today's features

meet your client all year, not just during audit

will there be more work? most likely.

by alan anderson, cpa
transforming audit for the future

when you’re a client-serving firm, the service doesn’t end with delivery of the financial statement audit. client service should be perceived as a continuous, ongoing process that is supported by the culture with accountability measures. client service is a relationship that is developed by habit.

more: give your audit teams tasks that increase business acumen | are you using the right business model? | empower your team by dumping c and d clients | eleven types of audit clients and which to fire | don’t take on audits in an industry you don’t understand | how ‘business expert cpas’ get their own business wrong | exceptional audit client service demands effective communication | five ways to prevent audit bottlenecks
exclusively for pro members. log in here or 2022世界杯足球排名 today.

cpa firms tend to get bogged down in the work, so i developed a process for developing those relationships. i would sit down with the team and tell the senior accountant and the manager that they needed to meet at least quarterly with their counterpart at the client. the senior would meet with the controller. the manager would meet with the cfo. my responsibility would be to meet with the ceo or the business owner. these meetings could be phone calls but at least one of those meetings would be for lunch. if they desired, the senior and manager could have a joint lunch meeting with the controller and the cfo.
read more →

advisory & consulting

ten tips for boosting morale | listicle

by 卡塔尔世界杯常规比赛时间 research

good morale at the office keeps people happy and glad they work there. they work better, and they are more willing to put in extra effort when needed. that morale is born of a positive, supportive work environment that accommodates the special demand of a cpa office.

more listicles here

here are 10 ideas to boost morale:

pro member exclusive

right-sizing the audit, with alan anderson

tuesday, dec. 17, 2024, 12 noon pm et

register here | learn more

join alan anderson, founder and president of account-ability plus and author of “transforming audit for the future,” for a dynamic session on how to make the audit fun and profitable again.

too many firms approach audit planning as a saly afterthought. but that’s a mistake.

in this session, anderson reveals the secret to right-sizing the audit. he teaches a planning methodology that ensures successful audits every time. the process creates a better work experience for staff, assists in providing more value for clients, and ensures that the financials are issued on time.

accounting influencers

tom wheelwright: if it’s not fun, rethink client service | accounting influencers

“good accountants focus on tasks, but great ones focus on outcomes.”

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 influencers
with rob brown

wealthability founder and veteran cpa tom wheelwright dives into the essential strategies for client-centric service and relationship-building in accounting. hosted by rob brown, this episode explores how accountants can elevate their client relationships, optimize billing practices, and bring joy back into their work.

more accounting influencers with rob brown here

in an industry where billing by the hour is typical, wheelwright advocates for a shift to flat, value-based pricing. this, he explains, allows accountants to focus on delivering value without clients worrying about the ticking clock.”when clients know upfront what they’ll pay, it removes financial surprises and puts the focus on service, not cost,” wheelwright says. “our clients need to know we’re there to solve their challenges without worrying about extra charges.”

gear up for growth

gary shamis: strategy is easy. execution is key | gear up for growth

moving beyond a “partner-driven” model is essential to scale operations and continue growth.

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

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

while many skills contribute to effective leadership, gary shamis, president & ceo of winding river consulting, says executing strategic plans is the most critical.

more gary shamis: private equity hazards for young partners, on accounting influencers with rob brown here |

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

“i have come to the conclusion that strategy is not hard,” says shamis. “strategy is easy. and there are no secrets around strategy. the difference is your ability to execute that plan.”

shamis says only the ability to implement plans at a high level enables firms to progress, grow, and achieve their long-term goals.