卡塔尔世界杯常规比赛时间

today's features

get more referrals in five steps

who do you want? (hint: it’s not “everyone.”)

by sandi leyva
the complete guide to marketing for tax & accounting firms

there are many great things about getting referrals. first, referrals have a built-in trust that helps you move through the sales process faster. second, there’s almost no marketing cost involved. third, they tend to make a better long-term client.

more: is your practice leaking money? | boost your value, boost your fees | how to put your strengths to work for you | are you throwing away profits? | three steps to becoming a millionaire | how to use chatgpt to create images | create a bad website in ten easy steps | leverage your strengths to beat stress | are you crossing off your business bucket list? | ten ways to make your business irresistible
exclusively for pro members. log in here or 2022世界杯足球排名 today.

unfortunately, many business owners take a reactive approach to referrals, waiting until they come to them, rather than a more profitable approach, which is to proactively maximize referrals. here are five proactive ways to boost referrals:
read more →

accounting arc

how accounting pros own the stage in public speaking | accounting arc

from free speeches to paid engagements, thought leaders discuss breaking into the speaking circuit and what they’ve learned along the way.

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

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

public speaking is not for the faint of heart, especially in the accounting world.

in a recent episode of accounting arc, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma; share how their speaking careers transitioned from volunteer gigs to paid engagements. they delve into their varied approaches to preparation, overcoming imposter syndrome, and learning from feedback, painting a picture of how they influence the profession from the stage.

more accounting arc: greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision | in-person conferences still essential | non-accountants in accounting: a game-changer for the profession | rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc | ai will steal your job. and that’s a good thing | accounting arc | the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

in their early speaking years, shimamoto, mason, and patrick often presented free of charge, primarily as a way to share knowledge and establish credibility. “when it’s a paid gig, there’s a different level of responsibility,” says patrick, ceo of verifyiq and vice president of client success at the b3 method institute®. today, these professionals are in high demand for keynotes and panels, representing a new, evolving face of the accounting profession.

outlook & analysis

tech anxiety paralyzing some accounting firms

ai? inescapable. but don’t forget cybersecurity.

by roman kepczyk
the rosenberg national survey of cpa firm statistics

wild ride: as i am primarily focused on accounting firm technology and departmental production, i will limit my observations to it, where the big trend will be that we will continue to see a profusion of new ai-assisted applications coming at firms from all directions, at an increasingly untenable pace. i think that the reality of the mantra stating, “you won’t be replaced by ai, but by someone using ai” will sink into every accountant’s brain in 2025 and the urge to jump to solutions will be overpowering

editor’s note: every year, the 2024 rosenberg national survey of cpa firm statistics asks the profession’s top consultants two sets of questions:

- how do you think the next 12 months will unfold? trends? predictions? other thoughts?
- how would you assess the last 12 months? trends? observations? struggles?

more: what’s going to happen? lots, say consultants | growth and complacency must concern accounting firms this year | solving staffing requires intention | how accounting firms are handling the staff shortage | the future of fees | as private equity closes in, firms seek new answers to staffing problems | when staffing falls short, clients get culled | how accounting firms are dealing with retirement | next five years are critical for accounting firms | staffing turnover’s down, but why? | what’s your firm worth? private equity wants to know
exclusively for pro members. log in here or 2022世界杯足球排名 today.

like the dotcom boom of the early 2000s, i’m already seeing firms display a significant amount of anxiety around making application decisions and paralysis around concerns about integrating tools that could shortly be replaced by another, better product. my advice is to research peer success, pilot small and learn fast (or at least fail fast and move on).
read more →

rebecca driscoll: amplify reach by helping other firm owners | the disruptors

the future of accounting will be strategy, communication, analysis, and proactive support.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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.

the disruptors
with liz farr

rebecca driscoll went out on her own at a young age when a partner at the cpa firm where she was working encouraged her. “you’re not cut out for this path that we have in a traditional accounting firm,” driscoll recalls him telling her. “you’re different, so you should go be different.”

more podcasts and videos: rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business | nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles |

exclusively for pro members. log in here or 2022世界杯足球排名 today.

she already had a book of business as a staff accountant, but on the traditional path at that firm, it would be another decade before she could be considered for partnership.

pro member exclusive

partners need to respect firm culture

with insight from our exclusive expert council: dunn, pipe, grundy.

by martin bissett
passport to partnership

the passport to partnership study collated a number of responses from existing partners of accounting practices in a conversational style.

examples that really stood out on the realities of individual variances in firm culture are showcased below.

more: five thoughts about your firm’s culture | do others think you’re ready to be partner? | attract clients, don’t sell to them | think of it as service, not selling | eight questions that target personal accountability | are you projecting confidence? | does client perception match your firm’s reality? | firm not thriving? five fixes | five questions for grading prospects | health, wealth, stealth: challenges on the path to partnership
exclusively for pro members. log in here or 2022世界杯足球排名 today.

“our partners have articulate minds, and that’s what we want to be demonstrated by any new appointees.” meaning, can they hold their own intellectually in more senior circles?

how would they then behave when meeting with other senior executives as a contemporary of theirs?
read more →

podcast

art werner: new issues in qualified plans and iras | quick tax tip

new legislation on qualified plans and iras can help accountants grow their practices.

