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advisory & consulting

papin: a bold blueprint for modernizing | the concierge cpa

this interdisciplinary approach offers a glimpse into the future of the accounting profession.

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

in this episode of the concierge cpa, host jackie meyer introduces an extraordinary guest who truly embodies the term concierge advisor. meet chris papin—cpa, attorney, insurance producer, and all-around problem-solver for small business clients navigating today’s increasingly complex financial landscape.

papin, founder of both papin cpa and papin law, brings a rare blend of legal, accounting, and advisory insight under one roof. based in edmond, oklahoma, his firm is not only a one-stop shop for tax compliance and estate planning—it’s a home base for strategic conversations, real-world coaching, and highly personalized service.

more jackie meyer

papin’s journey began when a college professor explained that certain advanced tax topics were reserved for lawyers. that stuck. years later, papin is that lawyer—and cpa—bringing the skipped chapters into focus for his clients. his multi-credentialed approach is more than a résumé flex; it’s a direct response to client demand for integrated, trustworthy, and empathetic advisory.

“small business owners often need to pull five levers to get all the professionals they need in one room. i decided to be all five,” papin quips.

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pro member exclusive

marketing strategies for wealth management services

portrait of kelly waltrich
waltrich
 kelly waltrich is the co-founder of intention.ly, a leading marketing consultancy to fintech and finserv companies.

turn holistic services into accelerated growth.

by kelly waltrich
the holistic guide to wealth management

for cpas, offering holistic wealth management services can be a game changer for your practice. these services are a clear opportunity to provide top-notch guidance to clients while fueling additional revenue streams.

more: trust is the primary ingredient | 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 let’s be real – simply hanging out a “wealth management” shingle won’t cut it in an industry in which competition is abundant, and differentiation is key. making your clients and prospects aware of your expanded offerings, and growing your business as a result of those offerings, requires a much more targeted approach.
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accounting influencers

huber: from noise to noteworthy | accounting influencers

ditch bland blogs and craft content that actually converts.

 

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accounting influencers
with rob brown

in this accounting influencers episode, nick huber—former financial times journalist and expert in content strategy—calls out the elephant in the accounting marketing room: most firm content is forgettable. but it doesn’t have to be.

instead of cranking out generic updates and lifeless newsletters, huber challenges firms to rethink their approach. “content is more than a checkbox. it’s your chance to stand out, show what you know, and shape how people perceive your firm,” he says.

despite his statement, huber does offer two checklists for evaluating and producing lead-generating content.

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charts & graphs

can doge and palantir fix the irs with a ‘mega api’?

and what about data security and privacy?

by 卡塔尔世界杯常规比赛时间 research

the internal revenue service is developing a unified api layer intended to consolidate access across its fractured legacy systems, a move that could transform the agency—if executed with transparency, speed, and user needs in mind.

more irs | brace yourself: irs 25% staff cuts mean big trouble for tax pros and clients | what to watch in the one big beautiful bill |irs’s big annual report: already out of date as agency grapples with chaos and cuts | busy season barometer stats: who’s responding and how they’re doing | tax season faceplant: accountants overrun by late chaos

the project gained momentum–and sparked controversy–this year with the department of government efficiency and palantir technologies aiming to build a comprehensive api system.

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