today's features
marketing & sales

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.

more by martin bissett
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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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client accounting services

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.

this is a preview. the complete 1-hour 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

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss

the disruptors
with liz farr

dan gertrudes doesn’t consider himself an accountant, though he admits, “i’m pretty good at it. i’ve 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/week | randy 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 replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

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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pro member exclusive

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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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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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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

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

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

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.

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