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steve yoss: unlock the force of data visualization | quick tech talk

make smarter decisions with the right data tools in excel, power bi, and tableau. 

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quick tech talk
with steve yoss
cpe today

data visualization isn’t just about making numbers look good—it’s about telling a story. whether you’re working in microsoft excel, power bi, or tableau, the chart you choose can completely change the way you interpret and communicate your data. but are you using the right one?

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more tech
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this episode of quick tech talks breaks down the power of different chart types and why selecting the right one is crucial for accurate analysis. did you know that pie charts are perfect for showing proportions, but scatter plots are better suited for identifying trends? or that excel alone offers more than two dozen different visualization options?

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pro member exclusive

raise your rates to change your clientele

portrait of loren fogelman
fogelman
 loren fogelman, founder of business success solution, is an expert in pricing strategy and sales for accounting firms. a sought-after keynote speaker, she is continually listed among america’s top-ranked business coaches.

the fees you charge make a statement about your firm.

by loren fogelman
the holistic guide to wealth management

setting your fees appropriately is one of the primary challenges that accounting professionals face. according to mckinsey, 80 to 90 percent of services are priced too low. throughout my career, i too have found that most firm owners don’t know how much to charge for their services – and too often they undercharge.

more: 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 | what multiples mean to accounting firms
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

many firm owners tell me that setting fees can feel like tiptoeing through a pricing minefield. and pricing shouldn’t be taken lightly. this is especially true for wealth management services. the prices you set today will impact your firm’s profit margin as well as your growth for years to come.
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leadership

five ways to head off reluctant leadership

two women talking while seated at a table

focus on the results and behaviors, letting go of “how.”

by tamera loerzel

partners often tell us that one of their number one succession concerns is wondering who will ascend to partner. the perception is that “there is no one interested in becoming a partner these days.”

more: you need capable successors for a seamless transition | generosity: the root of great leadership
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yet, when we talk to managers and senior managers (and even staff!), they are interested, but they don’t really know what it means to be a partner. they are also concerned that they would have to be a clone of the current partner(s) – and they’re not, nor do they want to be!
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management

twelve nuggets of advice for the new managing partner

seated man wearing suit looking straight ahead

plus some thoughts on compensation.

by marc rosenberg
the rosenberg practice management library

in an ideal world, a new managing partner will have been groomed and mentored by the existing managing partner for two or three years. a great way to do this is by executive committee participation. but alas, many things at firms under $30 million are not ideal. unfortunately, we have seen many firms anoint their new managing partner with relatively little training and mentoring.

more by marc rosenberg
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so, our first piece of advice is to provide for a two- or three-year process of gradual transition from the current to the new managing partner. regardless of the effectiveness of the transition period, here is advice that we always give to prospective managing partners:
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advisory & consulting

artificial intelligence may go vertical first

how cas could be affected.

by 卡塔尔世界杯常规比赛时间 research

artificial intelligence is just beginning to impact, embolden and facilitate the accounting industry, but it still has a long way to go.

but make no mistake: it’s going and it’s going to get there.

more: america’s running short of financial advisors | maybe the pipeline problem is technology | five ways to fill the staffing gap | cfos see ai as top risk and opportunity | does accounting belong in stem? | accounting arc | artificial intelligence may already be plateauing | twelve years and out: seasoned accountants join the exodus | gen ai in accounting: epic transformation, or overheated hype?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the big question of the moment is what path ai will follow as it becomes pervasive in the accounting industry.
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