today's features
growth strategies

how to build a thriving firm without burnout

smiling woman writing notes with pen and paper while other hand is on laptop keyboard

an eight-point quick-start guide for new accounting firms.

by jackie meyer

running your own cpa firm can be deeply rewarding. it offers the freedom to choose your clients, financial growth and the ability to create a business aligned with your values. however, the risks of burnout and workaholism are real for cpa firm owners who don’t manage their workload and boundaries intentionally.

more: the six-stop road map to your freedom formula | the future of tax advisory | your balanced millionaire journey begins now | it’s never too early to plan your exit strategy | how to bring core values into your accounting firm | the ai revolution: embracing artificial intelligence in your practice | craft tiered service packages for maximum impact | niche down to scale up | how to define your vision
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this guide provides actionable strategies to help you run a successful and balanced cpa practice that works for you – not the other way around.
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2022年世界杯抽签

bissett bullet: our firm prides itself on underresourcing your future

today’s bissett bullet: “as the old saying goes, we esteem too lightly that which we obtain too cheaply. that goes for low fees in the accounting profession too.”

by martin bissett

when you lowball a fee, do you instill confidence in the prospective client that you’ll be giving your full and very best attention and resources to their account? from real-life feedback, i can advise that grade “a” prospects doubt that very much.

today’s to-do:

when you next lowball a fee, create a justification in your mind for doing so beyond “we need the business” and explain it to the team who will have to deliver the work under such tight margins. they will benefit from the understanding and morale might not take as big of an intangible hit as it usually does in these cases.

see more bissett bullets here

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charts & graphs

rosenberg survey: efficiency slips as staffing expands

now available from 卡塔尔世界杯常规比赛时间 here

productivity drives profitability as never before.

by 卡塔尔世界杯常规比赛时间 research
the rosenberg survey

after several years of steady gains in productivity, cpa firms are seeing a slight decline in revenue per person, suggesting firms are adding staff faster than they are growing revenue, even as hiring rebounds and turnover drops.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.

according to the new 2025 rosenberg survey, the erosion in average revenue per full-time equivalent employee comes after consistent increases from 2020 through 2024. larger firms are still posting the highest efficiency levels. but the overall trend points to a mild dilution of productivity as practices rebuild teams and expand support infrastructure following years of lean staffing. read more →

pricing, fees & billing rates

the right questions lead to the right clients

seventeen things to ask when scoping.

by jody padar
radical pricing – by the radical cpa

using subjective questions helps you assess what the prospective client considers valuable. this means understanding which services and solutions they see as having the biggest impact on their financial health. it also gives you insight into where they are hurting most in their business.

more by jody padar
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this process is time-consuming because it sets the stage for your relationship moving forward. take your time and collect all the data, documentation and subjective input so you can gain a holistic view of the customer’s current situation. let’s take a look at some of the questions you can ask and why they are important.

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management

systems must be used, not just implemented

 

internal controls are no good on their own.

by ed mendlowitz
77 ways to wow!

i have addressed the importance of controls when trying to get a client. but it is also important to retain the client. a good system that is not monitored is a sure way to not only lose the client but be kept awake at night.

more by ed mendlowitz
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if you have been around long enough, you’ve experienced a theft at a business or not-for-profit organization. for nearly ever fraud i have seen, the slightest effort would have thwarted those frauds. nowadays the only frauds i encounter are new engagements, where i try to quantify what was taken.
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marketing & sales

marketing without tears

portrait of a thoughtful businesswoman looking away in office

what are your clients saying about you?

by august aquila
max: maximize productivity, profitability and client retention

marketing and business development do not have to be painful experiences. if they are, then i suggest that you simply stop what you are currently doing. how many of us are successful in doing painful activities? i know i’m not!

more by august j. aquila
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start your marketing thinking with the following question: “what kind of firm do i want to have?” while i can offer some suggested answers, the real answer must come from you, and it shouldn’t be determined in two minutes.
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charts & graphs

partner pay hits $615,000 but lags behind revenue growth

 

precision management now drives partner prosperity.

now available from 卡塔尔世界杯常规比赛时间 here

 

precision management now drives partner prosperity.

by 卡塔尔世界杯常规比赛时间 research
the rosenberg survey

after years of strong top-line expansion, cpa firm partners are finding their personal earnings growth lagging behind overall revenue gains, according to the 2025 rosenberg survey.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.

average income per equity partner is rising just 3.2 percent this year to $615,000, compared with double-digit revenue increases in the last two years. the survey concludes that leverage, the ratio of professional staff to partners, and billing rate management remain the most decisive drivers of profitability.

