today's features

beyond blocking: more time management strategies

meditative businessman is pondering time management while surrounded by alarm clocks

includes eight key mindset shifts and habits to cultivate for peak productivity.

by jackie meyer

while time blocking is a cornerstone strategy, it’s not the only tool in the productivity toolbox. different tasks and personalities call for different approaches.

more: reclaim your hours with time management and productivity hacks | how to bring core values into your accounting firm | the ai revolution: embracing artificial intelligence in your practice | craft tiered service packages for maximum impact | niche down to scale up | build a seven-figure firm in four hours a week
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here are a few other effective time management techniques and when to use them:

  • eisenhower matrix (urgent vs. important): made famous by president dwight d. eisenhower and popularized by stephen covey, this matrix helps you prioritize by dividing tasks into four quadrants:
    • urgent and important: do these tasks first. they are crises or deadlines that you must handle now (e.g., a client’s tax filing due today).

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what exactly is client advisory services?

businessman excited to show someone what is on computer screen

remember, you’re the expert.

by hitendra patil
client accounting services: the definitive success guide

i attended the aicpa engage 2022 conference in early june, where dan hood, the editor-in-chief of accounting today, stopped by for a brief chat. of course, me being the author of the first and only book on client accounting services, the conversation quickly turned to cas 2.0, specifically regarding the “advisory” services opportunity that everybody at engage22 seemed to be discussing.

more by hitendra patil: the dna of advisory-casadvisory is not consulting | what exactly is client advisory services? | review your cas offerings | cas prospects want proof? you’ve got that | what ai ceo’s warning means (and doesn’t) for accountants | ditch the sales pitch | how to get cas clients to blow your horn | four questions for choosing cas clients | what is your firm’s marketable value? | seven tips for cas marketing | twelve things that kill your cas profits
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the meaning of “advisory” changes as titles and services evolve. but what does it mean for clients and accountants today? everyone talks about “advisory,” but few can define it clearly.

in this post, let’s ditch the buzzwords and talk about what advisory actually looks like when you are the one doing the work. you will explore the nature of advice, why firms struggle to define and deliver it, and what it really means to operate as an advisory-first professional. this is the starting point for turning intent into impact.
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may: build a cas-fueled powerhouse | big 4 transparency

“cas gets stronger as tech gets better. the market’s expanding, not shrinking.” 

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.”
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big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

in this episode of big 4 transparency, matthew may, former co-founder of acuity and now cas leader at sorren, pulls back the curtain on one of the most significant private equity-driven rollups in the accounting profession. speaking with host dominic piscopo, may details how acuity, alongside other firms, became part of a growing national platform backed by dfw capital, and why he believes client accounting services (cas) will soon eclipse audit. 

more dominic piscopomore pay & compensationmore cas

the seeds of the sorren platform were planted in a bdo alliance roundtable where six firms fantasized about joining forces. that vision crystallized when dfw capital, with a thesis to invest $100m in the space, entered the picture. from there, may and his partners at acuity ran a rigorous process, engaging investment bankers to evaluate 250 potential paths, leading to 11 indications of interest (iois), seven in-person meetings, and five formal offers. the decision to join sorren wasn’t about cashing out – it was about autonomy, cultural fit, and the chance to help shape a future-focused firm from the ground up. 

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the six leadership challenges that firms face

illustration

your response must align with your vision.

by anthony zecca
leading from the edge

within every firm, every leader (edge or center) faces challenges every day. there is always a gap between the leader’s vision and what is actually taking place on the ground, day to day. there are always situations that develop that challenge a leader’s ability to remain steadfast in their leadership style and vision.

more by anthony zecca
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when this happens, there is an opportunity for firm leaders to step up to the edge and to face the challenge with courage, conviction, transparency and confidence – never wavering on culture or their future vision for the firm. edge leaders get out in front of the challenge, communicating and demonstrating that they are in control, whereas center leaders let the challenge take control. edge leaders respond with clarity and focus surrounding the issues facing their workforce, their clients, their financial health and their future.
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bissett bullet: tell them what they need

today’s bissett bullet: “a real frustration for many accounting professionals is clients who ignore a suggestion from them but when someone else suggests it, they think it’s a great idea. why does that happen?”

by martin bissett

superior accounting firms deliver to their clients; increased self-esteem, saved businesses and saved relationships to name but a few. in order to be considered a trusted advisor, sometimes you need to be tough with a client to deliver the outcomes that they need as well as the ones they want. then they will start to take you more seriously and value your suggestions rather than pay them lip service.

today’s to-do:

identify a client for whom you know you can deliver a better outcome if they take the action you’ve previously suggested and make a note for your next meeting to revisit the conversation. prepare your case in advance and stand firm.

see more bissett bullets here

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