today's features
marketing & sales

grade prospects with these five questions

pipeline in shape of a dollar sign

make sure you have a pipeline, not just a list.

by martin bissett
business development on a budget

so you’ve done all the work to get yourself composed and prepared to go out and generate new opportunities, find new business and new clients. now what? how will you know who to contact for the first step?

answer: your pipeline.

more by martin bissett
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many partners think they have a pipeline, but they don’t. what they actually have is just a list of prospects they’ve

  • met with,
  • would like to meet with or
  • have worked with in the past.

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client accounting services

gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | the disruptors

applying entrepreneurial principles and embracing a culture of extraordinary service, this finance firm is breaking the mold.

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

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the disruptors
with liz farr

dan gertrudes doesn’t consider himself an accountant, though he admits, “i’m pretty good at it. i’ve taught it at brown university.” after more than a decade working in finance in large corporations, gertrudes began his journey as a firm owner via entrepreneurship through acquisition, or eta, when he bought a firm in 2014 from a retiring owner.  

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

more streaming: 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 | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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

gertrudes positions his firm, growthlab, as finance-as-a-service, which means his clients receive ongoing, highly scoped recurring work rather than project work. “we want to be an extension of your management team,” he explains. besides traditional bookkeeping, his firm provides the full spectrum of financial services: accounting, fp&a, tax, cfo services, and hr. in addition, he is also building strms as an ai automation agency.  

in contrast to many legacy firms, gertrudes operates his firm as a business. “they’re not businesses,” he says about traditional cpa firms. “there’s no engine… you need more than one engine to be a business.” 

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pro member exclusive

get partners to commit to a balanced scorecard

hands pointing toward business documents on desk

don’t waste your strategic planning.

by domenick j. esposito
8 steps to great

when an initial draft of the strategic plan has been agreed to by your initial strategy think tank, the next step requires you to expand the process to all the partners. this can be a very painful process, but it is a healthy one that must take place. it creates buy-in and will clarify who is on the bus and who isn’t.

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

lots of good things happen in this phase of the strategic plan.  a number of your partners, who may be questioning if this firm is the firm that they want to be part of as they build their careers, will begin to see that your merely good firm is trying to transform itself into a mid-market sustainable brand.
read more →

client service opportunities

business-owner tax incentives you might be overlooking

help entrepreneurial clients use government programs to lower tax bills while creating jobs and wealth.

by blake christian

as many cpas know, a wide variety of federal and state tax credits and other incentives are readily available but often overlooked by businesses and their tax advisors.

more: entity choice in light of estate and gift tax rules | 11 tax client questions for year-round billings
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while the vast majority of tax planning efforts are focused on the timing of taxable income and tax-deductible items (temporary or timing differences), there are literally hundreds of federal tax incentives (permanent differences) that encourage taxpayers to invest in certain equipment, hire certain types of employees, operate in certain regions or invest in certain industries. read more →

client accounting services

adjei: profit from irs representation | the concierge cpa

from big four consulting to fema volunteerism, adjei blends problem-solving, purpose, and proactive planning.

this is a preview. the complete 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/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

when hurricane harvey submerged his first office, houston-based cpa and tax advisor brandon adjei could have stepped back. instead, he leaned in, volunteering for months at fema disaster relief centers, helping storm victims navigate irs issues so they could access life-saving grants and loans. that work, originally meant to be temporary, became a catalyst for building a broader tax practice that now spans the u.s. and international clients.

more jackie meyer

on the concierge cpa, host jackie meyer sits down with adjei to unpack a career that has been anything but linear. from starting at enron just before its collapse, to big four m&a consulting, to founding multiple firms, adjei’s journey is rooted in adaptability, relationship-building, and a deep commitment to client advocacy.

read more →

accounting influencers

why p.e. is winning the talent wars | accounting influencers

pe-backed firms are luring top performers with faster promotions, equity stakes, and career paths that traditional firms rarely offer.

this is a preview. the complete 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

accounting influencers
with rob brown

private equity’s influence on the accounting profession is shaking up more than firm valuations — it is rewriting the rules for attracting and retaining talent. a staggering 70% of top performers at traditional firms say they would move to a pe-backed competitor right now if given the chance, according to new industry insights.

and it’s not just about bigger paychecks. private equity firms have zeroed in on what motivates high performers — opportunity, impact, and accelerated growth — and are building career models to match.

read more →

advisory & consulting

from services to experiences to transformations

illustration of the progression of economic value

every client interaction is an opportunity.

by rory henry
the holistic guide to wealth management

in tracing the trajectory of economic evolution, each phase represents a profound transformation, often driven by technological advancements. for instance, the industrial revolution transformed the u.s. from an agrarian economy to a manufacturing economy that created tangible assets (i.e., finished goods) out of raw materials. in recent decades, the u.s. went through a digital revolution, moving us from a manufacturing economy to a service-based economy that produces intangible assets.

