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trust is the primary ingredient

portrait of julie johnson
johnson
 julie johnson, cima, cfp,  is the founder and chief engagement officer of xy communication and a former senior vice president with ubs. she helps financial professionals to increase engagement with existing clients, prospects and peers by improving their ability to communicate, connect, and build trust and loyalty.

it drives retention, loyalty and growth.

by julie s. johnson
the holistic guide to wealth management

the insurance network for fiduciary advisors reported that 96 percent of clients are looking for wealth transfer advice from their advisors while they’re still alive, but fewer than one in four (25%) of financial professionals provided it to their clients.

why is there such a disconnect?

more: use goodwill to maximize exit readiness | an accountant’s role in exit planning | trust and estate planning is for clients of all ages | help clients manage and embrace investment risk | tax advisory services: a pathway to greater financial freedom | leverage ai to grow and protect revenue: six steps | four ways to provide wealth management in your accounting practice | what multiples mean to accounting firms | how wealth management has evolved | why now is the time for cpas to embrace wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

so many financial professionals have told me it’s not their job to hold clients’ hands during the emotional challenges of death, divorce, inheritance. “they hire us to take care of their financial goals and challenges, not be their therapist,” advisors tell me again and again. this comment, and multiple variations of it, are what i hear often after speaking or writing on this topic.

that disconnect is your opportunity as a cpa!
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audit & assurance

is your staff truly empowered?

three people having discussion at table over document and water glasses

this doesn’t overlook accountability. quite the opposite.

by alan anderson, cpa
transforming audit for the future

i don’t know if it was luck or by design, but when i started out at mcgladrey, i landed on a team that was already doing the kinds of innovative work that i coach teams today to try out. i’ve never been a status quo type of person, so that resonated with me. i was always trying to find a better way to do things.

in my first six months, we were already working with data, using the primitive data software tools available back then, or, more likely, that we built ourselves. i was in an environment that created the art of what’s possible. we were willing to try new things. i didn’t have mentors or co-workers who would tell me “that’s not the way we do it here,” so i was able to actually do the things i thought about.

more by alan anderson
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audit has become an exercise in filling out forms

back then, at the beginning of my career, we weren’t under fee or time pressure. we were encouraged to talk to the client, to ask questions and to understand their business. but as fixed fee and fee pressures started to grow, the mindset of audit became focused on getting the work done quickly, not on providing insights or value to the clients. the empowerment mindset that i got from my team in those early days began to fade.
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podcast

koebnick: freedom from federal taxes? the tribal credit that’s sparking fireworks | the concierge cpa

advisors are learning how a federally registered tribal credit could mean big tax savings and big tax controversy.

this is a preview. the complete episode is first available exclusively to pro members | go pro here

update: this episode was originally recorded in early 2025 and appears here as part of the 卡塔尔世界杯常规比赛时间 special independence week series. please be advised that the tribal tax credit is currently under increased scrutiny by the irs, with concerns about potential misuse and fraudulent claims. the perspectives shared in this episode reflect the understanding at the time of recording and do not align with the most recent regulatory guidance or enforcement actions. listeners are strongly encouraged to consult a qualified tax advisor and review the latest irs guidance before considering any strategies discussed herein. 

the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

as americans celebrate independence, a lesser-known federal tax credit tied to native american tribal negotiations is offering its own version of financial freedom—up to 40 percent off federal tax liability, no clawbacks, and five years to use it.

more jackie meyer

on this special independence week episode of the concierge cpa show, host jackie meyer, cpa, sits down with chad koebnick, vice president of specialized tax services at nepsis, to explore a strategy that could permanently reduce taxes—and permanently change the way we think about advisory.

“this is one of those once-in-a-decade strategies,” says meyer. “but it’s new, and with that comes skepticism. that’s why we brought in chad to break it all down.”

read more →

advisory & consulting

ten ways to thank a client | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

don’t neglect to thank your clients. they are your bread and butter, your best sales reps, your raison d’être. a token of appreciation goes a long way to foster goodwill, keep customers satisfied and, indirectly, secure new business.

more listicles here

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here are 10 thoughtful ways to keep them thinking well of you.

