today's features
pro member exclusive

make your leadership team meetings more effective

four people on each side of a videoconference

three steps to use.

by jody grunden
building the virtual cfo firm in the cloud

doing the disc assessment with our team, we learned that some people love meetings and some people despise them. the “d” (dominance) personality on the disc scale tends to be direct, very results-oriented and less collaborative in meetings. the “i” (influence) personality enjoys meetings because they provide an opportunity for social engagement and collaboration.

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the “s” (steadiness) personality may not feel comfortable speaking up in meetings unless they are called upon. the “c” (conscientiousness) personality may need to rally more energy within themselves for meetings because they tend to value working independently over collaboration. knowing the personalities of your leadership team members will help you run more effective meetings.
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featured video

weiner: leadership lessons from a billion-dollar builder | gear up for growth

great firms are built, not bought.

this is a preview. the complete episode 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

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.
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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 this episode of gear up for growth, host jean caragher sits down with jeffrey weiner, former ceo and chairman of marcum llp and current senior advisor at cbiz. weiner shares candid insights from his 40-year leadership journey, explaining how a long island accounting firm with seven employees and $300,000 in revenue became a $1.3 billion national powerhouse—before merging with cbiz.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth here.

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

“back in 1981, i didn’t even know what $1.3 billion was,” weiner quips. “but i always knew i wanted to build something.”

over the decades, weiner redefined what it meant to lead in public accounting, emphasizing trust, talent, and strategic growth. rather than micromanaging, he viewed his role as “architect,” guiding the firm’s culture, empowering top-tier professionals, and letting his team do what they did best. “if you’re the smartest person in the room, you’re in the wrong room,” he said.

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advisory & consulting

the six-stop road map to your freedom formula

here’s an action plan for your own journey.

by jackie meyer

by now, you’ve read about the mistakes i made, the strategies i discovered, the value of leading with advisory, the power of technology, and even the ultimate exit strategy. you’ve learned how to build, scale and eventually sell a high-value tax advisory firm that works for you, instead of the other way around.

but knowledge alone isn’t enough. the real magic happens when you take what you’ve learned and turn it into action.

more: the future of tax advisory | five common pitfalls and how to overcome them | four practical case studies of real advisory success | your balanced millionaire journey begins now | how to cultivate holistic wealth | five hard-earned lessons from exiting an accounting firm | it’s never too early to plan your exit strategy | hiring strategies for your dream team | leverage technology for growth | streamline your operations with systems and processes | craft tiered service packages for maximum impact | master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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this article is designed to be a clear, actionable road map that helps you take each concept and turn it into results. we’ll break down the steps you need to take – one by one – so that you can create your own transformation. whether you’re just starting out or you’ve been running your practice for years, this action plan will help you move toward the freedom formula: more value, less stress and a firm that can thrive without you.
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leadership

how to assess your firm’s performance

seven key filters to use.

by anthony zecca
leading from the edge

now that we have completed an assessment of your leadership team and your leadership, the third leg is assessing the overall performance of the firm. this assessment, coupled with the assessment of the leadership team and your leadership, provides a strong foundation upon which to build the roadmap (strategies) for moving the firm from where it is today to a standout, high-performing firm. the underlying objective for this assessment of the firm is to have a factual basis for establishing a myth-free and accurate baseline of the firm by analyzing a number of key characteristics.

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what are the major areas of focus for the firm assessment? in center-led firms, the assessment of how well the firm is doing is generally focused around financial metrics. how much profit did we make? what was our growth? what was the change in average partner compensation? what profit percentage to revenue did we achieve?
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2022年世界杯抽签

bissett bullet: don’t fall at the first hurdle

today’s bissett bullet: “i told your person on the phone i was happy with what my accountant does. good. tell me how they get involved with influencing your future.”

by martin bissett

we are very easily thrown off the scent when a concern is raised against us. we automatically interpret this as rejection and as such do not use common sense to deal with what is a fairly straightforward issue. when somebody tells you that whoever they booked the meeting with was informed that you were perfectly happy, this is them demonstrating to you that they are scared about the possibility of changing. put them at their ease with a very simple follow-on question and make sure that they know that you are not so easily put off.

today’s to-do:

if available, ask a colleague to practice resolving concerns with you in a safe, comfortable environment so that you do not freeze in the real situation.

see more bissett bullets here

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accounting arc

royalties, residuals, and reality checks | arc-slc

cpas translate fame into cash flow, contracts, and accountability. 

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.

accounting arc – student-led conversations
with harshita multani
center for accounting transformation

in a special episode of accounting arc: student-led conversations, student host harshita multani interviews jeff frable, cpa, cgma, a partner at cck strategies in tulsa, okla.; aurmaudra bradley, cpa, president of the naba indianapolis chapter; and video producer dave maresca with the center for accounting transformation and 卡塔尔世界杯常规比赛时间, about the financial mechanics behind modern entertainment—and the accountants who make the numbers work. 

more accounting arc: free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes |more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it | your identity is not a liability | burnout, be gone: accounting needs a boundary breakthrough

the panel opens with favorites ranging from the movie “back to the future” to the tv show “lost,” then quickly moves to the business beneath the screen. bradley says the shift from box office and album sales to streaming platforms fundamentally changes how talent gets paid and how accountants track performance. she points to the recent labor actions in hollywood as an example of residual models catching up to platform economics. in 2023, both the writers guild of america and sag-aftra cited the rise of streaming and reduced residuals as central issues during historic strikes that disrupted production across the industry.  

frable emphasizes that the profession’s core value does not change. “you do you, and i’ll do me,” he says. artists and athletes deserve to focus on their craft while accountants manage contracts, taxes, and cash flow.