more: how behavioral finance works | manage change through a pact | marketing strategies for wealth management services | an accountant’s role in exit planning | trust and estate planning is for clients of all ages | help clients manage and embrace investment risk | tax advisory services: a pathway to greater financial freedom | leverage ai to grow and protect revenue: six steps | four ways to provide wealth management in your accounting practice | what multiples mean to accounting firms | how wealth management has evolved | why now is the time for cpas to embrace wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

this shift was emblematic of a broader transition from making tangible goods to delivering intangible services. the service economy burgeoned, with a focus on delivering services, e.g., tax services, financial services and estate planning legal services.

now, we are in the midst of another paradigm shift. artificial intelligence (ai) is transforming us from a service economy to one based on providing the consumer with experiences and guiding them through life transformations. the ai era is not just about automating routine tasks, but fostering an environment in which we transcend traditional service delivery.
read more →

pricing, fees & billing rates

four approaches to billing

two women shaking hands across desk

do you know your break-even point?

by jody grunden
building the virtual cfo firm in the cloud

when i attend cpa conferences across the united states, i often hear from cpas: “i don’t want to bill for my time.”

so, how do you bill your clients?

more by jody grunden
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client billing can include hourly billing, but it can also include flat-fee, retainer-based and/or value-based billing. most people use one of these four methods. some use all of them or even a hybrid.
read more →

client accounting services

review your cas offerings

check the what, when and how.

by hitendra patil
client accounting services: the definitive success guide

why review your client accounting services offering periodically?

more by hitendra patil: the dna of advisory-cas | advisory is not consulting | what exactly is client advisory services? | review your cas offerings | cas prospects want proof? you’ve got that | what ai ceo’s warning means (and doesn’t) for accountants | ditch the sales pitch | how to get cas clients to blow your horn | four questions for choosing cas clients | what is your firm’s marketable value? | seven tips for cas marketing | twelve things that kill your cas profits
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

most accounting firms ultimately optimize their internal processes and resources that produce their services. the measurement of such optimization is the profitability of the firm. when firm owners/partners feel the pressure on profitability, it is natural for them to measure the factors that contribute to profitability, and the cost thereof.
read more →

audit & assurance

from zero to auditor in 3 days | gear up for growth

the immersive experience transforms recruiting from a guessing game into a hands-on, culture-rich audition.

this is a preview. the complete episode 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

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

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

in the latest episode of gear up for growth, powered by 卡塔尔世界杯常规比赛时间, jean caragher, president of capstone marketing, spoke with co-creators of jlk rosenberger llp’s innovative student recruitment program, audit 500, which combines real-world experience with relationship-building to deliver extraordinary results – and some unexpected emotional impact. 

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 gear up for growth | | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

originally created to address a gap between academic theory and audit practice, the audit 500 is a fast-paced, three-day simulation that gives accounting students a hands-on experience of what it’s like to be an auditor. from testing cash and fixed assets to engaging with a mock cfo, participants work side-by-side with the firm’s staff, simulating the dynamics of a true engagement team. 

“we get to evaluate students in a much more meaningful way than a traditional interview ever could,” said ani zadorian, partner at jlk rosenberger and co-creator of the program. “at the same time, they get to see our culture and decide if they see themselves growing here.”

read more →

featured video

costin, mason: next gen won’t compromise | move like this

prioritize belonging over optics.

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

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in this episode of move like this, bonnie buol ruszczyk speaks with dr. claire costin, cpa (university of portland), and dr. stephani mason, cpa (depaul university), two professors who are shaping the future of accounting education and research through their commitment to diversity, equity, and inclusion (dei). their insights reveal how today’s students are rethinking what it means to belong in the profession, and what employers must do to keep up. 

more move

dr. costin and dr. mason each bring rich, real-world experience to their roles as accounting educators. dr. costin’s background in nonprofit auditing informs her work at the university of portland, where she teaches everything from auditing to ethics. dr. mason began her career in a big four firm and spent many years in financial services before transitioning to academia at depaul university. while their career paths differ, both have shifted their research to focus on inequity, bias, and intersectionality in the accounting profession. one theme that emerged clearly in their conversation was that today’s students care deeply about inclusion, authenticity, and choosing employers who align with their values. 
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growth strategies

reclaim your hours with time management and productivity hacks

man filling in calendar using color-coded time blocks

plus how to leverage ai to help.

by jackie meyer

“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.

more: 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 | leverage technology for growth | streamline your operations with systems and processes | craft tiered service packages for maximum impact | master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | niche down to scale up | how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

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.
read more →