pe

private equity and the future of client advisory services

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what to watch for now and over the next 10 years.

by hitendra patil
client accounting services: the definitive success guide

the accounting profession has experienced an unprecedented increase in private equity (pe) and private credit activity in recent years, significantly transforming the landscape of client advisory services (cas).

more by hitendra patil
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let us explore why pe firms are interested, how these deals work and what it all means for the advisory-cas movement. whether your firm is courting outside capital or not, these shifts signal where the profession is headed and how to future-proof your role within it.
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woodard: move past reports; deliver results | the disruptors

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dashboards and statements aren’t enough—accountants must help clients turn data into action.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the disruptors
with liz farr

joe woodard sees a disconnect between what accountants think they’re selling and what clients want to buy. many accountants still believe they are selling time, but as woodard points out with a vivid analogy, that’s not what clients care about.

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week | randy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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

“if i’m going into cvs and i need tums,” he explains, imagine if cvs charged you more because “i hung around in their store for twice as long to buy the tums as i needed to, i took a circuitous path. maybe i looked at some of the kids’ toys for an upcoming birthday party where they’re going to charge me twice as much for the tums.”

this absurd scenario mirrors what accounting firms do to clients when the cost of delivering the service depends on the time it takes to do the work, so “the value of the product changes based on some arbitrary time metric,” woodard says. “as long as that’s the case, there’s always going to be a resistance to the billing for selling the wrong product.”

however, even among firms that have adopted value pricing, a disconnect remains because the focus is on deliverables rather than outcomes.

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petrey: ditch old models for good | big 4 transparency

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“you can’t ask people to act like partners and then treat them like employees.” 

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
by penny breslin and damien greathead. see today’s special offer

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

in an industry marked by incremental change and cautious tradition, tim petrey, managing partner at hd growth partners, is going all-in on a radical reimagining of what an accounting firm can be. speaking on the big 4 transparency podcast, petrey shares how his firm has abandoned the tired trappings of the old model – mandatory billable hours, rigid promotion timelines, and siloed service delivery – in favor of a more dynamic, entrepreneurial approach.

and he isn’t just talking about change, he’s living it. 

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

the episode dives deep into how hd growth partners embraces a consulting-first approach, using accounting services as a wedge rather than a foundation. the firm encourages team members, even juniors, to build one-on-one relationships with clients. petrey believes the best learning happens on the job, with mentorship layered into real-world client work. this, he argues, is what keeps staff engaged and clients loyal. 

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cpa firm ownership under fire | arc

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as private equity reshapes the profession, accounting leaders debate who should hold the keys to ownership.

sponsored by the small office / home office cyber protection plan – learn more here

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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

when new york passed the first cpa licensure law in 1896, the goal was simple: protect the public by ensuring financial professionals met high standards. more than a century later, that mandate is at the heart of a heated debate about who should be allowed to own cpa firms.

more accounting arc: 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 | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | resilience, real talk, and the road to mental wellness | blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service

in the latest episode of accounting arc, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, explore the evolution of firm ownership rules and their implications for the profession.

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baker: find true purpose to end burnout | the disruptors

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cpas can help guide four types of client transformation – and break through their own listlessness.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by the center for accounting transformation’s small office/home office cybersecurity protection package–
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

the disruptors
with liz farr

ron baker has been pushing accountants to change how they think and how they operate their businesses for decades, starting more than 20 years ago by ditching the timesheet, and followed recently by adopting a subscription approach to services. now that more than half of cas firms have abandoned hourly billing, according to the latest cpa.com cas benchmark survey, it’s time for accountants to move from providing services to guiding transformations.    

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week | randy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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

baker’s latest endeavor with co-founder ed kless, threshold, aims to support accountants and other professionals in moving into the transformation economy. threshold is a membership community where professionals can receive guidance, attend meetings and webinars, and learn from each other.  

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