today's features

kassi rushing: leadership gaps, not motivation gaps, hold firms back | gear up for growth

developing “power skills” like trust and coaching are critical.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

employee experience is no longer optional; it’s a strategic imperative, says kassi rushing, ceo and owner of kassi rushing consulting. appearing on gear up for growth—hosted by jean caragher, president of capstone marketing, and powered by 卡塔尔世界杯常规比赛时间—rushing shares practical insights for firms aiming to attract and retain top talent.

more gear up for growth here. | more jean caragher hereget 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 episode highlights two critical shifts firms must embrace:

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jeremy vokt: why bland & associates said “no” to private equity and “yes” to esops | move like this

employee ownership gave the firm a growth path on its own terms.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in this episode of move like this, jeremy vokt, managing partner at bland & associates, discusses the firm’s journey to becoming nebraska’s first esop-owned cpa firm. vokt shares how bland evolved from a small 17-person firm in 2006 to a thriving 130-person business today, thanks in part to its unique blend of traditional cpa services and specialized government consulting work focused on medicare and medicaid compliance. 

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vokt walks through the fundamentals of an employee stock ownership plan (esop), explaining that it’s similar to a 401(k) but without employee contributions. instead, employees are allocated shares annually based on their compensation, which grow in value over time through third-party valuations. this approach creates an ownership culture from day one for every employee – from the front desk to the managing partner – without the typical 15- to 20-year wait to buy into ownership. 
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five ways to evaluate your leadership team

man standing on giant laptop keyboard, pointing at nine faces on screen for videoconference

not just once, either.

by anthony zecca
leading from the edge

“teamwork is the ability to work together toward a common vision. the ability to direct individual accomplishments toward organizational objectives. it is the fuel that allows common people to attain uncommon results.” – andrew carnegie, industrialist

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the above quote by andrew carnegie really puts a fence around the key responsibilities of your leadership team:

  • ability to lead their team to work together toward a common vision
  • ability to direct (drive) their individual team members’ efforts and accomplishments toward maintaining alignment with the firm’s objectives and
  • ability to inspire and motivate each team member to achieve more than they have and to reach top performance and top results as a team

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bissett bullet: never rely on tech to set your pricing

today’s bissett bullet: “technology designed to set pricing should be used as an aid, to sense-check a proposal and ensure that you are receiving fair remuneration for the value that you provide, not as a crutch because you don’t understand the mechanism of pricing.”

by martin bissett

if you rely on technology to set your pricing then you will get caught out if your prospect would like to progress but wants to pick and choose from your preset solutions. subordinating all of your thinking to the technology will leave you unable to adapt that package under pressure and puts you in danger of making a costly error.

today’s to-do:

if you are in the habit of relying on technology to calculate pricing, stop. use it only as a sense check from now on. if you have any proposals yet to be delivered, make sure you fully understand the value of each solution so that you can alter the package to reflect any requests from your prospective client, without any impact on profitability.

see more bissett bullets here

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walking violation: when showing your cpa gets you in trouble | arc

state boards, private equity, and outdated laws are forcing cpas to downplay the very credential that defines them.

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 arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

for many cpas, the three letters after their name are more than a credential—they’re a badge of honor. yet, a new wave of regulatory challenges and firm structures is calling into question when, where, and even if cpas are allowed to use the designation they worked so hard to earn.

more accounting arc: 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 planwhat career advice gets wrong for gen z – and how to fix it |your identity is not a liabilitywhat happens in vegas… gets reported on a tax returnburnout, be gone: accounting needs a boundary breakthroughthe ultimate business hack you’re probably ignoringresilience, real talk, and the road to mental wellnessblockchain could still reshape accountingwhat gen z wants from business | firm differentiation depends upon client service

in the latest episode of accounting arc, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, dig into one of the most contentious issues facing the profession: restrictions on displaying the cpa license in alternative practice structures and across state lines. read more →