today's features
advisory & consulting

why offer three service levels?

hand drawing a rainbow-colored 3

you still can add on other services.

by jody padar
radical pricing – by the radical cpa

a tiered service offering should provide your clients with three options. according to experts in mindset and pricing, if you provide three options, people will usually choose the one in the middle. that’s the one you are aiming for them to buy.

also, don’t forget that people buy the payment, not the car. there’s an entire mentality around monthly pricing. if you tell a client it’s a $24,000 engagement, they will balk. they would rather pay $2,000 a month than the full amount all at once. of course, some clients will offer to give you the full engagement amount up front if the price is discounted. from a cash flow perspective, you can offer a small discount if a client is willing to pay this way.

creating your service packages is not a one-size-fits-all activity. there should be different tiered service options for each client persona. it is also important for clients to know that they can upgrade or downgrade their service level when needed.
read more →

advisory & consulting

the details of due diligence

do you have everyone you need on your team?

by ed mendlowitz
77 ways to wow!

in 2012, hewlett-packard announced an $8.8 billion deduction claiming that they overpaid for an acquisition because of the failure of many other people who were responsible for due diligence. i don’t know many of the details, but it seems that someone screwed up big-time.

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

due diligence is an essential activity in an acquisition that involves confirming the representations made by the seller, evaluating the strategic fit and terms and conditions of the deal and validating financial, legal, operational and technological aspects of the transaction. keen due diligence can even help determine the final price.
read more →

client service opportunities

gallegos: hr1 is signed; the advisory clock is ticking | big 4 transparency

break down the new law, the unanswered questions, and why waiting for certainty is a strategic mistake.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. 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 free gits, exclusive access, and more! get more! go pro! 
.

big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

what does it take to turn dense tax law into business wins? in this episode of the big 4 transparency, host dominic piscopo sits down with mark gallegos, tax partner at porte brown, to explore how a self-described “tax geek” became an eminence engine by teaching, writing, and speaking across the country while translating the new hr1 legislation into clear moves for clients. 

more dominic piscopo | more private equity | more pay & compensation

gallegos serves on the aicpa strategic tax reform advisory group (“strike force”), where volunteer experts parse bills, surface practitioner pain points, and help shape the letters and asks that go to treasury, irs, and capitol hill. that inside track, pressure-testing interpretations with national peers, feeds his day job: delivering 50,000-foot explanations that prompt the most valuable question in professional services: “what should we do next?” 

gallegos and piscopo dive into hr1’s planning levers. 

read more →

outlook & analysis

ten predictions: pe, alternate practice structures and more

every year, the 2025 rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country: how do you think the next 12 months will unfold? trends? predictions? other thoughts? also, how would you assess the last 12 months? trends? observations? struggles?

valuations have changed … and risen.

by phil whitman
 the rosenberg survey

while many trends will continue, here are my top 10 predictions:

  1. traditional m&a activity, cpa firm to cpa firm, will continue to be very robust.

not all cpa firms will qualify for investment by private equity and other strategic investors. as such, firms will combine for a variety of reasons including: succession and transitions, increasing profitability and gross revenues, expansion of service offerings, expansion of geographic coverage as well as adding additional depth and breadth in existing service lines.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.

  1. valuations of cpa firms will increase as private equity creates bidding wars between each other. we have already seen demand of cpa firms of certain sizes exceeding supply. as such, we believe that even the larger private equity-backed firms will see acquisitions of smaller firms as not only lucrative additions but significantly more supply. approximately 10,000 +\- firms with two or more partners that are members of the aicpa. many of these smaller firms are very profitable and have been seeing multiples of two to three times gross revenues.

read more →

mergers & acquisitions

twelve benefits of merging up

man and woman high-fiving each other in office

plus 16 reasons it causes anxiety.

by marc rosenberg
cpa firm mergers: your complete guide

while selling to a larger firm may ultimately be the most viable succession plan available to a small firm, the prospect of the merger creates a great deal of anxiety among small firms nonetheless. the larger firm’s sensitivity to these concerns is critical for a successful meeting of the minds during the negotiation phase.

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

why small firms are so anxious about merging up

  1. loss of control, loss of control and loss of control
  2. loss of their job or a substantial reduction in their role. it’s possible that some of the smaller firm’s partners may not be invited to be partners in the new firm.

read more →