today's features
accounting influencers

dei pullback risks pipeline | accounting influencers

firms scale back initiatives even as governing bodies warn diversity is key to the profession’s future.

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accounting influencers
with rob brown

the accounting profession is facing a turning point as major firms scale back diversity, equity, and inclusion (dei) initiatives, raising concerns about how the shift could affect talent recruitment, retention, and competitiveness.

kpmg recently discontinued its “accelerate 2025” program, which aimed to expand leadership diversity. deloitte pulled back last year, joining other global corporations—including goldman sachs, meta, and google—that have pared down similar efforts.

the shifts come as political and legal pressures mount. states such as florida and texas have rolled back dei policies in higher education, and a supreme court ruling on affirmative action has sent ripples across corporate america. firms that once championed dei are now weighing compliance risks and financial implications against potential reputational and workforce consequences.

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pay & compensation

the $100,000 h-1b shock: what it means for accounting talent

what changes, what doesn’t, for thousands of jobs in accounting.

in tax and audit in 2024, increases in salary bands were far from evenly distributed.

by dominic piscopo

i just consumed hours of h-1b visa content, so you don’t have to. here are my findings.

accounting isn’t the heaviest h-1b user (that’s it & tech.), but the profession still relies on international grads in audit, tax, advisory, and increasingly data and automation roles. in 2024, uscis approved around 400k h-1bs overall, with 2% to 3% of those in categories that could include accounting. so, while other industries are far more reliant on this program, there may still be thousands of roles in accounting. read more →

advisory & consulting

advisory opportunities emerge from core cas offerings

two women talking while seated at a table

think about where your insights originate.

by hitendra patil
client accounting services: the definitive success guide

“we want to offer outsourced cfo and advisory services.”

it has become an increasingly common intent of accounting firms of all sizes.

more by hitendra patil
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this article demonstrates how compliance, accounting and reporting can serve as doorways to deeper insights, more strategic conversations and higher-value advisory relationships.

technology automation, artificial intelligence and more innovative solutions seem to make it even more logical for accountants to feel that the future is more about advisory services than ever before.
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featured video

helwig: strategic internal comms power growth & retention | gear up for growth

keep employees engaged and connected with transparency and beauty.

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

“in many organizations, there’s a great gulf in between employees doing the work, with no idea of the conversations happening with clients or recruits,” says debra helwig, internal communications and events director at pinion, during her appearance on gear up for growth, hosted by jean caragher of capstone marketing.

“internal communication can help bridge that gap and make sure the story makes sense to everyone, and that it’s consistent.” 

more gear up for growth here. | 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

helwig shares two critical takeaways for cpa firm leaders.  

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advisory & consulting

five common pitfalls and how to overcome them

man walking across marble floor with large holes in it

transitioning isn’t always smooth sailing.

by jackie meyer

when i made the decision to shift from a compliance-heavy firm to an advisory-first firm focused on delivering measurable roi, i wish i could say it was seamless. it wasn’t. this kind of transformation brings new opportunities, but it also brings challenges – some that you can anticipate, and others that take you by surprise. the key to success isn’t avoiding challenges altogether (that’s impossible); it’s learning to navigate them when they arise.

more: will your success be incremental or exceptional? | your balanced millionaire journey begins now | how to cultivate holistic wealth | five hard-earned lessons from exiting an accounting firm | it’s never too early to plan your exit strategy | beyond blocking: more time management strategies | reclaim your hours with time management and productivity hacks | how to bring core values into your accounting firm | ten key guidelines for accounting staff | hiring strategies for your dream team | the ai revolution: embracing artificial intelligence in your practice
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in this article, i want to help you understand the common pitfalls that can derail your progress and the practical steps you can take to overcome them. whether it’s dealing with clients who are stuck in the old model, learning to price confidently or avoiding burnout, there are solutions to keep you moving forward.
read more →

leadership

your team needs to know its purpose

people gathering in the shape of an arrow

clarity is the key.

by anthony zecca
leading from the edge

many of you who are reading this might be too young to appreciate the story i share below about my childhood.

more by anthony zecca
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i have always been a huge football fan. i played football in high school until a knee injury cut short my road to the nfl (just kidding), but my love of the game continues to this day. when i was a kid, there was a football game that i received one christmas that i spent countless hours playing. the game was powered by electricity. the game board was designed as a football field, and there were 22 little plastic players that would form two teams. the players were about 2 to 3 inches tall, with a rubber piece on the bottom that had two flanges that you could move directionally and in theory affect how the piece would move on the board once the power button was hit.
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2022年世界杯抽签

bissett bullet: a higher standard of proposal

today’s bissett bullet: “your proposal document is what will differentiate you from the competition and show why that business should break away from their current accountant. to do so, it must speak to them on a level they understand.”

