today's features
growth strategies

vision vs. mission, and why you need one

five action items to take.

by jackie meyer

we’ve explored the spark that ignited your entrepreneurial journey. now, let’s give that spark direction and purpose. building a successful advisory practice isn’t just about working hard; it’s about working smart. and that starts with having a clear vision.

more: ten questions to check your entrepreneurship | more revenue in fewer hours
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vision is more than just a lofty idea; it’s a necessity. it’s the guiding force that dictates not only what you want, but also what your team should strive for daily. your vision is the picture of your ideal practice, your ideal lifestyle and your ideal impact. it’s your north star, providing direction and inspiration – especially when day-to-day challenges feel overwhelming.
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leadership

where strategy meets firm culture

three people arguing in office

four actions to take.

by anthony zecca
leading from the edge

as we focus on the leadership of accounting firms need to succeed in a future driven by seismic disruptors, we must address leadership’s responsibility, and impact on creating a culture that results in an environment that motivates every single team member to their highest level of performance.

more by anthony zecca
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there are two great quotes that i would like to start with to frame this discussion. the first is from bryan walker (partner and managing director at ideo), who stated that “culture is like the wind. it is invisible; yet its effect can be seen and felt” in every single organization that exists from the family to the biggest company on the planet. the second quote is from author tanya mann: “your organization’s culture is either an asset or a liability; either helping business performance or hurting it.”
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accounting arc

strategic ai, not shiny objects | arc

leaders tie ai to real workflows, not wish lists, and adoption follows. 

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is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 

accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

accounting leaders are accelerating ai deployment across tax, audit, and advisory—but three accounting veterans and hosts of accounting arc argue the difference between adoption and shelfware comes down to focus, guardrails, and relentless training. 

on the latest episode, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma; dissect how large firms are approaching microsoft copilot and adjacent tools. they agree that leaders should start now, but do so strategically. 

more accounting arc: don’t get fired by your own automation | what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes |more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it | your identity is not a liability | burnout, be gone: accounting needs a boundary breakthrough

patrick, ceo of verifyiq and co-founder and educator at tb academy, opens with a caution that resonates across enterprise tech cycles: many organizations feel pressured to adopt generative ai without clearly defining expected outcomes. he urges leaders to ask what success specifically looks like, whether that is fewer review points, faster cycle times on close, or reduced audit adjustments. 

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pricing, fees & billing rates

four ways that scoping helps with pricing

maximize benefits for both you and the client.

by jody padar
radical pricing – by the radical cpa

accurate pricing relies heavily on thorough scoping to measure the engagement, and good scoping defines the deliverables, sets the client’s expectations and calculates the labor it will take to get the job done.

more by jody padar
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with that said, here’s how your scoping process helps you determine the ultimate price:

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pro member exclusive

the twelve fundamentals of planning

man seated at desk and smiling while working on laptop in corner office with large windows

when did you last think about your business?

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

there is no time like the present to get ready for the future. here is a checklist of 12 things you should thinking about.

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

 

remember planning never stops. our environment is constantly changing.

  1. what business am i in? are you in the automobile business or the transportation business? one is very narrowly defined and the other can broadly include anything that moves people or products. make sure you understand your business model and purpose.

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