today's features

some clients just don’t fit

businesswoman smiling at two clients, man and woman

your team has to talk to them every day.

by jody padar
radical pricing – by the radical cpa

a friend who owned a business services firm in the marketing industry once told me he would rather face waterboarding than resign a hard-won client. however, even he cast a big one aside after his key employee returned from a client meeting in tears. some things just can’t be tolerated. your job is to determine where the line should be and to make the decision before a bad client has the chance to negatively affect your company.

more by jody padar
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a client’s fit with your firm is every bit as important as their behavior and payment practices. after you adopt a new client-centric, value-based business model, some clients won’t fit in. some will want to stick with the transactional model of the billable hour. they may not be comfortable with your new direction. some clients may not even want to pay for your smallest service bundle despite the enhanced service levels it includes.
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help not-for-profits avoid fraud

five ways to reassure both regulators and donors.

by ed mendlowitz
77 ways to wow!

again and again, stories appear in newspapers about abuse and misuse of funds in not-for-profit organizations. in many cases, these frauds have been schemes that have been going on for numerous years.

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

the frauds are usually carried out by long-serving employees who earned reputation and trust that resulted in relaxation of controls or oversight. many times, this provides temptation and ample opportunity to commit and sustain fraudulent activity over long periods paired with a reduction in the “fear” of being caught!
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green: why clients quit you | big 4 transparency

the number one complaint isn’t pricing. it’s confusion.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

for many business owners, finding the right accountant feels like an impossible task. you’re trusting someone with your finances, your future, and sometimes even your peace of mind. but in an industry dominated by word-of-mouth and vague google listings, sam’s list has emerged as a game-changing alternative: a review-based directory for cpas, bookkeepers, fractional cfos, and financial advisors, designed to make trust and transparency easier for everyone. 

more dominic piscopomore private equitymore pay & compensation

in this episode of big 4 transparency, host dominic piscopo speaks with co-founder kimi green, who shares the wild story of how the viral idea from entrepreneur sam parr (of my first million) turned into a thriving lead-generation platform – and how she found herself leading it with no prior experience in accounting. “i despised accounting,” green laughs. “i didn’t even ask follow-up questions when someone told me they were a cpa.” 

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four strategic fronts for accounting firms

every year, the 2025 rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country: how do you think the next 12 months will unfold? trends? predictions? other thoughts? also, how would you assess the last 12 months? trends? observations? struggles?

for some, independence is a strategic choice.

by gary thomson
the rosenberg survey

the next 12 months will see independent-minded firms pressing harder on four strategic fronts – clarifying their five-year vision, defining the priorities to get there, calculating the cost, and determining where the capital will come from. these questions will keep the mergers and acquisitions market hot, as some firms pursue scale or stability through deals while strong, well-capitalized players step into market gaps left by consolidation.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

artificial intelligence and automation will move from experiments to deliberate deployment, with clear expectations for efficiency, insight and safeguards. outsourcing will remain a growth lever, but firms will also invest more heavily in their people – expanding career opportunities, developing leaders and using culture as a talent magnet.
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smaller, larger accounting firms have different m&a concerns

four businesspeople greeting each other

seven topics for the first negotiation meeting.

by marc rosenberg
cpa firm mergers: your complete guide

mergers succeed in direct proportion to the effort made by both firms to

  1. ask lots of questions,
  2. agree on as many merger implementation issues as possible before the merger takes place and
  3. openly share as much of their “dirty laundry” as possible to minimize surprises.

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

don’t assume anything. when you sit down for your first merger negotiation meeting:

  1. start the meeting by confirming and agreeing on the agenda.

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