today's features
marketing & sales

seven questions for making your practice better

older businesswoman pondering, seated by window

if you’re not the best, what are you?

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

there is only one person who can make your practice better. that person is you if you are a sole practitioner. if you are a multipartner firm, then it’s up to all the partners and senior staff. let’s explore how you get your firm to the next level.

more by august j. aquila
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do you tolerate mediocrity? tolerating mediocrity is the death of many good firms. whenever and wherever you see it in your firm, stamp it out fast. here are some questions to ask yourself and your partners to see if you are hanging on to what’s comfortable rather than stretching yourself and your partners to truly excel.
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client service opportunities

blake and pryor: from a $550k tax bill to near $0 | big 4 transparency

integrated planning, not heroics, creates life-changing outcomes for clients.

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

what happens when you fuse a cpa firm with a wealth advisory under one roof and design the operations from a blank page? in this two-guest episode of the big 4 transparency, host dominic piscopo sits down with owen pryor and steve blake, managing and senior managing advisors at evans may advisory, the sister firm to evans may wealth advisory. their premise is simple and radical: serve the client with unreasonable hospitality, align wealth and tax strategy, and deliver family-office convenience to high-net-worth families and growing owner-operated businesses. 

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

pryor and blake describe a system built on proactive data sharing (with client consents in place) so the firm, not the client, chases documents, coordinates advisors, and executes. the impact shows up in small, high-leverage wins (e-paying taxes and killing paper vouchers, physically banking clients’ mailed checks twice a week, fully recording receivables) and in headline outcomes (structuring a family-farm sale from an estimated $550,000 tax bill to near $0 through planning; spotting missed depreciation and back-catching via form 3115; introducing lesser-known international strategies like icdis where relevant). the result is relief for clients and measurable roi that converts conversations into scope. 

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2022年世界杯抽签

advisory opportunities expand as fica tip credit rules shift

advisory revenue strategies: navigating the new fica tip credit landscape with jody padar – register | learn more

webinar with jody padar, jan. 16 – register | learn more

by 卡塔尔世界杯常规比赛时间

a major shift in the federal fica tip credit framework is opening new advisory revenue opportunities for accounting firms, as lawmakers and regulators move to redefine who qualifies for the long-standing payroll tax incentive.

cpe webinar: “advisory revenue strategies: navigating the new fica tip credit landscape.” with jody padar. jan. 16, noon et. 1 cpe. $49.50. register | learn more

those changes will be the focus of a jan. 16 webinar led by jody padar, cpa, titled “advisory revenue strategies: navigating the new fica tip credit landscape.” the one-hour session runs from 12 p.m. to 1 p.m. et.

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mergers & acquisitions

negotiating a merger? remember these three factors

hand drawing a rainbow-colored 3

bonuses: smaller firm to larger, 25 questions to ask and 17 data points to request.

by marc rosenberg
cpa firm mergers: your complete guide

there are always three intangible factors that greatly influence the extent to which merger terms and issues are negotiable:

more by marc rosenberg
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1. negotiation ability of each firm. some people are “tough” negotiators, continuously trying to impose their will on the merger partner, while others are more malleable and tend to go along with whatever the other side wants.
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marketing & sales

why you might struggle with selling

businessman with head in hands

accountants need to reframe their thinking.

by martin bissett
business development on a budget

let’s take a look at the last 20-plus years of my experience and my research as to where new clients come from in an accounting practice. i don’t think there are going to be too many shocks here.

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

what i’ve found is that 82 percent of all new clients in a given year who come into an accounting firm come in from a referral source. this may be a bank or a lawyer or some other source, perhaps an existing client, who has recommended that a particular business meet with your firm and come on board as a client.
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