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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”

read more →

advisory & consulting

the anatomy of client advisory engagements

businessman looking at question mark sketch on the wall

how to teach your clients to ask better questions.

by hitendra patil
client accounting services: the definitive success guide

believe it or not, advisory work begins before the engagement letter is signed. the roots of successful client advisory services (cas) are planted in the pre-engagement phase, often long before the client realizes they need advisory help.

firms that excel at advisory don’t “pitch.” instead, they reveal. they uncover opportunities the client never envisioned, risks hidden in plain sight, and truths about their numbers that no one has ever pointed out. this discovery-before-delivery approach builds engagement even before a contract is signed.

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

 

a surprising insight from our cas survey confirms this: the top two ways firms plan to grow their cas practices are by

  • educating clients on what’s possible and
  • creating value through everyday interactions, not just marketing campaigns or flashy tools.

read more →

accounting arc

accounting’s “untalked-about” frontier | arc

rural communities offer meaningful work — and a chance to build a practice on purpose. 

sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | 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.

accounting arc
with donny shimamoto
center for accounting transformation

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

in an era when private equity rollups and “bigger is better” narratives dominate accounting headlines, donny shimamoto, cpa.citp, cgma, returns to a quieter question: what does it look like to build a firm — and a career — around serving the places that rarely get the spotlight? 

more accounting arc: why happiness is hard-fought for high achievers | the fastest way to lose talent is “dick leadership” | post-holiday fatigue isn’t a failure; it’s a signal | ocr, research bots & meeting assistants: what actually helps now | return season is the new stress test | small firms may have the biggest advantage in 2026 | downgraded: what the doe said about accounting | savage: using your license as a megaphone |  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 

in this episode of accounting arc, shimamoto sits down with two practitioners who live that reality every day: shayna chapman, who runs a practice rooted in a small ohio community, and mohan chirumamilla, who serves clients across omaha, nebraska, and columbia, missouri. their conversation is part practical playbook, part gut-check — and it lands on a message that feels increasingly urgent for the profession: small towns still need sophisticated accounting, and accountants still need work that feels meaningful.  

read more →