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alan whitman: unlocking the secrets to smart growth | gear up for growth
“speed and being nimble are critical to being able to try new things and iterate quickly.”
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间
alan whitman, ceo of adw advisory, formerly led baker tilly u.s. through a meteoric rise from $475 million to $1.5 billion in revenue. in this episode of gear up for growth, he shares his wealth of experience and insights.
see alan whitman on the disruptors: stop accepting the status quo
gear up for growth spotlights the best strategies for smart and effficient 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
one of the central themes of the conversation is the potential for smaller cpa firms to outpace their larger counterparts in innovation and agility. whitman highlights the advantages small firms have, such as their ability to pivot quickly and try new approaches without the bureaucratic hurdles larger organizations face. “speed and being nimble are critical,” whitman asserts. however, he notes that smaller firms must adopt a forward-thinking mindset, emphasizing, “hopefully, smaller firms aren’t biased by always doing it the way you’ve done it in the past.”
bissett bullet: to serve is glorious
today’s bissett bullet: “you have significant worth to those who believe in you. show them why they should.”
by martin bissett
st. nicholas was a rich man who gifted money to those in greater need. he morphed into santa claus and became legend as his story was told over time, because of his incomparable achievements and his altruistic nature of service to others.
now, i’m not suggesting for a moment that you start giving money away. simply bear in mind that a disposition to serve trumps a desire to sell in terms of how attractive your proposition is to potential clients.
today’s to-do:
think about how you treat your clients. as cash cows, or as those for whom you make dreams come true and your fees come as a result? if you can honestly say the latter, they will believe in your worth.
see more bissett bullets here
how 529 college savings plans benefit business owner clients
ensure both business and personal finances are optimized.
by jackie meyer, cpa
jackie meyer, cpa is president and founder of meyer tax consulting llc, taxplaniq, and concierge accountant coaching programs in southlake, texas, with over 20 years of experience, she founded and successfully sold her own cpa firm for seven figures, leveraging her trademarked roi method of value pricing tax advisory services. she specializes in tax planning for executives with a high investment return. meyer is a serial entrepreneur, speaker, and consultant dedicated to revolutionizing the fintech, accounting, and entrepreneurial landscapes. as a cpa and certified tax coach, she offers concierge tax and accounting services to assist clients with anything from income-shifting strategies to managing a family business in qbo.
most business owners are adept at navigating the complexities of running a company. however, when it comes to personal financial planning, particularly concerning education expenses specialized attention is often required.
related: sy goldberg’s guide to the new retirement distribution rules | ten ways to manage price increases | survey says 57% of firms are raising prices next year | art werner: preparing for the tax cuts and jobs act to expire | quick tax tip
it’s been widely touted that a 529 college savings plan is a powerful tool that not only aids in funding education but also offers significant tax benefits. understanding how to leverage a 529 account can enhance financial strategy for your business clients, ensuring both business and personal finances are optimized.
regulation, geopolitical instability spark concern
audit partners seeing modest optimism across companies.
by 卡塔尔世界杯常规比赛时间 research
auditors have a special sense of what’s happening in american business. they see the numbers that others don’t. they prepare their firms and clients for what’s to come.
this year, audit partners are sensing a guarded confidence in the economy, albeit with considerable nervousness about the geopolitical situation, according to the center for audit quality’s 2024 audit partner pulse survey.
more: ten ways to manage price increases | survey says 57% of firms are raising prices next year | twelve years and out: seasoned accountants join the exodus | survey shows big opportunities in small business | the slow, painful death of the 150-hour rule | partners: your middle managers are getting squeezed | in-person conferences still essential | accounting arc
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geopolitical instability
for the first time, geopolitical instability ranks in the top five economic risks facing companies over the next 12 months.
in fact, it ranks third, a fear substantially more serious than that of cybersecurity and rising interest rates.
read more →
tax season memo from staff to managing partner
what if your staff didn’t write this email?
by hitendra patil
congratulations if your staff wrote such an email to you. (but what if they wanted to and didn’t?)
join the study: are you an owner, partner, or managing partner with talent challenges? we’re conducting research to uncover answers. if you’re interested, please email me here.
dear [managing partner’s name],
as we start thinking about the next tax season, i am reaching out with a request that reflects the sentiment of many of us in the firm. i know tax season is crucial, and we all understand its importance. however, after all these years, we’re in a never-ending marathon. the long hours, the constant pressure—it’s draining. what if we could flip the script this year and make the next tax season, dare i say, a little less soul-crushing?
i have a few ideas—some might seem unconventional, but we must get creative to avoid the same burnout cycles. hear me out, in no particular order: read more →
tiktok fraud exposes gaps in financial literacy | accounting arc
social media users jumped on a chase atm “free money” scheme—but the consequences were severe.
