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client accounting services

ai’s already in your workflow…| it’s not just the numbers

the question is: do you know what it’s doing?

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

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it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间

build a 7-figure firm in just 4 hours a week!

artificial intelligence has arrived in accounting, but not in the way many expected. it’s not a single app or a single process. it’s everywhere, embedded in workflows, changing how firms scope engagements, price cleanup work, and train their people. 

more penny breslin and damien greathead
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in the latest episode of it’s not just the numbers, co-hosts damien greathead and penny breslin explore how ai reshapes the day-to-day work of accounting firms. their conversation moves beyond theory to real-world examples of how ai is being used in client engagements, what it means for team development, and why critical thinking, not coding, is the skill every firm must cultivate next. 

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accounting influencers

being good at the job is no longer enough | accounting voices

influence is becoming career insurance for professionals.

sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

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build a 7-figure firm in just 4 hours a week!

accounting voices
with rob brown

the accounting profession does not suffer from a lack of technical expertise. what it faces instead is a growing relevance gap.

that tension sits at the center of accounting voices, the newly launched show formerly known as accounting influencers. episode 1 opens a new season with a sharper focus and a clearer message: competence is assumed, but influence is what now protects careers.

this is not a podcast about tax codes, audit standards, or software features. it is a show about the forces reshaping accounting and finance—and what professionals must do to stay ahead as those forces accelerate.

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advisory & consulting

why usability matters so much in advisory-cas

man and woman talking in office while referring to tablet

the four dimensions your advice needs.

by hitendra patil
client accounting services: the definitive success guide

in the world of advisory services, which is constantly evolving, where time is of the essence, we often emphasize the importance of delivering advice promptly, especially when a business faces pressing decisions. timeliness undoubtedly plays a critical role in the perceived value of advice. the advice also needs to be relevant.

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but what if your advice is timely and relevant, and still falls flat? more often than not, the culprit is a lack of usability. advice only delivers value when it can be put into action.

in this article, we unpack the concept of usability, which encompasses clarity, accessibility and contextual fit that turn ideas into action. you will explore what makes advice feel usable to a client, how to avoid common barriers like ambiguity or overload, and how to translate complex insights into simple, strategic steps. usability does not mean you have to “dumb down” things. it’s about empowering smarter decisions.
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pro member exclusive

what’s the roi on that shiny new thing?

innovate for the right reasons.

by jody grunden
building the virtual cfo firm in the cloud

depending on your age, you may or may not remember lotus 1-2-3. it was a hugely popular spreadsheet program back in the ’80s and early ’90s that was eventually taken over by excel. if we had been “married” to lotus 1-2-3 at that time, we may have gone out of business because we wouldn’t have been able to react fast enough.

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

this is the world of technology today. we have to operate under the mindset that what we’re currently using may or may not be around in five years.
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advisory & consulting

leesley: your clients will pay more | gear up for growth

here’s how to label, package, and price the value you already provide.

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

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build a 7-figure firm in just 4 hours a week!
.

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“with ai, we finally have the tools to free up time for advisory, and clients are asking for it,” says megan leesley, director of tax at dark horse cpas, during her appearance on gear up for growth, hosted by jean caragher of capstone marketing.

“they want more than a tax return. they want strategic guidance, and they’re willing to pay for it.” 

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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leesley, a member of the intuit tax council, recently presented at dcpa25 on transitioning from compliance to advisory, sharing practical steps to transform a traditional tax practice while increasing revenue, improving client relationships, and enhancing work-life balance. 

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