today's features

dillon: a sustainable, no-debt path to firm expansion | big 4 transparency

acquisition isn’t assimilation—it’s alignment.

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

stream, listen, download, and subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music and audibleplayer fmaudacy, rss

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

on the latest episode of the big 4 transparency podcast, marcus dillon, founder and president of dillon business advisors, offers a rare behind-the-scenes look at the art of accounting firm acquisitions and what happens after the deal closes. having completed 15 m&a transactions, dillon has quietly built a hybrid growth model that blends strategic purchasing with equally strategic divestitures, helping him scale while staying lean and focused. 

more dominic piscopo

more m&a

dilon’s approach flips conventional acquisition thinking on its head. rather than simply absorbing the full book of business, dillon’s team audits each client against their firm’s service model and values, and often sells off the clients who don’t fit. “we apply the 80/20 rule early in the due diligence phase,” he explains. “twenty percent of the clients typically generate 80 percent of the revenue, and the rest are often where the frustration lies.” that filtering strategy, he says, allows for faster onboarding, better client service, and less internal chaos

read more →

yoss: pdf freedom for free | quick tech talk

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

sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more! go pro!  – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegooglespotifyiheartdeezer, amazon music and audibleplayer fmaudacygaana (india), and boomplay (africa).

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.

read more →

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

 

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.
read more →

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.

read more →

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: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss

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 |

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. 

read more →