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featured video

hood and weber: time to rise | the disruptors

rise2040 challenges the accounting profession to stop reacting and start shaping its own future.

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 poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss
poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

the disruptors
with liz farr

what will the future of accounting be like? as listeners to the disruptors know, i’ve been asking accountants about their predictions for the state of accounting in ten years. however, a new initiative from the aicpa and cima, rise2040, is taking that further by asking accountants worldwide for their vision of accounting in 2040. i recently spoke with tom hood, cpa.citp, cgma, executive vp of business growth and engagement for the aicpa, and lexi weber, cpa, senior manager for emerging professionals initiatives at the aicpa, about rise2040. 

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: proctor: turn dumb ideas into brilliant solutions | carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years | telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week |

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hood explains, “this is a project to co-create a vision for the global accounting and finance profession writ large. that means public accounting, management accounting, cpas, and cgmas globally.” the timing reflects the convergence of three events: the conclusion of horizons2025, the maturation of the aicpa-cima joint venture created in 2011, and new leadership under ceo mark koziel. 

weber sees this as an empowering project for younger accountants. “from the emerging professionals’ perspective, i think it’s a really beautiful project, because we have a say in what the future is going to be like.”

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charts & graphs

cpa firm growth slows to 7.9% after two-year surge

expansion gives way to strategic adaptation.

by 卡塔尔世界杯常规比赛时间 research
the rosenberg survey

available from 卡塔尔世界杯常规比赛时间 here

after two years of double-digit expansion, cpa firm growth is cooling.

average revenue growth among firms over $2 million is falling to 7.9 percent this year, down from 10.7 percent in 2023 and 2024.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.

the slowdown, while modest, signals that the post-pandemic boom driven by mergers, tax complexity and advisory demand is giving way to a more mature phase marked by tighter margins, higher costs and the growing influence of private equity, according to the 2025 rosenberg survey, the accounting profession’s leading management benchmark.

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pro member exclusive

three categories measure partner performance

yellow retractable steel tape measure

break out the balanced scorecard.

by domenick j. esposito
8 steps to great

once the basic compensation pools have been established, your partners need to understand how they can “win” and get rewarded.

more by domenick j. esposito
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each individual’s balanced scorecard will be the basis of performance measurement. i recommend six areas for evaluation:
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accounting influencers

stay or go? rethink job hopping | accounting influencers

is the next big opportunity across the street…or right where you already are?

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

accounting influencers
with rob brown

post-pandemic, accounting professionals saw record pay increases just for changing employers.

however, as economic conditions tighten and median pay raises for job switchers fall from roughly 7% to just over 4%, the calculus is changing. the latest episode of the accounting influencers explores this new reality, urging professionals to look beyond paychecks and consider the broader picture of career satisfaction.

during the great resignation, switching jobs was practically risk-free. firms desperate for talent offered 15–20% salary hikes to fill open seats. today, however, that market has cooled. with inflation steadying and corporate budgets tightening, job hopping no longer guarantees the big payouts it once did.

as host rob brown explains, “the financial upside of switching jobs has narrowed, but the emotional and professional costs of moving may be higher than ever.”

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advisory & consulting

cas vs. caas: what’s the difference?

businessman looking thoughtful

here are 21 ways to tell.

by hitendra patil
client accounting services: the definitive success guide

are you an accountant struggling to master your understanding of the difference(s) between “client accounting services (cas)” and “client accounting and advisory services (caas)”?

you are not alone.

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

 

as accountants, you often hear the terms “client accounting services (cas)” and “client accounting and advisory services (caas)” pretty interchangeably, but how do you nail your grasp of the distinction(s) between the two?
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