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today's features

johnson, lohrfink: estate planning’s the next frontier | holistic guide to wealth management

technology streamlines the process, but strong communication builds the needed relationships.

ten topics for news releases | listicle

by 卡塔尔世界杯常规比赛时间 research

a news release is a short article you can send to newspapers, radio stations, podcasters and other media. it announces something new about your firm or provides the basic information a reporter needs to start writing an article.

more listicles here

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sometimes a newspaper will run the release just as written, especially if you tell them it’s exclusive to that organization. here are 10 topics you can write about.

advisory & consulting

how behavioral finance works

what does money mean to the client?

by rory henry
the holistic guide to wealth management

i decided to call my book “the holistic guide to wealth management” because leveraging a suite of financial services offerings that work in harmony with each other is a powerful business model that can transform your firm. the transformative power of this model, however, is based on the human side of the advice we provide clients and how we can improve their lives. it’s about shifting the conversation from integrating and delivering services to clients to gaining a deep understanding of a client’s values and what gives them a sense of well-being.

more: manage change through a pact | priority no. 1: your mental and physical health | trust is the primary ingredient | how to prepare your clients’ kids for their inheritance | annuities and insurance growing more attractive | quantifying the value of an advisor | raise your rates to change your clientele | how wealthtech is reshaping the future of holistic advice | profile of a modern firm: putting the vision into practice | tsunami of m&a, pe is disrupting the accounting profession | introducing you to a fulfilling return on relationships
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what is behavioral finance?

the corporate finance institute defines behavioral finance as “the study of the influence of psychology on the behavior of investors, as well as on financial analysts.” dr. daniel crosby, chief behavioral officer at orion, and author of best sellers “the behavioral investor” and “the laws of wealth: psychology and the secret to investing success,” takes it a step further.
read more →

accounting influencers

change=hard. obsolescence=worse. | accounting influencers

turn disruption into opportunity and lead with confidence.

sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more! go pro! – see today’s special offer

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accounting influencers
with rob brown

as disruption reshapes the accounting profession, a harsh reality is emerging: the vast majority of firms are not keeping pace. in this episode of accounting influencers, host rob brown warns that more than 70% of accountants globally are unprepared for the seismic changes sweeping through the industry, from ai and automation to evolving client expectations and a volatile talent marketplace.

“disruption isn’t coming. it’s already here,” brown says. “those who don’t make the shift in time are going to get left behind—plain and simple.”

more accounting influencers with rob brown

the show explores how outdated processes, resistance to change, and lagging leadership development are putting firms at risk. leaders can no longer afford to rely solely on technical skills. today’s environment demands influence, adaptability, and a willingness to tackle uncomfortable change head-on.

advisory & consulting

most tax and accounting firms are relying on pay raises in a losing battle for talent

hiring in the management consulting sector slows, but remains positive. tax & accounting sector shrinks workforce.

by 卡塔尔世界杯常规比赛时间 research

the professional services industry is accelerating a quiet but consequential reshaping toward higher-end advisory services and away from low-end compliance work.

ask 卡塔尔世界杯常规比赛时间 a.i.: where do accountants go when they quit?

more in staffing & recruiting | higher wages, fewer jobs: a new era for cpa staffing | what career advice gets wrong for gen z—and how to fix it | struggling to keep up with market salaries? | tax and accounting wages hit record highs | bonnie buol ruszczyk: the quiet crisis in accounting – losing people we need most | nineteen thoughts on recruiting cpa firm staff

consulting firms have added more than 27,000 jobs over the past 12 months, pushing total headcount to 1.56 million. in contrast, the accounting, bookkeeping, and payroll sector remains stuck near 1.155 million employees, a plateau that has persisted for much of the past three years, according to a new analysis by 卡塔尔世界杯常规比赛时间 research.

advisory & consulting

build a cas practice that works | it’s not just the numbers

the debut episode reveals why half-built cas divisions fail and what to do instead – plus 12 key takeaways!

