today's features
pricing, fees & billing rates

scoping benefits both your clients and your team

this is your map to success.

by jody padar
radical pricing – by the radical cpa

there are two basic ways to drive from door county, wisconsin, to new orleans to attend mardi gras in february. the first is to chart a course using a map or gps app. it will tell you the route to take, where to stop along the way and how long it will take to make the drive. the second way is to start the car, back out of the driveway and head south, hoping you’ll bump into new orleans along the way.

which do you think gives you the better opportunity to arrive in new orleans in time for the festivities?

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

scope is a lot like creating a project map showing what you want to accomplish, who’s going to do what, how you’re going to do it, what you’ll need along the way and how long it will take to get there. it includes all the specific details of what you’ll deliver to the client, including, for example, tax returns, quarterly planning, bookkeeping and cash flow management.

read more →

pro member exclusive

sixteen technology solutions for accounting firms

hands on keyboard, network illustrated with connected dots

use what fits your needs, not what’s trendy.

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

certainly, there are several technological solutions that can greatly benefit a cpa firm by enhancing efficiency, accuracy and client service. here are some technological solutions that can be considered:

  1. accounting software and erp systems: utilizing robust accounting software or enterprise resource planning (erp) systems like quickbooks, xero or sage can help streamline financial management, bookkeeping and reporting processes.

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

 

  1. cloud-based solutions: moving your firm’s operations to the cloud allows for real-time collaboration, data accessibility from anywhere, and better data security. cloud accounting software like quickbooks online or xero can be particularly helpful.

read more →

management

how to get organization minutes in order

a 34-point checklist.

by ed mendlowitz
77 ways to wow! the checklist handbook for advisory services.

corporate, llc, partnership and not-for-profit organizations are usually required to have minutes memorializing certain actions taken by the board of directors or governing body. yet, many do not either because it has never been done, is a bother, is considered not necessary or overlooked through inaction or unawareness.

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

 

however, it is something that should be done as a best practice, as recognition that there are non-active stakeholders who need transparency, or as tangible evidence that the actions recorded took place timely. in some instances, the irs looks for minutes as a symbol that the affairs were handled on a businesslike basis or were not one-sided “secret” actions by those in control.
read more →

marketing & sales

shut down the scarcity mentality

coins and small bills in a plastic box

reconsider your prices. here are 10 questions to help.

by martin bissett
business development on a budget

undercharging – or lowballing as it’s also called – is the scourge of the profession. it has always been present, and unfortunately, it will probably be with us for the foreseeable future.

undercharging is directly related to fear – fear of rejection.

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

 

when you are building your pipeline according to the process, you have assigned fees you think might be in the ballpark of what you believe you could get from a new piece of work or a new client. you may tend to estimate on the low side, which is not a bad idea in theory, because it lets you be pleasantly surprised when it’s anything beyond that.

read more →

featured video

hartman: upwork to “40 under 40” in 3 years | the disruptors

celerity’s founder turned a side-hustle into a fast-growing success.

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 the small office / home office cyber protection plan – learn more here

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
get peace of mind with the right policy, technology, and strategy at an affordable price.

the disruptors
with liz farr

tailor hartman didn’t start celerity accounting with a grand plan. the initial goal was to make enough from an accounting side gig to pay down his student loans while he worked full-time as an assistant controller. he found his first clients in an unorthodox place – upwork.

“i started going on [upwork] to find cleanup gigs, you know, quick cleanup gigs for like 30, 40 bucks an hour in quickbooks or maybe even netsuite,” he shares.  

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week | randy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

those cleanup gigs turned into monthly accounting. “i ended up getting enough clients where i could quit my job within three months… which is pretty crazy.” as a testament to celerity’s excellent service, those early clients remain loyal today.

“we still have all of my existing upwork clients, which is crazy.”  

read more →

featured video

goode: the $180k, 15-hour workweek | big 4 transparency

ruthless efficiency, process-first thinking, and a bold rejection of traditional models help build her “life-first” firm.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by the small office / home office cyber protection plan – learn more here

stream, listen, download, and subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, rss

big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

on the big 4 transparency podcast, host dominic piscopo sat down with erica goode, founder of a solo accounting practice that generated over $180,000 in profit in 2024, all while working just 15 hours a week. her secret? ruthless efficiency, process-first thinking, and a bold rejection of traditional scaling models. 

goode’s path wasn’t planned. after leaving a corporate finance role to care for her two young kids, she took on one client with just two hours a week to spare.

more dominic piscopo | more private equity | more pay & compensation

as her children’s school hours expanded, so did her firm – but never beyond her self-imposed 15-hour weekly cap. “my business grew as fast as my kids did,” she quipped. every new client required a new process improvement, creating a flywheel of efficiency and discipline. 

read more →

advisory & consulting

ten ways to help tax clients stay organized | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

tax clients don’t want to be disorganized or late with information, but it tends to happen. you can make tax season easier for them and for you if you help them stay organized and up to date.

