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telka: transform fear into fuel | the disruptors

mindset shifts, gut instincts, and the right mentors matter most when starting your own firm.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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not your headcount

the disruptors
with liz farr

making the shift from employee to entrepreneur isn’t always easy, as questian telka, founder of reqoncile financials and co-host of the she counts podcast, discovered. besides the obvious pieces of getting business licenses and opening a business bank account, telka believes it’s essential to keep your reason for starting your business – your why – firmly in focus.

“if i lose sight of that why, then i am continually getting away from what it is that i enjoy about it, why i’m doing it in the first place,” she explains. 

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: 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 | randy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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for telka, her why centered around “having a little bit more freedom and flexibility to spend time with family, being able to take on my ideal clients.” without the centering influence of a strong why, entrepreneurs may risk working with clients who don’t fit their ideal client profile.  

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pro member exclusive

you probably have too many partners

man sitting at desk, staring off thinking

average collected rates are only part of the equation.

by domenick j. esposito
8 steps to great

more often than not, cpa firms support too many partners relative to the firm’s revenue, profitability and its anticipated growth rate. that usually means, too, that the partners are doing a lot of work that could or should be done by staff.

more by domenick j. esposito
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look at the average revenue per partner for the mid-market sustainable brands and you will see that the trend is to get more done with fewer partners, more staff and more effective use of technology.
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listicle

ten tips for better news releases | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

a news release is a narrative that a newspaper reporter can use to write a story. some papers will even run a news release verbatim.

more listicles here
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the trick is to provide useful, accurate information that reads like a newspaper article and to make it sound like something the community needs to know about. here are 10 tips for an effective news release.
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pro member exclusive

how to use values-based financial planning

man in glasses looking at document held by woman

including an exercise to help clients uncover what matters most to them.

by rory henry
the holistic guide to wealth management

values-based financial planning is an approach to financial planning that takes into consideration an individual’s unique values, beliefs and goals – in addition to their financial situation – to create a customized and sustainable plan. unlike traditional or goals-based financial planning, which may not fully consider the role of personal values when making financial decisions, values-based financial planning aims to align a person’s financial plans with their life purpose and goals.

more: life planning: going beyond the financials | how to conduct a proper discovery meeting | how behavioral finance works | build stronger financial futures with health care planning | use goodwill to maximize exit readiness | a question of trust: not just for the wealthy | bridge the advice gap for better financial futures | subscriptions beat aum and hourly fees for wealth management | pursue excellence to win the battle for talent | seven tech keys to a holistic service model | toward a 21st-century cpa: a dynamic vision
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

brendan frazier believes that understanding our clients’ values is crucial for establishing a strong foundation in the discovery meeting. he explains that values shape our goals, and our goals shape our behaviors. by uncovering what truly matters to our clients, we can align their financial plans with their core values, creating a sense of purpose and motivation.
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