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accounting influencers

brannon poe: pe drives prices–and change | accounting influencers

what forces are really driving firm sales—and what separates the sellable from the stagnant?

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accounting influencers
with rob brown

the great reshuffle in accounting is underway.

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.

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featured video

phil whitman: no pe? no problem. stay fiercely independent | gear up for growth

can cpa firms still stay independent? yes—but only if they get serious.

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 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.

more gear up for growth

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 |

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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.

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accounting arc

what happens in vegas… gets reported on a tax return | arc

you can serve brothels, cannabis firms, and poker pros—just don’t cross the legal line.

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accounting arc
with liz mason and byron patrick
center for accounting transformation

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.

more accounting arc: 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 |

more arc: analysis, reaction, comedy

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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client accounting services

twelve things that kill your cas profits

clients cause some of the problems, but not all of them.

by hitendra patil
client accounting services: the definitive success guide

we discussed that you need to explain the why of your client accounting services pricing. a price is a measurable number. the “value” of each of your cas components must also be reasonably measurable so that your clients and prospects understand the why. this is easier said than done, and you need to keep rewriting the value statements, testing them and revising them.

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

the best way to define the measurable value of each of your cas components is to state it from the client’s perspective, i.e., which business decisions the client can make based on the information/insight/intelligence you provide in a given cas component, and under which circumstances. then state the measurable impact of such business decisions. e.g., “on average, we help our clients reduce money stuck in inventory by 11 percent, which in many cases results in lower overdraft interest costs by about 1.3 percent annually.” without the numbers in your value statements, clients can feel you are pitching marketing fluff.
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accounting influencers

turn conference season into career gold | accounting influencers

break down the strategy behind smart networking, brand building, and true roi at live events.

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accounting influencers
with rob brown

do you really know how to work a conference?

sure, you’ve been to plenty—shook hands, sat through sessions, grabbed some swag. but in an era when time, travel, and training budgets are tight, attending a conference without a strategy can cost you more than just money. it can cost you momentum.

in the latest episode of the accounting influencers podcast, host rob brown issues a wake-up call for accounting professionals: conferences are back, and they’re your best opportunity this year to build real influence—if you know how to do it right.

“are you prepared to waste time, money, and opportunities? or are you ready to maximize every ounce of value?” he challenges listeners.

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