today's features
featured video

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.

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audit & assurance

are you looking at the big picture?

young black woman sitting in front of laptop looking thoughtful

reinforce the teaching in every experience.

by alan anderson, cpa
transforming audit for the future

another method for ingraining a business-mindedness attitude into the culture of the firm is to treat every experience as a learning opportunity. partners take staff accountants to lunch with clients all the time, and the three of them talk business. but most partners never do anything with that experience. a better approach is to have a follow-up meeting where the partner asks the staff accountant questions about what they heard and what they learned during the conversation. this could even be on the car ride back to the office.

more: meet your client all year, not just during audit | give your audit teams tasks that increase business acumen | stop mixing up your v’s and losing your best people | how to upgrade c and d clients | can a service center model solve audit staffing shortages? | move to advisory and assurance with relevance | use eight audit exit items to deepen client relationships | know your three audit w’s | planning lays the foundation of audit relevance | are you correctly identifying the relevance intersection? | traditional audits don’t deserve premium billing
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

business-mindedness means we take seriously the development of the talent in our firms so that what we reward is business acumen, having great conversations with clients and with the team, and coming up with valuable advice for the clients. but instead, what many firms value is the chargeable hour. they don’t want to take the time out of chargeable hour budgets to have those conversations or to reinforce the learning from meetings with clients.
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listicle

ten tips for holiday marketing | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

the holiday season tends to be a little slow, the calm before the storm of the upcoming tax season.

staff gets into a party mood, so maybe this is a good time to put some of the accounting aside and switch over to some creative, holiday-themed marketing.

here are 10 ideas for engaging clients, enhancing brand awareness and boosting business:
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advisory & consulting

how wealth management has evolved

vintage pocket watch lying on hundred dollar billsand how the accounting profession has been right alongside.

by rory henry
the holistic guide to wealth management

the accounting profession is evolving rapidly. new business models are emerging, and firms are uncoupling themselves from the constraints of a partnership structure, from outdated service offerings, and from time-based pricing practices.

more: rory henry upends the traditional accounting firm | why now is the time for cpas to embrace wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

you may be asking yourself: “what business am i truly in?” or perhaps, “what business should i be in?” before answering these questions, consider that you may ultimately be in the relationship business more than you’re in the tax, accounting or bookkeeping business. it doesn’t matter which training, certifications or acronyms you have following your name. if you’re moving into financial planning – or thinking about doing so – you might want to ask yourself: “am i really in the human business?”
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featured video

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.

click here for more art werner

a tax update serves two main purposes and demonstrates your value:

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accounting influencers

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.

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pro member exclusive

eight strategies for recruiting

group of four young professionals

plus interview questions, ideas for small firms and more.

by marc rosenberg
cpa firm staff: managing your #1 asset

“in looking for people to hire, you look for three qualities: integrity, intelligence and energy. if they don’t have the first, the other two will kill you.” – warren buffett

“we believe hiring to be the most important first step toward the organization’s success.” – anonymous

more: why developing women partners matters | a better way to provide performance feedback | training? cpe? they’re not the same | six tips for setting compensation | staff crave advancement and challenge | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

this post offers a plethora of ideas and techniques to recruit staff. all of them can be sorted into eight high-level strategies:

  1. abr: always be recruiting. we all know that staff are very hard to find and retain. it’s been this way for decades and seems to get worse every year. in the past, firms recruited only if they had an opening. progressive firms proactively recruit 24/7. given the 15-20 percent turnover rate at cpa firms, they never know when a staff person will resign or need to be terminated. but one thing is sure – turnover will occur. if your firm website doesn’t have a section on the careers page that encourages applicants to submit their resume even if there are no openings posted, add one immediately.

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client accounting services

eight steps for better client accounting services

man seated at desk in front of computer, talking on phone

start small.

by hitendra patil
client accounting services: the definitive success guide

whether you are thinking of offering client accounting services, have already started offering it, or you want to grow your cas practice or make it more profitable, some proven steps will make your cas practice shape up in the most optimized way. if you have already started offering cas, these are the steps that you will revisit from time to time.

more hitendra patil
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

there are eight steps to get started in cas and make your cas practice better. the following details are just a bird’s-eye view of the important aspects of how to create your cas practice.
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featured video

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.

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2022年世界杯抽签

we’re honored. thank you

“卡塔尔世界杯常规比赛时间 is a key source of insights, data and actionable intelligence for hundreds of thousands of accountants around the world… a major platform for thought leaders to share bold insights, innovative ideas and, not infrequently, audacious challenges to the status quo in the profession.” – accounting today

by 卡塔尔世界杯常规比赛时间 research

the much-watched accounting today ranking of the “top 100 most influential people” lists 49 members of the 卡塔尔世界杯常规比赛时间 community – authors, contributors, advisors, and commenters – among the elite 100, including founder and ceo rick telberg.

“thank you to accounting today for the recognition. we’re honored,” telberg says. “but, most of all, thank you to the 卡塔尔世界杯常规比赛时间 community, who make it all possible and to whom we gratefully dedicate this distinction.”

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outlook & analysis

cfos see ai as top risk and opportunity

pie chart

are you working on a policy yet? half your peers are.

by 卡塔尔世界杯常规比赛时间 research

if you’re in business – anywhere from accounting to manufacturing to retailing – you’d better buckle up because next year isn’t going to be like this year, let alone the year before.

more: does accounting belong in stem? | accounting arc | artificial intelligence may already be plateauing | regulation, geopolitical instability spark concern | ten ways to manage price increases | 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?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the bdo 2024 cfo outlook survey uncovered a startling change that occurred this year. early in 2023, 71 percent of middle-market cfos said supply chain disruption was their primary risk, economic volatility running a close second and geopolitical disruption a close third.

but artificial intelligence never made the top five. in fact, it isn’t even mentioned in that survey. not once.

but 2023 was long, long ago.
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marketing & sales

bissett bullet: increase the value to increase the price

today’s bissett bullet: “build up the strength of your offer first before you talk about what it will cost.”

by martin bissett

have you ever listened to someone talk you through something that sounds incredible but the more they talk, the more you can feel the cost rising until you almost don’t want to ask for the price? talk your client through the impact of your work on their business and build an expectation that the number that’s coming is going to be far bigger than it actually is. that way, it is a comfort to them when the cost presented is lower than they expected.

today’s to-do:

look at your next proposal. how can you use the impact of your work to suggest a higher price than you end up quoting? practice your delivery before the next meeting with them.

see more bissett bullets here

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featured video

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.

click here for more art werner

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.

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