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call and geraci: future-proofing without p.e. | gear up for growth

reserves, credit lines, and leadership pipelines fuel expansion.

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

“fiercely independent isn’t a strategy, it’s a stance,” says john geraci, managing partner of lga cpas & advisors. “to truly remain independent, firms must be strategic about how they differentiate themselves, understand the threats posed by private equity, and have the conviction to invest in their people and future leaders.” 

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

geraci and jeff call, managing partner of bennett thrasher, were guests on gear up for growth, hosted by jean caragher of capstone marketing.  

as private equity continues to reshape the accounting profession, both leaders agree on two critical factors for firms choosing to remain self-owned: independence must be intentional, and culture is the ultimate differentiator. 

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advisory & consulting

more revenue in fewer hours

welcome to the balanced millionaire plan.

by jackie meyer

are you an accountant, tax advisor or financial consultant who’s feeling overwhelmed by long hours, endless compliance work and ever-increasing client demands? or maybe you’re in a corporate job dreaming of entrepreneurial freedom. are you tired of trading hours for dollars, only to find yourself burned out and undervalued? do you dream of a practice that generates significant revenue and provides you with the freedom to live a balanced, impactful and fulfilling life?

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

 

you’re not alone. in fact, according to a 2023 report by the illinois cpa society, 41 percent of accounting and finance professionals are either looking for a new job or plan to start looking by the end of the year, citing factors such as salary, burnout and lack of work-life balance. many advisors report working 60 to 80 hours a week, only to see their income plateau while their stress levels skyrocket. this isn’t just about numbers; it’s about a fundamental shift in how we define success and build our practices. if you relate to these struggles, you’re in the right place.
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leadership

standout teams require everyone to be on board

four people talking in office

how to overcome roadblocks.

by anthony zecca
leading from the edge

“coming together is a beginning. keeping together is progress. working together is success.” – henry ford, inventor, founder and ceo of the ford motor company

let’s follow mary as she works through the first principle – creating a firmwide, standout team.

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

 

mary’s firm (continued)

mary is back in her office after the partners’ meeting where she told all the partners that the firm must become a standout, high-performing firm and move out in front of the pack. she continues to think about what she shared at the partners’ meeting and what comes next – how to move this process forward and create the vision that she shared. she knows she must get deeper into each principle and what leadership must do to fully actualize the goal – becoming a standout, high-performing firm. she decides to bounce some ideas off of another partner and asks jim, a trusted long-term tax partner, to join her for some discussion.

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2022年世界杯抽签

bissett bullet: let them control ‘the when’

today’s bissett bullet: “you should be in control of what happens next but allow the prospect to be in control of when it happens.”

by martin bissett

accounting professionals are generally of a more technical, reactive background and aren’t used to working in the kind of proactive manner that is required for business development. when we finish a meeting with a potential new client and are at the stage where we need to ask for the next meeting, it can feel as though we’re being pushy.

when you ask a prospect when would be appropriate to come back and talk them through your solutions and they tell you they have a busy period coming up and can’t possibly meet for three weeks, that’s fine, simply suggest a date three weeks away. allow them to dictate when the next meeting happens as long as it does. they will then be happy to meet with you without feeling bullied or manipulated and you will have the opportunity to see them again having given careful consideration to your proposal.

today’s to-do:

role play this scenario with a colleague. when you realize that this approach doesn’t feel pushy on the receiving end, you’ll feel more comfortable asking for the meeting in future.

see more bissett bullets here

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accounting arc

what amazon doesn’t tell you | arc

returns ripple through revenue recognition, inventory, and environmental reporting.

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

accounting arc hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, use a youtube investigation into amazon’s return ecosystem as a springboard to examine the financial realities behind frictionless refunds. they agree that returns are a strategic cost center that must be engineered into product pricing, platform choice, and tax compliance from the start.

more accounting arc: 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

higher return rates are the rule online. u.s. retailers estimated that 16.9% of 2024 sales—about $890 billion—were returned, according to the national retail federation and happy returns. the cost of reverse logistics, shrinkage, and fraud compounds the hit to gross margin. “if you want the increased revenue from amazon sales, it’s going to come with increased returns,” shimamoto says. “you can’t have the reach without the cost.”

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