jackie meyer: earn more with fewer clients | the disruptors
create a win-win with “the roi method of value pricing.”
the disruptors
with liz farr
featured video
lauren clemmer: confidence, collaboration, and the future of accounting marketing | capstone conversations
firms that embrace marketing as a strategic priority unlock better opportunities.
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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间
the world of accounting marketing is one of transformation, resilience, and adaptability. few individuals embody these qualities as profoundly as lauren clemmer, the former executive director of the association for accounting marketing (aam) and one of its most recent hall of fame inductees. in a recent capstone conversation, clemmer shared her journey, insights, and advice for navigating the challenges and opportunities in accounting marketing.
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
clemmer’s career began outside the accounting industry, which initially presented challenges. she emphasized the importance of understanding accounting firm dynamics and building relationships with firm partners. “i had to learn how to communicate in a way that resonated with accountants,” she explains, citing her decision to invest in executive coaching to bridge communication gaps.
susan bryant: set boundaries and elevate client services for better results | accounting influencers
accountants who stay silent risk disappointing–and probably losing–clients.
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accounting influencers
with rob brown
accountants, take charge of your client relationships, says susan bryant, cpa, in this episode of accounting influencers. bryant’s on a mission to empower accountants to refine their client base, set professional boundaries, and elevate client interactions to meet today’s high expectations.
bryant, a cpa and co-owner of a firm in plano, texas, has built her career on driving excellence in accounting. known for her expertise in advisory services, she’s passionate about transforming how accountants view client relationships and service delivery. “accountants today must redefine what a good client looks like,” bryant stated. “in this industry, it’s time to align with clients who truly value and respect the work we do and are ready to invest in that relationship.”
tim allen: my secret to niche success | gear up for growth
how specialization can drive unparalleled success.
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间
with over 30 years of experience in winery finance and a thriving boutique firm dedicated exclusively to the wine industry, tim allen, cpa, shares the journey that led him to carve out this unique niche.
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
allen’s story began in san francisco, working for deloitte, where he unexpectedly found himself immersed in the wine industry. despite wine not being the most sought-after specialty, it allowed him to remain close to family in santa rosa, california, and sparked a passion that would define his career. what started as an unconventional choice evolved into a remarkable trajectory, culminating in the creation of the allen wine group in 2009.
angie grissom: next gen inspo for accountants | arc
“leadership and culture define the future of accounting firms.”
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accounting arc
with donny shimamoto.
center for accounting transformation
when angie grissom first stepped into a nashville-based consulting firm, she likely didn’t foresee owning and transforming it. yet, over two decades later, she leads the rainmaker companies, a firm dedicated to empowering accounting professionals through leadership development, business growth strategies, and culture-building initiatives.
more accounting arc: does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | 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 |
“selling is helping,” grissom says in accounting arc. “business development is about uncovering opportunities and serving clients holistically. it’s about being a true advisor.”
jack flaherty: don’t be a ‘yes’ person | the disruptors
the next generation is purpose-driven. firms that lean into this will retain scarce talent.
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
jack flaherty believes that one of the most important business skills is on the wane: the art of decision-making.
“we’re all becoming ‘yes’ people. we don’t want to have an objective discussion, bringing out different ideas,” flaherty says. the unfortunate result is that “it’s causing us to make decisions that don’t allow us to achieve our goals.”
more podcasts and videos: greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | 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 |
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to help individuals master this vital skill, flaherty wrote his book, the decision switch, and created a platform of the same name. as flaherty explains, “the decision switch is to define your goals in clear and simple terms and build a clear path forward that allows you to consistently get those results.”
sarah dobek: how curiosity and problem-solving propel success | capstone conversations
understanding buyer behavior is the toughest—and most rewarding—part of the job.
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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间
a trailblazer in the field, sarah dobek was recently inducted into the association for accounting marketing (aam) hall of fame, cementing her status as a bruce w. marcus lifetime fellowship member. with over two decades of experience in accounting and professional services marketing, sarah shares her insights, challenges, and strategies that have shaped her remarkable career.
