today's features
growth strategies

cultivate holistic wealth with the shift framework

calm balanced businessman sitting outdoors on bench in yoga lotus pose meditating, with office building and blue sky in background

the assets in your life fall into four categories.

by jackie meyer
the balanced millionaire: advisor edition

success is often defined in dollar signs and business metrics, but as a seasoned advisor you know that true wealth extends far beyond the financial statement. after all, what’s the point of a seven-figure firm if your health is in shambles, your relationships are strained, or you have no time to enjoy life?

more by jackie meyer
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in this article, we’re going to zoom out and look at the whole picture of what it means to be a “balanced millionaire.” this is about cultivating holistic wealth across all areas of life, using the shift framework – social, health, financial, time. these are the four pillars of holistic wealth and well-being that support a truly balanced and fulfilling life for a high-achieving professional.
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management

doubling up leads to new opportunities

two businessmen looking at documents

tales of a first trainee.

by ed mendlowitz
call me before you do anything: the art of accounting

i was fortunate early on in my career that i had a boss who gave me responsibility to supervise. on some level i was not really instructed how to supervise, but was told i could use the new person to help me get my work done.

more by ed mendlowitz
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this was precipitated by an email i received from the first person ever i supervised. i had not spoken to him since working with him in 1968. he emailed me because he read one of my columns and just wanted to say hello. i remembered him and then i recalled how i got started training him – he was the first person i trained.
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marketing & sales

use the consultative partnership approach to selling services

two men shaking hands as woman stands with one

three simple principles.

by august aquila
max: maximize productivity, profitability and client retention

no matter how good your marketing tools are, there is one tool that needs to be especially sharp, and that is your salesmanship. all the other marketing tools we have mentioned will be of little value if you don’t know how to “ask for the business.”

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

 

you need to understand the selling and buying cycles. they are critical for your success.
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featured video

stephanie otero: your firm, your way | gear up for growth

success requires intention, focus, and community.

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

“small firm practitioners need to remember that they are in the driver’s seat,” says stephanie otero, vice president, small firm advocate at the aicpa, in this episode of gear up for growth with jean caragher.

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 streaming videos and podcasts here

“they have the power to intentionally design a practice they enjoy, and that truly works for them,” otero says in a wide-ranging conversation about the most pressing challenges facing small accounting firms and the strategies that can help them thrive in an increasingly complex environment.

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artificial intelligence

unicorns and funerals: from botkeeper’s demise to basis.ai’s rise

how ai accounting went from pioneering to inevitable in 1 month and 11 years.

by 卡塔尔世界杯常规比赛时间 research

the $90 million education: botkeeper spent 11 years and nearly $90 million teaching the accounting profession that ai could do real work. basis, fieldguide, and accrual raised $250 million in a single month to finish what botkeeper started.

in a matter of days, ai in accounting produced its most celebrated funding round and its most instructive collapse. both developments were years in the making. neither was a surprise to anyone paying close attention.

the leap from botkeeper’s machine learning to basis.ai’s agentic ai didn’t just change the technology. it changed which companies survive.

more ai | outlook 2026: agentic ai reaches the tipping point in tax and accounting firms | gen ai in accounting: epic transformation, or overheated hype? | ai tax app crashes financial stocks on wall street | the $125 billion challenge: intuit’s ai platform redraws the accounting map | bot wars: wolters kluwer, intuit, thomson reuters battle for ai dominance in cpa firms | how taxdome and juno just changed the tax tech game | meet basis, the new ai bookkeeper on the block

the juxtaposition is not just ironic. it is clarifying.

what happened in february 2026 was not a story about whether ai works in accounting. the research says it does.

it was a story about which business models survive the moment when ai actually arrives — and which ones get caught between the old world and the new one, having spent years and tens of millions of dollars building toward a future that materialized faster, and harder, than anyone expected.

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