bissett bullet: take charge
today’s bissett bullet: “the reason that accounting professionals don’t close deals in a timely manner is that they leave it to the prospect.”
by martin bissett
today's features
follow the $25,000 pricing rule
your clients get more value and your team gets to lose timesheets.
by jody padar
the radical cpa
consider the $25k rule.
because this method requires heavy lifting on the front end, a good rule of thumb is to only value-price engagements of $25,000 or more. if the client falls below $25,000, they are eligible for a fixed price or fixed price plus a value add. this rule is important because if your client is a small business, it doesn’t matter how much value they perceive in your services; they will not be able to afford value pricing above a certain level.
more by jody padar
exclusively for pro members. log in here or 2022世界杯足球排名 today.
most services are fixed-priced, but based on conversations with the client, those prices may drop or be raised accordingly. some of the data points used to set pricing are the pita factor (pain in the a#%) and the client’s gross revenue.
read more →
art werner: wealth transfer strategies in uncertainty | quick tax tip
high-net-worth clients are urged to act before the estate tax exemption expires in 2025.
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer
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quick tax tip
with art werner
cpe today
a key provision of the tax cuts and jobs act (tcja) is approaching its expiration date—and art werner, j.d., m.s. tax, is sounding the alarm for advisors and their wealthy clients.
in the latest episode of the quick tax tip podcast, werner explains that the temporarily doubled estate and gift tax exemption, enacted under the tcja, is set to sunset on december 31, 2025. “this creates a lot of uncertainty,” says werner. “we’re hearing all kinds of things from congress—maybe an extension, maybe making it permanent, or even letting it die completely. some are even calling for the estate tax to be repealed. others want a much higher, even confiscatory, rate.”
with so much political volatility, werner urges tax professionals to proactively plan for the possibility that the exemption could be drastically reduced—or eliminated altogether.
sandra wiley: culture, dei, and the future of the accounting profession | move like this
“i am begging firms: do not let go of your dei&b initiatives. it is a mistake.”
this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy” by frank stitely, cpa, cva – see today’s special offer
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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间
in a wide-ranging and deeply personal conversation on the move like this podcast, sandra wiley, president of boomer consulting, shares powerful insights about the evolving culture of the accounting profession and what firms must do to thrive in 2025 and beyond. from building inclusive workplaces to solving the talent crisis, wiley emphasizes one central idea: firms that embrace change, empathy, and innovation will outlast those that cling to the status quo.
wiley, a longtime leader in public accounting consulting, outlines boomer consulting’s growth from a tech-focused firm to a holistic advisor in five key operational areas: leadership, talent, growth, technology, and process. these “back office” functions, she explained, are often overlooked in cpa firms, yet they’re critical to long-term sustainability. through consulting, training, peer communities, and the boomer knowledge network, wiley and her team are helping firms modernize how they work and who they are. read more →
jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | the disruptors
use ai to work smarter and connect deeper.
this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the disruptors
with liz farr
jacob schroeder, founder of ascend consulting, is clear-eyed about artificial intelligence. he doesn’t see it as a silver bullet or a threat. instead, he sees it as a catalyst that helps accountants get back to what matters most: being human.
“ai is not the solution. it’s a tool,” schroeder says. “if you’re trying to make ai the solution, you’re going about it wrong.”
more podcasts and videos: ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients
instead of chasing efficiency for efficiency’s sake, ascend uses ai to free up time for meaningful conversations and thoughtful, strategic guidance.
by embedding quickbooks data directly into client emails, for instance, schroeder’s team ensures that every communication is not only efficient but also infused with empathy and relevance.
“suddenly, now your response can be more human.”