Transforming from a traditional CPA firm to a forward-thinking advisory firm is not merely a change in services offered but a significant shift in mindset and operational strategy. The transition from CPA firm to advisory is about more than expanding services; it's about embracing a new identity that reflects the full breadth of your firm's capabilities and the depth of your commitment to clients' success. By leading your team through this change with enthusiasm, compassion and curiosity, you will help your team feel included and valued as the firm expands. https://hubs.li/Q02nnw9V0
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I love this article on AccountingWEB.co.uk from our own Emma Slack - 'Have you been doing advisory all along?' As Emma says, many accountants are already doing work that really is advisory; you're just not being paid for it! If you get a chance, I highly recommend you read it over the Easter break: https://lnkd.in/eRhi2qWW #accountingandaccountants #advisory
Have you been doing advisory all along?
accountingweb.co.uk
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When we talk about disruption in the accounting profession and the opportunities that it creates, this is what we mean. How do firms compete in the industry and remain profitable? I'm sure this deal will be a big shocker to many, but we are not surprised at all! Are you leaning towards maintaining independence or are you still uncertain about your next steps? We can set a time to discuss your current challenges and how we can assist. - Alisandy Abinader The Visionary Group 800-995-9186
CBiz to buy Spac-focused Marcum in $2.3bn accounting deal
ft.com
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Thousands of tips, techniques, best practices, checkpoints, and step-by-step procedures.: CPA Firm Staff: Managing Your #1 Asset [Updated & Expanded], by Marc Rosenberg, at CPA Trendlines #CPA #CPAfirm #staff #staffing
CPA Firm Staff: Managing Your #1 Asset [Updated & Expanded] - CPA Trendlines
https://cpatrendlines.com
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Founder, CEO @ CPA Trendlines Research | Actionable Intelligence | Top 100 Most Influential
Thousands of tips, techniques, best practices, checkpoints, and step-by-step procedures.: CPA Firm Staff: Managing Your #1 Asset [Updated & Expanded], by Marc Rosenberg, at CPA Trendlines #CPA #CPAfirm #staff #staffing
CPA Firm Staff: Managing Your #1 Asset [Updated & Expanded] - CPA Trendlines
https://cpatrendlines.com
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Thousands of tips, techniques, best practices, checkpoints, and step-by-step procedures.: CPA Firm Staff: Managing Your #1 Asset [Updated & Expanded], by Marc Rosenberg, at CPA Trendlines #CPA #CPAfirm #staff #staffing
CPA Firm Staff: Managing Your #1 Asset [Updated & Expanded] - CPA Trendlines
https://cpatrendlines.com
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In his latest blog, Marc Rosenberg, CPA, provides insight into the true differentiators of small, mid-sized, and large firms, suggesting that a firm’s ability to lead, adapt, and innovate is just as important as its revenue numbers. Which category best describes your firm? Read the full blog at https://lnkd.in/eynm42f9. #cpa #cpafirm #practicemanagement #businessgrowth
Is Your CPA Firm a Small, Mid-Sized or Large Firm? How Is This Properly Measured? - Rosenberg Associates
https://rosenbergassoc.com
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Great article by Kimberly Blascoe, CPA, about the struggles that accountancy firms are experiencing when embracing and scaling CAS (Client Advisory Services). Many initially follow the huge opportunity that CAS brings to their organizations, and quickly understand the huge value it brings to their clients. The struggle happens when they decide to scale this service, with often with no clear growth strategy in place. Great pointers from Kimberly about overcoming the challenges.
5 growing pains in client advisory services (CAS) and what to do about them
cpa.com
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Consistency beats perfection in firm ownership. Find out why sustainable habits trump the pursuit of flawlessness and how to implement this mindset in your practice. Read the full article: https://lnkd.in/g7tHrRep #accountingandaccountants #cpa #businessadvisors #advisory #cas #monthlyrecurringrevenue
Avoiding The Mental Traps of Modern Accounting Firm Ownership - Earmark CPE
https://earmarkcpe.com
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Thousands of tips, techniques, best practices, checkpoints, and step-by-step procedures.: CPA Firm Staff: Managing Your #1 Asset [Updated & Expanded], by Marc Rosenberg, at CPA Trendlines https://lnkd.in/eXnhp-S9
CPA Firm Staff: Managing Your #1 Asset [Updated & Expanded] - CPA Trendlines
https://cpatrendlines.com
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Thousands of tips, techniques, best practices, checkpoints, and step-by-step procedures.: CPA Firm Staff: Managing Your #1 Asset [Updated & Expanded], by Marc Rosenberg, at CPA Trendlines https://lnkd.in/eXnhp-S9
CPA Firm Staff: Managing Your #1 Asset [Updated & Expanded] - CPA Trendlines
https://cpatrendlines.com
