds of games on our emotions and often triggers our fight-or-flight response. the securities & exchange commission defines financial risk as “the degree of uncertainty and/or potential financial loss inherent in an investment decision.” in general, as investment risks rise, investors seek higher returns to compensate themselves for taking such risks.
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dan bolton is vice president of corporate marketing at nitrogen. he is the creator of the fearless investing summit, one of the most dynamic and well-attended conferences in the wealth management profession, and launched the pre-eminent benchmark advisor growth survey. |
exclusively for pro members. log in here or 2022世界杯足球排名 today.so, if you’re thinking of adding an investment advisory component to your accounting practice, just know that being crystal clear about each client’s unique tolerance for risk is the first step toward getting them invested properly.
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“accounting isn’t a ‘fake it ’til you make it’ job.”
move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间
in a recent episode of move like this, ashley kostos, sales manager at accountests, joined host bonnie buol ruszczyk to explore how data-driven assessments are helping accounting firms hire smarter, retain top talent, and create clearer career paths. with ongoing staffing shortages and high turnover across the industry, testing may be the tool firms didn’t know they needed.
accountests, founded by a former pwc partner and a psychometric testing expert, offers skills, ability, and personality assessments specifically designed for the accounting profession. these tools help employers move past resume claims and polished interviews to evaluate real-world competencies, including things like understanding financial statements, tax knowledge, and software fluency. “accounting isn’t a ‘fake it till you make it’ job,” kostos emphasizes. “you need to know how to do the work.”
help your clients run their businesses better.
by hitendra patil
client accounting services: the definitive success guide
let us focus on cas-specific processes that can give you competitive advantages. this is not about the technicalities of accounting processes. as a professional accountant, you already know the accounting fundamentals required to create your processes for each of the segments of the services you provide.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
are client accounting services processes different than what you have been doing till now? yes, and no.
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