today's features
advisory & consulting

how to craft the best kpis

businessman smiling while looking at tablet

how will the data be used?

by ed mendlowitz
77 ways to wow!

key performance indicators (kpis) are shortcuts and tools to give managers a quick grasp of essential activities enabling greater control. whether a manager runs a business, not-for-profit, governmental unit, department or a small group, kpis can help the manager be more effective, achieve goals and better serve customers, stakeholders or others relying on the organization.

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

managers need to develop the kpis that will help them the most. this development should be based on what they are doing now (with some tweaking) so they get four or five numbers daily that will not take more than three minutes to absorb, assess and activate changes, if necessary. transparency and sharing the kpis will also draw team members into the process.
read more →

featured video

bailey: communicate culture with clarity| move like this

as language evolves, clarity and authenticity are more important than ever.

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, host bonnie buol ruszczyk welcomes cass bailey, ceo of slice communications, for an insightful discussion on how firms—especially those in professional services—can effectively communicate their organizational values in a way that resonates in today’s polarized environment. with deep experience in public relations, crisis management, and employee communication, bailey offers guidance for navigating sensitive topics while maintaining alignment between internal culture and external brand.

more move

bailey opens the conversation by sharing slice communications’ journey from a traditional pr firm into a strategic communications agency. today, her team helps businesses manage both their public reputation and internal messaging, especially when facing scrutiny around workforce practices and company culture.
read more →

featured video

yoss: spot–and stop–fraud early | quick tech talks

don’t be the next victim. 

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, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

 

quick tech talk
with steve yoss
cpe today

occupational fraud remains one of the most pervasive and costly threats to organizations worldwide—and many companies may be underestimating the risk. a recent quick tech talks episode delves into key findings from the association of certified fraud examiners’ (acfe) 2024 report to the nations, uncovering the mechanics behind the world’s most common types of fraud and the staggering financial toll they exact.

more steve yoss here

the numbers are alarming: occupational fraud is responsible for losses equaling up to 7% of global gdp, or more than $5 trillion annually, according to the acfe. these crimes don’t just target large corporations—they impact businesses of all sizes and sectors. in this episode, listeners are guided through the three major categories of occupational fraud—asset misappropriation, financial statement fraud, and corruption—and shown how each can quietly undermine an organization’s integrity and profitability.

read more →

pro member exclusive

nineteen thoughts on recruiting cpa firm staff

two businesswomen seated across desk from each other

plus six training and 11 leadership development best practices.

by marc rosenberg
the rosenberg practice management library

“treat people as they are, and they will remain as they are. treat people as they can be and should be and they will become as they can and should be.” – goethe

“you see, really and truly, apart from the things anyone can pick up, such as dressing and the proper way of speaking and so on, the difference between a lady and a flower girl is not how she behaves, but how she’s treated. i shall always be a flower girl to professor higgins because he always treats me as a flower girl. but i know i can be a lady to you, colonel pickering, because you always treat me as a lady and always will.” – eliza doolittle in “my fair lady”

there are three big keys to cpa firm success. the first two keys are:

  1. strong firm management and leadership. management, which includes the entire management team, makes everything important in a cpa firm work, from having a great staff, great clients, growth, profitability, partner productivity and accountability, strategy, succession planning and more.
  1. attracting new clients, retaining them, helping them grow and providing world-class service.

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

 

the third key is the focus of this article: staff.
read more →

management

is the next generation ready to take over your firm?

group of four young professionals

three business development tasks to help prepare them.

by martin bissett
business development on a budget

if you are a partner in your firm, you may already have asked yourself the all-important question: how can i successfully retire and have someone else take over the firm?

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

the partner who has a satisfactory answer to that question is the one who is committed not only to developing business and building the firm on a regular basis, but also to developing and preparing the next generation of professionals in the firm.
read more →

featured video

kapilovich: treat people like people | the disruptors

accounting must abandon toxic traditions, prioritize people over profits, and rebuild its mentoring culture—or risk losing the next generation entirely.

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

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 disruptors
with liz farr

yuri kapilovich didn’t set out to become #thefuncpa. it started as a casual hashtag when he shared photos from buses and bikes, but it stuck—especially after a networking event where attendees misread his booth sign and started calling him “the funk pa.” the nickname became a brand, but it also reflects his deeper mission: bringing humanity and humor back to a profession that’s burning out its best talent.

