today's features
audit & assurance

develop an alternative to the traditional cpa career track

older woman showing young woman something on office computer screen

how about lending new hires out to your best clients?

by alan anderson, cpa
transforming audit for the future

i’m fortunate to have two great former auditors working with me in accountability plus – my son tyler anderson and corey schmidt, who met working together as auditors. but that firm – like most firms – was focused on total hours worked and realization rates, and had no tracks for auditors who didn’t fit in the normal staff to senior to supervisor to manager to partner progression.

more by alan anderson
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as corey told me, “tyler and i were good with workflow management and managing processes, and that’s what our firm should have had us focus on.” corey demonstrated that when he was assigned the employee benefit plan practice at that firm, and through his leadership, improved fee realization from 60 percent to 100 percent.

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advisory & consulting

ten causes of irs audits | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

a survey found that more than half of all americans would rather get mugged than audited by the irs. getting audited can mean a lot of work, a lot of expense and maybe a lot of penalty.

more listicles here
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discrepancies and dubious deductions are typical triggers for an audit. here are the 10 most common callers of irs attention. this list is not all-inclusive. read more →

featured video

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?

more steve yoss
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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

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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