Today's Features

Ask CPA Trendlines

Now, with smarter search, deeper analysis, more detailed responses (v.2.7).

Copyright 2026 CPA Trendlines. Technology by ChatGPT.

Influence: Winning Others Over

three people meeting, "strategy" written behind them

A five-step process.

By Matt Rampe

Ancient Chinese military strategist Sun Tzu writes in his book, “The Art of War,” “Victorious warriors win first and then go to war, while defeated warriors go to war first and then seek to win.”

Many accounting partners go to “war” (aka strategic planning) and then seek to win by having their opinions prevail. If the partners are well aligned, that can work. However, often partners are not yet aligned on key issues. That is where the subtle art and science of influence can be used to create victory.

MORE by Matt Rampe
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

What Is Influence?

According to the Oxford English Dictionary, influence is the capacity to affect the character, development or behavior of someone or something. In a CPA firm context, influence is the method by which you seek to understand and then persuade your peers into alignment around key issues.
READ MORE →

Five Alternatives to Time for Your New Metrics

Measure your progress and success, just not by the hour.

By Jody Padar
Radical Pricing – By The Radical CPA

It may sound ridiculous, but the only people who are married to timesheets are professional services firms staffed by people who spend their professional lifetimes building their knowledge. Every other company in the world has figured out how to sell and price products or services without relying on timesheets.

MORE by Jody Padar
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Why do professional services firms believe you should sell knowledge in increments of time? Ron Baker, an accounting visionary and author of “Firm of the Future,” once asked, “When you’re a knowledge worker, should you be selling your time?” I don’t think so.

READ MORE →

Four Reasons That Managers Struggle with Relationships

The seven levels of communication management we engage in.

By Martin Bissett
Passport to Partnership

Ultimately, when we have to interact with clients, subordinates, superiors or peers, the questions are always the same: Who do I need to deliver this information to and what approach would they respond most favorably to?

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

In arriving at “Communication” we come to the most intangible of all the components to obtain a “passport to partnership.”
READ MORE →

Doug Slaybaugh: How to Define “Values in Motion” | The Disruptors

Are your firm’s stated values consistent with its behavior?

This is a preview. PRO Members always get the full video, takeaways,  and transcript. Go PRO here.
True Advisor: Buy now | Learn more

The Disruptors
With Liz Farr

For CPA Trendlines

How does your firm define culture? Is your culture consistent with the values posted on the breakroom wall? Doug Slaybaugh, founder of CPA Coach, defines culture as “values in motion.” According to this definition, a firm’s stated values must be evident in the ways a firm actually behaves.

MORE DISRUPTORS: Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors | Poe: What P.E. Really Wants from Firms | The Disruptors  | Blake Oliver: Build a Biz that Runs Without You | Daiber: Use Succession as a Growth Strategy | Cannon: Busy Season is Self-Inflicted | Carroll: When One Person Can Break the FirmRampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time |

MORE CPA Trendlines Streaming Network

A firm with the value of philanthropy, for example, should give team members the ability to volunteer or sponsor nonprofit events. “There should be evidence,” Slaybaugh explains. “Otherwise, there’s no evidence of that value. It’s really not your culture.”

Slaybaugh’s previous firm had the often-clichéd value of “people first,” but actually executed on that. Team members were offered the option to buy an additional month of PTO, prorated from their salaries, resulting in an 11-month year with nearly two months of vacation.

READ MORE →