today's features

bissett bullet: the purpose of marketing

today’s bissett bullet: “in direct terms, the purpose of marketing an accounting business is to put appointments with ideal clients in your diary that would be unlikely to have arisen any other way.”

by martin bissett

granted, you still have some work to do if you are to convert these opportunities into fee-paying clients, but if your diary is full then you are getting it right. if on the other hand, your marketing endeavors are not generating appointments, then something will need to change.

today’s to-do:

how many appointments have you booked in the last month as a direct result of your marketing? if you are happy with that number, fantastic. if not, a review is needed.

see more bissett bullets here

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your identity is not a liability | accounting arc

silence, shame, and outdated policies still shape the profession—but we rise anyway.  

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accounting arc
with liz mason and donny shimamoto
center for accounting transformation

in a stirring pride month episode of the accounting arc podcast, liz mason, cpa, and donny shimamoto, cpa.citp, cgma, confront what it really means to belong in a profession still wrestling with how to talk about identity. 

“bringing your whole self to work is still a radical act,” says shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation.

for much of his career, it was one he avoided. 

more accounting arc: what happens in vegas… gets reported on a tax returnburnout, be gone: accounting needs a boundary breakthroughthe ultimate business hack you’re probably ignoringresilience, real talk, and the road to mental wellnessblockchain could still reshape accountingwhat gen z wants from business | firm differentiation depends upon client service |

both mason, ceo of high rock accounting, and shimamoto spent years hiding parts of themselves to navigate professional expectations. for mason, that meant letting assumptions stand unchecked. “it was easier not to correct people,” she says. “because the stakes were too high.”  read more →

what to watch in the one big beautiful bill | quick tax tip

compromise, party discipline, and presidential influence could make this bill one of the most impactful yet.

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quick tax tip
with art werner
cpe today

when major tax reform is introduced, it’s easy to assume the process is straightforward: the house writes a bill, the senate reviews it, and congress either passes or blocks it.

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but the truth is much messier—and much more interesting.

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why you have to define your customer first

there are six steps to value pricing, but don’t skip ahead.

by jody padar
radical pricing – by the radical cpa

can you remember doing business before cell phones or social media? you really don’t have to be too old to remember because change happens fast. in fact, if you are over 50, you probably remember when every home had a landline, firms advertised in the yellow pages, and accountants charged hourly for mundane compliance tasks.

more by jody padar
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it really wasn’t that long ago when the internet was intriguing rather than indispensable.

at some point, change becomes inevitable, and i would argue that value pricing has reached this critical stage.
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