bissett bullet: why is the second meeting so important?
today’s bissett bullet: “never leave the first meeting without having the second one already scheduled.”
by martin bissett
today's features
steve yoss: advanced excel formulas and functions for financial professionals | quick tech talks
streamline your workflow and save valuable time with excel’s power query.
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quick tech talk
with steve yoss
cpe today
whether you’re an accountant, business analyst, or anyone who deals with data, power query can revolutionize the way you work by automating and simplifying your data processes.
more steve yoss
more tech
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power query can extract, transform, and load data from virtually any structured digital source. from accounting systems to apis, web data, and even pdfs, power query seamlessly connects excel to these sources, allowing you to pull information directly into your spreadsheets. imagine gathering data from various sources and having it all readily available in excel—without manual input.
growth and complacency must concern accounting firms this year
be proactive and intentional.
by tamera loerzel
the rosenberg national survey of cpa firm statistics
while i could list many trends, predictions and thoughts, i think there are two important considerations to pay attention to over the next 12 months:
- complacency continues to run rampant in some firms. growth has been good for most firms, which means profits have been good and partner compensation is at an all-time high for many, which gives a false sense of security.
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: 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?
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in addition, the noise from the m&a activity and private equity funding along with continued capacity and pipeline issues, velocity of emerging technologies, and other business model transformation needed, many leaders freeze with inaction. those who delay or stop investing in developing leaders; hr and other operational roles; ai, rpa or other technologies; and more will be left behind.
greg kyte: being a cpa is like being the marie kondo of numbers | accounting arc
find your unique voice in the profession, and don’t be afraid to innovate.
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accounting arc
with donny shimamoto.
center for accounting transformation
greg kyte defies every stereotype of the typical accountant. kyte, a licensed cpa and in-house accountant for a company managing medical office buildings, is also a stand-up comedian.
in a recent interview on accounting arc, hosted by donny shimamoto, cpa, citp, cgma, kyte discussed his unconventional journey and how he uses humor to engage audiences in the accounting field.
more accounting arc: 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 | 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
before entering accounting, kyte spent over a decade teaching middle school math. reflecting on the shift, kyte recalls, “after 10 years, i realized i wasn’t enjoying teaching anymore, and i knew it was time for a change.” driven by his longstanding interest in numbers and the promise of stability, kyte made the leap to accounting. “i had always loved math and organization, so accounting was a natural fit,” he adds.
kyte’s current role as an in-house cpa for a commercial real estate company involves a blend of accounting and property management, including overseeing financial operations, contract reviews, and even some maintenance oversight.
“i get to make up my title to fit whatever circumstance i’m in,” he says with a laugh. “if i want to flex on somebody, i’m the cfo. if i’d like to dodge responsibility, i’m an accounts payable clerk.”
rory henry: create the return on relationships | the disruptors
be a client-centric human in a world of ai and technology.
this is a preview. pro members always get the complete video episode, with commentary and transcript. | go pro here
the disruptors
with liz farr
rory henry asked himself, “why don’t financial advisors and cpas work together?” it boggled his mind because both work with the client’s finances but are not always in sync. “we’re advising them on their businesses, and then the wealth advisor takes over and manages the finances,” henry says. “but really, one decision affects another.”
more rory henry: the holistic guide to wealth management | more disruptors: 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 |
the ultra-wealthy have long used the family office model to bring a staff of cpas, attorneys, and advisors to provide governance, legacy planning, and intergenerational wealth planning. at arrowroot family office, henry is leveraging technology to bring the benefits of the family office model to everyone. “so it’s really integrating these solutions, using technology, using relationships, to really provide for the many needs of the business and the personal finances of your clients.”
five thoughts about your firm’s culture
make it work for you.
by martin bissett
passport to partnership
cultural issues are dynamic, very broad and unique in each firm. as such it is a challenge to summarize them accurately and comprehensively.
more: do others think you’re ready to be partner? | competence is just the beginning | how to attract clients | eight questions for personal preparation | how to prepare for partnership | five questions to help forecast your firm growth | do you deliver on your website’s promises? | five questions about facing challenges | be clear about your roi proposition | it’s time to prepare the next generation | who are you more committed to, your firm or your clients? | nine checkpoints before every prospect meeting | three questions about conversion
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from our research, however, the wise choice for anyone wishing to get their passport to partnership appears to be to study
- their firm’s existing culture,
- that of its senior individuals and
- that of those who have the ear of those senior individuals
to understand not only the route to partnership, but the terrain that they need to cross too.
