today's features
busy season management

does ai belong in tax practice?

burnett says maybe — if you know the rules.

by 卡塔尔世界杯常规比赛时间 research

generative ai is no longer optional for tax professionals—but neither is skepticism.

veteran tax attorney and educator bradley burnett is urging cpas and tax professionals to engage with ai now, warning that delay carries its own risk. don’t, he says, “get left behind at the train station,” he says.

live webinar: is ai fit for tax? with bradley burnett, mon, dec. 29. register | learn more

still, burnett is unequivocal that ai must be handled carefully. he cautions that tools like chatgpt amplify the user’s competence—or lack thereof. “chatgpt in the hands of someone without proper experience and training is like handing a loaded gun to a monkey,” burnett says, underscoring the professional liability risks of blind reliance. read more →

advisory & consulting

expertise turns suggestions into decisions

woman's hand pressing words "ask an expert"

the fourth requirement to make clients value your advice.

by hitendra patil
client accounting services: the definitive success guide

in advisory-cas, providing value to clients goes beyond the usual. it involves cultivating a thoughtful and ongoing relationship that’s founded in trust, credibility and tangible results/outcomes.

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

 

as we have learned so far, as an accountant, you must work diligently to provide advice that is not only timely but also relevant and usable. it’s an absolute must. after all, advice that arrives too late to be useful, does not fit the client’s unique situation, or is overly complicated to put into practice, simply isn’t effective, no matter how well-meaning it may be.

yet even when advice meets all these criteria, i.e., timeliness, relevance, and usability, there still remains a hidden pitfall that can quietly undermine its value.
read more →

pro member exclusive

true story: when the feds came knocking

three tech solutions for protecting client data.

by jody grunden
building the virtual cfo firm in the cloud

have you ever been contacted by the irs with the fbi involved? i can tell you from firsthand experience that it’s a bit alarming when that happens!

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

 

we were once contacted by the irs because they thought our server had been compromised. when the field officer who came to our office asked to see our server, we explained that we didn’t have a server.
read more →

featured video

grassi: how the hell did this happen? | gear up for growth

here’s what it takes to grow a cpa firm from zero to the top 100—without losing your soul.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | 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.
build a 7-figure firm in just 4 hours a week!
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

when lou grassi started his firm at age 24, he couldn’t afford to pay himself. there was no client base, no safety net, and no guarantee it would work.

more than four decades later, grassi is the 56th largest accounting firm in the u.s., with $146.5 million in revenue, seven offices, 58 partners, and more than 560 employees. and yet, as grassi tells host jean caragher on gear up for growth, the most important lessons from that journey have very little to do with size.

they have everything to do with intention.

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

in this conversation, grassi reflects on what it takes to build a firm that grows sustainably, treats people like owners, and stays independent in a profession reshaped by private equity, talent shortages, and rapid change.

read more →

growth strategies

make processes your superpower

woman drawing flowchart on a blackboard

priority codes, onboarding and more ways to standardize your operations.

by jackie meyer

systems and processes are the unsung heroes of any successful business. they bring order to chaos, ensure consistency and free up your time to focus on high-value activities.

more: maximize impact with tiered service packages | eight steps to roi pricing | shift your value proposition from compliance to advisory | how niches lead to growth | vision vs. mission, and why you need one | ten questions to check your entrepreneurship | more revenue in fewer hours
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

why systems and processes matter

first, you must build the foundation for a thriving advisory practice, define your vision, identify your ideal client, implement value-based pricing with the roi method, and explore the power of tiered service packages. then, you can focus on the backbone of a scalable practice: systems and processes.
read more →