ten topics for your newsletter | listicle
surveys & research
sarah cirelli: launching the ‘swat’ plan at grassi cpas | capstone conversations
capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.
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with jean caragher
for 卡塔尔世界杯常规比赛时间
when the covid pandemic hit grassi cpas, chief marketing officer sarah cirelli launched a “swat” program to stem the losses and reap an extra $2 million in new fees.
tune in to capstone conversations every monday | 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 every friday with gear up for growth here
in this episode of capstone conversations with jean caragher, cirelli explains the swat toolset, which stands for “special weapons and tactics,” an automated dashboard with the firm’s crisis response and recovery services, all the marketing data, and every prospect and client who attended a webinar or called their hotline, the questions they asked, the industry they operate in, and where they were in the lead generation process.
twelve years and out: seasoned accountants join the exodus.
no longer a problem confined to just new talent or middle managers.
by 卡塔尔世界杯常规比赛时间 research
in a startling shift, thousands of highly experienced top-level accountants are leaving the field mid-career, challenging the long-held view that the staffing crisis is limited to new graduates or middle managers.
related: middle managers getting squeezed | explaining the talent shortage in one big chart | salary and compensation outlook for small cpa firms | gen ai in accounting: epic transformation, or overheated hype? | more: the talent crisis | download the national pipeline advisory group report
for many accountants on the edge of transition, the coming years will determine whether the profession can reinvent itself to retain the trust of its workforce or continue to lose ground as one of america’s fundamental professions.
how accounting firms are handling the staff shortage
some creativity may be in order.
by 卡塔尔世界杯常规比赛时间 research
rare is the cpa firm that has no problem finding, hiring and retaining professionals in accountancy. those that don’t have a problem are either not hiring or are paying plenty with packages that include higher than average salaries, the option to work remotely, stock option plans and other benefits.
more: 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?
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several of the top-notch consultants who contributed observations to the 2024 rosenberg national survey of cpa firm statistics not only noted the problem but shared some of the solutions that firms are applying.
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ai can help market your firm
it augments rather than replaces human expertise.
by august j. aquila
price it right: how to value accounting services
artificial intelligence can do a lot of things very effectively, and one of them is to offer numerous benefits to a look at it as a start and not the end of the ai marketing discussion.
more: twenty questions to ask before starting your marketing plan | five ways smart marketing boosts your firm’s enterprise value | marketing’s role in staffing and recruitment | measuring marketing success: the 10 kpis | seven reasons marketing can make your firm a great place to work | seven ways that marketing helps you retain clients | is pricing a marketing function? | develop your personal marketing plan in ten steps | five ways to make partners fall in love with marketing | analyze your firm to keep it current | what makes a great website? | losing can help you win more | three more strategies for growing your practice | four strategies for building your practice | eight areas to cover for personal goals
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here are some ways ai can assist in your marketing efforts:
- customer segmentation and targeting: ai can analyze vast amounts of data to identify patterns and segment customers based on their preferences, behaviors and demographics. this enables the firm to create highly targeted marketing campaigns tailored to specific customer segments, resulting in improved engagement and higher conversion rates.
donny shimamoto: defining accounting transformation | accounting influencers
“this is a new area for accountants, but it’s an evolving area, and i think it represents a great opportunity for us…”
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accounting influencers
with rob brown
rob brown and donny shimamoto discuss reform, transformation, and change in the accounting profession at individual accountant and cpa plus practice levels.
in 2001, donny founded intraprisetechknowlogies llc, a specialized cpa firm dedicated to helping small businesses and middle-market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced organizational growth and development. donny also works as a trusted business advisor with larger organizations, facilitating organizational strategic planning and execution, it governance and planning, enterprise architecture, information architecture and assurance, business process improvement, and business intelligence initiatives.
alex drost: firms get scrappy against pe-backed competitors | gear up for growth
as private equity gains momentum in the accounting industry, firms face a decision: embrace external investment or double down on independence.
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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, alex drost, managing principal of connection builders, discusses the growing interest in private equity in the accounting sector. hosted by jean caragher, president of capstone marketing, the conversation delves into the driving forces behind pe investments, the challenges investors and accounting firms face, and how firms can prepare for the evolving landscape.