read more →
don’t let clients outgrow you
it might not be too late to keep something going.
by ed mendlowitz
202 questions and answers: managing an accounting practice
question: i just suddenly lost my biggest client. they said they outgrew me. what could i have done to keep them?
more: what to do when a partner becomes disabled | do as little as possible | don’t blame the client for your location | who to hire when it’s time to grow | the top tip for reviewing tax returns | you can’t win with lowballing | yes, you have to share work papers | should you merge? here’s how to chart your path | hold staff accountable if you want them to listen to you | how to raise your rates | higher fees to start: ten ways to make your tax season better
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response: maybe nothing. and at this point it may not matter, but there are some things you can do to maybe get them back in the future and stop it from happening with another client.
losing any client is not pleasant, and losing a large client hurts. and when it is sudden it hurts even more.
read more →
ten expert blog topics | listicle
spark a smarter client conversation
by 卡塔尔世界杯常规比赛时间 research
a blog is useful if done right and done regularly. to do it right, keep it simple and make it useful. and short. here are 10 topics that you can discuss with your expertise.
more listicles here
lucas lachance: revenue generation through digital marketing | capstone conversations
capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.
[preview] the complete video episode, including commentary, analysis, notes, takeaways, and transcript, is available first to 卡塔尔世界杯常规比赛时间 research pro members. | go pro here.
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with jean caragher
for 卡塔尔世界杯常规比赛时间
lucas lachance brings an auditor’s eye to marketing as the partner in charge of practice growth at dallas-based lane gorman trubitt, where he drives digital strategies that have fueled 143 percent revenue gains.
more capstone conversations here | 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 |
but the bigger challenge, lachance tells jean caragher in this episode of capstone conversations, is winning the competition for a shrinking pool of cpas. “human resources and marketing have to work hand in hand,” he says.
why now is the time for cpas to embrace wealth management
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seth fineberg is an accounting industry consultant, content strategist, analyst and speaker. his current business is accountants forward. he has been a business editor and journalist for over 30 years, the vast majority of which has been spent overseeing the accounting profession’s evolution. |
start with a conversation.
by seth fineberg
the holistic guide to wealth management.
today we are cresting the biggest waves of change that i’ve seen in my 20-plus years of covering the accounting profession. i’m talking about the need for cpas to go beyond simply being the trusted tax guy (or girl) for their clients and to help them manage all aspects of their wealth. this movement has been building for the better part of a decade, but only recently has it gone from “i’ll think about it” to “can i afford not to get on board?”
not to sound the alarm bells here, but cpas must soon choose between riding the financial planning wave or being swept under it.
read more →
rachel bashore: a lawyer’s case for reinventing accounting | accounting arc
discover how nontraditional professionals leverage their skills to bring innovation and growth to the accounting profession.
accounting arc
with donny shimamoto.
center for accounting transformation
the accounting profession is experiencing a wave of disruption, and nontraditional professionals are leading the charge.
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 recent episode of accounting arc, host donny shimamoto, cpa.citp, cgma, sits down with rachel bashore, the director of operations at herbein, to discuss her journey from attorney to accounting professional and the valuable perspective she brings to her firm.
“accounting is ripe for change, and that’s what excites me,” bashore says, reflecting on how her varied career—from it consulting to trial law—helped prepare her for the challenges of modern accounting. bashore has a unique path into the industry. after years working with ibm, she transitioned into law, specializing in litigation before moving into banking and fintech.
read more →
kate johnson: how accountants can grow with video | accounting influencers
diversify your revenue streams with video and build a virtual accounting career.
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accounting influencers
with rob brown
kate josephine johnson owns heritage business services, llc, a virtual bookkeeping firm serving small businesses across the united states. she is also the chief hustler at bookkeeping side hustle, where she helps other accounting professionals build virtual accounting careers they love.
johnson urges accounting professionals to diversify their revenue streams by leveraging ebooks, monthly membership for diy clients, vendor referral links, youtube, and newsletter and video content sponsorships. she says you need two skills to make videos: creating and communicating.
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