today's features
pro member exclusive

use goodwill to maximize exit readiness 

portrait of randy fox
fox
 randy a. fox, cfp, aep is the founder of two hawks consulting llc. he is a nationally known wealth strategist, philanthropic estate planner, educator and speaker.

three steps to get you started.

by randy a. fox, cfp, aep 
the holistic guide to wealth management

for many of your clients who are successful entrepreneurs, their business represents 80 percent to 90 percent of the value of their estate.

more: an accountant’s role in exit planning | 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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while it seems like a large number on paper, it’s often illiquid, preventing the owner from enjoying the rewards of all their hard work. the lack of liquidity can also make owners reluctant to do the right kind of planning to maximize their “walk away” money post-sale.

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accounting influencers

brannon poe: pe drives prices–and change | accounting influencers

what forces are really driving firm sales—and what separates the sellable from the stagnant?

sponsored by “holistic guide to wealth management” by rory henry, cfp, bfa  – see today’s special offer

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accounting influencers
with rob brown

the great reshuffle in accounting is underway.

with three-quarters of the profession approaching retirement age and m&a activity reaching historic highs, many firm owners ask the same question: what’s my practice worth?

brannon poe, cpa, founder of poe group advisors, joins the accounting influencers to offer a rare, inside look at how deals are being made, what buyers are looking for, and how firm owners can prepare for a successful exit, whether it’s five weeks or five years away.

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featured video

phil whitman: no pe? no problem. stay fiercely independent | gear up for growth

can cpa firms still stay independent? yes—but only if they get serious.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
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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, host jean caragher sits down with industry powerhouse phil whitman—ceo of whitman transition advisors and founder of c-suite impact—to tackle one of the accounting profession’s biggest questions: can cpa firms still thrive independently in the age of private equity and nonstop m&a?

whitman’s answer? a firm “yes”—but only if leaders are willing to take bold, intentional action.

more gear up for growth

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. gear up for growth every friday here.

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here |

more 卡塔尔世界杯常规比赛时间 videos and podcasts here

with more than 25 years of experience in firm leadership, whitman offers two strategies and at least five more imperatives for firms to stay independent.

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accounting arc

what happens in vegas… gets reported on a tax return | arc

you can serve brothels, cannabis firms, and poker pros—just don’t cross the legal line.

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accounting arc
with liz mason and byron patrick
center for accounting transformation

accountants are often seen as the gatekeepers of financial integrity, but what happens when the client operates a strip club, sells cannabis, or works in legal sex work?

in the latest episode of accounting arc, liz mason, cpa, and byron patrick, cpa.citp, cgma, challenge the idea that “sin” industries are off-limits for ethical professionals. their message: legality, transparency, and harm reduction matter more than personal judgment.

more accounting arc: burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | resilience, real talk, and the road to mental wellness | blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service |

more arc: analysis, reaction, comedy

mason, founder and ceo of high rock accounting, has worked with legal sex workers and cannabis companies. she says she doesn’t shy away from these clients. “all companies have a right to good advice,” she says, stressing that ethical boundaries depend more on legality and transparency than personal judgment.

patrick, ceo of verifyiq and educator and co-founder of tb academy, echoes the sentiment. “is it legal, or is it not?” he asks. “that’s a pretty clear ethical line.”

but not all ethical questions are so simple. mason shares a cautionary tale about walking away from a fintech client offering predatory lease agreements. “it was all legal,” she says. “but it was abusive. and that crossed a line for me.”

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client accounting services

twelve things that kill your cas profits

clients cause some of the problems, but not all of them.

by hitendra patil
client accounting services: the definitive success guide

we discussed that you need to explain the why of your client accounting services pricing. a price is a measurable number. “value” of each of your cas component also needs to be reasonably measurable for your clients and prospects to understand the why. this is easier said than done, and you need to keep rewriting the value statements, testing them and revising them.

more by hitendra patil
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the best way to define the measurable value of each of your cas components is to state it from the client’s perspective, i.e., which business decisions the client can make based on the information/insight/intelligence you provide in a given cas component, and under which circumstances. then state the measurable impact of such business decisions. e.g., “on an average, we help our clients reduce money stuck in inventory by 11 percent, which in many cases results in lower overdraft interest costs by about 1.3 percent annually.” without the numbers in your value statements, clients can feel you are pitching marketing fluff.
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accounting influencers

turn conference season into career gold | accounting influencers

break down the strategy behind smart networking, brand building, and true roi at live events.

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

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accounting influencers
with rob brown

do you really know how to work a conference?

sure, you’ve been to plenty—shook hands, sat through sessions, grabbed some swag. but in an era when time, travel, and training budgets are tight, attending a conference without a strategy can cost you more than just money. it can cost you momentum.

in the latest episode of the accounting influencers podcast, host rob brown issues a wake-up call for accounting professionals: conferences are back, and they’re your best opportunity this year to build real influence—if you know how to do it right.

“are you prepared to waste time, money, and opportunities? or are you ready to maximize every ounce of value?” he challenges listeners.

