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accounting influencers

experts call for industry overhaul | accounting influencers

top minds in accounting push for systemic reform, smarter tech, and a human-first workplace.

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accounting influencers
with rob brown

while many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspiring career paths can sustain the future.

more accounting influencers with rob brown

in this episode of accounting influencers, host rob brown convenes a powerhouse panel to unpack the profession’s greatest opportunities—and its most pressing threats. joining him are:

  • sona akmakijian, cpa: global leader of strategic accountant partnerships at avalara

  • renee moelders: partner at convergence coaching

  • allison ball: vp of marketing & communications at bookkeep

  • andrew berg, cpa: managing partner of berg advisors

their consensus? the profession must evolve—fast.

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featured video

carl peterson: succession or stagnation? | gear up for growth

aicpa’s peterson sounds the alarm for small firms.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in a farewell interview on gear up for growth, powered by 卡塔尔世界杯常规比赛时间, carl peterson, vice president of small firm interests at the aicpa, shares hard-earned insights with jean caragher, president of capstone marketing, from his 14-year tenure – and sounds a call to action for the next generation of cpa firm leaders.

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.

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

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as peterson prepares to retire, he emphasizes two key takeaways from his aicpa experience: the need for the profession to maintain the agility it developed during the covid-19 pandemic and the urgency for small firms to adopt visionary leadership and effective succession planning.

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client accounting services

seven tips for cas marketing

plus one for referrals.

by hitendra patil
client accounting services: the definitive success guide

we asked about sales and marketing methods as part of the accounting profession’s largest cas survey. among firms offering client accounting services, the chief means for gaining new cas business is “proactively seeking referrals” and the firm’s “website,” each at 48 percent. networking at local/regional/national events follows at 35 percent.

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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the other marketing methods deployed by cas firms are:

  • networking at local / regional / national events: 35%
  • search engine optimization: 14%
  • influencer or social media marketing: 11%

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growth strategies

craft tiered service packages for maximum impact

illustration of three tiers of service offeringhow to turn an otherwise intangible offering into a clear product.

by jackie meyer

we have shifted your mindset and model: you’re focusing on advisory value and pricing for roi. now, let’s get practical about structuring your services in a way that attracts the right clients, maximizes value per client and simplifies your operations. enter tiered service packages.

more: 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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offering your services in tiered packages (rather than ad-hoc or one-size-fits-all) can be a game-changer. it provides clarity for clients, helps you avoid scope creep and increases your revenue by capturing different levels of client needs.

at meyer tax consulting (my firm), we developed a structured tiered approach, which i’ll use as an example. you can model your own tiers similarly, customized to your niche and strengths.
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featured video

23 insights from 100 episodes of the disruptors

23 insights from 100 episodes of the disruptors

editor’s note: 卡塔尔世界杯常规比赛时间 research is celebrating the 100th episode of the disruptors, hosted by liz farr. here, liz reflects on the lessons learned and what they portend for the profession.

the disruptors
by liz farr
for 卡塔尔世界杯常规比赛时间

when this show began, the goal was to disseminate ideas that would improve accounting. we wanted the world to know more about people doing things differently than their parents’ or grandparents’ accountants. maybe a firm owner would hear something they could experiment with. or a manager would hear something that the ownership group might be willing to implement. someone with just a few years of experience – or even no experience – would learn about firms that are great places to work. or someone at any level would be inspired to hang out their shingle because of the many examples of people just like them who have done just that.

卡塔尔世界杯常规比赛时间 celebrates: the 100th episode of the disruptors

more streaming: paul dunn: from standard, to stand out, to stand for | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients

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

accounting is changing, thanks to the willingness of firm owners, consultants, coaches, innovators, and thought leaders who have generously shared their intellectual capital. over the last several years, it’s been a privilege to tap into the collective wisdom of the disruptors of this profession.

these conversations provide hope and guidance for the profession. while far too many firms still operate the way they have for decades, with long hours, nonexistent work-life balance, toxic culture, terrible clients, difficult co-workers, and micro-managing bosses, there are many, many firms out there that do not operate that way. we’ve heard through the grapevine that being a guest on this show is a badge of honor. however, we feel even more honored by all the amazing guests and their willingness to openly share their struggles, hopes, and ideas for making accounting better for future generations.

here are 23 of the most important insights from 100 conversations with disruptors.

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