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majchrzak: marketer-turned-ceo redesigns the modern cpa firm | gear up for growth

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collaboration, transparency, and independence drive beachfleischman’s growth.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by tax season readiness: practical steps for a smoother busy season  | 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
is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

when most people picture a cpa firm ceo, they don’t envision a former marketing director in the big chair.

that’s exactly what makes eric majchrzak worth listening to.

majchrzak, ceo and principal of beachfleischman—arizona’s largest locally owned cpa firm and a top 200 firm in the u.s.—has been named multiple times to accounting today’s “top 100 most influential people in accounting” and is an association for accounting marketing hall of fame inductee.

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

on gear up for growth, hosted by capstone marketing president jean caragher, majchrzak pulls back the curtain on how his growth-minded, marketing-first lens is reshaping beachfleischman’s strategy, culture, and business model—and what other firms can steal from that playbook.

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revenue multiples vs. ebitda multiples

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plus how to factor in rias.

by rory henry
the holistic guide to wealth management

why are accounting firms measured in revenue multiples while most other businesses are measured in ebitda multiples?

according to allan koltin, accounting industry transaction guru, there is no better reason than because that’s how we’ve always done it in the accounting profession.

more rory henry and the holistic guide to wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

“accounting firms have zero ebitda; they clear out the register every year,” noted koltin. “when i talk to firms about private equity, i have to walk them back and explain how you’re going to create your own ebitda. and the biggest piece of it is what we call the ‘scrape of partner compensation.’ you’re making $1.2 million. can you live on $800,000 if we move that extra $400,000 into an ebitda category and put a multiple of 7x to 11x on that and get capital gain?” asked koltin.

“partners 55 and older love it. partners who are 35 are not so sure.”
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steffen: leadership is about energy, not tenure | gear up for growth

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when you’re too tired to lead, step aside.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by tax season readiness: practical steps for a smoother busy season  | 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
is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 
.

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

“leaders who realize they’re too tired to keep managing change should recognize that it might be time to transition to somebody who has that energy,” says carrie steffen, ceo of the iowa society of cpas, during her appearance on gear up for growth, hosted by jean caragher of capstone marketing. “the longer you hang on when you don’t have the energy for change, the more of a disservice you’re doing, not only to your firm, but to the profession as a whole.”   

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

in addition to highlighting self-awareness as a key leadership skill, steffen offered valuable insights for cpa firm leaders navigating today’s dynamic environment. 

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pinkus: scaling a remote powerhouse | big 4 transparency

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“we didn’t plan to build a 100-person firm. we just wanted to work for ourselves.” 

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by tax season readiness: practical steps for a smoother busy season: 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

is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 

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big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

what does it take to build one of canada’s fastest-growing cloud accounting firms? in this episode of the big 4 transparency, host dominic piscopo sits down with mike pinkus, co-founder of connectcpa and host of the growth tales podcast, to unpack the bootstrapped, contrarian story behind connectcpa’s rise to over 100 staff and a fully remote, recurring revenue model long before it was trendy. 

more dominic piscopo | more private equity | more pay & compensation

founded in 2014 by pinkus and co-founder lior zehtser, connectcpa was born from a desire for more autonomy – both personally and professionally. “we just wanted to work for ourselves,” pinkus says. “everything else was a byproduct.” yet within a few years, they found themselves leading a national, cloud-native firm with a deep bench of accounting, tax, and finance professionals serving scaling businesses across north america. read more →

private equity, mergers transforming the accounting profession

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cresting ocean wave made of $20 bills

focus on return on relationship, not just roi.

by rory henry
the holistic guide to wealth management.

there’s no question the pandemic accelerated the accounting profession’s transformation and the entry of private equity (pe) into the marketplace. in many ways the pandemic years were an inflection point. the old way of doing things – meeting clients face to face and providing tax and accounting services – is essentially over. the pandemic and private equity are propelling the profession forward as firms adopt new service offerings, change how they operate, and find innovative ways to recruit, retain and compensate talent.

more rory henry and the holistic guide to wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

pe is considered “smart money” because it has a track record of building better business models, increasing efficiencies and then selling the companies and firms they invest in for a profit. smart money sees enormous potential by investing in accounting firms thanks to technology that makes it easier than ever to integrate professional services on a much larger scale.
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