today's features
growth strategies

how niches lead to growth

woman holding eyeglasses and looking at laptop screen

it’s all about your ideal client.

by jackie meyer
the balanced millionaire: advisor edition

trying to be everything to everyone is a recipe for burnout and mediocrity. that’s why one of the fastest ways to scale up your practice is to niche down and find your ideal client profile (icp). it might feel counterintuitive to narrow your focus, but trust me, specialization is powerful.

more: vision vs. mission, and why you need one | ten questions to check your entrepreneurship | more revenue in fewer hours
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the fear of missing out (fomo)

before we dive in, let’s address the elephant in the room: the fear that by niching, you’ll lose opportunities. many advisors hesitate to niche down because they worry, “what if i turn away someone and regret it? what if i limit my opportunities and my phone stops ringing?” it’s a valid emotional concern, but let’s bust the myth:

  • serving everyone dilutes your expertise and makes it harder to stand out.

read more →

leadership

how teamwork drives firm success

underview of six businesspeople in a circle with hands in center in teamwork gesture

potential leaders fall into four categories.

by anthony zecca
leading from the edge

leadership has responsibility and impact on creating a powerful and united team throughout the firm and an environment that motivates every single team member to their highest level of performance for the benefit of the firm, and not their own career advancement. teamwork and not individualism is a cornerstone of a strong culture that results in achieving the level of a standout, high-performing firm.

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

in fact, a strong culture cannot thrive in an environment where silos exist, and individuals are more focused on what is best for their career versus what is best for the firm. teamwork is not only a key aspect of the firm’s culture, but a key factor in driving the firm’s performance to become a standout, high-performing firm.
read more →

2022年世界杯抽签

bissett bullet: the emotional argument

today’s bissett bullet: “when a prospective client already has an accountant, it is important to recognize that although they are demonstrating an interest in working with you by agreeing to meet, there will be a degree of loyalty to the current firm even if they’ve identified the need for change.”

by martin bissett

this is important because it places them out of their comfort zone. they may feel apprehensive about severing ties and it may not be that the accountant is doing a bad job, simply that their business has grown past the point that the existing firm can continue to support them. whatever the case, you won’t win an emotional argument with logic. 

today’s to-do:

look at the next prospect meeting in your diary. what do you know about them already that will help you to speak to them in emotional terms? select a story about how you helped a similar client that may resonate and have it in your armory.

see more bissett bullets here

read more →

accounting arc

baker: interpreting pricing psychology | arc – slc

price discrimination segments customers by what they value most. 

sponsored by tax season readiness: practical steps for a smoother busy season  | see today’s special offer
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss
is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 

accounting arc – student-led conversations
with harshita multani
center for accounting transformation

on accounting arc – student-led conversations, host harshita multani interviews ron baker—author, educator, and sought-after speaker—about price discrimination and the psychology behind everyday pricing. across coffee shops, hotels, streaming platforms, and movie theaters, baker says the same principle repeats: value is subjective, so pricing must be, too.

more accounting arc: don’t get fired by your own automation | what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes |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 | burnout, be gone: accounting needs a boundary breakthrough

baker argues that pricing “behaves like art” because people don’t act like predictable particles. the goal is not perfect prediction, but rather constant testing: offering options, observing behavior, and refining strategy. that framing aligns with a growing body of hospitality research that shows how subtle cues—like removing the “$” symbol—change spending patterns. cornell researchers find diners spend significantly more when menus list numerals without currency signs, a choice many premium venues intentionally make.  

read more →

pricing, fees & billing rates

let your team fire clients

the customer is not always right.

by jody padar
radical pricing – by the radical cpa

there are few ways to sink an accounting firm faster than winning bad clients. they will rob your profitability, steal your sanity and cause havoc among your staff and other client relationships.

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

ask yourself these questions and be prepared to walk away if you don’t get the right answers:

read more →

marketing & sales

four tips for developing your marketing plan

plus five questions to ask first.

by august aquila
max: maximize productivity, profitability and client retention

it makes no difference what size practice you have. the following tips apply if you are developing an individual marketing plan, a departmental plan or one for the entire firm.

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

 

from an overview perspective you will want to consider the following five questions:

  1. what will be the range of services you offer?

read more →

management

when you might need a forensic professional

numbers floating around man examining calculator with magnifying glass

four ways to add control to your systems.

by ed mendlowitz
77 ways to wow!

various professionals and consultants can set up controls with in-house accountants, the cfo and financial professionals employed by the firm, but they then leave, and the organization is left with administering it. unless there is a highly disciplined and committed leadership within the company, the initial enthusiasm dissipates soon after.