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marketing & sales

four ways to prepare pros to bring in new business

two women shaking hands across a table

like anything else, it requires practice.

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

i have often been asked, “what is the best way to prepare professionals to bring in new business?” i think the people who ask this question are trying to find an easy answer to a more complex issue.

more by august j. aquila
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unfortunately, there is no single approach that will do the job. but now, having said that, let me offer you the following four approaches that will give you some idea of what to do. as the saying goes, “different strokes for different folks.” so, use the ones that work best for your firm and the individuals in it.
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outlook & analysis

emerging pros need more than tech training

rebekah olson, cpa, ceo, maryland association of cpas 2025
olson

two ways to close the skills gap.

by rebekah olson, cpa
ceo, maryland association of cpas

many of us in the profession have felt a particular challenge for years: the lingering effects of the pandemic that have impacted the development of foundational professional and communication skills.

more on talent, career development, staffing, and recruiting

this gap isn’t just about technical know-how – it’s about the ability to lead, communicate and thrive in a profession built on trust, relationships and adaptability.

we can’t afford to let gaps in professional and communication skills hold back the next generation of leaders. by investing in cohort-based learning and encouraging state society involvement, we strengthen our profession and create professionals better equipped to serve, lead and thrive.

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pricing, fees & billing rates

how to choose which clients to scope

it’s all about risk.

by jody padar
radical pricing – by the radical cpa

scoping is a time commitment, so know that the client is worth the commitment and they have the revenue to back it. start by setting a minimum price point you will charge for the assessment process. if the client falls below your threshold price point, it doesn’t mean you’re not going to scope them, it just means the process will be less complex and can probably be done within an hour.

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for smaller clients, it helps the process if they arrive at the assessment with all the necessary information. you can look at their quickbooks data and tax returns to get a strong sense of what they need and how long it will take to deliver. scoping a small, straightforward client will become second nature with time. but be careful about being too casual when scoping smaller clients. if you miscalculate, you are still opening your firm up to risk.

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management

what internal controls mean to clients

man writing in notebook

and how to explain them.

by ed mendlowitz
77 ways to wow!

what are internal controls? auditors widely use this term. it also appears multiple times in engagement letters for audits of businesses and not-for-profits, but i do not believe many outside of the accounting profession really know or understand what internal controls are. i will try to explain it here.

more by ed mendlowitz
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internal controls refer to an organization’s system of deterrence, oversight, checks and balances. an illustration is where someone in a business writes and mails the checks to pay a bill. if this same person then receives the bank statement and performs the reconciliation of that account, there would not be any control or oversight on that person and whether the payment was proper and not misdirected. they are checking their own work. this is how many frauds occur.
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mergers & acquisitions

how to attract the best merger candidates

man's hand sowing wheat

never stop looking.

by marc rosenberg
cpa firm mergers: your complete guide

firms that are serious about merging in smaller firms on a regular basis understand that doing mergers is all about planting seeds. a buyer has to have this attitude:

more by marc rosenberg
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every day of every year, at least one firm decides to test the merger waters. if our efforts to identify sellers are made continuously throughout the year, every year, sooner or later, we will find at least one interested merger candidate and probably more than one.

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marketing & sales

it’s the client’s perception that counts

black cat statue and white cat statue, nose to nose

look at your firm through their eyes.

by martin bissett
business development on a budget

there used to be an old exercise used in training sessions about customer relations or selling or leadership that went like this. the trainer would ask the group to think about the color green. a few seconds later he would ask them what type of green they were thinking of, and of course there would be many variations of green.

the point is that, as the saying goes, perception is reality. whatever each person perceived as green, that would be the reality for them – but it would be different for each person in the room.
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featured video

proctor: turn dumb ideas into brilliant solutions | the disruptors

reward curiosity, encourage experimentation, and involve the team in every step of firm transformation.

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

like many guests on the disruptors, tony proctor didn’t start out as an accountant. his firm, proctor and associates, started as a side hustle in 2007 when he was working in it management. as a testament to the client service focus of his tech-forward firm, his very first paid client remains his customer. 

“they are actually still on the roster, and so i’m very excited about that, and i’m excited that they are still willing to pay what today’s price is, and they are not stuck on what the price was in 2007, so i love that,” proctor says.  

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

more streaming: 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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proctor, like many of today’s forward-thinking accountants, thinks like an entrepreneur. as he explains, accountants are “usually very risk averse and very honed in on the details, and it’s like compliance first,” while entrepreneurs are “what i would call risk tolerant, and so they usually are seeking the risk and figuring out what opportunities are presented from that.” 

thinking solely like an accountant, proctor says, can lead to paralysis.

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