if you can save a client $30,000, isn’t that worth $10,000?
by jackie meyer
we already set the foundation for moving to high-value advisory services. now let’s talk about how to price those services in a way that reflects their true value and empowers you to achieve the balanced millionaire lifestyle.
randy a. fox, cfp, aep is the founder of two hawks consulting llc. he is a nationally known wealth strategist, philanthropic estate planner, educator and speaker.
while it seems like a large number on paper, it’s often illiquid, preventing the owner from enjoying the rewards of all their hard work. the lack of liquidity can also make owners reluctant to do the right kind of planning to maximize their “walk away” money post-sale.
with three-quarters of the profession approaching retirement age and m&a activity reaching historic highs, many firm owners ask the same question: what’s my practice worth?
brannon poe, cpa, founder of poe group advisors, joins the accounting influencers to offer a rare, inside look at how deals are being made, what buyers are looking for, and how firm owners can prepare for a successful exit, whether it’s five weeks or five years away.
gear up for growth with jean caragher for 卡塔尔世界杯常规比赛时间
in the latest episode of gear up for growth, host jean caragher sits down with industry powerhouse phil whitman—ceo of whitman transition advisors and founder of c-suite impact—to tackle one of the accounting profession’s biggest questions: can cpa firms still thrive independently in the age of private equity and nonstop m&a?
whitman’s answer? a firm “yes”—but only if leaders are willing to take bold, intentional action.
gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. gear up for growth every friday here.
with more than 25 years of experience in firm leadership, whitman offers two strategies and at least five more imperatives for firms to stay independent.
accountants are often seen as the gatekeepers of financial integrity, but what happens when the client operates a strip club, sells cannabis, or works in legal sex work?
in the latest episode of accounting arc, liz mason, cpa, and byron patrick, cpa.citp, cgma, challenge the idea that “sin” industries are off-limits for ethical professionals. their message: legality, transparency, and harm reduction matter more than personal judgment.
mason, founder and ceo of high rock accounting, has worked with legal sex workers and cannabis companies. she says she doesn’t shy away from these clients. “all companies have a right to good advice,” she says, stressing that ethical boundaries depend more on legality and transparency than personal judgment.
patrick, ceo of verifyiq and educator and co-founder of tb academy, echoes the sentiment. “is it legal, or is it not?” he asks. “that’s a pretty clear ethical line.”
but not all ethical questions are so simple. mason shares a cautionary tale about walking away from a fintech client offering predatory lease agreements. “it was all legal,” she says. “but it was abusive. and that crossed a line for me.”
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