today's features

yoss: pdf freedom for free | quick tech talk

free and powerful pdf tools are hiding in plain sight. here’s how to find them.

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quick tech talk
with steve yoss
cpe today

when you think about portable document format (pdf) files, there’s a good chance adobe acrobat comes to mind first.

more steve yoss here | more tech

but most people don’t realize that pdfs aren’t an adobe-owned format anymore—they’re an iso standard for digital paper. that means anyone can use, create, and manage them without paying for an adobe subscription. and the options go far beyond the familiar. whether you’re creating workpapers for clients, sharing contracts with staff, or archiving important documents, there’s an entire toolbox of pdf solutions—many of them free—that can get the job done just as well as premium software.

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considering a merger? be smart about it

view from below of four people, each holding a jigsaw puzzle piece and matching it to the others

plus 10 tips for buyers.

by marc rosenberg
cpa firm mergers: your complete guide

“alone we can do so little but together we can do so much.” – helen keller

“when you look at a deal and its structure looks like an octopus or a spider, just don’t do it.” – timothy sloan cfo wells fargo

all businesses boost their top and bottom lines with mergers. it’s a common strategy for growth and strong performance.

more by marc rosenberg
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cpa firms largely failed to recognize this until the start of the century. today, firms clearly understand that mergers can and should be a major contributor to growth, profitability and success.
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grade prospects with these five questions

pipeline in shape of a dollar sign

make sure you have a pipeline, not just a list.

by martin bissett
business development on a budget

so you’ve done all the work to get yourself composed and prepared to go out and generate new opportunities, find new business and new clients. now what? how will you know who to contact for the first step?

answer: your pipeline.

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many partners think they have a pipeline, but they don’t. what they actually have is just a list of prospects they’ve

  • met with,
  • would like to meet with or
  • have worked with in the past.

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gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | the disruptors

applying entrepreneurial principles and embracing a culture of extraordinary service, this finance firm is breaking the mold.

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the disruptors
with liz farr

dan gertrudes doesn’t consider himself an accountant, though he admits,im pretty good at it. ive taught it at brown university. after more than a decade working in finance in large corporations, gertrudes began his journey as a firm owner via entrepreneurship through acquisition, or eta, when he bought a firm in 2014 from a retiring owner.  

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it erica goode: build a $200k firm in 15hrs/weekrandy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceableditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocatedominic piscopo: clear pay=bargaining powerdebbie kilsheimer: stop thinking small |

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gertrudes positions his firm, growthlab, as finance-as-a-service, which means his clients receive ongoing, highly scoped recurring work rather than project work. “we want to be an extension of your management team, he explains. besides traditional bookkeeping, his firm provides the full spectrum of financial services: accounting, fp&a, tax, cfo services, and hr. in addition, he is also building strms as an ai automation agency.  

in contrast to many legacy firms, gertrudes operates his firm as a business. they’re not businesses, he says about traditional cpa firms. there’s no engine you need more than one engine to be a business. 

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get partners to commit to a balanced scorecard

hands pointing toward business documents on desk

don’t waste your strategic planning.

by domenick j. esposito
8 steps to great

when an initial draft of the strategic plan has been agreed to by your initial strategy think tank, the next step requires you to expand the process to all the partners. this can be a very painful process, but it is a healthy one that must take place. it creates buy-in and will clarify who is on the bus and who isn’t.

more by domenick j. esposito
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lots of good things happen in this phase of the strategic plan.  a number of your partners, who may be questioning if this firm is the firm that they want to be part of as they build their careers, will begin to see that your merely good firm is trying to transform itself into a mid-market sustainable brand.
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