today's features
advisory & consulting

expertise turns suggestions into decisions

woman's hand pressing words "ask an expert"

the fourth requirement to make clients value your advice.

by hitendra patil
client accounting services: the definitive success guide

in advisory-cas, providing value to clients goes beyond the usual. it involves cultivating a thoughtful and ongoing relationship that’s founded in trust, credibility and tangible results/outcomes.

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

 

as we have learned so far, as an accountant, you must work diligently to provide advice that is not only timely but also relevant and usable. it’s an absolute must. after all, advice that arrives too late to be useful, does not fit the client’s unique situation, or is overly complicated to put into practice, simply isn’t effective, no matter how well-meaning it may be.

yet even when advice meets all these criteria, i.e., timeliness, relevance, and usability, there still remains a hidden pitfall that can quietly undermine its value.
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pro member exclusive

true story: when the feds came knocking

three tech solutions for protecting client data.

by jody grunden
building the virtual cfo firm in the cloud

have you ever been contacted by the irs with the fbi involved? i can tell you from firsthand experience that it’s a bit alarming when that happens!

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

 

we were once contacted by the irs because they thought our server had been compromised. when the field officer who came to our office asked to see our server, we explained that we didn’t have a server.
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gear up for growth

grassi: how the hell did this happen? | gear up for growth

here’s what it takes to grow a cpa firm from zero to the top 100—without losing your soul.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | 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.
build a 7-figure firm in just 4 hours a week!
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

when lou grassi started his firm at age 24, he couldn’t afford to pay himself. there was no client base, no safety net, and no guarantee it would work.

more than four decades later, grassi is the 56th largest accounting firm in the u.s., with $146.5 million in revenue, seven offices, 58 partners, and more than 560 employees. and yet, as grassi tells host jean caragher on gear up for growth, the most important lessons from that journey have very little to do with size.

they have everything to do with intention.

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

in this conversation, grassi reflects on what it takes to build a firm that grows sustainably, treats people like owners, and stays independent in a profession reshaped by private equity, talent shortages, and rapid change.

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growth strategies

make processes your superpower

woman drawing flowchart on a blackboard

priority codes, onboarding and more ways to standardize your operations.

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: maximize impact with tiered service packages | eight steps to roi pricing | shift your value proposition from compliance to advisory | how niches lead to growth | vision vs. mission, and why you need one | ten questions to check your entrepreneurship | more revenue in fewer hours
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

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.
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2022年世界杯抽签

bissett bullet: find common ground

today’s bissett bullet: “when it comes to meeting with a prospective client for the first time, there is only one way to approach the conversation. as a fellow business owner and human being.”

by martin bissett

your prospect is a business owner, just like you. they have cash flow problems and sleepless nights and clients to service, just like you. this meeting with them is, after all, simply a human interaction between two people. so, be you. be sincere, be genuine, be empathetic. if you are interested in them and aim to serve them, not to sell to them, then that will resonate and they will reciprocate by opening up and giving you the information you need to find the right solution for their business.

today’s to-do:

prepare a more informal agenda for your next meeting. have questions that you know you need to ask and the means to record the answers to those questions but remember that a more natural, relaxed interaction will build better rapport.

see more bissett bullets here

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