today's features

ai is not your enemy; here’s why

clients will always need context.

by penny breslin
it’s not just the numbers

in 1994, in a small hotel meeting room in colorado springs, 50 accounting firms were up in arms when the presenter mentioned quickbooks. they shouted angry comments: “quickbooks is destroying my business.” “they want to take my clients.” “they are giving people a false sense of security with their commercials that say, ‘if you can write a check, you can do quickbooks.’”

more by penny breslin
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the presenter was nervous and asked me what he was to do. i said i use quickbooks for your company, and i have no idea what i am doing, and i could use an accountant to teach me.

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manage change through a pact

portrait of will hill
hill
will hill is the founder and owner of will hill consults, llc,  a coaching and consulting firm serving the tax and accounting profession. he has been serving the tax and accounting community since 2001.

are you communicating enough?

by will hill
the holistic guide to wealth management

the pace of change in the tax and accounting profession has increased dramatically in the last 20 years. some change, such as regulatory change, is forced. other forms of change, such as technology change, is imperative to make. but when it comes to making changes to your client engagement strategy, that choice is yours. i have not spoken to a firm owner yet over the past half decade who hasn’t had at least one significant change to their practice during that time. many have gone through multiple changes per year.

more: priority no. 1: your mental and physical health | build stronger financial futures with health care planning | use goodwill to maximize exit readiness | a question of trust: not just for the wealthy | bridge the advice gap for better financial futures | subscriptions beat aum and hourly fees for wealth management | pursue excellence to win the battle for talent | seven tech keys to a holistic service model | toward a 21st-century cpa: a dynamic vision | why cpas are best positioned to become financial advisors | rory henry upends the traditional accounting firm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

but just because you have gone through changes to your practice doesn’t mean you’ll be more successful. so, when we look at firms that have navigated change successfully to make a positive impact on their business, what sets them apart? they have one thing in common: they make “a pact” for success.
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in 3 years, 1/2 of accounting leaders will be irrelevant | accounting influencers

private equity is redefining influence, and only agile, change-ready professionals will survive.


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accounting influencers
with rob brown

in the next 36 months or so, nearly half of accounting leaders could find themselves labeled as legacy problems. that’s the stark prediction in the latest episode of accounting influencers, where host rob brown unpacks how private equity is fundamentally reshaping the rules of leadership, authority, and influence in the profession.

more accounting influencers with rob brown

as private equity (pe) firms continue to invest heavily in accounting, they’re accelerating transformation—and not everyone is keeping up. “this is not just about writing big checks,” says brown. “it’s a power shift that rewards adaptability, speed, and strategic boldness over patience and technical seniority.”

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ditch the sales pitch

two men standing and shaking hands

three steps to finding a mutual cas fit.

by hitendra patil
client accounting services: the definitive success guide

“i am not a good salesperson.”

i have lost count of how many accountants have told me this over the years. but i also learned that what they really mean is that they do not have a well-defined, structured “sales process.”

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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this post is not about fundamental sales skills. that is beyond our scope. this is more about how to develop and execute your client accounting services sales process, pitch and supporting collaterals that can help get you more cas sales.
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automation is key to accounting

humans remain best for critical thinking.

by jody grunden
building the virtual cfo firm in the cloud

there’s no doubt that advancements in technology are changing the world, and the accounting industry is no exception. technology is making us more productive, more efficient and more connected.

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

on the flip side, it’s also taking over some of our jobs. this is a reality in the accounting industry that we cannot ignore. technology is driving major changes for the future of the accounting world. we need to be aware of what’s happening and take strategic steps to advance along with these changes. otherwise, we are going to be left in the dust.
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