bissett bullet: schedule + strategy = pipeline
today’s bissett bullet: “the very best marketing and business development strategies are derailed by a lack of consistency, coupled with a loss of momentum.”
by martin bissett
by martin bissett
aprio is breaking off its cpa firm after reportedly selling a majority stake to charlesbank capital partners, a private equity firm.
already on a growth-by-acquisition streak, aprio has logged dozens of deals in the last few years. with fresh cash on hand, this pace is sure to accelerate.
more richard kopelman talks with rob brown on accounting influencers
aprio plans to adopt an “alternative practice structure,” with aprio llp as the legacy licensed cpa firm and aprio advisory group llc as the new pe-backed acquisition engine. read more →
download the sample client satisfaction survey.
by ed mendlowitz
202 questions and answers: managing an accounting practice
question: is there any value to sending clients a survey?
response: yes. our firm sends a survey with every deliverable to a client. we want to know what they think and how they feel about our service.
read more →
high-end alignment creates more satisfying client experiences.
by jody padar
radical pricing – by the radical cpa
now that you have hopefully standardized your services, it’s time to look at productization. productization is the packaging of intangible services to make them feel tangible. you put everything you will do for a persona into an offering that resonates with them because it’s customized for them. it’s then clearly priced so the buyer knows what they get for their investment.
this is just as useful for your clients as it is for your staff. clients appreciate it because they know exactly what they’ll get and what to expect. staff appreciate it because, unlike in traditional firms where there are at least four different ways to get to the same deliverable, this model has one pathway for each deliverable and service product, making it both efficient and traceable.
new partnership between becker and the tax rep network.
by 卡塔尔世界杯常规比赛时间
it’s been widely publicized that the irs may be finally catching up on its “balance due” and other notices to taxpayers and, as such, so goes the need for tax representation work. if this is indeed your path as a cpa or tax pro, then consider this new partnership between accounting exam prep and training service becker and the tax rep network.
from bullet trains to ski slopes, accountants embrace the freedom of remote work.
accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation
in an era where remote work is becoming increasingly prevalent, professionals are discovering the freedom and flexibility to work from virtually anywhere.
more: accounting arc:breaking barriers – how becky dupree’s love for data analytics and her identity shaped her professional path | accounting arc: forecasting finance & the 2034 accounting landscape | accounting arc: top 10 strategies for managing growth | accounting arc: busting the big 4 myth | accounting arc: exploring ai’s role in modern accounting | accounting arc: unraveling the collapse of silicon valley bank | on a mission: introducing accounting, reaction, comedy (arc) | harper & co. cpas: the perspective of a non-accountant is imperative | menlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis |
exclusively for pro members. log in here or 2022世界杯足球排名 today.
this episode of arc hosts liz mason, cpa, and byron patrick, cpa.citp and cgma; and donny shimamoto, cpa.citp and cgma, delve into their personal experiences of working from unique locations and discuss how this trend is reshaping the professional landscape.
our expert panel says first, consider why you want it.
by martin bissett
passport to partnership
the skill in producing financial reports is limited by the quality of the information presented to the cpa by the client. the motivation of the client to influence that financial information comes in many forms, some intentional and some unintentional. competence comes first in being able to resist pressure and present a true and accurate position of the client’s organization.
sounds obvious, doesn’t it? but there’s a twist.
read more →
understanding the distinct elements of diversity, equity, inclusion, and belonging can help create more effective and inclusive workplaces.
accounting arc
with donny shimamoto
center for accounting transformation
jina etienne, cpa, cgma, cde, stands out as a beacon of change in the constantly evolving landscape of the accounting profession. as a cpa and certified diversity executive, etienne has dedicated her career to fostering inclusive cultures within accounting firms. in this accounting episode, etienne shares her journey and insights into the critical importance of diversity, equity, inclusion, and belonging (deib) in the workplace.
join: july 16 free webinar, “the dei journey of accounting professionals – a research study analysis.”
more: accounting arc: what tech-savvy accountants know | accounting arc:breaking barriers – how becky dupree’s love for data analytics and her identity shaped her professional path | accounting arc: forecasting finance & the 2034 accounting landscape | accounting arc: top 10 strategies for managing growth | accounting arc: busting the big 4 myth | accounting arc: exploring ai’s role in modern accounting | accounting arc: unraveling the collapse of silicon valley bank | on a mission: introducing accounting, reaction, comedy (arc) | harper & co. cpas: the perspective of a non-accountant is imperative | menlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis
exclusively for pro members. log in here or 2022世界杯足球排名 today.
etienne’s career trajectory is anything but conventional. after spending over two decades in traditional cpa roles, etienne pivoted toward a focus on deib. “i still think of myself as a recovering cpa,” she quips. today, she collaborates with accounting firms to create environments where all employees feel safe and valued, with a strong emphasis on psychological safety and intentionality.
avalara, inc., a leading provider of tax compliance automation software for businesses of all sizes, today published new analysis exploring the impact of cross-border complexity on businesses and consumers globally. the findings reveal a complex compliance landscape and a disconnect between consumer expectations and the realities of cross-border commerce. read more →
a “speed revolution” is on the way. are you ready?
by 卡塔尔世界杯常规比赛时间 research
“progressive technology” is about to boom.
but are audit firms on the cusp of the boom-to-be? apparently not. a thomson reuters survey of audit firms finds that there’s still a big gap between ambition and execution. only 14 percent of auditors in the u.s. can brag that a “digital transformation” is well under way at their firms, though another 35 percent say they are starting to implement progressive tech.
read more →
what client goes out for an audit proposal when their auditor provides relevant advice and useful suggestions?
by alan anderson, cpa
transforming audit for the future
your client likely engaged your firm for an audit because they need an audit. but what is it that they want? they don’t want a stack of paper delivered months after year-end. like anyone else, they focus on “what’s in it for me?” or wiifm.
they want relevant ideas that will help them improve their businesses. they want to learn from you about your experience with others in their industry or in a similar situation. they want a relationship with you to talk about their business in plain english. they want someone who can explain the accounting standards and how they impact how they report their results.
remember our definition of relevance:
what you need to know now.
by eric green
for over a year now, we’ve been saying that the irs was properly funded and warned it would unleash a tidal wave of work. we also warned you that we would be dealing with all sorts of untrained employees. the bad news, at least for clients, is that day has come.
the good news for tax pros is that with this wave of enforcement spells opportunities for representation work. what you do still have to navigate is the impact of untrained employees, who are creating their own set of challenges.
read more →