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

a trained forensic professional will detect flaws and cracks in systems and plug them up. they are also transaction-oriented, more than procedure-oriented, so they examine more closely how things are being done and look for subtle deviations from how they are supposed to be done. this skill should be employed in oversight and periodic monitoring of the controls they helped establish.
read more →

featured video

pinkus: scaling a remote powerhouse | big 4 transparency

“we didn’t plan to build a 100-person firm. we just wanted to work for ourselves.” 

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by tax season readiness: practical steps for a smoother busy season: see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss

is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 

.

big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

what does it take to build one of canada’s fastest-growing cloud accounting firms? in this episode of the big 4 transparency, host dominic piscopo sits down with mike pinkus, co-founder of connectcpa and host of the growth tales podcast, to unpack the bootstrapped, contrarian story behind connectcpa’s rise to over 100 staff and a fully remote, recurring revenue model long before it was trendy. 

more dominic piscopo | more private equity | more pay & compensation

founded in 2014 by pinkus and co-founder lior zehtser, connectcpa was born from a desire for more autonomy – both personally and professionally. “we just wanted to work for ourselves,” pinkus says. “everything else was a byproduct.” yet within a few years, they found themselves leading a national, cloud-native firm with a deep bench of accounting, tax, and finance professionals serving scaling businesses across north america. read more →

2022年世界杯抽签

in “the balanced millionaire,” jackie meyer empowers accountants — and the taxpayers they serve

the new step-by-step guide to turning the stress of tax season into financial opportunity—for both professionals and the public.

from 卡塔尔世界杯常规比赛时间

in an era when accountants and tax advisors play a crucial role in helping millions of americans navigate complex tax laws, the new “balanced millionaire” handbook by dr. jackie meyer, cpa, offers a new approach to the profession—one that benefits not only practitioners but also taxpayers seeking smarter, more transparent, and more personalized service.

“the balanced millionaire: advisor edition“

now available exclusively from 卡塔尔世界杯常规比赛时间.

buy now | learn more

dr. meyer, a nationally recognized cpa and founder of taxplaniq, has trained thousands of practitioners in value-based advisory methods that have generated millions in client tax savings. her new book is part manifesto, part manual—a call for an industry transformation that benefits every taxpayer.

read more →

mergers & acquisitions

if you’re thinking merger, you need data

seventeen data points you should exchange.

by marc rosenberg
cpa firm mergers: your complete guide

i have always been a big believer in the buyer and seller exchanging financial and operating information as early in the process as possible. numbers aren’t everything, but they do speak volumes. the data enables each firm to gain an understanding of the other in a manner that is not always possible in conversation.

the data is also a good way to corroborate things that are said verbally.

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

 

here are some examples:

  • in conversation, the buyer says his realization percentage is “strong.” but the data show 82 percent, for which the word “strong” would never be used.

read more →

marketing & sales

are you waiting for business to come to you?

hand using key to unlock door

practice makes perfect.

by martin bissett
business development on a budget

have you noticed all of those titles in the local bookstore or at the airport offering us the “key” to this and the “key” to that, the “six keys” to one thing, and the “four keys” to another?

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

 

it also seems that every book is a “game-changer” now, to the point where it is difficult to understand what the game is anymore, never mind how to play it.
read more →

audit & assurance

vanover: 5-star firms don’t bill by the hour | the disruptors

measuring impact—not hours—creates happier teams, better clients, and a stronger profession.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by tax season readiness: practical steps for a smoother busy season  | see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss
is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure.

the disruptors
with liz farr

what will it take to kill the billable hour? chris vanover, founder of cpaclub, believes it’s not only “outdated and archaic,” but that today’s age of ai and automation “is a recipe for the death of the billable hour.”    

more streaming: kless: profit is a result. flourishing is the purpose | whitman: build culture on ‘progress,’ not change | shein: no pe? no m&a? no problem | hood and weber: time to rise | proctor: turn dumb ideas into brilliant solutions | carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years | telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

cpaclub, formerly auditclub, operates under a different model. as hervochon explained in his first appearance on the disruptors, cpaclub operates as a subscription service, where pass holders have access on a monthly or annual basis to a team of highly skilled auditors and accountants. this innovative business model undoubtedly contributed to the firm’s recognition as calcpa’s firm of the year for 2025.  

read more →