today's features
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aj johnson: new cpa licensure pathway opens doors to talent | gear up for growth

expanding access while maintaining rigorous standards.

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build a 7-figure firm in just 4 hours a week!

gear up for growth
with jean caragher
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“this legislation has real consequences – positive consequences – for the health of firms, corporate accounting departments, and the broader economy,” says aiysha “aj” johnson, ceo and executive director of the new jersey society of cpas, during her appearance on gear up for growth with jean caragher of capstone marketing. “i like to think that we’re opening doors.”

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

johnson highlights new jersey’s new legislation signed by governor murphy, creating an additional pathway to cpa licensure, a move designed to expand access while maintaining rigorous standards. it will take effect feb. 11, 2026. read more →

special

what a wealth advisor is worth

two happy businessmen looking at digital tablet at desk in office

plus: behavioral finance vs. behavioral coaching.

by rory henry
the holistic guide to wealth management

malcolm forbes liked to say, “advice is more fun to give than to receive.” but the right advice in the right framework can be invaluable. and sometimes, the best advice you’ll ever receive is what prevents you from engaging in harmful behaviors.

more rory henry and the holistic guide to wealth management
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michael dijoseph, cfa, a senior strategist at vanguard investment advisory research center, has spent a large portion of his career studying how financial advisors advise clients, how they can get better at providing advice and how we can measure the value of advice because these days, everyone from salesclerks at the mall to nasa rocket consultants seem to have the word “advisor” attached to their job title. more on that in a minute.
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management

three ways to measure your team’s effectiveness

illustration with three thermometers

they have to work in harmony.

by jody grunden
building the virtual cfo firm in the cloud

once you’ve systemized the processes for your accounting team, it’s important to evaluate the effectiveness of your process on a regular basis. you want to be aware of what’s working well and what’s not. you also want to continually be improving upon your services over time

more by jody grunden
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there are three things you can specifically monitor when it comes to the effectiveness of your team, as shown in the illustration above.
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busy season management

ten tips for a better busy season

woman holding eyeglasses and looking at laptop screen

some of these you may want to keep year round.

by sandi leyva
the complete guide to marketing for tax & accounting firms

another busy season is upon us. are you feeling excited, anxious or dread?

more by sandi leyva

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

it’s probably a mix, but hopefully there’s more excitement than any other emotion because you will be helping so many more people during busy season than any other time of the year. here are 10 easy-to-implement ideas to help your busy time go smoother than ever.

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2022年世界杯抽签

bissett bullet: what are the outcomes?

today’s bissett bullet: “listing the services of your firm – bad. demonstrating the outcomes in clients’ lives as a result of the implementation of your expertise – good.”

by martin bissett

hopefully, this needs little more of an explanation than you see above. if we decide to talk about services, expect the prospective client to glaze over. if we talk about their lives and how we can get them closer toward their dreams, expect to win high-quality new grade a fees. it is no more complicated than that.

today’s to-do:

today’s action point is to review your last meeting with a potential client. did you talk about the features and services that you provide or did you talk about the client and their ambitions? which was the greater of the two? if it is the first, change it. if it is the second, you are on the right track.

see more bissett bullets here

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