today's features

three ways to measure your team’s effectiveness

illustration with three thermometers

they have to work in harmony.

by jody grunden
building the virtual cfo firm in the cloud

once you’ve systemized the processes for your accounting team, it’s important to evaluate the effectiveness of your process on a regular basis. you want to be aware of what’s working well and what’s not. you also want to continually be improving upon your services over time

more by jody grunden
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there are three things you can specifically monitor when it comes to the effectiveness of your team, as shown in the illustration above.
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ten tips for a better busy season

woman holding eyeglasses and looking at laptop screen

some of these you may want to keep year round.

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

another busy season is upon us. are you feeling excited, anxious or dread?

more by sandi leyva

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it’s probably a mix, but hopefully there’s more excitement than any other emotion because you will be helping so many more people during busy season than any other time of the year. here are 10 easy-to-implement ideas to help your busy time go smoother than ever.

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bissett bullet: what are the outcomes?

today’s bissett bullet: “listing the services of your firm – bad. demonstrating the outcomes in clients’ lives as a result of the implementation of your expertise – good.”

by martin bissett

hopefully, this needs little more of an explanation than you see above. if we decide to talk about services, expect the prospective client to glaze over. if we talk about their lives and how we can get them closer toward their dreams, expect to win high-quality new grade a fees. it is no more complicated than that.

today’s to-do:

today’s action point is to review your last meeting with a potential client. did you talk about the features and services that you provide or did you talk about the client and their ambitions? which was the greater of the two? if it is the first, change it. if it is the second, you are on the right track.

see more bissett bullets here

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the fastest way to lose talent is “dick leadership” | arc

label intent, clarify tone and choose the right channel so feedback lands as coaching, not conflict.

sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer
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accounting arc
with liz mason, byron patrick, and donny shimamoto

center for accounting transformation

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

leaders in accounting do not need to choose between being “nice” and being effective.

in this arc episode, donny shimamoto, cpa.citp, cgma; byron patrick, cpa.citp; and liz mason, cpa, make the case that the best bosses aim for something tougher — kindness with clarity.

the conversation starts with a story familiar to anyone who has ever hovered over the “send” button on a difficult message.

more accounting arc: post-holiday fatigue isn’t a failure; it’s a signal | ocr, research bots & meeting assistants: what actually helps nowreturn 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 megaphonebaker: interpreting pricing psychologydon’t get fired by your own automation | what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc 

mason, founder and ceo of high rock accounting, recalls proposing a conference talk with a deliberately provocative title — a reminder that most professionals feel the tension between holding the line and keeping the peace. the point, she says, is not to sanitize reality. it is to learn how to hold people accountable without turning it into a personal attack.

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how time blocking boosts your focus and revenue

man filling in calendar using color-coded time blocks

you can get ai to help, too.

by jackie meyer
the balanced millionaire: advisor edition

“it’s not about having time, it’s about making time.” we all start with the same 24 hours, yet some advisors seem to achieve more in a workday and still get home in time for dinner. many tax and financial advisors begin their day consumed by urgent emails and end it wondering where the time went.

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reclaiming your hours is about taking control of your schedule so you can focus on what truly matters. this post provides specific strategies for time management and prioritization – so you can boost productivity, avoid burnout and actually achieve that mythical concept: work-life balance. the payoff? more freedom, more impact and yes, often more revenue as you spend time on high-value tasks instead of getting lost in the weeds.
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