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remembering peter margaritis: applying the art of improv to accounting communication

‘everyone here is a superhero.’

peter margaritis on the disruptors with liz farr, originally published in 2023 here

by liz farr

the accounting world lost a great man on march 20, 2025, when peter margaritis passed away unexpectedly at age 64. i first met peter in the fall of 2018, when he gave the keynote for the new mexico society of cpas’ annual pride in the profession luncheon. i introduced myself to him while he was fiddling with his earpiece and microphone shortly before his talk.

margaritis obituary here | more liz farr here

“everyone here in this audience is a superhero. if i can make you aware of it, then you’ll use it for the greater good for yourselves, your organizations, and your community,” he told us during his keynote. the superhero power skills he was speaking about are our abilities to communicate financial information to our clients and the world at large.

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featured video

matt dixon: how top rainmakers win clients | gear up for growth

doing great work is no longer enough to ensure client retention.

 

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

in a rapidly shifting business landscape, professional services firms face increasing pressure to develop new business while maintaining client loyalty. in this gear up for growth episode hosted by jean caragher of capstone marketing, guest matt dixon shares insights from his forthcoming book, “activator advantage: what today’s rainmakers do differently.” dixon, a founding partner of dcm insights and a renowned sales researcher, detailed how top-performing professionals distinguish themselves through proactive engagement and strategic relationship-building.

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 here | more 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

dixon’s research, based on a study of nearly 3,000 partners in professional services firms—including accountants, lawyers, and consultants—identifies five distinct business development profiles:

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pro member exclusive

what millennial managing partners face

man seated at laptop talking on phone

plus six tips for those aspiring to the role.

by marc rosenberg
the rosenberg practice management library

cpa firm managing partners often serve for long periods of time. a tenure of 20 to 25 years is not uncommon. for managing partners to serve that long, they command the unwavering respect of the partners, often cling to old practices and, toward the end, may not be the visionary they once were.

more by marc rosenberg
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when a new managing partner takes over, this presents the firm with tremendous opportunities to change and improve the firm. the worst mistake is for the new managing partner to carry on just like their predecessor.
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2022年世界杯抽签

bissett bullet: give me one good reason

today’s bissett bullet: “one reason why accounting professionals find it difficult to sell is that they rarely give a reason to move that the prospect cares about.”

by martin bissett

so much of the profession is focused on fee and service and the prospect, if moving to you for your fee and service, will really only care about those two matters. that is not a trusted advisor relationship. a trusted advisor creates the outcomes that the prospect wants to see in their lives. that is what separates superior accounting firms from the rest of the pack.

today’s to-do:

when reading your most recent proposal document from the client’s perspective, what was the compelling reason for them to sign up? what did you show them that they couldn’t walk away from?

see more bissett bullets here

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featured video

talk politics professionally | transformation talks

“politics affects tax laws, compliance, and financial decisions. we can’t afford to ignore it.”

 

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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transformation talks
with donny shimamoto
center for accounting transformation

politics and business have always been intertwined, but today’s climate of deep division presents new challenges for accounting professionals. whether discussing tax policy, compliance, or broader economic issues, accountants often find themselves in conversations that can quickly become contentious. 

more transformation talks

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

in this episode of transformation talks, host donny shimamoto, cpa.citp, cgma leads a discussion with brian tankersley, cpa.citp, cgma; ron baker, cpa (inactive), and amy welch, apr, cae, on how accountants can navigate political differences while maintaining professionalism, respect, and productive dialogue. 

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pricing, fees & billing rates

radically change your pricing model: a q&a

insights on engagement, value, billing and more.

by jody padar
radical pricing – by the radical cpa

what’s your value proposition? if you increase your price, how will it enhance your services?

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

 

changes of this magnitude come with lots of questions. from pricing models to client pushback to determining value, the following are answers to questions received related to pricing strategies for accounting and advisory services.
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charts & graphs

tax pros edge diyers in e-filings

table of irs filing data

refunds average around 5 percent over last year.

by beth bellor

can you say paperless? only 2.7 percent of individual income tax returns come into the internal revenue service by paper anymore, and only 3 percent of refund recipients request paper checks.

more: tax refund totals up 7% | tax pros handle 46% of e-filings | tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
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the agency received 70.4 million individual income tax returns as of march 14 – the latest data available – down 1.7 percent from the same period in 2024. it processed 69.6 million returns, down 1.4 percent.
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featured video

art werner: turmoil in washington | tax issues update

what do tax pros need to know about the uncertainty in washington?

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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quick tax tip
with art werner
cpe today

with tax season in full swing, cpas and tax professionals are juggling client returns and a rapidly shifting tax landscape. in the latest quick tax tip, art werner joins rick telberg of 卡塔尔世界杯常规比赛时间 to dissect the state of tax policy, irs challenges, and how accountants can turn uncertainty into opportunity.

click here for more art werner 

from looming irs layoffs to the evolving role of technology in compliance and planning, this conversation is packed with insights that every tax practitioner needs to hear. here are the biggest takeaways:

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marketing & sales

nine business development metrics to measure

businesswoman in wheelchair meeting with potential client

plus seven mistakes to avoid in winning new fees.

by martin bissett
passport to partnership

like it or not, the 21st-century accountant is in the relationship-building business.

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

 

when a qualified accountant learns the art of developing those relationships in such a way as they empower the practice to be able to forecast its new fee income each year, the accountant becomes a profit center and their value to the firm increases tenfold.
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busy season management

two types of tax review and how to use them

woman reading document at desk

let color-coded tick marks be your friends.

by frank stitely
the relentless cpa

one of your roles as ceo is reviewer. there are two types of review: primary and secondary.

more by frank stitely
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depending on the size of your firm, you may only have primary reviews. if your firm consists of you and a preparer, you won’t have a second level of review. i don’t consider the self-review as a review step. i consider it part of preparation.
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featured video

richard roppa-roberts: collaboration over competition | the disruptors

find your community; find your people.

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 “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

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the disruptors
with liz farr

richard roppa-roberts created roundtable labs by accident.

more podcasts and videos: 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 | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had |

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he had just started his consulting firm, quasar cowboy, “and i had one spot available for a new client, and i had nine prospects, and i didn’t know what to do,” roppa-roberts explains. “i was new at this whole thing, and i’m like, well, i’m gonna put them all in a room together and see what shakes out. and what shook out was the first cohort of roundtable labs.”

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advisory & consulting

what struggling small businesses need

bar charts

digital apps and credit cards are helping.

by 卡塔尔世界杯常规比赛时间 research

small businesses with one to 100 employees were struggling a bit in the year ending october 2024, according to a survey conducted by intuit quickbooks, but may be starting to get back on their feet.

more: five ways to head off reluctant leadership | big growth coming for client advisory services | scams getting more sophisticated | you need capable successors for a seamless transition | mark koziel: the future of the profession | gear up for growth | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the survey results may be of interest to accounting practices that are advising small businesses in various sectors and regions. in that digital and ai applications are giving advantage to companies that use them, accounting clients may be looking for advice on how to put these tools to work.
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