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client service opportunities

david podell: build net worth in retirement planning | the concierge cpa

“if you’re not putting your clients into retirement plans, you’re missing one of the biggest value-adds in tax advisory.”

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

in a recent episode of the concierge cpa, host dr. jackie meyer welcomes back david podell, ceo and founder of business benefits consultants, for a deep-dive on retirement strategies that are often overlooked by small business owners, cpas, and even seasoned financial professionals.

more jackie meyer

kicking off with sharp-witted tax news, meyer touches on irs free file expansions, refund reductions, and the hiring of thousands of new auditors—before jumping into a topic that directly connects tax strategy to future financial health: retirement planning.

podell, with more than two decades of experience designing retirement plans, returns to emphasize a crucial point: “if you’re not putting your clients into retirement plans, you’re missing one of the biggest value-adds in tax advisory.”

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accounting influencers

expert panel: answers for talent gaps, tech disruption, and evolving business models | accounting influencers

global accounting leaders call for mindset shifts, better storytelling, and a redefined brand.

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accounting influencers
with rob brown

in this edition of accounting influencers, four of the profession’s most prominent voices gather for a candid discussion on the challenges and opportunities facing the accounting world. from evolving business models to deep talent shortages, the conversation explores how firms must adapt—or risk irrelevance.

the panel includes randy johnston, co-founder of k2 enterprises and a long-time tech strategist for cpas; trevor greenway, ceo of interval, a software firm helping accountants uncover real-time advisory opportunities; harry blum, managing partner at rsm canada; and jennifer o’carroll, ceo of erp vendor hansaworld and former tax advisor.

“the knowledge is there,” says greenway. “the question is—do firms have the people and bandwidth to act on it?” he warns that while accountants understand the changes required—like the shift to advisory services and the adoption of ai—the labor shortage is the primary obstacle.

blum agrees, calling today’s environment “an experiment in change management,” where firms have never had more opportunity but also never faced more complexity. “the mindset shift needed to transform is the biggest challenge,” he says.

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pro member exclusive

trust and estate planning is for clients of all ages

portrait of cody barbo
barbo
 cody barbo is the founder and ceo of trust & will. before this, he was founder and ceo of industry, a “linkedin” for the service and hospitality industry. he serves on the san diego state university alumni board of advisors and phi kappa theta fraternity’s national foundation board.

it’s never been easier or more affordable with advances in online planning tools.

by cody barbo
the holistic guide to wealth management

studies show that 60 percent of families don’t have any estate planning in place, which usually makes it more painful and expensive for families to settle the estate of their loved ones.

more: annuities and insurance growing more attractive | bridge the advice gap for better financial futures | subscriptions beat aum and hourly fees for wealth management | pursue excellence to win the battle for talent | seven tech keys to a holistic service model | toward a 21st-century cpa: a dynamic vision | why cpas are best positioned to become financial advisors | rory henry upends the traditional accounting firm | why now is the time for cpas to embrace wealth management
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when it comes to considering who will be the best guardian for your children or how to divide your assets among loved ones, thinking about your estate can be stressful and intimidating. in fact, our research shows that half of people who eventually do get estate plans in place, spend one to five years considering before actually completing it. why do so many people procrastinate about something that’s so important?
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advisory & consulting

build a seven-figure firm in four hours a week

welcome to the crossroads of advisory.

by jackie meyer

are you an accountant, tax advisor or financial consultant who’s feeling overwhelmed by long hours, endless compliance work and ever-increasing client demands? or maybe you’re in a corporate job dreaming of entrepreneurial freedom. are you tired of trading hours for dollars, only to find yourself burned out and undervalued? do you dream of a practice that generates significant revenue and provides you with the freedom to live a balanced, impactful and fulfilling life?

more: jackie meyer: earn more with fewer clients
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you’re not alone. in fact, according to a 2023 report by the illinois cpa society, 41 percent of accounting and finance professionals are either looking for a new job or plan to start looking by the end of the year, citing factors such as salary, burnout and lack of work-life balance. many advisors report working 60 to 80 hours a week, only to see their income plateau while their stress levels skyrocket. this isn’t just about numbers; it’s about a fundamental shift in how we define success and build our practices. if you relate to these struggles, you’re in the right place.
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client accounting services

use what-why-what to structure cas insights

woman examining document

it will make setting your processes easier.

by hitendra patil
client accounting services: the definitive success guide

we know the outcomes that are important from the client perspective can, and should, define your firm’s cas processes.

but how do you create your firm’s cas-specific processes? where should you begin? how would you know what to change and what to add to your processes?

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

 

it is both difficult and easy to create your firm’s cas processes. it will be difficult, not impossible, to ask if you do not have reasonably deep insights into what your clients need and want. it will be easy if you have periodic interactions with your clients.
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