today's features
mergers & acquisitions

moss adams-baker tilly merger: bigger isn’t better. better is better.

whitman

the one that got away.

by alan whitman

as ceo of baker tilly from 2015 to 2023, whitman increased the firm’s revenues from $500 million to $1.5 billion, expanded into 15 new u.s. markets and completed more than 20 domestic and international mergers and acquisitions.

“more than a merger. a multiplier.”

that’s how moss adams and baker tilly described their recent merger, and i can’t think of a better way to depict such a game-changing deal.

more alan whitman: unlocking the secrets to smart growth | stop accepting the status quo | more in mergers & acquisitions

after leading 20-plus successful mergers and acquisitions that fueled our growth at baker tilly during my tenure as ceo from 2015-2023, i’ve learned that any merger should be evaluated based on the mindset: bigger isn’t better; better is better.

it’s not about size. it’s about how the two firms elevate the game by combining forces.

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2022年世界杯抽签

padar, tolin, picpa launch xcellabs to drive ai skills

ai tech and training: padar and tolin

padar and tolin team up to empower accountants to think ai-first.

by 卡塔尔世界杯常规比赛时间

“radical cpa” jody padar and growth strategist katie tolin are launching xcellabs, a new beta platform for accountants to develop fluency in artificial intelligence, at xcellabsacademy.com.

more jody padar here | more by jody padar, “the radical cpa:” radical pricing, the radical cpa, and from success to significance: the radical cpa guide | more artificial intelligence

“to reinvent the profession, we must start by training the professional who can then transform their firms,” says padar, an accounting influencer and author of three books advocating radical changes in accounting business models. “by equipping people with data and insights that help them see things differently, they can provide better advice to their clients and firm.”

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accounting influencers

terrell turner: think like an entrepreneur | accounting influencers

the profession’s future belongs to those who step out of the back room and into the boardroom.

sponsored by “holistic guide to wealth management” by rory henry, cfp, bfa  – 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.

 

accounting influencers
with rob brown

terrell turner, cpa, co-founder of tlturner group, says the accounting profession is at a tipping point.

in this episode of accounting influencers, turner calls on accountants, bookkeepers, and cfos to evolve from number-crunchers to strategic decision-makers. “we can no longer sit in the back room,” he says. “we’ve got to come to the front line and get involved in every aspect of the business.”

with a career that spans public accounting, fortune 500 finance, and entrepreneurial success, turner brings credibility and urgency to his message. named a 40 under 40 black cpa and recognized by the new york times, turner is known for helping law firms transform their finances—but his real passion is transforming how accounting professionals see themselves.

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pro member exclusive

an accountant’s role in exit planning

portrait of christine nicholson
nicholson
 christine nicholson is an award-winning u.k. business mentor, a top 50 woman in accounting 2020 honoree, and a regular keynote speaker about succession and exit planning. her latest book, sell it, helps entrepreneurs with the hardest part of their journey: leaving their business in the hands of others.

guide business owners to success.

by christine nicholson 
the holistic guide to wealth management

have you ever thought about how many of your clients have a thriving business – one that’s been their driving passion and source of income for years? how many of them are starting to think about stepping away from the day-to-day responsibilities and passing on the reins? and how many do you believe are fully prepared for that transition? not many, i suspect. this is where your role in exit planning comes into play.

more: how to prepare your clients’ kids for their inheritance | a question of trust: not just for the wealthy | bridge the advice gap for better financial futures | subscriptions beat aum and hourly fees for wealth management | pursue excellence to win the battle for talent | seven tech keys to a holistic service model | toward a 21st-century cpa: a dynamic vision | why cpas are best positioned to become financial advisors | rory henry upends the traditional accounting firm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

exit planning is a strategy for business owners to transition their business successfully to new ownership or management. with a grasp of the business’s financials and years of insights from compliance services, accountants are perfectly positioned to engage business owners in many aspects of the exit process. you can help businesses prepare a comprehensive exit strategy, addressing all potential challenges and contingencies. here’s how you can really make a difference.
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client accounting services

price your cas packages in tiers

then show the most expensive one first. here’s why.

by hitendra patil
client accounting services: the definitive success guide

when your prospects shop for client accounting services, what they find out about cas pricing methods and trends defines their pricing expectations. if you follow very different approaches to price your cas offering, it will take significant effort on your part to educate the prospects (and existing clients) about why you are pricing cas the way you are. as they say, it’s easier to ride the horse in the direction it’s going.

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

 

it is good to first conform to the perceptions of prospects when it comes to your cas pricing. once you ride the horse, you can direct it to the destination you want to take it to. once you conform to the pricing method (not the dollar value) expectations of the prospect, their anxiety, and perception of risk (what value will they receive in the price they are willing to pay) reduce. after that, they are more open to evaluating the choices you present to them.
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