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client service opportunities

business-owner tax incentives you might be overlooking

help entrepreneurial clients use government programs to lower tax bills while creating jobs and wealth.

by blake christian

as many cpas know, a wide variety of federal and state tax credits and other incentives are readily available but often overlooked by businesses and their tax advisors.

more: entity choice in light of estate and gift tax rules | 11 tax client questions for year-round billings
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while the vast majority of tax planning efforts are focused on the timing of taxable income and tax-deductible items (temporary or timing differences), there are literally hundreds of federal tax incentives (permanent differences) that encourage taxpayers to invest in certain equipment, hire certain types of employees, operate in certain regions or invest in certain industries. read more →

client accounting services

adjei: profit from irs representation | the concierge cpa

from big four consulting to fema volunteerism, adjei blends problem-solving, purpose, and proactive planning.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

when hurricane harvey submerged his first office, houston-based cpa and tax advisor brandon adjei could have stepped back. instead, he leaned in, volunteering for months at fema disaster relief centers, helping storm victims navigate irs issues so they could access life-saving grants and loans. that work, originally meant to be temporary, became a catalyst for building a broader tax practice that now spans the u.s. and international clients.

more jackie meyer

on the concierge cpa, host jackie meyer sits down with adjei to unpack a career that has been anything but linear. from starting at enron just before its collapse, to big four m&a consulting, to founding multiple firms, adjei’s journey is rooted in adaptability, relationship-building, and a deep commitment to client advocacy.

read more →

accounting influencers

why p.e. is winning the talent wars | accounting influencers

pe-backed firms are luring top performers with faster promotions, equity stakes, and career paths that traditional firms rarely offer.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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

accounting influencers
with rob brown

private equity’s influence on the accounting profession is shaking up more than firm valuations — it is rewriting the rules for attracting and retaining talent. a staggering 70% of top performers at traditional firms say they would move to a pe-backed competitor right now if given the chance, according to new industry insights.

and it’s not just about bigger paychecks. private equity firms have zeroed in on what motivates high performers — opportunity, impact, and accelerated growth — and are building career models to match.

read more →

advisory & consulting

from services to experiences to transformations

illustration of the progression of economic value

every client interaction is an opportunity.

by rory henry
the holistic guide to wealth management

in tracing the trajectory of economic evolution, each phase represents a profound transformation, often driven by technological advancements. for instance, the industrial revolution transformed the u.s. from an agrarian economy to a manufacturing economy that created tangible assets (i.e., finished goods) out of raw materials. in recent decades, the u.s. went through a digital revolution, moving us from a manufacturing economy to a service-based economy that produces intangible assets.

more: how behavioral finance works | manage change through a pact | marketing strategies for wealth management services | an accountant’s role in exit planning | trust and estate planning is for clients of all ages | help clients manage and embrace investment risk | tax advisory services: a pathway to greater financial freedom | leverage ai to grow and protect revenue: six steps | four ways to provide wealth management in your accounting practice | what multiples mean to accounting firms | how wealth management has evolved | why now is the time for cpas to embrace wealth management
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this shift was emblematic of a broader transition from making tangible goods to delivering intangible services. the service economy burgeoned, with a focus on delivering services, e.g., tax services, financial services and estate planning legal services.

now, we are in the midst of another paradigm shift. artificial intelligence (ai) is transforming us from a service economy to one based on providing the consumer with experiences and guiding them through life transformations. the ai era is not just about automating routine tasks, but fostering an environment in which we transcend traditional service delivery.
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