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Today's Features
How to Suggest More Services for More Pay
BONUS: Four sample engagement proposals.
By Ed Mendlowitz
The CPA Trendlines Practice Doctor
In order to help clients work out their problems, we need to give them suggestions and we need to charge the clients an appropriate fee.
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No matter how you price or bill for your services you will be spending time helping them and during that period you will be drawing on your vast experience, knowledge and data base of the client’s affairs.
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Five Key Ingredients to Growth
The difference between the disruptor and the disrupted.
By Domenick J. Esposito
8 Steps to Great
I was recently asked, “Why is growth important?”
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My short answer was that it comes down to perspective – do you want your firm to be relevant and be a disruptor or do you want your firm to be irrelevant and be disrupted because, without growth, your firm will certainly be the latter.
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At ENGAGE 2026, a Profession Richer and Less Certain Than Ever
On the agenda: Consolidation, ethics, AI, and talent.
By CPA Trendlines
The CPA profession arrives at its biggest annual gathering this month, carrying two truths that refuse to sit comfortably together: It has never been worth more money. And it has never been less sure of what it is becoming.
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AICPA and CIMA convene ENGAGE 2026 at the ARIA in Las Vegas, June 8 through 11 and the 10th-anniversary theme — “The Next Wave: A Decade of Possibility Starts Now” — markets the milestone while signaling the unease beneath it.
A Simpler Path to Advisory Growth
If you’ve been asking “Where do we even start?” here’s your answer.
By Eric Eager
10X Advisory
Ask most firm leaders if they want to grow their advisory services, and the answer is yes – without hesitation. In today’s environment, advisory is no longer optional – it’s seen as the future of the profession.
But ask how they plan to do it, and the answers start to get fuzzy.
MORE by Eric Eager
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“We’re going to talk to clients more.” “We’ll see what comes out of our planning meetings.” “We’re still figuring that out …”
It’s not hesitation – it’s overwhelming. Most firms already feel stretched thin, and the thought of building a whole new line of service, pricing model and delivery process can feel like trying to build a plane while flying it.
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Clients Won’t Upgrade Unless They Understand
Are your higher-value advisory services clear to them?
By Hitendra Patil
You are more than a billable hour. Do you agree?
Upgrading your clients to higher-value advisory services can be an arduous task. It is challenging, but worthwhile!
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However, what do you do when your clients don’t understand why they should pay for your advice or, worse, why they need it? How can you convince them that it is worth paying for your advice?
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