today's features

bissett bullet: just listen

today’s bissett bullet: “the less time we take telling our potential clients about what we do, the more time we have to learn about them. which discussion would they prefer?”

by martin bissett

we all know that everyone’s favorite subject is themselves and you and i are no different in that respect. when we go meet a potential client, they are providing us with an opportunity to learn about their business and that is more important than their opportunity to learn about us. if they want to know about us, they will have questions. we can form a simple, succinct introduction to our firm and invite further scrutiny.

the whole reason for this meeting is to understand where that business came from, where it is now, where it is going and how we are a better fit for them than the current accountant they have in place.

today’s to-do:

today formulate three questions that will really get the conversation flowing between you and a potential prospect.

see more bissett bullets here

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resilience, real talk, and the road to mental wellness | arc

from mindful walking to redefining worth, this conversation reveals what it really takes to thrive.

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accounting arc
with arpan grewal
center for accounting transformation

more arc: analysis, reaction, comedy

in the latest student-led conversations episode of accounting arc, high school business student arpan grewal steps in as guest host for a raw, reflective episode centered on mental health and resilience. in conversation with jina etienne, cpa, cgma, cde, ceo of etienne consulting; rafael casas, senior consultant with workday; and kiera speed, inspiration logistician for the center for accounting transformation, the episode marks a powerful contribution to mental health awareness month. 

more accounting arc: blockchain could still reshape accountingwhat gen z wants from business | firm differentiation depends upon client service | ron baker: surviving tariff turmoil | are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting successhow coaching can unlock professional successdemystifying accounting governancetop 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accountingaccounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting professionangie grissom: next gen inspo for accountantsdoes accounting belong in stem?rose wang: where numbers meet strategy and creativitytiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbersrachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education

“mental health is something we all struggle with, whether we’re students or seasoned professionals,” says grewal. “it’s not talked about enough, especially in accounting.” 

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art werner: what business owners need most | quick tax tip

small businesses face a storm of tax pressures, but trusted advisors can offer calm amid the chaos.

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

in the latest episode of quick tax tip, art werner delivers an insightful update for small and midsized business (smb) owners — many of whom are feeling overwhelmed by a growing list of tax and regulatory pressures.

click here for more art werner

“i think that a number of small businesses are a little scared,” werner says, pointing to the combination of federal, state, and local tax compliance as a mounting source of stress. “they’re trying to coordinate this all… but more importantly, they look at all this as being just ancillary to why they’re in business.”

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six accounting disruptors heading your way

are you ready? is your competition?

by jody padar
the radical cpa

change isn’t just knocking at your door; it’s kicking it down. we’re in the middle of a major transformation because of new players, cutting-edge technologies and a financial surge. the rules are being rewritten before our very eyes.

more by jody padar
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if you consider accounting a giant chessboard, many players are making strategic moves. you have the old-school firms on one side who are navigating a rapidly changing landscape. on the other side, you have the new-school disruptors. these innovative entities are reshaping the industry with cutting-edge technologies and fresh approaches.
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is practice management having its moment?

list via jason staats

vc-funded aiwyn and canopy seek to stand out among over three dozen contenders.

by seth fineberg
at large

often fraught with issues and features that accountants don’t necessarily use or that don’t sync with what they need, practice management software in tax and accounting has not been the easiest nut to crack.

more tech: aiwyn enters race for the all-in-one practice management platform

more fineberg: opportunity awaits incoming aicpa ceo | where intuit is at with accountants | history could help accountant-vendor relations | accounting needs a ‘rethink’ not a ‘rebrand’ | big change comes with deep reflection | three ways to raise the bar for your business

some, however, have grown in this space and even regained some trust in pm. new investments in canopy and aiwyn are great examples.

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