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advisory & consulting

intuit fires back with agentic ai after xero nabs melio

in an escalating arms race, the general ledger is the new gateway to advisory.

intuit’s agentic ai team: cdo srivastava, cto balazs, ceo goodarzi

by rick telberg
卡塔尔世界杯常规比赛时间 research
cornerstone report

just a day or two after xero shook the accounting world with its $3 billion acquisition of b2b payments platform melio, intuit is launching its strategic salvo: a new suite of generative ai agents built into quickbooks.

see xero buys melio for $3 billion in race for ‘the active gl’ | more tech and fintech | more artificial intelligence | more cornerstone reports, in-depth data-driven analysis and commentary

the agents promise to automate payment reminders, reconcile bank transactions, forecast cash flow, and even draft client emails — all without human intervention.

the initiative is pivotal in the escalating arms race among accounting tech giants to dominate the general ledger. the general ledger is no longer just a recordkeeper in this rapidly transforming space. it’s becoming the operating system for every small business financial decision — and the battleground on which legacy players and startups are staking their futures.

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client accounting services

what is your firm’s marketable value?

five ways to find out.

by hitendra patil
client accounting services: the definitive success guide

your firm’s value proposition is not what you say. it is what your clients and prospects perceive. perception is reality.

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.

here are some proven ways to identify your firm’s real marketable value.

  • ask your clients: it is not so easy to “be in the customers’ shoes.” you will be surprised how you can gain immense insights from your clients – about how they perceive and experience your service and how they feel; what they find of value and what they feel frustrated about. don’t guess, don’t assume, just ask them. it is easy to conduct customer surveys online (e.g., surveymonkey has a free version that allows you to collect 100 responses; google forms are also free to use). identify the most common positives and negatives that emerge from survey data to be able to improve your marketing and customer experience.

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featured video

anshul agrawal: gain a competitive edge through direct ownership offshoring | gear up for growth

get more control, greater flexibility, and a path to smarter growth.

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 this episode of gear up for growth, powered by 卡塔尔世界杯常规比赛时间, anshul agrawal, founder of june15 consulting, shares how direct ownership offshoring is helping cpa firms unlock long-term value and sharpen their competitive edge. 

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 gear up for growth

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

“direct ownership offshoring is no longer just for the top 100 firms,” agrawal explains. “whether you’re a solo practitioner or a mid-sized firm, the model gives you full control of your offshore team without the middlemen – and that changes everything.” 

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growth strategies

streamline your operations with systems and processes

woman drawing flowchart on a blackboard

onboarding, process mapping and more.

by jackie meyer

systems and processes are the unsung heroes of any successful business. they bring order to chaos, ensure consistency and free up your time to focus on high-value activities.

more: 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
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why systems and processes matter

 

first, you must build the foundation for a thriving advisory practice, define your vision, identify your ideal client, implement value-based pricing with the roi method, and explore the power of tiered service packages. then, you can focus on the backbone of a scalable practice: systems and processes.

without well-defined systems, even the best strategies will struggle to deliver consistent results and allow you the time freedom you crave.

here’s why they’re crucial for your advisory practice: read more →

2022年世界杯抽签

bissett bullet: don’t be different, be superior

today’s bissett bullet: “it’s good to be different and to stand out from the competition, especially in the age of social media, but differentiation in isolation can produce the wrong outputs.”

by martin bissett

being different isn’t about having a quirky website and it’s not about offering some strange experience when you arrive at the office. it’s about being different in a positive way, making a positive difference.

by and large, most accountants can competently deliver compliance. i often hear business owners say that they weren’t offered anything by the accountant and instead, they just auditioned for what they can’t get from their current accountant. that is because the conversation never moved away from compliance.

arriving at that meeting genuinely wanting to understand what the business owners are experiencing, the challenges they face and how you can solve those challenges for them will enable you to offer them something more. this makes you superior to their current accountant at that moment in time.

today’s to-do:

have you lost sight of this in your efforts to differentiate yourself? if you spent your last prospect meeting initiating conversations about compliance then you’re not there yet. in your next meeting, make a conscious effort to adopt a different approach.

see more bissett bullets here

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advisory & consulting

how to save $15.16 on every invoice

ross-tennenbaum-president-at-avalara-2025
tennenbaum

typical u.s. business could cut $1.1 billion in billing costs.

by 卡塔尔世界杯常规比赛时间 research

widespread adoption of e-invoicing across six major economies could generate $616 billion in annual economic gains, according to new research.

more tech and fintech | more avalara: experts call for industry overhaul | new survey of 600+ main street accountants reveals steep drop in optimism for smb clients

u.s. businesses save $15.16 per invoice, totaling $1.1 million in annual productivity per firm. the united states alone could net $116 billion, with small and midsize firms capturing $97 billion, or 83 percent, of that value, says the avalara and the centre for economics and business research study.

“e-invoicing isn’t just a compliance solution, it’s a growth engine,” says ross tennenbaum, avalara president.

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accounting arc

what career advice gets wrong for gen z—and how to fix it | arc

today’s students want more than titles. here’s how to respond.

