today's features
advisory & consulting

rory henry upends the traditional accounting firm

henry
 rory henry, a behavioral financial advisor, is the director at arrowroot family office and co-founder of afo wealth management forward. he has created a program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practice.

why “advisory” encompasses more than you might think.

by rory henry
the holistic guide to wealth management

i work at a virtual family office called arrowroot family office. over the course of my career i have learned that family (and family dynamics) significantly shapes who we are and how we form relationships in life.

more: why now is the time for cpas to embrace wealth management

research shows that one of the biggest drivers of family dynamics is the order in which each child is born. birth order theory, developed by alfred adler in the 20th century, suggests that the order in which children are born can have a significant impact on their development and personality.
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accounting influencers

bailey parnell: why accountants must master soft skills in a vuca world | accounting influencers

having a growth mindset, seeking feedback, and auditing one’s skills are essential to continuous learning and development.

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accounting influencers
with rob brown

bailey parnell, owner of skills camp, says grit is just one element of resilience and that soft skills often characterize our relationships with ourselves and others. parnell also explains how to navigate through today’s volatility, uncertainty, complexity, and ambiguity—vuca, for short.

parnell says accountants need a growth mindset in times of change and stress. parnell highlights the need for a learner-centric approach to teaching soft skills that prioritizes the learners’ interests and learning styles over serving the institution.

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advisory & consulting

cas clients are ‘stickier’

businessman looking at question mark sketch on the wall

they’re more loyal and buy more services. what’s not to like?

by hitendra patil
client accounting services: the definitive success guide

client accounting services (cas) is the new revenue segment you cannot afford to miss.

if you are an accounting firm owner/partner, you do not want to miss the emerging, growing and profitable opportunities in client accounting services.

more client accounting services articles
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before we get to why, to ensure that we are on the same page, let us agree on a description of what cas is.
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pricing, fees & billing rates

survey says 57% of firms are raising prices next year

bar charts

are you charging enough?

by 卡塔尔世界杯常规比赛时间 research

more than half of american accounting firms plan to increase their prices next year, according to the 2024 u.s. accounting and tax pricing benchmark survey just issued by software developer ignition.

more: how will private equity impact accounting careers? | eleven questions about kids, wealth and the family business | twelve years and out: seasoned accountants join the exodus | how accounting firms are handling the staff shortage | gen ai in accounting: epic transformation, or overheated hype? | survey shows big opportunities in small business | salary guides for accountants vary widely: whom do you believe? | are you earning what you deserve? | the slow, painful death of the 150-hour rule | partner comp earnings gap: what’s the right spread?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the survey finds that 57 percent plan to jack up their invoices across all services, with 31 percent of them going for a 10 percent increase. but 37 percent will limit their increases to just 5 percent.

and a gutsy 6 percent will go for 20 percent more.
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