today's features
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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advisory & consulting

why advisory is broken. and what comes next

it starts with a conversation. 

by eric eager
10x advisory

for years, advisory services have been positioned as the future of the cpa profession. conferences are filled with “moving up the value chain” sessions, and firm leaders are under growing pressure to make the shift. but here’s the hard truth: most firms are still trying to deliver tomorrow’s services using yesterday’s methods.

more client accounting services here | more tech and fintech here | more:  steven ladd: start advisory with empathy | woodard: move past reports; deliver results | advisory-cas ascending: what research reveals about the future

long discovery meetings. manual analysis. generic powerpoint decks. pricing models built on billable hours instead of business outcomes. these are the hallmarks of the old world of advisory—time-intensive, inconsistent, and hard to scale.

and they simply don’t hold up anymore. today’s business owners are moving faster, expecting more, and looking to their advisors for real-time, relevant, and actionable guidance. but most firms are still operating with a rearview mirror—offering valuable insights that often arrive too late to act.

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