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weiner: leadership lessons from a billion-dollar builder | gear up for growth

great firms are built, not bought.

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sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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

in this episode of gear up for growth, host jean caragher sits down with jeffrey weiner, former ceo and chairman of marcum llp and current senior advisor at cbiz. weiner shares candid insights from his 40-year leadership journey, explaining how a long island accounting firm with seven employees and $300,000 in revenue became a $1.3 billion national powerhouse—before merging with cbiz.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth here.

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

“back in 1981, i didn’t even know what $1.3 billion was,” weiner quips. “but i always knew i wanted to build something.”

over the decades, weiner redefined what it meant to lead in public accounting, emphasizing trust, talent, and strategic growth. rather than micromanaging, he viewed his role as “architect,” guiding the firm’s culture, empowering top-tier professionals, and letting his team do what they did best. “if you’re the smartest person in the room, you’re in the wrong room,” he said.

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advisory & consulting

the six-stop road map to your freedom formula

here’s an action plan for your own journey.

by jackie meyer

by now, you’ve read about the mistakes i made, the strategies i discovered, the value of leading with advisory, the power of technology, and even the ultimate exit strategy. you’ve learned how to build, scale and eventually sell a high-value tax advisory firm that works for you, instead of the other way around.

but knowledge alone isn’t enough. the real magic happens when you take what you’ve learned and turn it into action.

more: the future of tax advisory | five common pitfalls and how to overcome them | four practical case studies of real advisory success | your balanced millionaire journey begins now | how to cultivate holistic wealth | five hard-earned lessons from exiting an accounting firm | it’s never too early to plan your exit strategy | hiring strategies for your dream team | leverage technology for growth | streamline your operations with systems and processes | craft tiered service packages for maximum impact | master the roi method: price for value, not time | 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.

 

this article is designed to be a clear, actionable road map that helps you take each concept and turn it into results. we’ll break down the steps you need to take – one by one – so that you can create your own transformation. whether you’re just starting out or you’ve been running your practice for years, this action plan will help you move toward the freedom formula: more value, less stress and a firm that can thrive without you.
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leadership

how to assess your firm’s performance

seven key filters to use.

by anthony zecca
leading from the edge

now that we have completed an assessment of your leadership team and your leadership, the third leg is assessing the overall performance of the firm. this assessment, coupled with the assessment of the leadership team and your leadership, provides a strong foundation upon which to build the roadmap (strategies) for moving the firm from where it is today to a standout, high-performing firm. the underlying objective for this assessment of the firm is to have a factual basis for establishing a myth-free and accurate baseline of the firm by analyzing a number of key characteristics.

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

 

what are the major areas of focus for the firm assessment? in center-led firms, the assessment of how well the firm is doing is generally focused around financial metrics. how much profit did we make? what was our growth? what was the change in average partner compensation? what profit percentage to revenue did we achieve?
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2022年世界杯抽签

bissett bullet: don’t fall at the first hurdle

today’s bissett bullet: “i told your person on the phone i was happy with what my accountant does. good. tell me how they get involved with influencing your future.”

by martin bissett

we are very easily thrown off the scent when a concern is raised against us. we automatically interpret this as rejection and as such do not use common sense to deal with what is a fairly straightforward issue. when somebody tells you that whoever they booked the meeting with was informed that you were perfectly happy, this is them demonstrating to you that they are scared about the possibility of changing. put them at their ease with a very simple follow-on question and make sure that they know that you are not so easily put off.

today’s to-do:

if available, ask a colleague to practice resolving concerns with you in a safe, comfortable environment so that you do not freeze in the real situation.

see more bissett bullets here

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accounting arc

royalties, residuals, and reality checks | arc-slc

cpas translate fame into cash flow, contracts, and accountability. 

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 – student-led conversations
with harshita multani
center for accounting transformation

in a special episode of accounting arc: student-led conversations, student host harshita multani interviews jeff frable, cpa, cgma, a partner at cck strategies in tulsa, okla.; aurmaudra bradley, cpa, president of the naba indianapolis chapter; and video producer dave maresca with the center for accounting transformation and 卡塔尔世界杯常规比赛时间, about the financial mechanics behind modern entertainment—and the accountants who make the numbers work. 

more accounting arc: 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

the panel opens with favorites ranging from the movie “back to the future” to the tv show “lost,” then quickly moves to the business beneath the screen. bradley says the shift from box office and album sales to streaming platforms fundamentally changes how talent gets paid and how accountants track performance. she points to the recent labor actions in hollywood as an example of residual models catching up to platform economics. in 2023, both the writers guild of america and sag-aftra cited the rise of streaming and reduced residuals as central issues during historic strikes that disrupted production across the industry.  

frable emphasizes that the profession’s core value does not change. “you do you, and i’ll do me,” he says. artists and athletes deserve to focus on their craft while accountants manage contracts, taxes, and cash flow.

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