today's features
advisory & consulting

hooda: model a 7-figure firm in 10 hrs/week | the concierge cpa

build a business that runs itself.

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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

when concierge cpa host jackie meyer met uk-based accountant reza hooda at growcon, they quickly realized they were professional doppelgängers.

both transitioned from traditional tax firms to leading-edge advisory businesses. both created proprietary pricing models. both teach accountants how to reclaim their time, value, and purpose.

more jackie meyer

but hooda’s journey is one every accountant needs to hear: the story of how he walked away from pwc, bought a traditional firm from his father-in-law at the worst possible economic moment (2008’s global financial crisis), and slowly rebuilt it—from paper files and printed emails to seven-figure advisory success, working less than 10 hours a week.

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advisory & consulting

ten questions to ask potential clients before it’s too late | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

it’s helpful to know about a potential client before taking them on.

more listicles here
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are they organized? careless? complicated? honest? what’s their attitude toward paying taxes? where do they need help? here are 10 questions to ask before you commit yourself.
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advisory & consulting

the unsexy grind behind the advisory transition

three people in office looking at laptop screen

the myth vs. the reality.

by frank stitely
the relentless cpa

let’s get one thing out of the way: becoming an advisory firm is not a mindset shift. it’s not about “finding your why.” and no, it’s definitely not as simple as bundling your services and slapping a higher fee on them.

more by frank stitely
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we’ve spent the last three years transitioning to an advisory model, and the most accurate description i can offer is this: it’s a three-year construction project that you start without blueprints, building permits or working plumbing – and halfway through, someone hands you a violin and says, “now you’re a musician.”

still want to go advisory? good. you should. but pack lunch, wear boots and bring a violin.
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pro member exclusive

build stronger financial futures with health care planning

portrait of christine simone
simone
 christine simone is the ceo & co-founder of caribou, a software solution for the finance industry to include health care costs and plan optimization in financial plans.

it’s a top expense and source of stress.

by christine simone
the holistic guide to wealth management

financial advisors are well suited to help clients with all the important decisions in their lives. but that doesn’t mean advisors always recognize the areas in which clients need the most help.

more: marketing strategies for wealth management services | trust is the primary ingredient | how to prepare your clients’ kids for their inheritance | annuities and insurance growing more attractive | quantifying the value of an advisor | raise your rates to change your clientele | how wealthtech is reshaping the future of holistic advice | profile of a modern firm: putting the vision into practice | tsunami of m&a, pe is disrupting the accounting profession | introducing you to a fulfilling return on relationships
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take health insurance, a big concern for people across all income groups. according to a 2021 report from spectrem group (now part of ceg insights), two-thirds of affluent investors (65%) say they want their advisors to help them with health insurance, but only 4 percent said their financial advisors are providing it to them (see bar chart). further, among people who don’t have financial advisors, the top areas for which they would want guidance are retirement income planning, social security planning and medicare advice.
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accounting influencers

deal or no deal? the p.e. dilemma for cpas | accounting influencers

leaders must decide whether to follow the money—or protect their independence.
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accounting influencers
with rob brown

in a striking shift that’s redefining the accounting profession, private equity is no longer circling—it’s landed. on a recent episode of the accounting influencers podcast, host rob brown breaks down what might be the most transformative trend facing accounting firm leaders today: the rapid influx of private equity (pe) into the industry.

“would you sell half of your accounting firm to a private equity firm for a billion dollars?” brown asks. “because some of the biggest names in our industry already have.”

and they’re not small names. baker tilly, the 10th largest u.s. accounting firm, recently sold more than 50% of its business to a private equity firm. grant thornton did the same. the motivations are clear: stay competitive, invest in technology, attract top-tier talent, and survive the pressures of a changing profession.

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