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accounting arc
with liz mason, byron patrick, and donny shimamoto.
center for accounting transformation
in the age of social media, financial misinformation can spread as rapidly as it’s created, and the recent chase bank atm scam exemplifies this.
more accounting arc: how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision |
a supposed “glitch” that allowed users to deposit checks and withdraw amounts above the federally set limit for immediate withdrawals became a viral trend on tiktok, leading many to commit fraud unknowingly. in a recent accounting arc episode, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma; analyze the scam’s implications and highlight the lack of financial literacy that may have facilitated its spread.
sy goldberg’s guide to the new retirement distribution rules
sy goldberg at his best: frank. outspoken. unfiltered. unreserved. unvarnished. unedited.
preview: unmute for sound
卡塔尔世界杯常规比赛时间 research is pleased to present sy goldberg’s 112-minute program covering the new required beginning date for starting distributions from retirement accounts.
buy now | learn more
accounting firms upshift to corporate model
expect competition from non-cpa firms.
by terry putney
the rosenberg national survey of cpa firm statistics
the private equity influence and activity clearly will continue to dominate mergers and acquisitions in the profession in the near future. at this point there is likely over $10 billion in fee volume generated by firms pe has invested in. even more if you include esop-based firms (an alternative form of investment). contrast that with less than $2 billion at the height of the consolidation phase in the early 2000s. it seems likely that the fee volume generated by pe-backed firms could exceed $20 billion within at most 18 to 24 months.
editor’s note: every year, the 2024 rosenberg national survey of cpa firm statistics asks the profession’s top consultants two sets of questions:
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- how do you think the next 12 months will unfold? trends? predictions? other thoughts?
- how would you assess the last 12 months? trends? observations? struggles?
more: tech anxiety paralyzing some accounting firms | what’s going to happen? lots, say consultants | growth and complacency must concern accounting firms this year | solving staffing requires intention | how accounting firms are handling the staff shortage | the future of fees | as private equity closes in, firms seek new answers to staffing problems | when staffing falls short, clients get culled | how accounting firms are dealing with retirement | next five years are critical for accounting firms | staffing turnover’s down, but why? | what’s your firm worth? private equity wants to know | the new pipeline: outsourcing and offshoring | is this the last year of accounting’s golden age?
exclusively for pro members. log in here or 2022世界杯足球排名 today.
one of the trends that is already happening is firms are moving from the partnership model to a more corporate model with respect to ownership and owner compensation. this means compensation systems will include elements of ownership as part of the currency. it also means the concept that a professional is expected to commit to a full career with a firm with the reward being in the form of a 10-year deferred compensation buyout after 30 years of service is likely to start to wane.
read more →
jody padar: make radical changes now if you want to be relevant in 2030 | the disruptors
your pricing isn’t aligned with the future, and neither is your business model. plus 18 more takeaways!
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
jody padar, the radical cpa, has been pushing for big changes in accounting for years. her latest book, radical pricing, is a blueprint for firm owners who want to fully transform their businesses to serve clients better, make employees happier, and be more profitable. padar maintains that combining pricing with standardization and productization drives firm profitability.
more disruptors here | more podcasts and videos: rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business | nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles |
this handbook isn’t just about “putting pricing on something,” padar says. “that’s putting lipstick on a pig.” many firms that have tried value pricing say it doesn’t work, but padar says that’s because their business model isn’t aligned with their pricing. “if you leave the old school model and you just put pricing on top of it, you’re going to struggle,” she says. radical pricing walks readers through a process of standardizing and productizing services, defining the ideal customer, developing pricing, and even explaining how to bring legacy customers on board.
stacy dreher: standing out in a ‘sea of sameness’ | capstone conversations
“marketing cpa firms in a sea of sameness is challenging, but when you niche down, the possibilities are limitless.”
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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间
in the latest episode of capstone conversations, stacy dreher, the director of practice growth at james moore & co. and the association for accounting marketing’s (aam) 2024 marketer of the year, says one of the biggest challenges for cpa firms today is differentiating themselves from all the other cpa firms in the market.
follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, on fridays here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here
dreher’s journey in the field is nothing short of inspiring. having joined james moore & company in 2014 as a marketing manager, she rose to director of practice growth by 2020, a time that tested marketing professionals like never before. her leadership has helped shape a dynamic six-member team, navigating challenges and opportunities in an ever-evolving industry.
ten ways to manage price increases
communicate your value, not your rising costs.
by 卡塔尔世界杯常规比赛时间 research
the ignition 2024 accounting and tax pricing benchmark survey indicates that most accounting firms are planning modest price increases in 2025 – in too many cases somewhat less than what they need to provide decent salaries and top-notch services.
more: survey says 57% of firms are raising prices next year | how will private equity impact accounting careers? | eleven questions about kids, wealth and the family business | twelve years and out: seasoned accountants join the exodus | how accounting firms are handling the staff shortage | gen ai in accounting: epic transformation, or overheated hype? | survey shows big opportunities in small business | salary guides for accountants vary widely: whom do you believe? | are you earning what you deserve? | the slow, painful death of the 150-hour rule | partner comp earnings gap: what’s the right spread? | main street accountants see turbulence ahead for small business
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the survey offers 10 tips for managing price increases without losing clients (unless you want to). here they are, with a bit of commentary.
read more →
do i owe my employee a referral fee?
new business should be rewarded.
by ed mendlowitz
202 questions and answers: managing an accounting practice
question: i got a new client because of one of my employees. do i have to give her anything?
more: why you shouldn’t sue a client | what to do when a partner becomes disabled | i’m just starting out; why join an association? | i’m 76. should i slow down? how? | ask for what you’re worth | two options for collecting past due fees | when board service gets tricky | eleven ways new staffers can help bring in business | busy season is over, so it’s time for some resolutions | want to merge? six steps to take | how to start providing family office services | every accounting firm needs quality control
exclusively for pro members. log in here or 2022世界杯足球排名 today.
response: wrong attitude! you should want to give her something. you should be happy that a staff person was able to bring in business.
read more →
ten daily marketing moves | listicle
by 卡塔尔世界杯常规比赛时间 research
make marketing a daily activity – on some days, strategic moves. on other days, at least one or two smaller moves. here are 10 smaller moves for your daily to-do list.
more listicles here