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
the accounting profession is no stranger to change, but according to drost, recent shifts are reshaping the industry more dramatically than ever before. “we’re seeing changes not just in technology but in the makeup of the profession itself,” he says. “the aging partner base and different generational approaches to firm ownership are creating gaps that private equity sees as opportunities.”
gen ai in accounting: epic transformation, or overheated hype?
cornerstone report: artificial intelligence at work
by 卡塔尔世界杯常规比赛时间 research
staff crave advancement and challenge
do your people know what it takes to get ahead?
by marc rosenberg
cpa firm staff: managing your #1 asset
the cpa firm mergers and acquisitions company prohorizons has surveyed thousands of staff on what they want most from their jobs. here are excerpts from their survey results:
more: what leadership looks and feels at cpa firms | eleven things that good mentors do | give the recognition your staff needs | the importance of great bosses | how remote work is impacting accounting firms | make work flexibility work for everyone | why staff leave cpa firms … and how to stop them | how to solve the big disconnect in talent management | what relevance means for staffing in accounting | how accounting staffing has changed
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opportunities for growth and development
one of the most common reasons people leave their jobs is because they don’t see potential for future growth. staff want to be in a position where they are constantly growing and improving instead of just staying stagnant. the best cpa firms encourage that growth by providing opportunities for career and personal development.
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bissett bullet: it’s all about balance
today’s bissett bullet: “there are two races to be won in the accounting profession if you are to win new work. you must have a strategy in place for both if you want to ensure that your firm is at the front of the queue when it comes to winning the right clients at the right time.”
by martin bissett
those who adopt technology in the most effective way, and deliver the fastest results in the most attractive way, will win the race for compliance work going forward as this work becomes ever more commoditized.
those who are the best relationship builders are going to win the advisory race, which is the most profitable and usually the most enjoyable work because you progress from providing a service, to improving lives.
you will no doubt want to have a balance of compliance work to give you recurring fees and advisory work for highly profitable engagements.
today’s to-do:
do you have a strategy for winning a balanced mix of new work? take some time to review it now.
see more bissett bullets here
the future of fees
are you raising yours to close a salary gap?
by 卡塔尔世界杯常规比赛时间 research
when the 2024 rosenberg national survey of cpa firm statistics asked prominent consultants what’s coming down the pike in the accounting profession, an upheaval in fee structure came up a lot.
more: 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.
first, the good news: net fees are growing rather nicely.
- net fees at firms billing more than $2 million jumped an average of 10.7 percent.
- growth at firms billing over $20 million leaped by 12.5 percent.
- even small firms, those with $2-5 million in revenues, grew by 9.1 percent.
using change orders with scope
how is a change order like taking your car to a mechanic? read on.
by jody padar
radical pricing – by the radical cpa
change orders are the result of a well-scoped process. they occur when a client adds a service not included in their original engagement or when a manager or partner requests a service be scoped and priced separately. the client decides whether or not to proceed with the change.
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the process of a change order is similar to taking your car to the mechanic for an oil change. during a diagnostic, they find you need a tire alignment as well. the alignment is not included in the services you bought, but you’re curious to know how much it would cost. depending on the price, you’ll add it to the original quote, or you won’t.
bailey lenart: from ledger sheets to transformational change | accounting arc
accountants must adapt to new value measures to remain relevant in a rapidly changing world.
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accounting arc
with byron patrick and donny shimamoto.
center for accounting transformation
accountants are often seen as guardians of financial records, working behind spreadsheets to balance books and ensure compliance. but bailey lenart, an entrepreneur based in new zealand, is breaking that mold. as the founder of world changing business and collective flow, lenart is redefining what it means to be an accountant by focusing on non-financial metrics—such as carbon emissions and biodiversity loss.
more accounting arc: leadership for the future: stakeholders, sustainability, and strategic vision | in-person conferences still essential | non-accountants in accounting: a game-changer for the profession | rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc | ai will steal your job. and that’s a good thing | accounting arc | the right kind of lazy: innovative approaches to streamlining workflows | accounting arc
in a conversation with donny shimamoto, cpa.citp, cgma, on the accounting arc podcast, lenart recounts her transformation from a conventional accountant to a trailblazer in esg (environmental, social, and governance) accounting. “i realized early in my career that i wanted to do more than just prepare financial statements,” she shared. “i wanted to make a real impact, and that led me to look beyond numbers.”
read more →