today's features

bissett bullet: find common ground

today’s bissett bullet: “when it comes to meeting with a prospective client for the first time, there is only one way to approach the conversation. as a fellow business owner and human being.”

by martin bissett

your prospect is a business owner, just like you. they have cash flow problems and sleepless nights and clients to service, just like you. this meeting with them is, after all, simply a human interaction between two people. so, be you. be sincere, be genuine, be empathetic. if you are interested in them and aim to serve them, not to sell to them, then that will resonate and they will reciprocate by opening up and giving you the information you need to find the right solution for their business.

today’s to-do:

prepare a more informal agenda for your next meeting. have questions that you know you need to ask and the means to record the answers to those questions but remember that a more natural, relaxed interaction will build better rapport.

see more bissett bullets here

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students redefine “career readiness” | arc – slc

…and it has less to do with technical skills than firms expect.

sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

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accounting arc – student-led conversations
with arpan grewal and harshita multani
center for accounting transformation

build a 7-figure firm in just 4 hours a week!

as the accounting profession continues to grapple with talent shortages, shifting expectations, and generational change, one podcast is addressing those challenges from a rarely centered perspective: students themselves.

in an end-of-year episode of student-led conversations, hosts arpan grewal and harshita multani reflect on a year of interviews alongside donny shimamoto, cpa.citp, cgma, founder and inspiration architect of the center for accounting transformation. the episode serves as both a retrospective and a case study of what happens when students are entrusted with real platforms and real responsibility.

more accounting arc: downgraded: what the doe said about accounting | savage: using your license as a megaphonebaker: interpreting pricing psychologydon’t get fired by your own automation | what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape usgen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure

the idea for student-led conversations emerged after grewal appeared on an episode of accounting arc, where she interviewed seasoned professionals about their careers. what surprised her most was not the technical content, but the personal stories.

“i realized accounting isn’t just about numbers,” grewal says during the episode. “it’s about people.”

that realization became the foundation for a student-hosted series that explores career paths, mental health, failure, advocacy, and professional identity — topics often absent from traditional recruiting or classroom discussions.

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the three-step formula for setting your monthly fee

hand moving triangle along beam to indicate balance between price and value

how to create price packages.

by jody padar
radical pricing – by the radical cpa

packages are the first step toward productizing your services. your packages define your services as discrete offerings with defined parameters around what they include and what’s excluded.

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

the secret sauce to creating a fixed price package with a value add consists of combining several variables:

deliverables + client persona = well-priced packages

client-specific price point + market price point = well-priced packages

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the four steps of the personal marketing process

remember we’re in a service business.

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

most new business comes about because of personal marketing efforts. there is a process that your personal marketing efforts need to follow.

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

 

in fact, the only way you will get different results is to change your current marketing process. let’s look at the four steps in the personal marketing process. read more →

five simple controls to prevent fraud

businessman holding up magnifying glass

strengthen your processes and your deterrence.

by ed mendlowitz
77 ways to wow!

i’ve talked about fraud in not-for-profits, but it is also a serious issue for business firms. here are some cash fraud scenarios and prevention techniques that can apply to all types of organizations.

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

scenario: one employee who is responsible for, or has access to, the handling, recording and mailing of cash disbursements creates a non-existing vendor who sends the company invoices, which are paid.
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