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.

quick tax tip
with art werner
cpe today

the world of qualified plans and iras has been flooded with legislative updates, and many accountants are still catching up with secure act 1.0, let alone the more recent secure act 2.0.

click here for more art werner

as 2020 introduced both the covid-19 pandemic and a slew of legislative shifts, accountants found themselves grappling with the dual challenge of pandemic-related legislation and the original secure act. many missed the chance to fully understand and implement the updates from secure 1.0, and now, with secure 2.0, the tax planning landscape has become even more complex.

outlook & analysis

what’s going to happen? lots, say consultants

insights on staffing, private equity and more.

by 卡塔尔世界杯常规比赛时间 research

in case you haven’t noticed, the whole world is changing. everything.

even the accounting business.

and everyone wants to know what’s going to happen.

even cpas.

more: growth and complacency must concern accounting firms this year | solving staffing requires intention | how accounting firms are handling the staff shortage | the future of fees | as private equity closes in, firms seek new answers to staffing problems | when staffing falls short, clients get culled | how accounting firms are dealing with retirement | next five years are critical for accounting firms | staffing turnover’s down, but why? | what’s your firm worth? private equity wants to know | the new pipeline: outsourcing and offshoring | is this the last year of accounting’s golden age?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

some of the answers (for cpas) might be found in the 2024 rosenberg national survey of cpa firm statistics, where some of the industry’s leading consultants are opining on what’s coming down the pike.

and they all agree on one thing: change is coming.
read more →

management

why you shouldn’t sue a client

there’s more to consider than you may realize.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: a former client owes me a lot of money and will not pay or even discuss a settlement. i want to sue him. what can you tell me about this?

more: what to do when a partner becomes disabled | do as little as possible | want to merge? here are 23 things to request | i’m just starting out; why join an association? | don’t blame the client for your location | realign partners with monthly meetings | i’m 76. should i slow down? how? | who to hire when it’s time to grow | hourly billing doesn’t cover the value; now what? | ask for what you’re worth | the top tip for reviewing tax returns | you have to start somewhere | two options for collecting past due fees | you can’t win with lowballing
exclusively for pro members. log in here or 2022世界杯足球排名 today.

response: i don’t know the details so cannot address your specific situation. however, i have some comments about suing that i would like to share with you.
read more →

listicle

ten tips for a healthier tax season (and life) | listicle

by 卡塔尔世界杯常规比赛时间 research

tax season isn’t just hectic. it’s unhealthy. it has to be done, of course, but make an effort to mitigate the mental and physical impact.

more listicles here

advisory & consulting

becca johns: how rea cpas is pushing into advisory | capstone conversations

it’s time to challenge the cpa mindset.

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

capstone conversations
with jean caragher

rea & associates is transitioning from a traditional cpa-centric model to a broader advisory role, aiming to offer services such as it consulting and wealth management. this will require major shifts in the firm’s internal mindset and culture, including redefining roles, retraining staff, and effectively communicating the new value proposition to clients.

full show notes here | more capstone conversations here | follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher every friday with gear up for growth here |

a tall order, to be sure. but becca johns, director of practice growth, tells jean caragher in this episode of capstone conversations, “this is a good time to challenge the mindset of being a cpa firm.” read more →

outlook & analysis

how will private equity impact accounting careers?

pe may push dei for new talent.

by 卡塔尔世界杯常规比赛时间 research

private equity investment is creating a seismic shift in the accounting profession. leadership structures are getting overhauled. career paths are branching both up and out. investments are opening opportunities in services and clientele.

more: eleven questions about kids, wealth and the family business | twelve years and out: seasoned accountants join the exodus | how accounting firms are handling the staff shortage | gen ai in accounting: epic transformation, or overheated hype? | survey shows big opportunities in small business | salary guides for accountants vary widely: whom do you believe? | are you earning what you deserve? | the slow, painful death of the 150-hour rule | partner comp earnings gap: what’s the right spread?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

how will this impact the core of cpa firms?

good question. and the 2024 accounting move project has some answers.
read more →

accounting influencers

ed warren: the difficult conversations to grow your business | accounting influencers

prune your existing portfolio to create a revenue pipeline.

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.

accounting influencers
with rob brown

ed warren, a veteran sales executive in the accounting industry, shares expert insights on growing accounting firms through client advisory services and leveraging technology to stay ahead of the competition in this episode of the accounting influencers podcast with host rob brown.

more accounting influencers with rob brown here

warren shares his insights on how the accounting industry has been affected by the covid-19 pandemic and what the future may hold for it. he believes that while the accounting firm space is in a good place given the circumstances, there is also a bit of complacency, as they have weathered the storm reasonably well. however, staffing is a huge issue right now, and the industry will have to figure out how to adjust to players with values different from those of the legacy partner.

resources & vendors

where intuit is at with accountants

why vendors need to start with “why.”

**ted callahan**, intuit director of accountant partnership and strategy: “an industry transforming itself.”

by seth fineberg

unless you’ve been under a rock in the accounting profession, you know that intuit—makers of some of the most widely used tax and accounting products on the u.s. market—has caused quite a stir within the profession in recent weeks, making some wonder where they stand with the software giant.

more: history could help accountant-vendor relations | accounting needs a ‘rethink’ not a ‘rebrand’ | big change comes with deep reflection | three ways to raise the bar for your business
exclusively for pro members. log in here or 2022世界杯足球排名 today.

for quick review, a growing number of accountants that use of the company’s quickbooks online product have had to consider how to pass on rising costs of using the product, on top of where they stand with the company and its seemingly competing quickbooks live service. then, more recently, intuit began running national tv ads promoting its turbotax live service with the message of “break up with your accountant.”