today's features
advisory & consulting

five common pitfalls and how to overcome them

man walking across marble floor with large holes in it

transitioning isn’t always smooth sailing.

by jackie meyer

when i made the decision to shift from a compliance-heavy firm to an advisory-first firm focused on delivering measurable roi, i wish i could say it was seamless. it wasn’t. this kind of transformation brings new opportunities, but it also brings challenges – some that you can anticipate, and others that take you by surprise. the key to success isn’t avoiding challenges altogether (that’s impossible); it’s learning to navigate them when they arise.

more: will your success be incremental or exceptional? | your balanced millionaire journey begins now | how to cultivate holistic wealth | five hard-earned lessons from exiting an accounting firm | it’s never too early to plan your exit strategy | beyond blocking: more time management strategies | reclaim your hours with time management and productivity hacks | how to bring core values into your accounting firm | ten key guidelines for accounting staff | hiring strategies for your dream team | the ai revolution: embracing artificial intelligence in your practice
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in this article, i want to help you understand the common pitfalls that can derail your progress and the practical steps you can take to overcome them. whether it’s dealing with clients who are stuck in the old model, learning to price confidently or avoiding burnout, there are solutions to keep you moving forward.
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leadership

your team needs to know its purpose

people gathering in the shape of an arrow

clarity is the key.

by anthony zecca
leading from the edge

many of you who are reading this might be too young to appreciate the story i share below about my childhood.

more by anthony zecca
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i have always been a huge football fan. i played football in high school until a knee injury cut short my road to the nfl (just kidding), but my love of the game continues to this day. when i was a kid, there was a football game that i received one christmas that i spent countless hours playing. the game was powered by electricity. the game board was designed as a football field, and there were 22 little plastic players that would form two teams. the players were about 2 to 3 inches tall, with a rubber piece on the bottom that had two flanges that you could move directionally and in theory affect how the piece would move on the board once the power button was hit.
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bissett bullet: a higher standard of proposal

today’s bissett bullet: “your proposal document is what will differentiate you from the competition and show why that business should break away from their current accountant. to do so, it must speak to them on a level they understand.”

by martin bissett

most proposal documents focus on one area. the accountancy firm, the services on offer and their associated cost. you must operate to a higher standard than that.

your proposal must tell the prospective client’s story. what their obstacles have been, their major business goals and what the opportunities now are, as you see them.

it must demonstrate that you are a better option than they currently have, because you are invested in their goals and are in the business of achieving them by removing their obstacles and maximizing their opportunities.

today’s to-do:

take a proposal of yours that has yet to be sent and review it. does it fit the description above of a higher standard of proposal document? if not, there is still time. reflect on the notes you took at the first meeting and use them to update it.

see more bissett bullets here

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accounting arc

henry: is the future of finance with nontraditional accounting? | arc

combine technical knowledge with behavioral insights to create holistic client solutions.

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accounting arc
with donny shimamoto
center for accounting transformation

accountants have long been known as trusted advisors, but a growing movement is redefining what that means. in a recent episode of accounting arc, host donny shimamoto, cpa.citp, cgma, sat down with rory henry, cfp®, bfa™, to discuss how nontraditional accountants are transforming wealth management by embracing a holistic, human-first approach. 

more accounting arc: cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes | more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it | your identity is not a liability | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough

henry is a director at arrowroot family office, co-founder of afo wealth management forward, and author of holistic guide to wealth management: the science behind integrating services with the human side of behavioral financial advice. his mission is to integrate tax and accounting expertise with behavioral finance and values-based planning to help clients achieve not only financial goals but also personal fulfillment.

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growth strategies

mr. inside vs. mr. outside

black cat statue and white cat statue, nose to nose

… which is not to say they never work together.

by august aquila
max: maximize productivity, profitability and client retention

“mr. inside” is a term often used to describe a role within a professional services firm, particularly in sales and business development contexts. this role contrasts with “mr. outside,” who typically focuses on building client relationships and generating new business opportunities externally.

more by august j. aquila
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mr. inside

mr. inside’s primary responsibilities include:

  1. client interaction: mr. inside engages with existing clients, addressing their needs, providing information about the firm’s services and ensuring overall client satisfaction. this involves understanding clients’ challenges and goals to offer tailored solutions.

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