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growth strategies

craft tiered service packages for maximum impact

illustration of three tiers of service offeringhow to turn an otherwise intangible offering into a clear product.

by jackie meyer

we have shifted your mindset and model: you’re focusing on advisory value and pricing for roi. now, let’s get practical about structuring your services in a way that attracts the right clients, maximizes value per client and simplifies your operations. enter tiered service packages.

more: master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | niche down to scale up | how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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offering your services in tiered packages (rather than ad-hoc or one-size-fits-all) can be a game-changer. it provides clarity for clients, helps you avoid scope creep and increases your revenue by capturing different levels of client needs.

at meyer tax consulting (my firm), we developed a structured tiered approach, which i’ll use as an example. you can model your own tiers similarly, customized to your niche and strengths.
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featured video

23 insights from 100 episodes of the disruptors

23 insights from 100 episodes of the disruptors

editor’s note: 卡塔尔世界杯常规比赛时间 research is celebrating the 100th episode of the disruptors, hosted by liz farr. here, liz reflects on the lessons learned and what they portend for the profession.

the disruptors
by liz farr
for 卡塔尔世界杯常规比赛时间

when this show began, the goal was to disseminate ideas that would improve accounting. we wanted the world to know more about people doing things differently than their parents’ or grandparents’ accountants. maybe a firm owner would hear something they could experiment with. or a manager would hear something that the ownership group might be willing to implement. someone with just a few years of experience – or even no experience – would learn about firms that are great places to work. or someone at any level would be inspired to hang out their shingle because of the many examples of people just like them who have done just that.

卡塔尔世界杯常规比赛时间 celebrates: the 100th episode of the disruptors

more streaming: paul dunn: from standard, to stand out, to stand for | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | 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

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accounting is changing, thanks to the willingness of firm owners, consultants, coaches, innovators, and thought leaders who have generously shared their intellectual capital. over the last several years, it’s been a privilege to tap into the collective wisdom of the disruptors of this profession.

these conversations provide hope and guidance for the profession. while far too many firms still operate the way they have for decades, with long hours, nonexistent work-life balance, toxic culture, terrible clients, difficult co-workers, and micro-managing bosses, there are many, many firms out there that do not operate that way. we’ve heard through the grapevine that being a guest on this show is a badge of honor. however, we feel even more honored by all the amazing guests and their willingness to openly share their struggles, hopes, and ideas for making accounting better for future generations.

here are 23 of the most important insights from 100 conversations with disruptors.

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2022年世界杯抽签

bissett bullet: the purpose of marketing

today’s bissett bullet: “in direct terms, the purpose of marketing an accounting business is to put appointments with ideal clients in your diary that would be unlikely to have arisen any other way.”

by martin bissett

granted, you still have some work to do if you are to convert these opportunities into fee-paying clients, but if your diary is full then you are getting it right. if on the other hand, your marketing endeavors are not generating appointments, then something will need to change.

today’s to-do:

how many appointments have you booked in the last month as a direct result of your marketing? if you are happy with that number, fantastic. if not, a review is needed.

see more bissett bullets here

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accounting arc

your identity is not a liability | accounting arc

silence, shame, and outdated policies still shape the profession—but we rise anyway.  

sponsored by 卡塔尔世界杯常规比赛时间 pro membership  – see today’s special offer

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accounting arc
with liz mason and donny shimamoto
center for accounting transformation

in a stirring pride month episode of the accounting arc podcast, liz mason, cpa, and donny shimamoto, cpa.citp, cgma, confront what it really means to belong in a profession still wrestling with how to talk about identity. 

“bringing your whole self to work is still a radical act,” says shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation.

for much of his career, it was one he avoided. 

more accounting arc: what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | resilience, real talk, and the road to mental wellness | blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service |

both mason, ceo of high rock accounting, and shimamoto spent years hiding parts of themselves to navigate professional expectations. for mason, that meant letting assumptions stand unchecked. “it was easier not to correct people,” she says. “because the stakes were too high.”  read more →

featured video

what to watch in the one big beautiful bill | quick tax tip

compromise, party discipline, and presidential influence could make this bill one of the most impactful yet.

sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more! go pro!  – see today’s special offer

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quick tax tip
with art werner
cpe today

when major tax reform is introduced, it’s easy to assume the process is straightforward: the house writes a bill, the senate reviews it, and congress either passes or blocks it.

click here for more art werner

but the truth is much messier—and much more interesting.

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pricing, fees & billing rates

why you have to define your customer first

there are six steps to value pricing, but don’t skip ahead.

by jody padar
radical pricing – by the radical cpa

can you remember doing business before cell phones or social media? you really don’t have to be too old to remember because change happens fast. in fact, if you are over 50, you probably remember when every home had a landline, firms advertised in the yellow pages, and accountants charged hourly for mundane compliance tasks.

more by jody padar
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it really wasn’t that long ago when the internet was intriguing rather than indispensable.

at some point, change becomes inevitable, and i would argue that value pricing has reached this critical stage.
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advisory & consulting

hollywood’s next plot twist: can a 100% tariff bring the movies home?

behind the politics lies a high-stakes financial drama for studios, vendors, and cpas.

