today's features
cornerstone

bot wars: wolters kluwer, intuit, thomson reuters battle for ai dominance in cpa firms | cornerstone report

smart new toolbox or pandora’s box? inside the surge behind agentic ai.

by 卡塔尔世界杯常规比赛时间 research
cornerstone report

the accounting industry is undergoing a seismic technological shift as artificial intelligence transitions from a buzzword to a business imperative.

more cornerstone reports: private equity update: over 90 deals, $200 billion in value | intuit fires back with agentic ai after xero nabs melio | xero buys melio for $3 billion in race for ‘the active gl’ | gen ai in accounting: epic transformation, or overheated hype? | gen z surges into accounting for all the reasons your mother told you | major changes to circular 230: implications for tax professionals | salary and compensation outlook for small cpa firms | battling the staffing crisis: is a little-known, but controversial, visa program the answer? | twelve years and out: seasoned accountants join the exodus. | jobs outlook: strong and steady growth in hiring and earnings for u.s. accountants | student accounting enrollment shows third year of recovery | cpa billing rates, tax return fees, and client accounting pricing at cpa firms

more ai: 5 ways to stay ahead of the ai curve | accounting influencers | strategic ai, not shiny objects | bot wars: wolters kluwer, intuit, thomson reuters battle for ai dominance in cpa firms | don’t get fired by your own automation | don’t let ai sound smarter than you | farlee: ai and outsourcing shape careers | taxplaniq escalates the battle in tax planning software | why advisory is broken. and what comes next | haase, radzinsky: inside the taxdome-juno ai alliance

in the past year, cpa firms across the u.s. have quietly begun deploying generative ai assistants, machine learning tools, and “agentic” ai platforms to automate audits, prepare taxes, and provide financial insights.

it’s astonishing:  the profession has reached a tipping point where those not investing in ai risk being left behind.

in this 卡塔尔世界杯常规比赛时间 research cornerstone report:

  • how cpa firms are embracing ai

  • ai adoption surges from experimentation to mainstream

  • the new agentic ai toolbox: platforms and solutions leading the charge

  • measuring the payoff: efficiency, roi, and firm economics in the ai era

  • talent in the age of ai: how roles and skills are evolving

  • ai in action: use cases and success stories from firms

  • navigating risks, regulation, and ethical challenges

  • overcoming implementation hurdles: change management and best practices

  • the road ahead: strategies for firm leaders

read more →

advisory & consulting

don’t sell cas/caas

two men talking across a table, one holding a sheet of paper, window and brick wall in background

do this instead.

by hitendra patil
client accounting services: the definitive success guide

you know the story.

  • you painstakingly created your client accounting services (cas) offering. you may have also created your client accounting and advisory services (caas) offering.
  • you and your team worked intently and intensely to get there. your early adopter cas clients seemed enthusiastic about the promise of your cas/caas offering.
  • however, you soon found that it was becoming increasingly challenging to acquire more cas/caas clients.
  • all the pieces are in place to create a thriving cas practice, but the results are worrying.

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

 

what’s missing?

selling advisory can feel awkward, but that’s because it’s not meant to be sold like a product. this article repositions how you present advisory-cas, not as a service line but as a shift in how clients grow. we will also cover how to stop “selling” and start aligning with the outcomes clients already care about most.
read more →

featured video

pirolli: you can’t “declare” independence — you have to earn it | gear up for growth

firms that want to stay independent must transform how they operate, lead, and plan for succession.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. 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
poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.
.

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

“the problem that a lot of firms have is they just don’t pay attention to what succession really is until they get to the last few years,” explains william “bill” pirolli, executive vice president of firm services at succession institute, llc, on gear up for growth, hosted by jean caragher of capstone marketing. “it has to happen all throughout the lifetime of the firm in order to be properly established at the end.” 

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

pirolli, a former aicpa chair and longtime cpa firm partner, emphasizes that succession planning must begin on day one, not five years before retirement. he cautions that too many firms wait until it’s too late to build future leaders or transfer client relationships effectively. 

read more →

advisory & consulting

ten questions to check your entrepreneurship

hand below light bulb

your biggest enemies: procrastination and questioning advice before you’ve even tried it.

by jackie meyer

“if your business depends on you, you don’t own a business – you have a job. and it’s the worst job in the world because you’re working for a lunatic!” – michael e. gerber, “the e-myth revisited: why most small businesses don’t work and what to do about it”

october 2010. the day is etched in my memory – cold and sharp, like the sting of betrayal. i was sitting in my car, gripping the steering wheel so tightly my knuckles turned white. just moments before, i had been fired. fired from a job i thought was secure, on a career path i believed i was destined for. the words from my boss were still ringing in my ears: “we’re going in a different direction.” i was stunned. what did that mean for my direction?

more: more revenue in fewer hours
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

it felt like the bottom had dropped out of my life. years of studying, late nights, and climbing what i thought was the “right” ladder had led to this: humiliation, anger and a terrifying sense of … nothingness. but as i sat there, eyes burning with tears i refused to let fall, something unexpected began to stir beneath the surface of those raw emotions. a spark. a flicker of defiance. and the faintest whisper of an idea.
read more →

2022年世界杯抽签

bissett bullet: push and pull

today’s bissett bullet: “selling ‘pushes’ something to a prospective client. attracting them to buy ‘pulls’ them toward your value. there’s a big difference.”

by martin bissett

the accounting profession is awash with marketing and business development gurus who have come from a retail environment. they believe that what works in retail, such as a certain percentage off your first year’s fee or a “buy now and save,” or indeed a deadline-style approach, is going to be effective in professional service selling. in reality, the professional service relationship requires a lot more maturity than that.

our goal as a practice should always be to demonstrate irrefutably how good we are through third-party stories and case studies and let the tribe select themselves from there. if we “push” to everyone, we are going to end up with a lot of clients we did not really want. not all business is good business.

today’s to-do:

take a look at your current marketing content and ask yourself, am i pushing services upon an indifferent marketplace here or am i simply showcasing the results that i obtain for clients day in, day out? if it is the former, change it. if it is the latter, broadcast it even more loudly than you are now.

see more bissett bullets here

read more →