today's features
mergers & acquisitions

thirteen things to ask in a merger of equals

overhead view of 4 hands putting together 4 puzzle pieces

how about an executive committee from both firms?

by marc rosenberg
cpa firm mergers: your complete guide 

mergers of equals or firms close to equal (some call these sideways mergers) are much less common than mergers in which there is a clear survivor. but they do occur.

more by marc rosenberg
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quite simply, there are two reasons mergers of equals are uncommon:
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marketing & sales

the master key to business development

hand using key to unlock door

don’t wait for opportunity to come to you.

by martin bissett
business development on a budget

have you noticed all of those titles in the local bookstore or at the airport offering us the “key” to this and the “key” to that, the “six keys” to one thing, and the “four keys” to another?

more by martin bissett
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it also seems that every book is a “game-changer” now, to the point where it is difficult to understand what the game is anymore, never mind how to play it.
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featured video

rebecca driscoll: a millennial and a boomer walk into a bar… | the disruptors

the collaboration room turns online peer networks into practical tools for pricing strategy, tax planning, succession, and psychological safety.

sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

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build a 7-figure firm in just 4 hours a week!

the disruptors
with liz farr

before they co-founded the collaboration room, rebecca driscoll and mike sylvester, ceo of sbs cpa group, had both been helping accountants with challenges on an informal basis.

“it felt kind of like disorganized, and we just needed one place,” driscoll explains.

in this episode: the collaboration room | brenda cannon | mike sylvester | schedulease | take your life back tax pro community | tax retreat | 

more disruptors: candy bellau: the $350 pricing mistake that nearly broke this boutique firm | the disruptors |poe: what p.e. really wants from firms | the disruptors  | blake oliver: build a biz that runs without you | daiber: use succession as a growth strategy | cannon: busy season is self-inflicted | carroll: when one person can break the firm |  rampe: build a roadmap even when the road’s not there | chang: killing saly, one agent at a time |

after brenda cannon, co-founder of cannon & associates and founder of schedulease and the take your life back tax pro community, connected them, they spent months testing ideas, questioning assumptions, and allowing the concept to grow organically before launching in the fall of 2024. “it doesn’t have to be perfect, and we’ll let it evolve and see what it becomes,” driscoll says.   read more →

client service opportunities

get your fees faster this tax season

be sure to provide details.

by ed mendlowitz
tax season opportunity guide

accounting is a business and businesses need to be paid.

it’s harder to justify prices when providing services rather than products. products are usually priced before delivery while many times services are priced after delivery, i.e. performance.

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

many accountants price tax returns before they are worked on, usually basing the fee on last year, or a rate schedule. sending a bill with the return establishes the relationship that you should be paid promptly for the work done.

it shows that you run a business and also provides a courtesy to the client in that they can immediately evaluate the cost and value of what was done.

but just as importantly: read more →

pro member exclusive

small firms can be trusted business advisors

two businessmen talking in office

move past the lip service.

by domenick j. esposito
8 steps to great

several of the top 50 cpa firms, particularly the larger ones that derive a majority of their revenues by providing recurring attest services that add integrity to financial statements and reduce the cost of capital, emphasize that they are trusted business advisors providing forward-thinking solutions to their clients.

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

 

as examples, here are excerpts found on the websites of four cpa firms:

  • “we are more than accountants, we are trusted business advisors”
  • “our role is to be trusted advisors. …”
  • “our mission … serving as a trusted business advisor to our clients”
  • “we believe a true business advisor always protects a client’s vital interests”

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