today's features

becky livingston: use ai to boost marketing & client engagement | gear up for growth

level up thought leadership and advisory services.

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

the latest episode of gear up for growth, hosted by jean caragher of capstone marketing and powered by 卡塔尔世界杯常规比赛时间, featured an insightful discussion with becky livingston, founder and ceo of penheel marketing, on the role of artificial intelligence (ai) in cpa firm marketing. the conversation centered around two key takeaways: ai’s ability to enhance thought leadership efforts and its role in shifting cpas toward more strategic client advisory services.

download becky livingston’s free ai marketing tool guide here

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

marketing research shows that high-growth cpa firms prioritize thought leadership through blogging, white papers, and public speaking. ai tools such as chatgpt, perplexity, and jasper are revolutionizing this space by enabling firms to generate high-quality content efficiently. these tools allow cpas to personalize content for niche audiences, optimize seo strategies beyond traditional search engines, and streamline content creation to maintain a consistent and authoritative online presence.

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why chaos at the irs spells new work for tax professionals

the three key irs tools every pro must learn today.

by eric l. green, llm

between all of the back-and-forth between doge and the irs, not to mention travel and credit line reductions, it raises questions about what exactly the fate of the irs will be.

more: the irs tidal wave is here | s corp clients beware | four ways to handle federal tax liens | the irs is coming! get your clients into compliance | tax chat: eric green reveals the tax rep guide to tax season | what i wish clients knew about tax liens | tax: explaining the bad news about canceled debt to clients | offers in compromise aren’t for everyone
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in fact, the latest announcement is to cut the irs by 50 percent by the end of 2025. so, if you are wondering just what the heck the game plan is, you are not alone. after speaking with close colleagues inside the irs, i can say it is basically chaos at the moment.

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big growth coming for client advisory services

bar chart

 

but firms must prepare for it.

by 卡塔尔世界杯常规比赛时间 research

firms committed to client advisory services are projecting a median growth rate of 99 percent over the next three years, according a benchmark survey issued by the american institute of cpas.

more: america’s running short of financial advisors | maybe the pipeline problem is technology | what if the staffing shortage is just a myth? | staffing, tech, prices top tax pros’ concerns | five ways to fill the staffing gap | top 10 red flags to watch for in accounting offices | arc | deals 2024: over 100 cpa firm mergers and acquisitions | barry melancon: private equity and the partnership | gear up for growth | cfos see ai as top risk and opportunity | artificial intelligence may already be plateauing | ten ways to manage price increases
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

yes, 99 percent. and yes, that’s a median. half of the 206 participating firms expect to grow faster than that.

the survey lays out seven insights and conclusions plus commentary and suggestions for cpa firms.
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is it time to outsource?

businessman holding up magnifying glass

twelve ways to tell.

by hitendra patil
client accounting services: the definitive success guide

when you are the key person to make things happen at your firm, you want to invest as much time in “business development” (not just marketing and sales) as humanly possible. your firm’s growth will make you feel that producing and delivering your services is an essential core business function for you, but some of it is not. freeing up yourself to spend more time focusing on the things that add value to your practice, and help set it apart from the competition is an essential differentiating growth strategy you will ever deploy. the same principle applies to your experienced, talented staff.

more by hitendra patil
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

you will build your client accounting services practice on newer, cloud, collaborative technologies. it will help you automate many routine functions and optimize your operating costs. but you still need competent people to manage, nurture and strengthen your client services and advisory functions.
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is agentic ai a game changer or game ender? | arc

“we’ve underestimated how quickly ai is changing our profession.” 

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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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

more arc: analysis, reaction, comedy

in a world where artificial intelligence is rapidly evolving, agentic ai is emerging as a powerful tool that could redefine the accounting profession. unlike traditional ai applications, agentic ai doesn’t just respond to prompts—it actively coordinates multiple ai models to complete complex workflows. but is this a breakthrough for efficiency, or does it pose risks for the industry? 

more accounting arc: kelly mann: thriving against all odds | 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

in a recent episode of accounting arc, hosts byron patrick, cpa.citp, cgma; donny shimamoto, cpa.citp, cgma; and liz mason, cpa, break down the meaning, potential, and risks of agentic ai in accounting. 

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