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charts & graphs

brace yourself: irs 25% staff cuts mean big trouble for tax pros and clients

a hobbled agency could have trouble meeting revenue goals and basic taxpayer services.

taxpayer advocate collins: “significant challenges.”

by 卡塔尔世界杯常规比赛时间 research

the internal revenue service is reeling from massive trump administration staffing cuts, which have left the agency knee-capped with nearly 26,500 fewer employees, raising red flags for tax professionals about service quality, enforcement consistency and case resolution delays.

more tax | what to watch in the one big beautiful bill | quick tax tip | irs’s big annual report: already out of date as agency grapples with chaos and cuts | busy season barometer stats: who’s responding and how they’re doing | accountants reporting a pretty good year | tax season faceplant: accountants overrun by late chaos

the irs has lost 25.9 percent of its workforce since jan. 25, 2025, with headcount dropping from 102,113 to 75,702 as of june 4, 2025. most of the cuts come from voluntary separation incentives rather than layoffs, according to the national taxpayer advocate 2026 objectives report to congress.

yet, the result is the same: fewer agents, auditors, and call center staff, just as tax complexity and demand for support are expected to increase.

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accounting influencers

johnston: private equity, shady vendors, and broken software | accounting influencers

“we’ve got a real problem. and no easy fix.”

sponsored by max: maximize productivity, profitability, and client retention by august j. aquila  – see today’s special offer

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accounting influencers
with rob brown

the accounting profession is undergoing a seismic shift—and not all of it bodes well for those who value independence, innovation, or client service. in this episode of accounting influencers, veteran tech strategist randy johnston, shareholder at k2 enterprises, reveals the hard truths behind the changing operational and technological landscape of accounting firms.

more accounting influencers with rob brown

johnston, who has advised thousands of firms across four decades, shares what he’s hearing behind closed doors at events like aicpa engage. from ai hysteria to private equity overreach, the most alarming trend is clear: “we’re seeing the erosion of what made accounting firms trusted advisors in the first place.”

read more →

advisory & consulting

intuit fires back with agentic ai after xero nabs melio

in an escalating arms race, the general ledger is the new gateway to advisory.

intuit’s agentic ai team: cdo srivastava, cto balazs, ceo goodarzi

by 卡塔尔世界杯常规比赛时间 research
cornerstone report

just a day or two after xero shook the accounting world with its $3 billion acquisition of b2b payments platform melio, intuit is launching its strategic salvo: a new suite of generative ai agents built into quickbooks.

see xero buys melio for $3 billion in race for ‘the active gl’ | more tech and fintech | more artificial intelligence | more cornerstone reports, in-depth data-driven analysis and commentary

the agents promise to automate payment reminders, reconcile bank transactions, forecast cash flow, and even draft client emails — all without human intervention.

the initiative is pivotal in the escalating arms race among accounting tech giants to dominate the general ledger. the general ledger is no longer just a recordkeeper in this rapidly transforming space. it’s becoming the operating system for every small business financial decision — and the battleground on which legacy players and startups are staking their futures.

read more →

client accounting services

what is your firm’s marketable value?

five ways to find out.

by hitendra patil
client accounting services: the definitive success guide

your firm’s value proposition is not what you say. it is what your clients and prospects perceive. perception is reality. here are some proven ways to identify your firm’s real marketable value.

more by hitendra patil
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  • ask your clients: it is not so easy to “be in the customers’ shoes.” you will be surprised how you can gain immense insights from your clients – about how they perceive and experience your service and how they feel; what they find of value and what they feel frustrated about. don’t guess, don’t assume, just ask them. it is easy to conduct customer surveys online (e.g., surveymonkey has a free version that allows you to collect 100 responses; google forms are also free to use). identify the most common positives and negatives that emerge from survey data to be able to improve your marketing and customer experience.

