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.
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.
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
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.
“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.
since the turn of this century, a dreadful shortage of accounting professors has challenged universities’ ability to meet student demand for accounting courses.
the cpa firm industry has high turnover, generally in the 15-20 percent range. reasons include the technical demands of the work, busy seasons, long hours, the profession’s requirement that people wait 10 to 20 years before making partner and the failure of partners to mentor staff.
as the accounting profession expands beyond its traditional boundaries, rose wang represents a new wave of cpas who bring strategic thinking and entrepreneurial savvy to the table. with roles as a principal consultant at both intraprisetechknowlogies llc and apaira group llc, wang has carved a career path that spans accounting, business strategy, and now, authorship.
“i’ve always approached accounting as more than just numbers,” says wang. “it’s about translating those numbers into a business strategy that makes sense for the client.” based in hawaii and california, wang launched her career with a cpa firm focused on supporting small businesses. rather than just managing books, she partnered with clients to drive business growth. her approach involves analyzing financial statements and identifying strategic opportunities for improvement.
