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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.

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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

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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. 

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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
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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.
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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

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leadership

how accountability drives firm success

senior businessman with five colleagues

four challenges to address.

by anthony zecca
leading from the edge

i’ve been focusing on the leadership accounting firms need to succeed in a future driven by seismic disruptors. we began with strategy, then empowerment. this post will address the critical element that makes empowerment work – accountability.

more by anthony zecca
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a characteristic of a great “edge” leader is the ability to empower everyone and understanding that as a leader, your responsibility is to lead and not manage. if you are the type of leader that manages, you own accountability since you can’t manage and empower at the same time. as i defined it in my previous post, a simple definition for empowerment that applies to all organizations is, “authority or power given to someone to do something.” 
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accounting arc

don’t get fired by your own automation | arc

“waiting this one out is not an option. the rate of change is too fast.”

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.

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

artificial intelligence is not replacing accountants; it is replacing the parts of accounting that accountants least want to do. that is the consensus of liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, who devote the latest accounting arc to reframing ai as an accelerant for professional judgment rather than a threat to jobs.

more accounting arc: 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 founder and instructor for tb academy, begins with a familiar refrain from social media: ai will put accountants out of business. mason, ceo of high rock accounting, answers with little patience. if a practitioner’s value is “typing numbers into a screen,” she says, then replacement is inevitable. the hosts argue that firms win when they let technology handle the typing and redeploy human time to analysis, communication, and decision support.

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