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featured video

anshul agrawal: gain a competitive edge through direct ownership offshoring | gear up for growth

get more control, greater flexibility, and a path to smarter growth.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more. go pro. – see today’s special offer

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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 this episode of gear up for growth, powered by 卡塔尔世界杯常规比赛时间, anshul agrawal, founder of june15 consulting, shares how direct ownership offshoring is helping cpa firms unlock long-term value and sharpen their competitive edge. 

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

more 卡塔尔世界杯常规比赛时间 videos and podcasts here

“direct ownership offshoring is no longer just for the top 100 firms,” agrawal explains. “whether you’re a solo practitioner or a mid-sized firm, the model gives you full control of your offshore team without the middlemen – and that changes everything.” 

read more →

growth strategies

streamline your operations with systems and processes

woman drawing flowchart on a blackboard

onboarding, process mapping and more.

by jackie meyer

systems and processes are the unsung heroes of any successful business. they bring order to chaos, ensure consistency and free up your time to focus on high-value activities.

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

why systems and processes matter

 

first, you must build the foundation for a thriving advisory practice, define your vision, identify your ideal client, implement value-based pricing with the roi method, and explore the power of tiered service packages. then, you can focus on the backbone of a scalable practice: systems and processes.

without well-defined systems, even the best strategies will struggle to deliver consistent results and allow you the time freedom you crave.

here’s why they’re crucial for your advisory practice: read more →

2022年世界杯抽签

bissett bullet: don’t be different, be superior

today’s bissett bullet: “it’s good to be different and to stand out from the competition, especially in the age of social media, but differentiation in isolation can produce the wrong outputs.”

by martin bissett

being different isn’t about having a quirky website and it’s not about offering some strange experience when you arrive at the office. it’s about being different in a positive way, making a positive difference.

by and large, most accountants can competently deliver compliance. i often hear business owners say that they weren’t offered anything by the accountant and instead, they just auditioned for what they can’t get from their current accountant. that is because the conversation never moved away from compliance.

arriving at that meeting genuinely wanting to understand what the business owners are experiencing, the challenges they face and how you can solve those challenges for them will enable you to offer them something more. this makes you superior to their current accountant at that moment in time.

today’s to-do:

have you lost sight of this in your efforts to differentiate yourself? if you spent your last prospect meeting initiating conversations about compliance then you’re not there yet. in your next meeting, make a conscious effort to adopt a different approach.

see more bissett bullets here

read more →

advisory & consulting

how to save $15.16 on every invoice

ross-tennenbaum-president-at-avalara-2025
tennenbaum

typical u.s. business could cut $1.1 billion in billing costs.

by 卡塔尔世界杯常规比赛时间 research

widespread adoption of e-invoicing across six major economies could generate $616 billion in annual economic gains, according to new research.

more tech and fintech | more avalara: experts call for industry overhaul | new survey of 600+ main street accountants reveals steep drop in optimism for smb clients

u.s. businesses save $15.16 per invoice, totaling $1.1 million in annual productivity per firm. the united states alone could net $116 billion, with small and midsize firms capturing $97 billion, or 83 percent, of that value, says the avalara and the centre for economics and business research study.

“e-invoicing isn’t just a compliance solution, it’s a growth engine,” says ross tennenbaum, avalara president.

read more →

accounting arc

what career advice gets wrong for gen z—and how to fix it | arc

today’s students want more than titles. here’s how to respond.

sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more. go pro.  – see today’s special offer

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accounting arc
with arpan grewal and harshita multani
center for accounting transformation

accounting arc: student-led conversations isn’t just another student podcast—it’s a cross-generational wake-up call.

in this episode, business students arpan grewal and harshita multani, both interns for the center for accounting transformation, lead a powerful dialogue with texlin usher quinney, cpa, pmp, ph.d., and byron patrick, cpa.citp, cgma. their topic? the flawed premise of “finding your passion.”

more accounting arc: your identity is not a liability | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | resilience, real talk, and the road to mental wellness | blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service |

“my daughter thought her first job out of college had to be her passion,” explains patrick, ceo of verifyiq and co-founder and educator for tb academy. “but passion isn’t a one-time decision—it’s an evolution.”
read more →