today's features
pro member exclusive

quantifying the value of an advisor

two happy businessmen looking at digital tablet at desk in office

three p’s for helping investors make rational decisions.

by rory henry
the holistic guide to wealth management

malcolm forbes liked to say, “advice is more fun to give than to receive.” but the right advice in the right framework can be invaluable. and sometimes, the best advice you’ll ever receive is what prevents you from engaging in harmful behaviors.

more: subscriptions beat aum and hourly fees for wealth management | tax advisory services: a pathway to greater financial freedom | raise your rates to change your clientele | pursue excellence to win the battle for talent | leverage ai to grow and protect revenue: six steps | how wealthtech is reshaping the future of holistic advice | seven tech keys to a holistic service model | four ways to provide wealth management in your accounting practice | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

michael dijoseph, cfa, a senior strategist at vanguard investment advisory research center, has spent a large portion of his career studying how financial advisors advise clients, how they can get better at providing advice and how we can measure the value of advice because these days, everyone from salesclerks at the mall to nasa rocket consultants seem to have the word “advisor” attached to their job title. more on that in a minute.
read more →

accounting influencers

hannah munro: leading change in vuca | accounting influencers

“if you think change is hard, try not changing and see what happens.”

sponsored by “holistic guide to wealth management: the science behind integrating services with the human side of behavioral financial advice,”
by rory henry  – 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

in part one of this accounting influencers podcast, special guest hannah munro, managing director of transformation consultancy with itas and host of the cfo 4.0 podcast, joins the conversation to unpack the realities of change and transformation in today’s volatile world.

munro makes one thing clear: change is no longer a future event to plan for—it is the present reality.

“transformation is a journey, not a one-step process,” munro says. “it’s about becoming comfortable in that vuca environment—volatile, uncertain, complex, and ambiguous—and building a skill set to navigate it.”

read more →

client accounting services

align your processes with your goals

two women shaking hands across a table

nine ways to measure client experience.

by hitendra patil
client accounting services: the definitive success guide

if you were to define how your firm is different in three sentences, what would those three sentences be?

write them down. read those the next day and judge for yourself if your competitors can say the same three sentences to differentiate their firms. if yes, you will see why this is a significant challenge for your firm’s growth aspirations.

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

 

the classic equation of “people, process and technology” defining differentiation from the competition is somewhat flawed in accounting. by its very nature, accounting is about doing exceptionally well-defined work that follows clear laws and regulations. most firms have employees certified in similar lines of education and specialization. technology solutions for accountants are highly mature now.
read more →

featured video

expert panel: secrets to staying relevant | gear up for growth

hall of fame leaders share the lessons, mistakes, and trends shaping the future of firm growth.

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in a special episode of gear up for growth, four hall of fame members from the association for accounting marketing (aam) reunite to reflect on how accounting marketing evolves—and to deliver advice for today’s growth leaders.

host jean caragher, president of capstone marketing, is joined by brian falony, retired accounting marketing executive; allan koltin, ceo of koltin consulting group and facilitator; mitchell reno, principal and director of client experience at rehmann; and michelle river, ceo of fore, llc.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more 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 卡塔尔世界杯常规比赛时间 videos and podcasts here

together, they look back at how the profession has transformed over 35 years—and look ahead to what firms must do to survive and thrive in a radically different marketplace. read more →

advisory & consulting

advisory financial statements just got a little easier

woman handing document across desk to client

the aicpa clarifies.

by 卡塔尔世界杯常规比赛时间 research

guess what: there are two kinds of financial statements.

more: surviving tariff turbulence | arc | the accounting comeback: why the profession is bouncing back stronger | new opportunities in estate planning stem from changing attitudes | what struggling small businesses need | five ways to head off reluctant leadership | big growth coming for client advisory services | scams getting more sophisticated | you need capable successors for a seamless transition | mark koziel: the future of the profession | gear up for growth | america’s running short of financial advisors | maybe the pipeline problem is technology
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

one kind is prepared under ar-c section 70, which provides information for public consumption. the other can be a little looser, meant to be provided as part of a consulting service for internal use only.
read more →