today's features
management

create an accountability chart for your firm

it beats an org chart and here’s why.

by jody grunden
building the virtual cfo firm in the cloud

“getting the right people on the bus, the wrong people off the bus, and the right people in the right seats – these are all crucial steps in the early stages of buildup…” – jim collins, “good to great”

when adam and i first started the company, we didn’t have much organizational structure. we didn’t need it. but as the company grew, it became necessary to develop an organizational structure. there’s a great quote by michael e. gerber in his book “the e-myth revisited” that says, “without the organization chart, confusion, discord and conflict become the order of the day.”

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

 

we got to a point where we realized that adam and i didn’t have clarity around our individual roles, and we were overlapping one another. we needed to have clearly defined roles for one another as well as the people who were working for us. lack of clarity can cause a loss in production.
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advisory & consulting

client accounting vs. client advisory services: the five key differences

man standing, looking down at five giant golden keys

plus three ways to help clients see the value.

by hitendra patil
client accounting services: the definitive success guide

i am often asked the question, “how do i show a client the value of my advisory services?” my answer is simple.

many firms blur the line between accounting and advisory, but your clients don’t. this article will help you learn how to ensure clients understand the real value of your advisory services. we will break down the five key differences that separate cas from traditional accounting, and how to clearly communicate each one. understanding this distinction helps you price with confidence, package your offerings and help clients grasp your value.

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

 

did you notice that clients now want more than just numbers? they seek an advisory service that enables them to make informed decisions, allowing them to focus their efforts on growing their businesses and creating value for themselves and others. providing advisory services is a very rewarding job, but it can be challenging to ensure that your clients understand the value of your services.
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featured video

melancon: p.e. and the partnership | gear up for growth

“private equity firms are beginning to realize how annuity-based tax and advisory work is, which creates a different value proposition for cpa firms compared to other industries.”

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
originally published 1/7/25
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.

 

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

in a landmark episode of the gear up for growth podcast, barry melancon, cpa, cgma, the longest-serving ceo in aicpa history, joined host jean caragher to share his invaluable insights on the evolution of the accounting profession. after 30 years at the helm of the aicpa, melancon stepped down at the end of 2024, leaving a profound legacy of innovation and transformation.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

reflecting on his appointment in 1995, melancon paints a vivid picture of a pre-digital world where cpa firms relied on print newsletters and direct mail for outreach. “there was no social media, no websites, no digital presence,” he notes. the intervening decades have seen a seismic shift in how firms promote themselves, driven largely by the expansion of services and advancements in technology.

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advisory & consulting

the future of tax advisory

two seated businesspeople with glasses meet, window wall in background

the landscape is shifting now. where are you headed?

by jackie meyer

the tax advisory world is changing faster than ever before. when i first started my firm, technology played a limited role – mostly in the form of software that helped with basic data entry, compliance and tax returns. today, however, we’re in the midst of a true revolution, driven by automation, artificial intelligence (ai), cloud computing and client expectations that are continually evolving.

more: five common pitfalls and how to overcome them | four practical case studies of real advisory success | five hard-earned lessons from exiting an accounting firm | reclaim your hours with time management and productivity hacks | hiring strategies for your dream team | streamline your operations with systems and processes | from compliance to advisory: shifting the value proposition | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the days of a compliance-focused practice being enough to keep you profitable are quickly disappearing. compliance has been commoditized – clients see it as a cost to be minimized, rather than as a value-add service. if you want to remain competitive and thrive in the years to come, it’s essential to lead with advisory, embrace technology and position yourself as an indispensable partner in your clients’ financial success.
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leadership

four traits that great accounting firm leaders share

key leadership attributes

bonus: questions for self-assessment.

by anthony zecca
leading from the edge

as the leader of the firm, as important as it is to complete a comprehensive assessment of your leadership team, it is equally if not more critical to assess your own leadership. what are the key leadership attributes that reflect great edge leadership?

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

 

how can you get a meaningful and comprehensive assessment of how well you are doing as the leader of the firm? the trap to avoid is to just listen to yourself and your own self-assessment. to really understand how well you are performing, you need multiple checkpoints.
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