today's features

how to build a thriving firm without burnout

smiling woman writing notes with pen and paper while other hand is on laptop keyboard

an eight-point quick-start guide for new accounting firms.

by jackie meyer

running your own cpa firm can be deeply rewarding. it offers the freedom to choose your clients, financial growth and the ability to create a business aligned with your values. however, the risks of burnout and workaholism are real for cpa firm owners who don’t manage their workload and boundaries intentionally.

more: the six-stop road map to your freedom formula | the future of tax advisory | your balanced millionaire journey begins now | it’s never too early to plan your exit strategy | how to bring core values into your accounting firm | the ai revolution: embracing artificial intelligence in your practice | craft tiered service packages for maximum impact | niche down to scale up | how to define your vision
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

this guide provides actionable strategies to help you run a successful and balanced cpa practice that works for you – not the other way around.
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bissett bullet: our firm prides itself on underresourcing your future

today’s bissett bullet: “as the old saying goes, we esteem too lightly that which we obtain too cheaply. that goes for low fees in the accounting profession too.”

by martin bissett

when you lowball a fee, do you instill confidence in the prospective client that you’ll be giving your full and very best attention and resources to their account? from real-life feedback, i can advise that grade “a” prospects doubt that very much.

today’s to-do:

when you next lowball a fee, create a justification in your mind for doing so beyond “we need the business” and explain it to the team who will have to deliver the work under such tight margins. they will benefit from the understanding and morale might not take as big of an intangible hit as it usually does in these cases.

see more bissett bullets here

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rosenberg survey: efficiency slips as staffing expands

now available from 卡塔尔世界杯常规比赛时间 here

productivity drives profitability as never before.

by 卡塔尔世界杯常规比赛时间 research
the rosenberg survey

after several years of steady gains in productivity, cpa firms are seeing a slight decline in revenue per person, suggesting firms are adding staff faster than they are growing revenue, even as hiring rebounds and turnover drops.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.

according to the new 2025 rosenberg survey, the erosion in average revenue per full-time equivalent employee comes after consistent increases from 2020 through 2024. larger firms are still posting the highest efficiency levels. but the overall trend points to a mild dilution of productivity as practices rebuild teams and expand support infrastructure following years of lean staffing. read more →

the right questions lead to the right clients

seventeen things to ask when scoping.

by jody padar
radical pricing – by the radical cpa

using subjective questions helps you assess what the prospective client considers valuable. this means understanding which services and solutions they see as having the biggest impact on their financial health. it also gives you insight into where they are hurting most in their business.

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

this process is time-consuming because it sets the stage for your relationship moving forward. take your time and collect all the data, documentation and subjective input so you can gain a holistic view of the customer’s current situation. let’s take a look at some of the questions you can ask and why they are important.

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systems must be used, not just implemented

 

internal controls are no good on their own.

by ed mendlowitz
77 ways to wow!

i have addressed the importance of controls when trying to get a client. but it is also important to retain the client. a good system that is not monitored is a sure way to not only lose the client but be kept awake at night.

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

 

if you have been around long enough, you’ve experienced a theft at a business or not-for-profit organization. for nearly ever fraud i have seen, the slightest effort would have thwarted those frauds. nowadays the only frauds i encounter are new engagements, where i try to quantify what was taken.
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