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pricing, fees & billing rates

you can’t measure relationships in minutes

selling time is selling yourself short.

by jody padar
radical pricing – by the radical cpa

amazing things happen when you stop thinking about what you’re selling and focus on what clients are buying.

more by jody padar
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many of the things clients don’t value are compliance-related like:

  • tax returns
  • payroll
  • accounting services

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featured video

jennifer harrity: the business case for doing good: esg, b corp & real returns | move like this

“we don’t need a few companies doing everything perfectly, we need everyone doing something. that’s how real change happens.” 

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 卡塔尔世界杯常规比赛时间 pro membership  – see today’s special offer

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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, jennifer harrity, director of sustainability at sensiba, talks about how b corp certification and esg (environmental, social, and governance) frameworks are reshaping accounting firms from the inside out. originally sensiba’s head of marketing, jennifer pivoted to lead the firm’s sustainability efforts after spearheading its b corp certification in 2018. this move led to the creation of a full-fledged esg practice that now supports clients in areas ranging from greenhouse gas (ghg) reporting to impact assessments and fractional chief sustainability officer services. 

more move

harrity explains that b corp certification is a rigorous third-party process that measures a company’s environmental and social performance, governance, and accountability. for accounting firms like sensiba, it not only served as a differentiator but also proved to be a powerful talent magnet. students and experienced professionals increasingly seek out values-aligned workplaces, and the b corp logo on a recruiting booth helped sensiba stand out, even against big four competitors. she emphasizes that the certification aligns naturally with many of the profession’s existing values, such as a commitment to employee well-being and community engagement. 

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2022年世界杯抽签

new survey of 600+ main street accountants reveals steep drop in optimism for smb clients

the avalara accountants confidence report shows 64 percent of trusted advisors bracing clients for economic downturn, and urging cash preservation, debt reduction, and rapid intelligent technology adoption

avalara, inc., a leader in modern tax compliance automation, released the 2025 avalara accountants confidence report, revealing a marked decline in optimism among u.s. accountants advising small and mid-sized businesses.

based on a 卡塔尔世界杯常规比赛时间 survey of 623 accounting professionals, the report offers a unique view into the economic outlook, operational pain points, and forward strategies of nearly 158,000 small and midsized business clients, filtered through the trusted advisors who know their finances best.

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pay & compensation

struggling to keep up with market salaries?

portrait of dominic piscopo
piscopo

three common misconceptions and how you can compete.

by dominic piscopo, cpa
founder of big 4 transparency and
host of the big 4 transparency podcast

i can’t tell you how many firm owners complain to me about the talent shortage and how it’s holding back their growth. in truth, plenty of talent exists. it just may not be out there at the prices you’re willing to pay.

more: tax and accounting wages hit record highs | panel: radical changes coming in pay and ai | accounting influencers
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when firms come to us to source an open position, they usually share a job description that looks solid. but when we get to the salary range they have in mind, it’s often way below what’s being paid in today’s market. that’s usually why they’re not generating as many good candidates as they hope.
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pro member exclusive

how automation fails accountants

creates more work, not less.

by 卡塔尔世界杯常规比赛时间 research

automation in accounting is supposed to cut costs and boost productivity. but for many firms, it’s doing the opposite.

more in tech

some 43 percent of accounting firm professionals say technology is increasing manual work rather than reducing it. and 34 percent say they are underutilizing the features of the tools they’ve already implemented, according to a new survey of 400 u.s. cpas.

the lesson is clear: automation is not a silver bullet. to deliver real return, it requires planning, processes and people working in sync. the pressure is growing. as the talent shortage persists and margin pressures rise, firms can no longer afford half-measures on technology.

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featured video

mcclelland and telka: rewrite the rules | the disruptors

representation isn’t symbolic. it’s essential for the profession’s future.

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 卡塔尔世界杯常规比赛时间 pro membership  – see today’s special offer

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the disruptors
with liz farr

accounting pros nancy mcclelland, cpa, and questian telka, ea, are pulling back the curtain on what it really means to be a woman in the accounting world—with all the messy, maddening, and motivating moments that come with it.

their new podcast, she counts, is more than just a talk show—it’s a movement. aimed at ending the isolation so many women in accounting face, the show tackles taboo topics, ugly truths, and everything in between.

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

more streaming: 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 | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients

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

“we want to bring into the open those unspoken questions and challenges that women in accounting face every freaking day,” says mcclelland.

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charts & graphs

tax and accounting wages hit record highs

outpacing pricing power and inflation.

so far this year, hourly wages are up by $2.52 year over year.

 

by 卡塔尔世界杯常规比赛时间 research

average hourly earnings in the tax and accounting sector are surging at a 6.1 percent year-over-year rate – faster than the overall inflation rate and outpacing price growth, setting up a new squeeze on profit margins.

more in pay and comp | dominic piscopo: clear pay=bargaining power | kristen rampe: accountability and simplicity in partner comp drive success | show us the money! accountants are making more

the $43.73-an-hour wage rate marks a new record, and the fourth straight month of historic highs for pay in accounting, tax preparation, bookkeeping and payroll services. since january, hourly wages have jumped by $2.52.

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