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today's features

being a partner is great! have you told your staff?

don’t assume they know how good you have it.

by marc rosenberg
cpa firm staff: managing your #1 asset

conveying to staff why it’s great to be a partner at a cpa firm is one of the weakest areas of partner performance. it’s also a best practice for managing staff.

more: what it takes to get a promotion in accounting | generational differences can’t be ignored | eight strategies for recruiting | training? cpe? they’re not the same | what leadership looks and feels at cpa firms | the importance of great bosses | why staff leave cpa firms … and how to stop them | how accounting staffing has changed
exclusively for pro members. log in here or 2022世界杯足球排名 today.

true story

we worked with a five-partner firm on the east coast on succession planning. the partners were all in their late 50s and 60s and two or three of them planned to retire in the next five years. they were wrestling with a tough decision: do we merge into a larger firm as our exit strategy or do we/can we gradually turn the firm over to our three managers, all of whom have the talent and experience to be a partner? they dreaded the former option and preferred the latter.
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marketing & sales

bissett bullet: marketing creates need

today’s bissett bullet: “utopia for a proactive accounting professional is a diary filled with appointments to meet with prospective ideal clients. effective marketing makes that a reality.”

by martin bissett

as you become more effective at marketing, regularly using the forms of marketing that are proven to work decreases your labor intensity. over time, this means less of a need to convince people to work with you and as a result, less resistance to fees. your diary will fill up because people are calling you, not as a result of you calling them.

today’s to-do:

time to check in on some of the marketing activities you have been testing. which have been the most effective so far in terms of putting appointments in your diary?

see more bissett bullets here

accounting arc

jeremy dubow: private equity as a catalyst for growth | arc

ceo says private equity isn’t about cost-cutting—it’s about investing in technology and talent.

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

accounting arc
with donny shimamoto
center for accounting transformation

the accounting profession is evolving, and if private equity is any indicator, firms like prosperity partners are leading the charge. in the latest accounting arc episode, host donny shimamoto, cpa.citp, cgma, speaks with ceo and pe-backed prosperity partners llc co-founder jeremy dubow, cpa, about the firm’s innovative approach, private equity backing, and non-traditional practices.

more accounting arc: breaking the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers |

new: m&a, pe, or independence: chart your cpa firm’s future in 2025 – webinar jan. 28

“we’re not your traditional firm,” says dubow, who started the firm with two partners in 2003 as ndh advisors, and sold a stake to unity partners in in 2023, rebranded as prosperity and launched a series of knock-on acquisitions. “we focus on transformative technologies and people-first culture to redefine what an accounting firm can achieve.”

unlike most accounting firms, prosperity partners operates without an attest function. “our roots are in tax and client accounting services,” dubow explains. this focus has allowed the firm to streamline operations and specialize in high-demand areas such as mergers and acquisitions and litigation support.

advisory & consulting

offer three tiers of service

are there ways to add on other services? of course.

by jody padar
radical pricing – by the radical cpa

a tiered service offering should provide your clients with three options. according to experts in mindset and pricing, if you provide three options, people will usually choose the one in the middle. that’s the one you are aiming for them to buy.

more: how to create price packages | seven steps to determining your price | how to scope before you price | seventeen questions to ask when scoping | four steps to scoping for alignment … and the #1 rule to remember | here’s how profit sharing improves your firm | productize services for consistent client value | four ways automation pushes the paradigm shift | how value pricing impacts your employees | why pricing is so disruptive | accounting disruptors are heading your way … with deep pockets | advisory work must be priced by value, not hours
exclusively for pro members. log in here or 2022世界杯足球排名 today.

also, don’t forget that people buy the payment, not the car. there’s an entire mentality around monthly pricing. if you tell a client it’s a $24,000 engagement, they will balk. they would rather pay $2,000 a month than the full amount all at once. of course, some clients will offer to give you the full engagement amount up front if the price is discounted. from a cash flow perspective, you can offer a small discount if a client is willing to pay this way.

creating your service packages is not a one-size-fits-all activity. there should be different tiered service options for each client persona. it is also important for clients to know that they can upgrade or downgrade their service level when needed.
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busy season management

is your team ready for tax season?

three ways to prepare.

by ed mendlowitz
tax season opportunity guide

if you have staff, have happy cheerful helpful people. don’t surround yourself with downers and naysayers.

more: six methods for getting paid faster this tax season
exclusively for pro members. log in here or 2022世界杯足球排名 today.

also have team players. part of this is your firm’s culture. it takes work to get people to work together and to focus on doing what it takes to service the client fully, properly and timely. everyone working together gets it done.
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