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

by penny breslin and damien greathead – see today’s special offer

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it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间

get peace of mind with the right policy, technology, and strategy at an affordable price.

in the inaugural episode of it’s not just the numbers, hosts penny breslin and damien greathead deliver a candid, experience-driven conversation aimed at accounting and bookkeeping firm owners seeking to move beyond compliance work and grow successful client accounting and advisory services (cas) practices.

more penny breslin and damien greathead
more advisory & consulting
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the duo, who have worked together for over two decades, including hosting one of the first cas workshops in 2013, are well-known voices in the evolution of cloud-based accounting and outsourced advisory services. their show—named after their 2019 book—digs into the practical, strategic, and often messy realities of transitioning to advisory work. and for breslin and greathead, the key message is clear: building a sustainable cas practice starts with intentionality.

pricing, fees & billing rates

how client data comes in is critical

standardization starts here.

by jody padar
radical pricing – by the radical cpa

why is mcdonald’s easy to price and why is their product so consistent no matter where in the world you are? you know that if you get a big mac in chicago or one in new york, it will taste and cost the same. this is because of standardization, and you shouldn’t underestimate the role digitized data plays in maintaining this consistency.

more by jody padar
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your firm can standardize and price just like mcdonald’s does, if you have the right tech infrastructure, in addition to standards related to both clients and workflow.
read more →

client accounting services

cas prospects want proof? you’ve got that

track your sales success and your existing clients can help.

by hitendra patil
client accounting services: the definitive success guide

as you hone your sales discovery process, you will see that asking and telling is not enough. you need to “show” as well.

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

what you show during the discovery discussion are your client accounting services sales collaterals. they are the “proofs” that you actually do what you say. these collaterals answer the often-unexpressed question in the prospect’s mind “what will i get?” for your cas sales process, the following are some examples of the sales collaterals:
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growth strategies

how to bring core values into your accounting firm

plus eight tips for hiring and growing a team.

by jackie meyer

we’ve touched on core values quite a bit, and for good reason: they are the north star for your firm’s culture and decision-making. especially as you hire, incorporating core values into your team practices ensures you don’t lose the essence of what makes your firm special. let’s delve a little deeper into identifying and integrating those values with your team.

more: ten key guidelines for accounting staff | hiring strategies for your dream team | streamline your operations with systems and processes | from compliance to advisory: shifting the value proposition | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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if you haven’t formally defined five to seven core values for your practice yet, now’s the time. this isn’t just corporate fluff – done right, it’s a strategic compass. some tips to pin them down:

reflect on your beliefs: think about the principles most important to you in how you conduct business and life. is it integrity? family? innovation? helping others? these are usually one-word or short-phrase concepts that resonate deeply.

leadership

is your firm culture an asset or a liability?

leadership must drive it.

by anthony zecca
leading from the edge

“culture is like the wind. it is invisible; yet its effect can be seen and felt.” – bryan walker, partner and managing director, ideo

edge leaders are magnificent creators and stewards of a winning culture. i use the concept of “creating” because, regardless of what process is used to develop the culture of the firm, it is the firm leader who either gives life to it or modifies it through action and communication.

more by anthony zecca
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edge leaders reflect the firm culture in all their actions, and they focus on ensuring that the firm’s performance is achieved within the culture and roadmap (strategy) that creates a standout, high-performing firm.
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bissett bullet: objections are opportunities

today’s bissett bullet: “if a prospective client objects to something in our proposal, that’s exciting. objections show that they care and are considering using us.”

by martin bissett

let’s redefine terms. let’s say that an objection being raised is actually better phrased as a concern being raised, and that we are in the business of resolving concerns to the satisfaction of the potential client.

when viewed in those terms, objections do not seem so scary. we can return to the true job of talking with another professional (in the form of our prospective client) to reach an agreement as to whether we should work together or not.

accounting arc

speak. fly. repeat: the jet-set life of leaders | arc

find your voice and share it on stage.

johnson, lohrfink: estate planning’s the next frontier | holistic guide to wealth management

sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more! go pro! – 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

get peace of mind with the right policy, technology, and strategy at an affordable price.