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

more streaming: 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.

kapilovich, founder of kapilovich & associates, believes the root of accounting’s talent shortage is simple: misplaced priorities. “we, as a profession—especially in the larger firms—have lost sight of the fact that the number one asset we have is our people,” he says. “it’s not the clients.”

read more →

audit & assurance

it’s time for a new cpa career track

older woman showing young woman something on office computer screen

how are you assessing your team?

by alan anderson, cpa
transforming audit for the future

i’m fortunate to have two great former auditors working with me in accountability plus – my son tyler anderson and corey schmidt, who met working together as auditors. but that firm – like most firms – was focused on total hours worked and realization rates, and had no tracks for auditors who didn’t fit in the normal staff to senior to supervisor to manager to partner progression.

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

 

as corey told me, “tyler and i were good with workflow management and managing processes, and that’s what our firm should have had us focus on.” corey demonstrated that when he was assigned the employee benefit plan practice at that firm, and through his leadership, improved fee realization from 60 percent to 100 percent.

read more →

featured video

nicholson, fox: exit planning and the psychology of letting go | holistic guide to wealth management

“no one wants to leave the irs more than they have to.”

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

 

by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

an estimated 10 to 12 million boomer-owned businesses are expected to transition over the next decade. that’s a massive wave of planning, liquidity events, and legacy questions. yet experts say most owners don’t engage advisors until they’re well into the deal process.

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

“by the time they come to us, they’ve often already signed a letter of intent,” laments randy a. fox, cfp, aep, founder of two hawks family office services, on a recent panel discussion for contributors to my new book, holistic guide to wealth management. “that shuts the door on a lot of the strategies that could have helped them keep more of what they built,” fox added. 

fellow contributor and panel discussion guest christine nicholson, author, business consultant, and exit planning specialist, has worked with hundreds of owners. she sees the same distorted view of reality cloud their thinking — owners mistakenly assume their kids will take over and believe their business is worth far more than it really is. read more →

accounting influencers

how accounting leaders build influence without a big four resume | accounting influencers

…and the 8 emerging leadership paths that can help you rise to the top…


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.

accounting influencers
with rob brown

in the world of accounting, influence is no longer the exclusive domain of big four alumni or ivy league pedigrees. each december, accounting today releases its top 100 most influential people list, highlighting leaders who shape the profession. the surprising truth behind many of these selections? over 70% started from modest beginnings, without elite credentials, but with a clear strategy for building career capital.

in a recent episode of the accounting influencers podcast, host rob brown delves into the evolving landscape of leadership in accounting. “this isn’t about popularity or vanity metrics,” brown says. “it’s about curating influence—the kind that drives innovation, fosters relevance, and moves the profession forward.”

read more →

pro member exclusive

priority no. 1: your mental and physical health

henry
 rory henry, a behavioral financial advisor, is the director at arrowroot family office and co-founder of afo wealth management forward. he has created a program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practice.

read this before you start adding new service offerings to your practice.

by rory henry
the holistic guide to wealth management

most of you reading this article are highly motivated, highly disciplined individuals with a keen eye for detail and incredible dedication to your clients. i’m sure many of you are thinking about ways to squeeze even more productivity out of your day so you can find time to incorporate financial advisory services into your thriving practice.

more: build stronger financial futures with health care planning | 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.

 

we all know about the burnout epidemic plaguing the accounting profession, and it’s not just a mental health issue. before you start burning the candle at both ends, please review the cautionary tales of highly accomplished cpas and entrepreneurs below who’ve had to make significant recalibrations to their lives when their health ultimately failed them.
read more →

growth strategies

hiring strategies for your dream team

woman and man shaking hands across a desk

who do you bring on first?

by jackie meyer

“a team is not a group of people who work together. a team is a group of people who trust each other.” – simon sinek, “start with why”

building a successful advisory practice isn’t a solo endeavor. yes, you might start as a one-person shop, but to truly scale your business, reclaim your time, and achieve the balanced millionaire lifestyle, you’ll eventually need a strong, capable team. otherwise there’s a cap, or ceiling, on your revenue generation while you also burn all of your time.

more: 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.

 

this article focuses on the critical process of hiring a team that aligns with your vision and values. we’ll explore how to identify what roles to hire for, craft compelling job descriptions to attract the right talent and conduct effective interviews to vet candidates.
read more →

client accounting services

how to get cas clients to blow your horn

burst of color emerging from trumpet bell

including templates you can use today.

by hitendra patil
client accounting services: the definitive success guide

to expand and grow your client accounting services practice, you need a steady stream of new prospects. while referrals have been accountants’ #1 source of getting new clients, this method gives no predictability and control to accountants on which types of prospects come in their doors. you need the ability to attract cas-fit clients continuously. hence, your lead generation process needs to be adjusted accordingly.

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.

the accounting profession’s largest cas survey revealed that along with the firm’s website, “proactively seek referrals” is the top marketing method for firms to get new cas clients. how do you proactively seek referrals without waiting for them?
read more →