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 arc
with arpan grewal and harshita multani
center for accounting transformation

accounting arc: student-led conversations isn’t just another student podcast—it’s a cross-generational wake-up call.

in this episode, business students arpan grewal and harshita multani, both interns for the center for accounting transformation, lead a powerful dialogue with texlin usher quinney, cpa, pmp, ph.d., and byron patrick, cpa.citp, cgma. their topic? the flawed premise of “finding your passion.”

more accounting arc: your identity is not a liability | what happens in vegas… gets reported on a tax return | 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 |

“my daughter thought her first job out of college had to be her passion,” explains patrick, ceo of verifyiq and co-founder and educator for tb academy. “but passion isn’t a one-time decision—it’s an evolution.”
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charts & graphs

xero buys melio for $3 billion in race for ‘the active gl’

cornerstone report: the new ai-powered war for the general ledger super-app

by rick telberg
卡塔尔世界杯常规比赛时间 research
cornerstone report

xero is betting up to $3 billion that the future of accounting is more than recordkeeping.

the new zealand-based cloud accounting firm is making its largest-ever acquisition: new york and tel aviv-based payments platform melio. the all-cash deal, valued at $2.5 billion with a potential $500 million earn-out, aims to supercharge xero’s push into the u.s. market by embedding b2b bill pay directly into its general ledger software. xero is raising $1.23 billion in equity to help fund the acquisition.

more tech and fintech | more cornerstone reports, in-depth data-driven analysis and commentary

by acquiring melio, xero is accelerating a profound evolution in the general ledger’s role—from static bookkeeper to real-time financial operator. for accounting firms and their small business clients, the shift could mean fewer keystrokes, faster closes, and new frontiers for advisory services. routine work—from data entry to expense classification—is increasingly automated. this frees up time but also demands new skills.

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pricing, fees & billing rates

value pricing boosts your employees

the emphasis shifts to their knowledge and experience.

by jody padar
radical pricing – by the radical cpa

do you think any of your staff studied accounting in college so that they could punch a time clock for the rest of their life? they value being professionals as much as you do. more than likely, they enjoy being valued for their knowledge and experience.

more by jody padar
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given the choice between being valued for their time or valued for their professional accomplishments, which do you think they’d prefer? valued employees are happy employees!
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featured video

angela oakley: right coaching fuels engagement | move like this

“when people see their strengths clearly for the first time, they feel seen, and that changes everything.”

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. get more. go pro.  – 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

at clark nuber, developing talent is more than a bullet point on a strategic plan; it’s woven into the fabric of how the firm operates. angela oakley, director of the firm’s talent advisor program, sits down with the move like this podcast to share how her team has successfully embedded the cliftonstrengths assessment into nearly every phase of the employee life cycle. from onboarding to performance conversations, strengths-based coaching has become a core tool for helping individuals grow and for building stronger, more connected teams.

more move

oakley describes how the initiative began in 2016, after one of the tax teams had already explored strengths to improve internal collaboration. that early success, along with a culture already committed to learning and people-first leadership, laid the foundation for broader adoption. with support from key influencers and her own certification in the assessment tool, oakley began integrating cliftonstrengths into the firm’s coaching framework, building buy-in organically, one conversation at a time. read more →

accounting influencers

embrace the machines | accounting influencers

forward-thinking firms transform disruption into dominance.

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accounting influencers
with rob brown

in a profession built on precision, trust, and timeless principles, a disruptive force has arrived—and it’s not just another regulation. it’s technology. automation, ai, and machine learning are redefining accounting at a rapid pace, sparking a pressing question: is technology a force for good, or the demise of accountants as we know them?

more accounting influencers with rob brown

in this episode of accounting influencers, host rob brown tackles this seismic shift head-on. with over 300,000 accountants having exited the profession since 2020—a 17% decline—brown cuts through the noise to examine whether accounting is facing an extinction event or a long-overdue evolution.

read more →

pro member exclusive

sixteen responsibilities of accounting partners

four people standing in office building and talking, two of them holding tablets

plus 15 aspects of teamwork.

by marc rosenberg
the rosenberg practice management library

“average players want to be left alone. good players want to be coached. great players want to be told the truth.” – doc rivers, nba basketball coach

“you can’t put in what god left out.” – terri mathes, former english professor at depaul university

more by marc rosenberg
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a common agenda item at partner retreats is the clarification of what it means to be a partner in the firm. i’m sure i’ve covered this a hundred or more times in one form or another. based on my work with firms, i am constantly revising and updating the material that follows.
read more →

featured video

erica goode: build a $200k firm in 15hrs/week | the disruptors

thrive with a lean schedule, happy clients, and a calm home life.

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
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

erica goode was exhausted and burned out as a corporate accountant and mom of two young children. “i could not figure out a sane way to operate a 50-hour work week and raise two kids and have a spouse who worked a 50-hour work week,” goode explains. “i don’t think there is a great way to do it. it does not leave a lot of margin to be a full-time working parent.”

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

more streaming: 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.

so she quit to become a full-time mom. however, she missed accounting.  so when the owner of the fitness studio where one of her children took tae kwon do classes asked for help, she said yes, even though she had never touched quickbooks before.

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