by martin bissett

most proposal documents focus on one area. the accountancy firm, the services on offer and their associated cost. you must operate to a higher standard than that.

your proposal must tell the prospective client’s story. what their obstacles have been, their major business goals and what the opportunities now are, as you see them.

it must demonstrate that you are a better option than they currently have, because you are invested in their goals and are in the business of achieving them by removing their obstacles and maximizing their opportunities.

today’s to-do:

take a proposal of yours that has yet to be sent and review it. does it fit the description above of a higher standard of proposal document? if not, there is still time. reflect on the notes you took at the first meeting and use them to update it.

see more bissett bullets here

read more →

accounting arc

henry: is the future of finance with nontraditional accounting? | arc

combine technical knowledge with behavioral insights to create holistic client solutions.

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accounting arc
with donny shimamoto
center for accounting transformation

accountants have long been known as trusted advisors, but a growing movement is redefining what that means. in a recent episode of accounting arc, host donny shimamoto, cpa.citp, cgma, sat down with rory henry, cfp®, bfa™, to discuss how nontraditional accountants are transforming wealth management by embracing a holistic, human-first approach. 

more accounting arc: cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes | more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it | your identity is not a liability | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough

henry is a director at arrowroot family office, co-founder of afo wealth management forward, and author of holistic guide to wealth management: the science behind integrating services with the human side of behavioral financial advice. his mission is to integrate tax and accounting expertise with behavioral finance and values-based planning to help clients achieve not only financial goals but also personal fulfillment.

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growth strategies

mr. inside vs. mr. outside

black cat statue and white cat statue, nose to nose

… which is not to say they never work together.

by august aquila
max: maximize productivity, profitability and client retention

“mr. inside” is a term often used to describe a role within a professional services firm, particularly in sales and business development contexts. this role contrasts with “mr. outside,” who typically focuses on building client relationships and generating new business opportunities externally.

more by august j. aquila
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mr. inside

mr. inside’s primary responsibilities include:

  1. client interaction: mr. inside engages with existing clients, addressing their needs, providing information about the firm’s services and ensuring overall client satisfaction. this involves understanding clients’ challenges and goals to offer tailored solutions.

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pricing, fees & billing rates

rule #1 of scoping for alignment

plus three more basic steps. 

by jody padar
radical pricing – by the radical cpa

how often have you heard the old saying about having two ears and one mouth because listening is twice as important as talking? hopefully, often, because it is as true as anything i’ve ever heard. scoping is all about listening, so when you make a presentation, you’ll know what you’re talking about, and the client will know you know.

more by jody padar
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here are four basic steps you can follow to make sure you and the client are in alignment when the time comes to start a new project or present to a potential new client:

read more →

management

start with the cash

 

a wealth of information is lurking there.

by ed mendlowitz
77 ways to wow!

one time i was asked to audit a hotel in florida that was going to be foreclosed on by the mortgagor and for which i was paid in advance. the audit was planned and scheduled, and it looked like we had everything under control from our end as much as we could.

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

 

i received a call on a friday morning that the foreclosure was going to take place sooner than expected, and i had to either do my work monday through wednesday or return the retainer because the foreclosure was going to take place on thursday. i took a sunday evening flight with a senior accountant. when i walked into the hotel, i got really nervous. this was not a small motel but a big hilton hotel – not what i anticipated.
read more →

client accounting services

gocke: operations overhaul doubles firm rev | it’s not just the numbers

structured operations freed partners to focus on clients and doubled revenue in six years.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
 sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients”
by penny breslin and damien greathead – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间

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running a modern accounting firm requires more than technical expertise. partners must balance client relationships, business development, and administrative responsibilities, often leaving firms stretched thin.

in a recent episode of it’s not just the numbers, doug gocke, chief operations officer at a mid-sized california firm, describes how restructuring responsibilities and focusing on operations helped his firm double revenue in six years without significantly increasing staff or client count.

more penny breslin and damien greathead | more advisory & consulting | buy “it’s not just the numbers”

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gocke, who refers to his role as “chief of all trades,” said growth came from building teams before taking on new clients, creating clear accountability, and relentlessly reviewing procedures.

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