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advisory & consulting

ten organization services to provide | listicle

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

the best clients are the organized clients. they make the cpa’s life easier and they help keep fees down, which makes the cpa look good.

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it might even be possible to sell clients services that keep them organized. here are 10 that are worth offering at a bargain rate.
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pro member exclusive

how to prepare your clients’ kids for their inheritance 

portrait of randy fox
fox
 randy a. fox, cfp, aep is the founder of two hawks consulting llc. he is a nationally known wealth strategist, philanthropic estate planner, educator and speaker.

ignorance is not bliss. ignorance causes problems.

by randy a. fox
the holistic guide to wealth management

after interviewing several thousand high-net-worth families, the u.s. trust study of the philanthropic conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.

more: a question of trust: not just for the wealthy | 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
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think about that for a second. one-third of affluent families would switch to a new advisor if that individual was more adept than their current advisor at helping them give their money away. it has nothing to do with investment returns, asset allocation or finding hot alternative investments. it has to do with understanding the client’s values and seeing the whole picture.
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cornerstone

gen ai in accounting: epic transformation, or overheated hype?

cornerstone report: artificial intelligence 2025

accountants embrace ai. via moss adams

by 卡塔尔世界杯常规比赛时间 research

more 卡塔尔世界杯常规比赛时间: cornerstone research reports
see the latest on artificial intelligence
more 卡塔尔世界杯常规比赛时间 ai: ai will steal your job and that’s a good thing | ai displacing more jobs in banking than other sectors | a.i. automation tools for tax, accounting, and finance professionals |  ai’s role in modern accounting | ai named the highest-paying in-demand tech skill for 2024 | chatgpt is getting humanlike memory | how to use chatgpt to create images | how to leverage chatgpt during this crazy tax season |

insights and implications

i. at a glance

  • impact: gauging the influence of generative ai on the accounting industry.
  • consequences: the new shape of accounting practices.
  • strategies: for accounting firms, regulatory bodies, and educational institutions.

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accounting influencers

panel: radical changes coming in pay and ai | accounting influencers

it’s time to abandon outdated models and rethink everything.

sponsored by “holistic guide to wealth management” by rory henry, cfp, bfa  – see today’s special offer

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accounting influencers
with rob brown

the accounting profession is standing at a critical juncture. in a powerhouse panel for the accounting influencers podcast, three industry leaders—david osborne, ceo of conga and former caseware chief; tom hood, evp of business engagement and growth at the aicpa; and katie thomas, owner and founder of leaders online—called for a radical reimagining of how the profession recruits, retains, and empowers talent.

hood doesn’t mince words. “technology has always been the biggest driver of change in our profession,” he says, pointing to generative ai as both a threat and a massive opportunity. yet, he warns, “we’re hearing parents tell students not to go into accounting because it’s going away. i actually happen to think the exact opposite.”

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growth strategies

niche down to scale up

woman holding eyeglasses and looking at laptop screen

how to find your ideal client.

by jackie meyer

trying to be everything to everyone is a recipe for burnout and mediocrity. that’s why one of the fastest ways to scale up your practice is to niche down and find your ideal client profile (icp). it might feel counterintuitive to narrow your focus, but trust me, specialization is powerful.

more: how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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the fear of missing out (fomo)

before we dive in, let’s address the elephant in the room: the fear that by niching, you’ll lose opportunities. many advisors hesitate to niche down because they worry, “what if i turn away someone and regret it? what if i limit my opportunities and my phone stops ringing?” it’s a valid emotional concern, but let’s bust the myth:

  • serving everyone dilutes your expertise and makes it harder to stand out.

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