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best practices for choosing workflow management software

woman looking at computer screen

you get a trial period. use it!

by jody grunden
building the virtual cfo firm in the cloud

when evaluating workflow management software, it is important to evaluate your priorities and know what you want out of the system. it is also important to understand that there isn’t going to be an exact fit.

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

after comparing options, make sure that the system you go with meets the priorities at the top of your list. once the system is picked, it is important to spend time inside the system to figure out how your company is going to use it.
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marketing & sales

five ways to make your services an investment, not an expense

businessman holding idea light bulb; dollars passing through grow larger

put your problem-solving skills to use.

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

every business needs to do some level of bookkeeping for a couple of reasons:

  1. various government agencies require reporting and payments based on the company’s results.
  2. the owner needs a certain amount of information to manage their business and keep it profitable.

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

many business owners hire us grudgingly for compliance work because they have to. and they consider what they pay us as an overhead expense that is a required cost.

but what if we could turn that perception around?
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2022年世界杯抽签

bissett bullet: what exactly does an accountant do?

today’s bissett bullet: “framing the conversation is a tremendously useful way of focusing a prospect on what the meeting is about.”

by martin bissett

when a prospective client walks into the first meeting with you, they think they know about accountants. in reality, they know a little bit about what their current accountant does and will measure you with the same stick. if you can do more for them, you need to educate them. framing the conversation for a commercially minded business owner in terms of the outcomes you can achieve will help them to understand the true value of what you bring to their firm.

explain that the purpose of the meeting is to find out all about them, but that you appreciate that they probably want to know more about you, too. tell them about the business owner who you enabled to pay for their first vacation in years. about the client whose dream of early retirement was realized. leave them with those stories spinning in their heads.

today’s to-do:

every firm has resounding success stories, but very few leverage them to get across a sense of who they are. find two or three relevant outcomes for clients of a similar size or sector for your next prospect meeting.

see more bissett bullets here

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accounting arc

post-holiday fatigue isn’t a failure; it’s a signal. | arc

decode your energy signals, redesign your calendar, and stay sharp even when you’re running low.

sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | 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.

accounting arc
with liz mason and donny shimamoto
center for accounting transformation

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

as the calendar flips and the pace of work accelerates, many accounting professionals find themselves running on fumes. the holidays are over. travel lingers in the body. busy season looms. and yet, expectations snap back to full speed almost overnight.

in this accounting arc, donny shimamoto, cpa.citp, cgma, and liz mason, cpa, take on a topic many professionals quietly struggle with but rarely discuss openly: how to work through fatigue without burning out—or dialing down performance.

more accounting arc: ocr, research bots & meeting assistants: what actually helps now | return season is the new stress test | small firms may have the biggest advantage in 2026 | downgraded: what the doe said about accounting | savage: using your license as a megaphone |  baker: interpreting pricing psychology | don’t get fired by your own automation | what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc 

their conversation is refreshingly candid, practical, and grounded in lived experience. and it challenges one of the profession’s most persistent myths: that being tired means you’re doing something wrong.

both hosts open the episode admitting they are exhausted—but not from overwork. shimamoto is coming off a stretch of nonstop weekends filled with visitors, events, and travel. mason is freshly jet-lagged after nearly two weeks in london, balancing client work with museums, family time, and international flights.

the point lands quickly: fatigue doesn’t only come from too much work. it comes from full lives.

and pretending otherwise, they argue, is where professionals get stuck—pushing through exhaustion with guilt instead of strategy.

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charts & graphs

profit squeeze: billing rates rebound, but staff costs are rising faster

accountants show renewed pricing power as rates gain 5.7%.

mind the gap: cpa firms are raising billing rates at about a 6% rate, not quite enough to match the rising costs of staff.

by 卡塔尔世界杯常规比赛时间

cpa firms are raising prices again as they enter 2026, even as hiring remains weak and wage pressures show little sign of easing. the combination is tightening margins across the profession.

more outlook 2026, pay, hiring, pricing

a 卡塔尔世界杯常规比赛时间 analysis of new pricing data shows that billing rates for core cpa firm services are rebounding sharply, reversing an earlier soft patch and vaulting fees to near record highs. at the same time, employment growth across accounting firms has stalled, while wage growth remains elevated, underscoring the growing imbalance between pricing power and labor costs.

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