bissett bullet: build on their first impression
today’s bissett bullet: “the great proposal document is one that recreates, in part, the empathy and resonance that the prospect experienced when they met us in person.”
by martin bissett
today's features
recognize when you need to recharge before you burn out | arc
paying attention to personal stress signals can help professionals recharge before fatigue turns into burnout.
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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation
in accounting, exhaustion does not always look dramatic.
sometimes it looks like irritability. sometimes it looks like staring at a spreadsheet that suddenly makes no sense. sometimes it looks like mental fog, poor focus, a mild headache, or the sense that even small decisions take too much effort.
more accounting arc: valuing more than the balance sheet | accounting’s “untalked-about” frontier | why happiness is hard-fought for high achievers | the fastest way to lose talent is “dick leadership” | post-holiday fatigue isn’t a failure; it’s a signal | ocr, research bots & meeting assistants: what actually helps now | return season is the new stress test | small firms may have the biggest advantage in 2026 | downgraded: what the doe said about accounting | savage: using your license as a megaphone | baker: interpreting pricing psychology | don’t get fired by your own automation | what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc
in the latest episode of accounting arc, hosts donny shimamoto, cpa.citp, cgma; byron patrick, cpa.citp; and liz mason, cpa, take on a subject that lands close to home for many professionals, especially during demanding stretches of work: how to recharge when the pace is relentless and the pressure does not let up.
maybe you need a marketing audit
the good news? you can do this yourself.
by august aquila
max: maximize productivity, profitability and client retention
great marketing tactics can take time, money and a great deal of sweat to plan and execute. cpas who appreciate the power of marketing are frequently anxious to jump right into the implementation process without doing any planning. but do they really know what the marketplace wants from them? sometimes gut feelings are right, but few firms can afford to act on intuition alone.
more by august j. aquila
exclusively for pro members. log in here or 2022世界杯足球排名 today.
investing marketing dollars with confidence requires a thorough understanding of your practice, its people, the marketplace and your competitors. an audit-based marketing plan lets you do just that. this article provides both the theoretical and practical knowledge needed to perform a marketing audit, then develop marketing objectives.
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five steps to your balanced millionaire journey
you can start right now.
by jackie meyer
the balanced millionaire: advisor edition
this is is the beginning of your revolution. you’ve journeyed with me through the trenches of hourly billing, felt the weight of burnout, and witnessed the exhilarating transformation to a seven-figure advisory firm built on my terms.
more by jackie meyer
exclusively for pro members. log in here or 2022世界杯足球排名 today.
but this story, this blueprint, it was never truly about me. it was always about you, about the spark within you waiting to ignite. you’ve seen me go from an exhausted cpa, trading time for dollars, to an empowered entrepreneur, crafting a life where work supports my dreams, not suffocates them. and now, it’s your turn to step into that power.
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lessons learned from a small firm
some growing pains never change.
by ed mendlowitz
call me before you do anything: the art of accounting
“cpa firm grows prosperous by heeding its own advice.” the wall street journal published an article with that title in their may 18, 1981 issue about my firm, and this column describes some of what we did.
more by ed mendlowitz
exclusively for pro members. log in here or 2022世界杯足球排名 today.
the article began by stating there were about 28,000 cpa firms in the u.s., with about 19,000 being sole practitioners and many others with just two or three cpas. these numbers are lower than now, so the profession and small firms have grown significantly in the last 40-plus years.
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