today's features
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.

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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

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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.  

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pro member exclusive

six ways to grow your profits

closeup of money being counted by woman

steps you can take even during busy season.

by sandi leyva
the complete guide to marketing for tax & accounting firms

many accountants these days are anxious to hit the golden $100,000 mark this year. others are interested in growing their revenues steadily and incrementally. still others are focused on lowering costs, raising profits from that side of the equation.

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

all of these approaches are well and good to help you keep more of what you make, but there are far more options to grow your take-home dollars besides raising revenue and lowering costs.
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growth strategies

four financial metrics to see your firm’s true picture

illustration of 4 key metrics

what you have now and what you have coming.

by jody grunden
building the virtual cfo firm in the cloud

having a solid understanding of their finances can make a huge difference for business owners. not only does it help business owners make decisions about when it’s time to hire a new employee or whether or not to invest in new equipment, but it also enables them to sleep better at night!

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

 

as a business grows, there are a few metrics business owners need to understand and review on a regular basis. when we work with growing businesses through our virtual cfo service, we help them focus on the following key metrics:
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advisory & consulting

fifteen age-based client milestones to cover

timeline
source: bento engine

 

portrait of philipp hecker
hecker
 philipp hecker is a co-founder and the ceo of bento engine, a fintech at the intersection of technology and impactful wealth management advice. at j.p. morgan he founded and led the wealth planning & advice organization. he holds an mba from harvard business school.

close the advice gaps.

by philipp hecker
the holistic guide to wealth management

despite the significant growth of the u.s. wealth management industry over the past few decades, the state of advice in this country falls short of its potential. americans deserve more and better advice beyond just investment-related matters. several concerning statistics highlight this issue:

  • a caring.com survey finds that a staggering 67 percent of americans pass away without a will, lacking even the most fundamental trust and estate documents.
  • an edward jones survey finds just one in five u.s. parents have saved, or are planning to save, for their children’s education using a 529 plan. in fact, two thirds (67%) of survey respondents said they were not aware of the features and potential tax benefits of 529 plans.
  • vanguard data finds that just one in six retirement account holders over age 50 are making catchup contributions to which they are eligible.

our firm’s research found that three in five investors (60%) who have advisors are not getting the guidance they need about making retirement catchup contributions, while two in five (40%) lack clarity about fundamental decisions around the optimal timing for initiating social security benefits.

imagine what it’s like for the majority of americans who don’t have financial advisors.
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