special

leesley: your clients will pay more | gear up for growth

by

here’s how to label, package, and price the value you already provide.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.
build a 7-figure firm in just 4 hours a week!
.

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“with ai, we finally have the tools to free up time for advisory, and clients are asking for it,” says megan leesley, director of tax at dark horse cpas, during her appearance on gear up for growth, hosted by jean caragher of capstone marketing.

“they want more than a tax return. they want strategic guidance, and they’re willing to pay for it.” 

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

more 卡塔尔世界杯常规比赛时间 videos and podcasts here

leesley, a member of the intuit tax council, recently presented at dcpa25 on transitioning from compliance to advisory, sharing practical steps to transform a traditional tax practice while increasing revenue, improving client relationships, and enhancing work-life balance. 

read more →

maximize impact with tiered service packages

by

illustration of three tiers of service offeringwhat are your competitive advantages?

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: eight steps to roi pricing | shift your value proposition from compliance to advisory | how niches lead to growth | vision vs. mission, and why you need one | ten questions to check your entrepreneurship | more revenue in fewer hours
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 →

bissett bullet: expertise is too valuable to be given away for free

by

today’s bissett bullet: “when we can listen to our prospective client’s issues without giving away all the answers in our replies, we’ve got a chance of winning work.”

by martin bissett

it’s one of the hardest things to do in a professional selling situation. we want to oust the current accountant, we want to explain why we are a better choice and we want to demonstrate that we can solve their problems, but loyalty is a demanding mistress.

in the same way that our proposal should include the “what” not the “how,” we must appreciate that when we tell our prospective clients how to go about fixing their issues before we have their signature on a payment plan, we’re simply encouraging them to go back to their existing accountants and save themselves the pain of change.

today’s to-do:

practice advising the prospective client “what” can be done to help them but not “how.”

see more bissett bullets here

read more →

downgraded: what the doe said about accounting | arc

by

a new definition of “professional degree” limits loan access for accounting students and raises fresh alarms about equity, access, and pipeline. 

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

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.
get free gits, exclusive access, and more! get more! go pro! 

accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

when the u.s. department of education released its negotiated language for implementing the “one big beautiful bill” act’s graduate loan reforms, most accountants probably did not expect to see their field at the center of a political storm. 

but in draft rules tied to the law, accounting master’s programs are not classified as “professional degree” programs for purposes of federal student loan caps.  

more accounting arc: savage: using your license as a megaphone |  baker: interpreting pricing psychology | don’t get fired by your own automation | what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes |more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it | your identity is not a liability | burnout, be gone: accounting needs a boundary breakthrough

that classification matters. under the new structure, beginning in july 2026, graduate students may borrow up to $20,500 per year, with a $100,000 lifetime cap, while “professional students” are allowed up to $50,000 annually and $200,000 total. medicine and law make the professional list. accounting does not. neither do nursing, education, architecture, social work, nor several other fields that traditionally are seen as high-skill professions. 

in this episode of accounting arc, co-hosts liz mason, cpa; byron patrick, cpa.citp; and donny shimamoto, cpa.citp, cgma, unpack what that reclassification could mean for the accounting pipeline—and for how the profession sees itself. 

read more →