today's features

the “lbd” of tech: simplicity & standardization still win | it’s not just the numbers

“if you don’t have accountability, you can never reach your ambition.” 

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it’s not just the numbers
with penny breslin and damien greathead

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if there’s one topic that never gets old in accounting, it’s technology. new apps promise smoother workflows, faster reconciliations, and smarter insights every year. yet, despite all the innovation, many firms still struggle with the same problem: too many tools, too little strategy. 

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in the latest episode of it’s not just the numbers, hosts penny breslin and damien greathead revisit a metaphor that’s as timeless as it is practical, the “little black dress” of technology. the conversation digs into what every firm owner should understand about building a tech stack that actually fits their ambition, not just their app wish list. 

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5 ways accounting pros turn events into real roi | accounting influencers

turn networking, sessions, and follow-up into measurable outcomes—not just time out of the office.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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accounting influencers
with rob brown

seventy-six percent of professionals believe in-person conferences offer better networking opportunities than virtual events. but while accountants spend millions each year on registration fees, hotel rooms, and travel, only a fraction walk away with meaningful roi. according to rob brown on accounting influencers, the problem isn’t the events—it’s the strategy.

“people go to conferences and just float,” brown says. “they wander the expo hall, catch a few sessions, grab the swag—and then wonder why nothing changes.” with conferences back at full strength and offering multi-sensory experiences, deeper technical sessions, and richer networking formats, brown says firms should treat them as strategic business opportunities, not passive learning days.

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clients need relevance in your advice

woman and man talking in office

why it is a cornerstone of value.

by hitendra patil
client accounting services: the definitive success guide

providing value to clients involves thoroughly understanding your client, anticipating their needs, and offering advice that is both timely and highly relevant.

we discussed earlier why timeliness is the first essential element of valuable advice. yet, advice given at the right moment but disconnected from the client’s real-world challenges is like a gps giving directions without knowing your location.

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in this article, we examine why even the most technically sound advice often falls short when it fails to resonate with the client’s actual context, goals or concerns. through real-life examples, from generic guidance that missed the mark to targeted insight that drove results, you will learn how to shape advice that fits the moment. it is not just about knowing the client’s business, it’s about understanding what matters most, right now.
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five questions to ask about new tech tools

businessman looking at question mark sketch on the wall
be sure to loop in the people who will use them.

by jody grunden
building the virtual cfo firm in the cloud

whether you purchase a one-time software license or pay for a tool on a subscription basis, the cost of software can add up quickly. it’s necessary to conduct a thorough analysis of any new software program before you decide to buy it, and you need to constantly evaluate the effectiveness of the tools you’re using.

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we have learned that we want to be sure we’re getting the most out of our software, that our tools remain the right fit for our needs and that they are cost-effective.
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baker: transformation economy will redefine accounting | gear up for growth

stop “playing small ball,” and reimagine client experiences.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by tax season readiness: practical steps for a smoother busy season  | see today’s special offer

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is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 
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gear up for growth
with jean caragher
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“a business model describes how you earn revenue when services are given away for free,” said ron baker, co-founder of threshold: a revelation for the transformation economy, during his appearance on gear up for growth, hosted by jean caragher of capstone marketing.

that terrifies people, but it’s where the economy is going.” 

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

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baker discusses the profession’s next major evolution: the transformation economy, where firms no longer compete on services, scope, or efficiency, but on their ability to change lives.

he argues that cpas are uniquely positioned to guide clients through lasting financial and personal transformation. cpa value will shift from work performed to life and business outcomes: healthier, wealthier, wiser clients living with meaning.  

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