Yearly Archives: 2025

Change Fails in Silence | MOVE Like This

By

Firms that treat communication as strategy—not admin—move faster, scale smarter, and keep trust intact.

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by 4impactdata: Start delivering scalable advisory in weeks–not months: See Today’s Special Offer

Click to subscribe anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, Gaana (India), Boomplay (Africa), or RSS

4ImpactData: 10X Your Advisory.
Not Your Headcount

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines

On this episode of MOVE Like This, host Bonnie Buol Ruszczyk explores a deceptively simple question with Alice Grey Harrison, founder of AGH Consulting: Why do so many firm transformations stall—not because of strategy, but because of communication?

With more than 30 years of experience in strategic communications and change management within the accounting profession, Harrison has seen firms navigate mergers, private equity investments, leadership transitions, system implementations, and cultural shifts.

The difference between momentum and misery, she argues, is rarely technical. It’s human.

MORE MOVE

Her core insight is that culture becomes a growth engine only when people understand how their work connects to the firm’s mission, vision, and values. That clarity unlocks what she calls “discretionary energy”—the extra effort people put in when they believe in the firm’s direction. READ MORE →

Want to Merge? How to Make Your Accounting Firm More Attractive

By

https://cpatrendlines.com/2021/11/09/why-its-time-for-an-acquisition/

Plus thirteen questions to ask.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

The smaller firm in a proposed merger should make an objective, realistic assessment as to whether or not merging upward is a good business decision.

MORE by Marc Rosenberg
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Every small firm evaluating the feasibility of merging should consider these questions in as much depth as possible:

READ MORE →

Follow the Laws of Client Attraction

By

Whose needs are you focused on?

By Martin Bissett
Business Development on a Budget

Let’s start with two simple definitions to avoid any confusion:

  1. The purpose of marketing is to create the opportunity.
  2. The purpose of business development (sales) is to convert that opportunity into a paying client.

MORE by Martin Bissett
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

When we meet with prospective clients – and I say this as someone who has sat in on many hundreds of meetings of this nature – we rarely give potential clients a reason to buy from us that they care about.
READ MORE →

How to Conduct a Client Situation Review

By

six people in a business meeting

The benefits are high, but only if the right people are involved.

By Domenick J. Esposito
8 Steps to Great

The Client Situation Review (“CSR”) is an effective tool for delivering client value.

MORE by Domenick J. Esposito
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

The CSR process is one of the most powerful and effective techniques for strengthening a client relationship and improving the quality and level of your service. In the spirit of building a mid-market sustainable brand, you can use the CSR to demonstrate your ability to add value by providing creative ideas, asking the right questions, identifying challenges and providing solutions.
READ MORE →