today's features
advisory & consulting

eight steps to roi pricing

how to address common objections.

by jackie meyer

we already set the foundation for moving to high-value advisory services. now let’s talk about how to price those services in a way that reflects their true value and empowers you to achieve the balanced millionaire lifestyle.

more: 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
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this is where the roi (return on investment) method comes in.

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2022年世界杯抽签

bissett bullet: who should i say is calling?

today’s bissett bullet: “imagine you’re a business owner and you’ve just had a meeting with an accounting firm. the meeting went really well; in fact they made a very positive first impression and you are seriously considering leaving your current accountant to work with them. you did forget to ask something, so you make a quick call to their office … and nobody knows who you are.”

by martin bissett

you could be forgiven for feeling a little deflated. now imagine you called and instead were greeted by a member of their support team who not only knew exactly who you are but had been instructed to put you straight through should you happen to call.

this is a very easy and effective way to make prospective clients feel valued, prioritized and ingrained in your firm’s culture but simple though it is, your competitors will not do it. stand out by making sure that clients are handled in this way by your firm.

today’s to-do:

diarize time after a meeting or set aside time each week to brief support staff on all prospective clients.

see more bissett bullets here

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accounting arc

savage: use your license as a megaphone | arc – slc

small acts of involvement add up to big wins for the profession and the public.

sponsored by tax season readiness: practical steps for a smoother busy season | dec. 10, 2 pm et  | 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
is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 

accounting arc – student-led conversations
with arpan grewal
center for accounting transformation

advocacy often appears on television as protest marches, campaign rallies, or contentious debates. but in a recent accounting arc – student-led conversations episode, host arpan grewal and guest zenai savage, cpa, recast advocacy as something more grounded and accessible: a series of everyday decisions about when to speak up, who to invite in, and how to use professional skills for public good.

more accounting arc: 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

savage is not a typical accountant. she is the founder of the savage advantage, a consulting firm that provides outsourced controller work, budget development, governance support, and board training to nonprofits and civic organizations. she also writes and speaks through blurred lines, a personal platform built on the belief that people do not have to separate their faith, professional life, and community service into neat compartments.

for grewal, a gen z student leader, savage’s path offers a concrete example of how young professionals can blend technical careers with civic engagement.

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2022年世界杯抽签

when tax meets ai, savvy tax pros turn to ‘tax platforms 2026’

tax platforms 2026: request your free ebook today

your 2026 roadmap for the tax tech transformation

planning, research, and the rise of intelligent automation.

artificial intelligence is moving beyond the testing phase. it’s now powering the everyday workflows of tax professionals. tech providers are racing to integrate ai. and new startups are reshaping how firms research, plan, and deliver advice.

download: get the free ebook here

this report by 卡塔尔世界杯常规比赛时间 research and powered by the center for accounting transformation breaks down the changing landscape across two essential areas

1 – tax planning and

2 – tax research

this report reveals where innovation meets efficiency and where reliability matters most.

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growth strategies

marketing information is at your fingertips

latina woman working on laptop

chatbots can get you started.

by august aquila
max: maximize productivity, profitability and client retention

a lot of marketing doesn’t work because accountants and consultants just don’t do any or enough market research. unfortunately, many people think they know their markets and what they want and need, but most don’t have enough information about their target markets. in today’s world, finding information is often just a keystroke away and it won’t cost you anything.

more by august j. aquila
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most of your market research can be accomplished through secondary research – sources that are already available as opposed to primary research that consists of studies done just for your firm. you don’t have to spend a lot of money to get good market information if you know where to look, especially today.
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pricing, fees & billing rates

four things to learn when assessing clients

businesswoman using calculator while reviewing something on laptop screen

seven steps to setting your price.

by jody padar
radical pricing – by the radical cpa

how much would you pay for a bottle of water in the checkout line of a grocery store? maybe $2 or $3, right? you know it costs more per unit than buying a case of water, but at that moment it’s worth it even though it’s the same bottle of water. now, let’s assume you just made the long trek back to your hotel room in las vegas. they have the same bottle of water sitting there for $10. you’re thirsty and don’t want to walk to find a store, so you pay $10 for that bottle conveniently located in your room. the water isn’t different, but the value at that moment in time is subjective.

more by jody padar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when we think about price, we really need to think about worth. what actually are you bringing to the table? lots of training. many years of experience. vision into similar businesses. it took you years to get here; don’t sell an answer to a question the client asks for the three minutes it took to answer.
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featured video

1099 chaos averted? | quick tax tip

the obbba just reset the rules.

sponsored by tax season readiness: practical steps for a smoother busy season, dec. 10, 2 pm, 1.5 cpe  –
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.

is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 

quick tax tip
with art werner
cpe today

for the last several years, tax professionals, small businesses, and even casual online sellers have been living through what quick tax tip host art werner calls “a fun roller coaster ride”—if you think tax compliance roller coasters are fun.

in this episode, werner breaks down the whiplash-inducing changes to form 1099-k and the brand-new thresholds for 1099 reporting, and explains how congress, the irs, and a long list of confused taxpayers all contributed to the mess.

click here for more art werner

if you accept payment cards or use third-party payment processors such as paypal, venmo, square, or stripe, you may already know this story.

