today's features
advisory & consulting

help clients envision their future selves

businessman sitting on cloud

ask the “best hopes” question.

by rory henry
the holistic guide to wealth management

when helping clients plan for retirement, exit their businesses or reach other major financial goals, we tend to default to the numbers. financial projections, spending needs, drawdown rates and risk tolerance are great navigational aids, but as lewis carroll wrote in “alice in wonderland,” “if you don’t know where you’re going any road will take you there.” however, a new approach is showing that getting in tune with our future selves is one of the best ways for clients and their advisors to plan for retirement.

more: how to use values-based financial planning | life planning: going beyond the financials | understand clients’ relationship with money | from services to experiences to transformations | how behavioral finance works | priority no. 1: your mental and physical health | trust is the primary ingredient | how to prepare your clients’ kids for their inheritance | quantifying the value of an advisor | raise your rates to change your clientele | how wealthtech is reshaping the future of holistic advice | profile of a modern firm: putting the vision into practice | tsunami of m&a, pe is disrupting the accounting profession | introducing you to a fulfilling return on relationships
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as a result, we must continually adjust our goals, including retirement planning, and that comes by getting well acquainted with our “future selves,” according to ucla professor hal hershfield. he said that while it’s important for you to consider the goals for yourself when it comes to money and saving, it’s just as important to think carefully about the goals you have for your future self long after you have stopped earning an income.
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accounting influencers

how smart firms handle dei | accounting influencers

accounting leaders face pressure to choose a path that could reshape talent pipelines and firm culture for years to come.

sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
by penny breslin and damien greathead. see today’s special offer

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accounting influencers
with rob brown

deloitte’s decision to dismantle its diversity, equity, and inclusion (dei) program for 173,000 u.s. employees is sending shockwaves through the accounting profession, exposing deep divisions on a global scale and forcing firm leaders to weigh politics against talent priorities.

the move—ending dei goals, disbanding related departments, eliminating annual reporting, and ordering staff to remove pronouns from email signatures—came just hours before deloitte uk issued a memo affirming its commitment to dei.

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advisory & consulting

emerging trends are reshaping advisory-cas

don’t just buy technology; strategically activate it.

by hitendra patil
client accounting services: the definitive success guide

advisory is changing rapidly and it is not just in what firms offer, but in how clients think, how technology fits in and how pricing evolves. this article examines the emerging shifts redefining the advisory-cas world, from burnout and outdated service models to the increasing demand for proactive, strategic insight. you will see what’s fading and what’s rising, and where to focus to stay ahead.

more by hitendra patil
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most surveys focus on direct responses, but the real value comes from analyzing what those responses reveal, especially in context. the nuances, patterns and implications hidden within the answers often provide the most strategic insights, particularly when you connect the dots across service lines, firm models, client dynamics and workforce pressure points.
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pro member exclusive

get the right people on the bus

 

people gathering in the shape of an arrowshift from serving clients to serving and developing leaders.

by jody grunden
building the virtual cfo firm in the cloud

“once you recognize that the purpose of your life is not to serve your business, but that the primary purpose of your business is to serve your life, you can then go to work on your business, rather than in it, with a full understanding of why it is absolutely necessary for you to do so.” – michael e. gerber, “the e-myth revisited”

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

 

as our team was growing and we reached over 30 team members, we recognized the need to establish a formal leadership team. when we were smaller, it worked fine for adam and me to be the primary decision makers, but as our client base and workload grew, we realized we would become a bottleneck and slow things down. at that point, we made a conscious effort to transition our daily tasks and client responsibilities to other team members so we could remove ourselves from the weeds and focus on the higher-level view of the company.
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featured video

tyree: cracking the code for successful m&as | gear up for growth

trust, values, and local connections are fueling the national rise of one of accounting’s newest top 50 firms.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by 4impactdata: start delivering scalable advisory in weeks–not months: see today’s special offer

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

4impactdata: 10x your advisory. not your headcount

“if we say we’re going to do something, we’re going to do it. and that’s how you build trust,” says josh tyree, president of sorren, during an episode of gear up for growth. host jean caragher, president of capstone marketing, sat down with tyree to discuss how the newly-formed top 50 firm – created by the combination of 13 bdo alliance firms – is navigating large-scale integration while laying the foundation for national growth. 

more gear up for growth here. | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

the conversation reveals two critical lessons for cpa firms considering mergers or expansion.

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