plus seven things you should not do.
by martin bissett
passport to partnership
what makes a written proposal become accepted by the potential client – every time?
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proposal writing is a micro-science in its own right but here are the proven principles that it takes to get proposals accepted.
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the real value of accounting isn’t in the numbers but in the conversations we’re not having.
the disruptors
with liz farr
liz scott, like many other disruptors, prefers keeping her firm small. “i did try and grow my firm to this million-dollar firm. and i found myself in a spot where i was managing 10 team members, and that’s all that i had time for,” she recalls. “so i wasn’t able to do the thing that i actually really love, which is the tech development. i love that piece.”
more podcasts and videos: 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 firm, accounting lifeline, serves as an incubator across various industries and technologies so she and her team can test different apps. at the same time, the consulting side of her business, liz scott training and consulting, dives in deeper to spend time testing apps and giving feedback to developers.
scott was attracted to accounting because she wanted to help other entrepreneurs in her family understand and grow their bottom lines. “if you’re going to be spending time working, how do you maximize your efforts? so how can you make the most money in the least amount of time?”
move from quality control to quality assurance.
by alan anderson, cpa
transforming audit for the future
for decades, a&a has stood for audit and accounting. it’s been focused on compliance. but sooner than we may want to believe, business owners and stakeholders will be using technology to provide the assurance they need.
this is already happening. to remain viable, we need to move a&a from audit and accounting to assurance and advisory.
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now all auditors take the quality control standards of our profession seriously. but quality control that only happens at the end is more about satisfying the minimum requirements for compliance. it won’t let you move out of providing the commodity service that clients need to keep their stakeholders happy. quality at the end doesn’t provide an opportunity to really look under the hood and think about what the client really wants.
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“every problem looks big from a distance, and every opportunity looks small.”
the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
make clients feel like members.
by rory henry
the holistic guide to wealth management
recently i listened to a lively debate about financial advisor compensation between ramit sethi, author of the best seller “i will teach you to be rich,” and michael kitces, host of the financial advisor success podcast. sethi was highly critical of the traditional 1 percent of assets under management (aum) model that so many wealth advisors charge. instead of 1 percent of aum, sethi argued that advisors should think of themselves as accountability partners (i.e., personal trainers for clients’ money) and instead charge them based on how they help them modify their behaviors to produce better outcomes.
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for instance, a good advisor can help clients adopt good behaviors such as saving more of every paycheck and sticking to their investment plan during volatile times. good advisors, said sethi, also help clients from engaging in their old wealth-destructive behaviors such as speculating on hot stocks in the news or cashing out of the market at the first sign of trouble. by the way, helping clients modify behaviors and produce better outcomes is what an advis-ror™ does.
let’s explore how an aum/subscription model using a virtual family office is a win for both firms and the clients they serve.
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sought-after coach shares key philosophy and four daily rituals for effective leadership.
accounting influencers
with rob brown
leadership is a journey that starts within.
in the latest episode of accounting influencers, john fenton, a former managing partner at bdo usa and a seasoned leadership consultant, discusses what it truly takes to lead in today’s complex professional environment. known as the “ceo sensei,” fenton brings a unique blend of corporate leadership, athletic experience, and martial arts mastery to his philosophy on leadership.
six ways your firm will benefit.
by caroline ready
in 2022, we declared the first friday after the fall busy season national fire some clients day and asked firm leaders to join us in right-sizing their client bases to increase capacity and provide relief for their team. we were blown away by the response to our client culling initiative and received wonderful feedback from many partners and firm leaders who took the leap and joined us on the inaugural holiday.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
we are excited to declare may 16 the spring national fire some clients day and are encouraging leaders to make pruning clients a strategic, biannual priority moving forward.
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get paid for what you’re probably already providing.
by hitendra patil
the definitive success guide to client accounting services
q: i am new to exploring client accounting services. i see many cas firms offer bookkeeping. however, they are still using cas engagements primarily for bookkeeping. can i move forward and leverage cas for higher-value-added business advisory services? any advice you can share?
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a: books are the foundation from which you can derive insights and advice. bookkeeping is a process that prepares you for higher-level, higher-value advisory work. bookkeeping and outsourced accounting services are components of a full-scale cas practice.
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“true inclusion isn’t about lowering standards; it’s about removing barriers so talent can rise.”
move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间
in an era where diversity, equity, and inclusion (dei) have become increasingly politicized, the accounting profession faces a defining moment. with a growing talent shortage and increasing client demands, firms cannot afford to lose qualified professionals. yet, some are scaling back dei efforts, failing to recognize that inclusion is not just a social initiative – it’s a business necessity.
in a recent episode of move like this, host bonnie buol ruszczyk spoke with kimberly ellison-taylor, ceo of ket solutions and former chair of the aicpa board of directors, about the state of dei in the accounting profession. ellison-taylor, a long-time advocate for inclusion, emphasized that people are the industry’s greatest asset. no matter where she has worked – nasa, kpmg, or oracle – she has seen firsthand how creating inclusive cultures fosters innovation and drives success.
the fair tax act of 2025 seeks to replace income taxes with a national sales tax.
accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation
today’s bissett bullet: “what do you predict will be the biggest challenge in growing your firm this year?”
by martin bissett
see more bissett bullets here
they’re not always so simple.
by ed mendlowitz
tax season opportunity guide
i keep a few of the one-volume tax guides in my office so i could look up a quick answer when i need to. recently a golf buddy emailed me a question that i thought i could answer quickly. he wanted to know that if he was in the “zero” percent capital gains tax bracket, did that apply to an unlimited amount of capital gains? sounds like a simple question.
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well i looked it up online and then in three one-volume tax guides. only one source had thorough coverage of the issue. i ended up spending an hour on this “simple” question including my emailed response. nothing is simple anymore.