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mergers & acquisitions

letters of intent require more than ‘good faith’

generic business letter of intent

fourteen provisions to include.

by marc rosenberg
cpa firm mergers: your complete guide

letters of intent should be drafted cautiously and with as much detail and precision as possible. this avoids potentially fatal misunderstandings or disagreements around key terms later in the process.

more by marc rosenberg
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an loi is too often seen as a non-binding jumping-off point, with no real consequences. this is not exactly true. for starters, an attempt by one party to change a material term in the loi can be characterized by the other party as an act of bad faith or a breach of trust, which can

  • derail an otherwise healthy merger,
  • give a party excessive or unwarranted leverage or
  • reopen the entire negotiation.

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outlook & analysis

accounting firms must stop charging for time

every year, the 2025 rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country: how do you think the next 12 months will unfold? trends? predictions? other thoughts? also, how would you assess the last 12 months? trends? observations? struggles?

we need more revenue per person, and private equity alone won’t solve that.

by michelle golden river
 the rosenberg survey

fee increases and higher minimums will continue, but incremental 5-10 percent hikes simply won’t close the massive revenue-per-person gap (our big proportion problem) or allow firms to pay salaries competitive with other emerging professions. the firms that make real progress will untether pricing from time, secure current revenue levels before implementing efficiency gains, and position prices around the buyer’s perceived worth rather than costs.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

charging for time creates an artificial cap on revenue because time is finite. beyond a certain point, an hourly rate can also be perceived as unreasonable. the sooner firms learn to price using other revenue models, the better.
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marketing & sales

believe in yourself to sell

young businesswoman looking in mirror

perception, even your own, is reality.

by martin bissett
 business development on a budget

“no man has the ability to step outside of the shadow of his own character.” – robespierre

as far as our potential clients are concerned, how they perceive us is how we really are to them, regardless of the truth of the matter.

more by martin bissett
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because of this, it’s important to realize that when we are meeting a new potential client who has not been referred to us, it does not matter what the reality of our value proposition is; it matters how that potential client perceives our value proposition. therefore, to be effective in winning work, we must understand how we can positively influence their perception of us at each stage of the relationship-building process.
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audit & assurance

horton: burnout isn’t inevitable in audit | the disruptors

analytics, automation, and ai will reshape audit roles—and that should excite cpas.

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 tax season readiness: practical steps for a smoother busy season, dec. 10, 2 p.m., 1.5 cpe  | 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
is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure.

the disruptors
with liz farr

audit is notorious for long hours, terrible work-life balance, reliance on endless checklists, and repeating the same mind-numbingly tedious procedures year after year. but some, like kathryn horton, are creating a different path for success as an auditor.  

 at her solo firm, kathryn k. horton cpa, she provides outsourced audit and analytics consulting services to firms nationwide. as “auditor on call,” she steps into manager and senior manager roles for local, regional, and national firms, helping them increase capacity while reducing staff burnout. 

more streaming: chang: killing saly, one agent at a time | vanover: 5-star firms don’t bill by the hour | kless: profit is a result. flourishing is the purpose | whitman: build culture on ‘progress,’ not change | shein: no pe? no m&a? no problem | hood and weber: time to rise | proctor: turn dumb ideas into brilliant solutions | carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years | telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

during her eight years in public accounting, horton says, “i did struggle with burnout at various times, where the work–life balance really wasn’t a balance anymore.” a significant factor was the hyper-connectedness of today’s technology, where “we’re essentially on call 24/7” responding to emails and calls, which made it “really hard to unplug and just recharge the batteries.” 

another factor was demanding clients. “i realized that 80% of my stress was coming from 20% of my clients,” horton recalls.  

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busy season management

five procedures to simplify your tax season

three young businessmen in office training session

yes, there are checklists.

by ed mendlowitz
tax season opportunity guide

one way to guarantee extra work is to have everything always done differently each time it is done.

more by ed mendlowitz
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

not establishing uniform procedures is bad business and unnecessarily consumes part of your life. consistency in performance reduces work and review time and creates a greater reliance on the staff people.
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