today's features
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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client accounting services

four questions for choosing cas clients

and three things to tell them.

by hitendra patil
client accounting services: the definitive success guide

you will use very similar fundamental steps to generate words and content to express the value of your client accounting services offering. you will focus on each component of your cas offering to do so, e.g., different content to talk about bill payment services, different for advisory and outsourced cfo services, and so on.

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
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you will also use the “contrast principle” to differentiate between your “usual” services and “cas offering.” marketing cas to your existing clients will be different than marketing cas to your prospects.
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2022年世界杯抽签

lewis: build growth strategy that works | capstone conversations

to turn disruption into opportunities, get marketers to the table “early and often.”

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

kristen lewis, managing director of marketing for eisneramper and the 2025 association for accounting marketing (aam) marketer of the year, joins jean caragher on capstone conversations to share lessons from her marketing leadership, insights on post-pandemic strategy shifts, and her vision for the profession’s future. the conversation examines both the tactical and human aspects of cpa firm marketing in an era of rapid change, industry consolidation, and heightened client expectations.

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

lewis reflects on her oft-quoted phrase from a previous capstone appearance during covid—“building the car while driving it”—as still being true today. she notes that the firm’s post-pandemic agility has become both a strength and a challenge, with the pace of innovation and disruption keeping teams moving at high speed. “we proved to ourselves that we could be nimble and change things on the fly,” she says. “that’s exciting, but also exhausting at times.”

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growth strategies

the ai revolution: embracing artificial intelligence in your practice

twelve practical ways you can use chatgpt or similar assistants right now.

by jackie meyer

in today’s rapidly evolving landscape, technologies like artificial intelligence (ai), natural language processing (nlp) and advanced large language models (llms, the brains behind tools like chatgpt) are no longer futuristic concepts – they’re here now, and they’re incredibly powerful. integrating ai into your tech stack can revolutionize your practice, freeing up time, enhancing client service, and providing insights that would be hard to get manually.

more: leverage technology for growth | streamline your operations with systems and processes | craft tiered service packages for maximum impact | master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | niche down to scale up | how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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it might sound a bit abstract or even hype-y, so let’s break it down in practical terms for an accounting and tax advisory firm.

what are ai, nlp and llms?

  • artificial intelligence: ai is a broad term for machines or software that mimic human intelligence processes. this includes learning from data (so they improve over time), reasoning to make decisions or predictions, and self-correcting when they get things wrong. in practice, ai can be as simple as an email spam filter (which “learns” what spam looks like by example), or as complex as an autonomous vehicle. in our context, think of ai as tools that can analyze data or perform tasks in a humanlike way – but at computer speed and scale.

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2022年世界杯抽签

bissett bullet: are you hungry?

today’s bissett bullet: “i tweeted once that while gross recurring fees are a reward for hard work, to an extent, they delete hunger. a superior firm markets its business with hunger regardless.”

by martin bissett

a hungry firm wants to continue growing even though its fees are strong. even though it’s worried about capacity and how it’ll service any more clients. a hungry firm knows the improvement it creates in its clients’ lives. hungry firms are the most successful in their growth efforts.

i’ll ask again – are you hungry?

today’s to-do:

be hungry. do not be satisfied with your gross recurring fees; strive for more. pay attention to your pipeline today. what opportunities are there for you to explore?

see more bissett bullets here

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