king

by kendale king

kendale king, cpa, works closely with individuals and businesses, helping them reduce their tax burden and get their accounting audit-ready. he serves as a subject matter expert for the financial accounting standards board on the “accounting for and disclosure of digital assets” project. king is on the board of directors for the california society of cpas and serves as the president of the los angeles chapter of the national association of black accountants. he has also worked at deloitte, pwc, siegfried group, propeller, cfgi, netflix, itv studios, and snapchat. king can be reached at kck-cpa.com.

in a move that has shocked the global entertainment industry, president trump proposed a 100 percent tariff on all foreign-made films entering the u.s. market. the declaration via truth social framed the policy as a patriotic push to “make movies in america again,” citing national security concerns and the erosion of domestic film production.

more on tariffs

at first glance, it sounds like a headline engineered for outrage—or applause, depending on your vantage point. but beneath the political theater lies a real-world drama with high stakes for everyone, from studio execs to set designers, and even accountants. read more →

accounting influencers

write your way to the top: the career move most overlook | accounting influencers

what’s the best professional step in accounting? it’s free, powerful—and you’re probably not doing it.

sponsored by radical pricing: optimize profits, delight clients, and build a top-value firm by jody padar, cpa, mst  – see today’s special offer

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accounting influencers
with rob brown

want to stand out in your firm? build a loyal client base? attract speaking gigs, promotions, or even media opportunities? in this episode of accounting influencers, the answer isn’t more certifications or hours—it’s writing. publicly.

rob brown makes a bold claim: writing publicly is the most effective, accessible move accounting professionals can make to shape their careers—and almost no one is doing it. not because it’s hard, but because they’re afraid.

“this one habit can take you from being another face in the crowd to a trusted voice in your field,” he says. “and trust me, it’s a lot easier than you think.”

technical competence alone is no longer enough. clients and firms are looking for accountants who can lead, communicate, and inspire confidence. public writing—on linkedin, blogs, newsletters, or industry sites—is one of the most efficient ways to showcase your expertise and build trust at scale.

read more →

pro member exclusive

how to buy out partners (in 31 steps)

no one said it would be easy.

by marc rosenberg
the rosenberg practice management library

when firms call us for help on their partner agreement, we immediately ask: “do you want help with your entire partner agreement or just the retirement/buyout part?” many firms hesitate because they had only one part in mind.

more by marc rosenberg
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we have written an entire book devoted to cpa firm retirement/buyout plans. if you are interested in a comprehensive resource on crafting a proper retirement plan that adopts cpa firm industry best practices, visit the 卡塔尔世界杯常规比赛时间 shop to purchase “cpa firm retirement/buyout plans.”
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marketing & sales

two reasons that selling scares us

two women shaking hands across a table

the good news: with practice, you can get better.

by martin bissett
business development on a budget

if winning new clients is simply a matter of being yourself, why is selling so difficult for accountants? well, it’s a combination of several factors, but there are two main reasons.

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

 

first, accountants have not traditionally been required to sell. maybe your practice has grown by referral – business has come to you and you haven’t had to do much to win that business. unfortunately, however, business doesn’t always walk through the door; you don’t know how often it will, or what caliber it will be when it does.
read more →

featured video

randy crabtree: live at the intersection of passion & skill | the disruptors

abandon rigid roles and redefine success on your own terms.

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 卡塔尔世界杯常规比赛时间 pro membership  – see today’s special offer

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the disruptors
with liz farr

randy crabtree believes the biggest shift accounting needs isn’t in technology or tax law—it’s in mindset. for decades, the profession has prized consistency and predictability.

but in a time of demographic disruption and rapid innovation, crabtree argues that clinging to “same as last year” thinking is holding the profession back.

“we have to embrace change,” he says. “this is a massive opportunity to start thinking differently.”

and for crabtree, that change is deeply personal. a stroke more than a decade ago sparked a transformation that reshaped his life, leadership, and mission. now, he champions vulnerability, passion, and purpose as the new pillars of a thriving accounting career—and he believes the profession’s best days are just beginning.

卡塔尔世界杯常规比赛时间 celebrates: the 100th episode of the disruptors

more streaming: mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | 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 |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

crabtree’s vision for accounting starts with reimagining relationships—both with clients and with ourselves.

“it’s not just about shifting services. it’s about shifting how we see our role,” he explains. “we have to stop thinking of ourselves as just technicians and start thinking of ourselves as partners in our clients’ futures.”

read more →

featured video

justin baker: save $8m in estate taxes in one move (before 2026) | the concierge cpa

even clients under $30 million could face a surprise tax hit in 2026—here’s how to protect them.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro  – see today’s special offer

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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

as the 2026 sunset of the tax cuts and jobs act looms, one of the least discussed yet most consequential shifts in tax policy is about to hit: the estate tax exemption is set to be cut in half. for high-net-worth individuals—and the cpas who advise them—the clock is ticking.

more jackie meyer

on the latest episode of the concierge cpa, host jackie meyer welcomes justin baker, general counsel at baker wealth strategies, to explain how the looming estate tax changes present both a threat and an opportunity. “if congress does nothing, the current $14 million per-person exemption drops to around $7 million,” baker warns. “for married couples, that’s a potential $14 million reduction in tax-free estate value—and a real risk of a 40% tax on anything above that.”

read more →