today's features
client accounting services

how to get cas clients to blow your horn

burst of color emerging from trumpet bell

including templates you can use today.

by hitendra patil
client accounting services: the definitive success guide

to expand and grow your client accounting services practice, you need a steady stream of new prospects. while referrals have been accountants’ #1 source of getting new clients, this method gives no predictability and control to accountants on which types of prospects come in their doors. you need the ability to attract cas-fit clients continuously. hence, your lead generation process needs to be adjusted accordingly.

more by hitendra patil: the dna of advisory-cas | advisory 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the accounting profession’s largest cas survey revealed that along with the firm’s website, “proactively seek referrals” is the top marketing method for firms to get new cas clients. how do you proactively seek referrals without waiting for them?
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featured video

marketing success depends on curiosity, collaboration, and client experience | capstone conversations

understanding the full picture delivers higher roi.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

in this episode of capstone conversations with jean caragher of capstone marketing, alex miller, marketing manager at lanigan ryan and the association for accounting marketing’s 2025 volunteer of the year, shares powerful insights about the evolving role of marketers in accounting firms. her two top takeaways? curiosity and collaboration drive career success, and client experience and artificial intelligence (ai) offer the profession’s biggest opportunities and challenges. 

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

“curiosity has opened so many doors for me,” says miller. “you have to ask questions – about your firm’s services, your teammates’ work, and your goals. when you understand the full picture, you can market more effectively and bring real value to your team.” 

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bissett bullet: cash reserves kill anxiety

today’s bissett bullet: “the best thing you can do for your business is to build a six-month reserve for your personal and business finances.”

by martin bissett

building a three- or six-month cash reserve removes anxiety. it creates calm and confidence and avoids lowballing just to win work. it frees creativity and allows you to think clearly about new ways to help your clients or to communicate your message to potential future clients.

today’s to-do:

calculate your monthly expenses. not income but what it costs you to keep the lights on for a month. budget to save a small percentage of that each month until you have built enough of a reserve to keep going for six months without income.

see more bissett bullets here

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accounting arc

true grit: recognizing struggles that shape our successes | arc

the arc team spills their messiest moments and why grit—not perfection—matters most. 

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accounting arc
with byron patrick, liz mason, and donny shimamoto
center for accounting transformation

more arc: analysis, reaction, comedy

in the latest episode of accounting arc, hosts donny shimamoto, cpa.citp, cgma; liz mason, cpa; and byron patrick, cpa.citp, cgma, lay down their professional armor to explore one central theme: grit—what it means, when it matters, and how it shows up in real life. 

more accounting arc: more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it |your identity is not a liability | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | resilience, real talk, and the road to mental wellness | blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service |

“this episode was about being honest,” says patrick, ceo of verifyiq and co-founder of tb academy. “there are moments in everyone’s career where it all feels like too much.”  read more →

featured video

werner: the hidden tax hike for accountants in trump’s “big beautiful bill” | quick tax tip

“every bill hides a tax increase.”


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quick tax tip
with art werner
cpe today

trump’s new “big beautiful bill” might look like a win for taxpayers…but not so fast. for accountants, lawyers, consultants, and other professional service providers, it could bring a stealthy tax hike.

click here for more art werner

in this episode of quick tax tip, expert art werner unpacks how this proposed legislation may change the way accountants—and other professionals—get taxed. the bottom line? if you’re part of a pass-through entity, your tax benefits may be about to shrink.

werner opens the discussion with a familiar refrain in tax: it depends. read more →