today's features

adam lean: get un-stuck | accounting influencers

“this is your chance to make a real difference.”

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accounting influencers
with rob brown

millions of accountants and bookkeepers are stuck in a cycle of overwork, undercharging, and undervaluation. in this episode of the accounting influencers podcast, adam lean, ceo and co-founder of thecfoproject.com, delivers a wake-up call: the compliance model is broken—and the profession must change course to remain relevant.

lean explains that for most clients, every accountant “looks the same.” they expect the books to be done and the taxes to be filed, and they rarely see the difference between high-quality and mediocre service. this makes it nearly impossible for accountants to raise prices or grow sustainably.

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meyer: how i became an accidental entrepreneur

hand below light bulb

answer these 10 questions to see how similar you are.

by jackie meyer

“if your business depends on you, you don’t own a business – you have a job. and it’s the worst job in the world because you’re working for a lunatic!” – michael e. gerber, “the e-myth revisited: why most small businesses don’t work and what to do about it”

october 2010. the day is etched in my memory – cold and sharp, like the sting of betrayal. i was sitting in my car, gripping the steering wheel so tightly my knuckles turned white. just moments before, i had been fired. fired from a job i thought was secure, on a career path i believed i was destined for. the words from my boss were still ringing in my ears: “we’re going in a different direction.” i was stunned. what did that mean for my direction?

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it felt like the bottom had dropped out of my life. years of studying, late nights, and climbing what i thought was the “right” ladder had led to this: humiliation, anger and a terrifying sense of … nothingness. but as i sat there, eyes burning with tears i refused to let fall, something unexpected began to stir beneath the surface of those raw emotions. a spark. a flicker of defiance. and the faintest whisper of an idea.
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reset option helps with cas success

use your engagement letter to provide some reassurance.

by hitendra patil
client accounting services: the definitive success guide

“people think of us (accountants) as the compliance agents – the necessary evil.”

this sentence haunts me even today, after hearing it nearly 15 years ago from a multi-award-winning, highly experienced cpa.

perception!

more by hitendra patil
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has the accounting profession’s brand been (predominantly) perceived as “compliance” only?

“we deal with the past. we do audits. and we deal with the present. we do taxes and books. future – is not our business.”
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kopelman: culture & capital fuel aprio’s rise | gear up for growth

pe doesn’t have to strip your culture.

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

aprio ceo richard kopelman offers a behind-the-scenes look at what’s powering his firm’s remarkable trajectory—from a traditional cpa firm to a diversified advisory powerhouse. kopelman credits aprio’s sustained momentum to two key drivers: a relentlessly reinforced culture and a bold leap into private equity.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth heremore 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

since stepping into the ceo role in 2013, kopelman has steered aprio into the ranks of the top 25 u.s. accounting firms. at the heart of that rise? a set of “31 fundamentals” that shape everything from team interactions to client engagements.

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bissett bullet: identify your outcomes

today’s bissett bullet: “clients employ accounting firms to deliver outcomes, not services, whether that be basic compliance or far more aspirational goals.”

by martin bissett

the business model for accounting firms was set up over a century ago and because of the amount of regulation and legislation that the government issues in order for us to carry out compliance work, we often lose sight of what the client is paying us for in the first place. just because the profession has been a recorder of historical performance function up until now that does not mean it has to remain that way.

let’s face it, the clients do not care what qualifications we have, what letters are after our name, what our service lines are on our website. what they care about is whether we can achieve the desired outcomes that they want to realize in their business. talk to them on that basis.

today’s to-do:

take a look at your website to see whether or not you can find the letters after your name on the website. probably yes.

can you see whether the services that your firm offers are on the website? probably yes.

can you see the outcomes for the clients? whether they be tax saving, giving peace of mind or putting people in control of their finances, are they clear? you will find they probably are not. make a change today.

see more bissett bullets here

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