GROWTH STRATEGIES

Make Processes Your Superpower

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Woman drawing flowchart on a blackboard

Priority codes, onboarding and more ways to standardize your operations.

By Jackie Meyer

Systems and processes are the unsung heroes of any successful business. They bring order to chaos, ensure consistency and free up your time to focus on high-value activities.

MORE: Maximize Impact with Tiered Service Packages | Eight Steps to ROI Pricing | Shift Your Value Proposition from Compliance to Advisory | How Niches Lead to Growth | Vision vs. Mission, and Why You Need One | Ten Questions to Check Your Entrepreneurship | More Revenue in Fewer Hours
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Why Systems and Processes Matter

First, you must build the foundation for a thriving advisory practice, define your vision, identify your ideal client, implement value-based pricing with the ROI Method, and explore the power of tiered service packages. Then, you can focus on the backbone of a scalable practice: systems and processes.
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Make Distinctive Service a Process

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Businesswoman in a meeting with a male colleague smiling at him as they sit at a table discussing paperwork over coffee

What a client service plan can add.

By Domenick J. Esposito
8 Steps to Great

Derived from the understanding that each client has a different set of needs, your firm needs to develop a client service plan that tailors your services to match client needs.

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The client service plan ensures the highest level of quality service by focusing your engagement team on exceeding a client’s expectations.
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Whitman: New Firm Deals: Flexibility, Culture, and the Rise of “31 Flavors” | Holistic Guide to Wealth Management

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Firms that prioritize, listen, and align position themselves for better long-term outcomes.  

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By Rory Henry CFP®, BFA™
For CPA Trendlines

Phil Whitman, President and CEO of Whitman Advisory, works with hundreds of CPA firms and more than 230 strategic investors across private equity, family offices, wealth management aggregators, and publicly traded consolidators. He sees a profession undergoing unprecedented transformation, and Whitman has a front-row seat.

In this episode of Holistic Guide to Wealth Management, Whitman shares his observations with me from his unique vantage point.  

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Whitman points to 2021 as the inflection point for the profession’s transition. That’s when EisnerAmper became the first major CPA firm to accept private equity (PE) investment, followed shortly by Citrin and Cherry Bekaert. Those deals opened the gates for capital providers and ignited a wave of consolidation across firms of all sizes. The profession hasn’t looked back since. 

Transaction activity has since accelerated, creating unprecedented competition for deals and pushing accounting firm valuations into territory the profession has never seen before.

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AI’s Already in Your Workflow…| It’s Not Just the Numbers

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The question is: Do you know what it’s doing?

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
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It’s Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines

Build a 7-figure firm in just 4 hours a week!

Artificial intelligence has arrived in accounting, but not in the way many expected. It’s not a single app or a single process. It’s everywhere, embedded in workflows, changing how firms scope engagements, price cleanup work, and train their people. 

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In the latest episode of It’s Not Just the Numbers, co-hosts Damien Greathead and Penny Breslin explore how AI reshapes the day-to-day work of accounting firms. Their conversation moves beyond theory to real-world examples of how AI is being used in client engagements, what it means for team development, and why critical thinking, not coding, is the skill every firm must cultivate next. 

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Maximize Impact with Tiered Service Packages

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illustration of three tiers of service offeringWhat are your competitive advantages?

By Jackie Meyer

We have shifted your mindset and model: you’re focusing on advisory value and pricing for ROI. Now, let’s get practical about structuring your services in a way that attracts the right clients, maximizes value per client and simplifies your operations. Enter tiered service packages.

MORE: Eight Steps to ROI Pricing | Shift Your Value Proposition from Compliance to Advisory | How Niches Lead to Growth | Vision vs. Mission, and Why You Need One | Ten Questions to Check Your Entrepreneurship | More Revenue in Fewer Hours
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Offering your services in tiered packages (rather than ad-hoc or one-size-fits-all) can be a game-changer. It provides clarity for clients, helps you avoid scope creep and increases your revenue by capturing different levels of client needs.

At Meyer Tax Consulting (my firm), we developed a structured tiered approach, which I’ll use as an example. You can model your own tiers similarly, customized to your niche and strengths.
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Green: Why Clients Quit You | Big 4 Transparency

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The number one complaint isn’t pricing. It’s confusion.

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Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

For many business owners, finding the right accountant feels like an impossible task. You’re trusting someone with your finances, your future, and sometimes even your peace of mind. But in an industry dominated by word-of-mouth and vague Google listings, Sam’s List has emerged as a game-changing alternative: a review-based directory for CPAs, bookkeepers, fractional CFOs, and financial advisors, designed to make trust and transparency easier for everyone. 

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In this episode of Big 4 Transparency, host Dominic Piscopo speaks with co-founder Kimi Green, who shares the wild story of how the viral idea from entrepreneur Sam Parr (of My First Million) turned into a thriving lead-generation platform – and how she found herself leading it with no prior experience in accounting. “I despised accounting,” Green laughs. “I didn’t even ask follow-up questions when someone told me they were a CPA.” 

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The “LBD” of Tech: Simplicity & Standardization Still Win | It’s Not Just the Numbers

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“If you don’t have accountability, you can never reach your ambition.” 

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It’s Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines

If there’s one topic that never gets old in accounting, it’s technology. New apps promise smoother workflows, faster reconciliations, and smarter insights every year. Yet, despite all the innovation, many firms still struggle with the same problem: too many tools, too little strategy. 

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In the latest episode of It’s Not Just the Numbers, hosts Penny Breslin and Damien Greathead revisit a metaphor that’s as timeless as it is practical, the “little black dress” of technology. The conversation digs into what every firm owner should understand about building a tech stack that actually fits their ambition, not just their app wish list. 

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Baker: Transformation Economy Will Redefine Accounting | Gear Up For Growth

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Stop “playing small ball,” and reimagine client experiences.

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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“A business model describes how you earn revenue when services are given away for free,” said Ron Baker, co-founder of THRESHOLD: A Revelation for the Transformation Economy, during his appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing.

“That terrifies people, but it’s where the economy is going.” 

More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth

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Baker discusses the profession’s next major evolution: the transformation economy, where firms no longer compete on services, scope, or efficiency, but on their ability to change lives.

He argues that CPAs are uniquely positioned to guide clients through lasting financial and personal transformation. CPA value will shift from work performed to life and business outcomes: healthier, wealthier, wiser clients living with meaning.  

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Eight Steps to ROI Pricing

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How to address common objections.

By Jackie Meyer

We already set the foundation for moving to high-value advisory services. Now let’s talk about how to price those services in a way that reflects their true value and empowers you to achieve the Balanced Millionaire lifestyle.

MORE: Shift Your Value Proposition from Compliance to Advisory | How Niches Lead to Growth | Vision vs. Mission, and Why You Need One | Ten Questions to Check Your Entrepreneurship | More Revenue in Fewer Hours
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This is where the ROI (Return on Investment) Method comes in.

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Marketing Information Is at Your Fingertips

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Latina woman working on laptop

Chatbots can get you started.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

A lot of marketing doesn’t work because accountants and consultants just don’t do any or enough market research. Unfortunately, many people think they know their markets and what they want and need, but most don’t have enough information about their target markets. In today’s world, finding information is often just a keystroke away and it won’t cost you anything.

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Most of your market research can be accomplished through secondary research – sources that are already available as opposed to primary research that consists of studies done just for your firm. You don’t have to spend a lot of money to get good market information if you know where to look, especially today.
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