today's features

jina etienne: practice fearless inclusion

accounting is what we do. it is not who we are.

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jina etienne wants accountants to stop hiding behind our green eyeshades and all the stereotypes we share as cpas. she practices “fearless inclusion,” which is the freedom to be yourself and to create the space for others to do the same.

more podcasts and videos: heather satterley: you’ve got to meet people where they are | bill penczak: stop forcing smart people to do stupid worksandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right pricesmarie green: your bad apples are ruining youmegan genest tarnow: hire for curiosity rather than complianceclayton oates: one way to keep clients for liferandy crabtree: follow these three rules to keep employees happyerik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshiftjennifer wilson: empower young workers to build the firm everyone lovesmike whitmire: re-think your hiring and training practiceshector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be freeprivate equity explodes in u.k. | brannon poe: the status quo must go  | accounting nerds, unlock your super powers  | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinsonwhen financial statements go extinct with corey schmidtcan geraldine carter save accountants from themselves?re-inventing accounting with tyler anderson

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“inclusion happens because of how i show up and the space i make for others,” etienne said. she added that the fearless part means we need to be brave and bold while also interacting with others thoughtfully. when we show our personalities and our humanity, “that fixes a lot of things, actually,” she explained.

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disturb the present to improve the future

eight excited office workers around conference table

five suggestions to help you compete.

by marc rosenberg
the rosenberg practice management library

to thrive in today’s tough and fast-changing market, accounting firms must become more agile and adaptable than ever before. but what are the characteristics of an agile, adaptable, quick-learning cpa firm? and how do you get that way?

more: new partners must be impact players | why partners can’t shirk performance reviews | what firms should address in partner agreements | 11 best practices for partner compensation | why buying into a firm is such a great investment | the business side of cpa firms | it shouldn’t take so long to make partner | three types of skills you need to become a partner
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my initial, somewhat amusing (probably just to me) thought was the credo for little league umpires (who in many communities are 14-18 years old):

be mobile.

be assertive.

be loud.

it may have more relevance to what follows than either of us might initially think.

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how to fight feeling overwhelmed

overwhelmed businessman covered in sticky notes

five ways to turn a tough day into a great one.

by sandi leyva
the complete guide to marketing for tax & accounting firms

the exact solution to managing your “overwhelm” level will depend on what the source of your overwhelm is. you can also be suffering from more than one source of overwhelm.

more: the art of prompt engineering for accountants | grow your revenue with three marketing strategies | what can chatgpt do for accounting professionals? | generative ai: should you avoid it or adopt it? | want better clients? here’s how | four ways small firms can beat large ones
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here are five tips to help you manage the most common sources of overwhelm.

1. find support.

is your overwhelm related to your packed schedule?
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would you buy your own services?

don’t expect potential clients to if you don’t know what sets you apart.

by steven e. sacks, cpa, cgma, abc

do you ever wonder why after spending many hours on drafting, editing, proofing, and polishing—and proofing and polishing just once more—your engagement proposal efforts did not result in winning the engagement? and if this happens on a semi-regular basis, the frustration is never easier to take.

more steve sacks: how do you value your most important asset?how to build a winning proposal | six ways to fix your firm agreement | the great resignation or a reshuffling? | listen to learn | build the framework to a solution with five answers | try for success, not a win
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you may have the requisite knowledge, experience, and perhaps even a broad view based on a diverse set of clients. however, you may have become complacent by maintaining a “cookie-cutter” approach to developing your proposals. like the old joke defining a consultant: “a person who takes off your watch, tells you the time, and gives the watch back to you,” implies an approach that you believe is best for your potential client, yet reflects no understanding of what the client actually needs.

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bissett bullet: relationship building

today’s bissett bullet: “if we’re on dragon’s den, we ‘pitch.’ if we’re an accountant meeting with new potential clients, we build a relationship.”

by martin bissett

never fall into the trap that we are pitching for new work or that we should have a “spiel” of any kind. this is not a junior sales opportunity. the relationship that a business owner has with their accounting professional is known as the most trustedand as a result of that it should be treated with due reverence in each meeting scenario. even when you are in a beauty paradesituation, you are not pitching for the business, you are building relationships. make sure that your language reflects that.

today’s to-do:

review the last meeting you had with a prospective client. if you were on their side of the table, were they being pitched to or were they having a relationship built with them?

see more bissett bullets here

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