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

here are 10 actions you can take. consider making some of these actions mandatory for anyone who wants to be your client.

  1. provide checklist of required documents. well before tax season begins – ideally at the beginning of the fiscal year – provide clients with checklists of records and documents you will need at end of year. a list specifically for a given client will be more effective than a boilerplate list.

read more →

client service opportunities

simone: financial planning’s most overlooked piece | holistic guide to wealth management

as your client’s trusted advisor, can you afford not to include it?

sponsored by the small office / home office cyber protection plan – learn more here

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

by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

“the first wealth is health,” wrote ralph waldo emerson. healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. for many clients, uncertainty around coverage can be as stressful as market swings or tax changes. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

christine simone, partner at move health and contributor to holistic guide to wealth management, believes health care planning should be part of every advisor’s toolkit. research shows that two–thirds (65%) of clients would like their advisors to help them with health insurance planning, but only 4% receive that help. “if you’re not addressing [that gap], there’s a good chance your clients will look elsewhere,” simone observes.  read more →

advisory & consulting

help clients envision their future selves

businessman sitting on cloud

ask the “best hopes” question.

by rory henry
the holistic guide to wealth management

when helping clients plan for retirement, exit their businesses or reach other major financial goals, we tend to default to the numbers. financial projections, spending needs, drawdown rates and risk tolerance are great navigational aids, but as lewis carroll wrote in “alice in wonderland,” “if you don’t know where you’re going any road will take you there.” however, a new approach is showing that getting in tune with our future selves is one of the best ways for clients and their advisors to plan for retirement.

more: how to use values-based financial planning | life planning: going beyond the financials | understand clients’ relationship with money | from services to experiences to transformations | how behavioral finance works | priority no. 1: your mental and physical health | trust is the primary ingredient | how to prepare your clients’ kids for their inheritance | quantifying the value of an advisor | raise your rates to change your clientele | how wealthtech is reshaping the future of holistic advice | profile of a modern firm: putting the vision into practice | tsunami of m&a, pe is disrupting the accounting profession | introducing you to a fulfilling return on relationships
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

as a result, we must continually adjust our goals, including retirement planning, and that comes by getting well acquainted with our “future selves,” according to ucla professor hal hershfield. he said that while it’s important for you to consider the goals for yourself when it comes to money and saving, it’s just as important to think carefully about the goals you have for your future self long after you have stopped earning an income.
read more →

accounting influencers

how smart firms handle dei | accounting influencers

accounting leaders face pressure to choose a path that could reshape talent pipelines and firm culture for years to come.

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/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

accounting influencers
with rob brown

deloitte’s decision to dismantle its diversity, equity, and inclusion (dei) program for 173,000 u.s. employees is sending shockwaves through the accounting profession, exposing deep divisions on a global scale and forcing firm leaders to weigh politics against talent priorities.

the move—ending dei goals, disbanding related departments, eliminating annual reporting, and ordering staff to remove pronouns from email signatures—came just hours before deloitte uk issued a memo affirming its commitment to dei.

read more →

advisory & consulting

emerging trends are reshaping advisory-cas

don’t just buy technology; strategically activate it.

by hitendra patil
client accounting services: the definitive success guide

advisory is changing rapidly and it is not just in what firms offer, but in how clients think, how technology fits in and how pricing evolves. this article examines the emerging shifts redefining the advisory-cas world, from burnout and outdated service models to the increasing demand for proactive, strategic insight. you will see what’s fading and what’s rising, and where to focus to stay ahead.

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

 

most surveys focus on direct responses, but the real value comes from analyzing what those responses reveal, especially in context. the nuances, patterns and implications hidden within the answers often provide the most strategic insights, particularly when you connect the dots across service lines, firm models, client dynamics and workforce pressure points.
read more →