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
dobek reflects on her unexpected journey into the accounting marketing profession, which began as an internship at an accounting firm in 2002. since then, she has been at the forefront of shaping marketing strategies for public accounting firms, serving on the aam board of directors, and being recognized multiple times as one of accounting today’s top 100 most influential people in accounting.
art werner: turn tax prep into tax advisory | quick tax tip
show clients the value of tax planning.
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quick tax tip
with art werner
cpe today
every cpa and ea, as well as other tax professionals, should attend at least one federal tax update program annually. it’s like stretching or warming up before intense exercise.
a tax update serves two main purposes and demonstrates your value:
ed kless: accounting must innovate beyond technology | accounting influencers
in an era when traditional models fail, accountants should rethink relevance, client experience, and the power of language.
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accounting influencers
with rob brown
accounting visionary ed kless challenges the profession to move beyond the traditional billable hour and embrace a proactive, subscription-based model. in this episode of accounting influencers, kless, known for his strong stance on abolishing hourly billing, offers actionable insights into how accountants can redefine their services and stay relevant in an evolving landscape.
kless wastes no time challenging one of the industry’s longest-standing practices: billing by the hour. “it’s an absolutely dead model, and it’s a problem not only for accountants but also for their customers,” he argues. by emphasizing efficiency over effectiveness, kless says hourly billing creates a barrier to innovation and true client satisfaction. “think about it—if you had a brain tumor, would you want an efficient surgeon or an effective one?” he asks, underscoring the need for quality service over rigid time-tracking.
august aquila: when marketing drives profit | gear up for growth
“every client interaction is a marketing opportunity.”
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间
marketing has evolved from a client acquisition tool to a vital part of a firm’s overall strategy. “when we first started marketing firms, it was all about bringing in the client and not worrying about anything else,” says august aquila of aquila global advisors and author of the new 卡塔尔世界杯常规比赛时间 practice manual, “max: maximize productivity, profitability and client retention”
sample aquila’s newly released “max: maximize productivity, profitability and client retention” | buy now | learn more | more august aquila
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
“marketing today should be so integrated into a firm that it can help the firm increase its enterprise value by making the firm more valuable if you decide to sell,” he says. marketing activities, such as pricing strategies and enhancing client experiences, are essential for firms to differentiate and stay competitive.
art werner: navigating business structure decisions amid tax law changes | quick tax tip
upcoming tax law adjustments could significantly impact clients’ business structure decisions.
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quick tax tip
with art werner
cpe today
we are anticipating changes to tax laws that could significantly impact clients, either positively or negatively, depending on the structure of their businesses.
one major consideration is the type of business entity the client operates. the options include sole proprietorships, partnerships, and corporations. within corporations, there are further distinctions: c corporations or those that have made an s election.
does accounting belong in stem? | accounting arc
accounting experts debate stem designation and its implications for the accounting field.
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accounting arc
with liz mason, byron patrick, and donny shimamoto.
center for accounting transformation
as accounting evolves into a technology-driven profession, a question looms: does accounting qualify as a stem (science, technology, engineering, and math) field? on the latest episode of accounting arc, thought leaders hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, tackle this provocative question.
more accounting arc: rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | 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 |
“stem is about applying rules-based knowledge in real-world scenarios,” explains mason, ceo of high rock accounting. “accounting fits because we apply principles and make ethical decisions just like other stem professions.”
but not everyone agrees with mason.
tom wheelwright: if it’s not fun, rethink client service | accounting influencers
“good accountants focus on tasks, but great ones focus on outcomes.”
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accounting influencers
with rob brown
wealthability founder and veteran cpa tom wheelwright dives into the essential strategies for client-centric service and relationship-building in accounting. hosted by rob brown, this episode explores how accountants can elevate their client relationships, optimize billing practices, and bring joy back into their work.
in an industry where billing by the hour is typical, wheelwright advocates for a shift to flat, value-based pricing. this, he explains, allows accountants to focus on delivering value without clients worrying about the ticking clock.”when clients know upfront what they’ll pay, it removes financial surprises and puts the focus on service, not cost,” wheelwright says. “our clients need to know we’re there to solve their challenges without worrying about extra charges.”