WEBINARS & SPECIAL EVENTS

Lessons from Bob, the Pool Guy

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How to cut clients, raise prices, earn more and work smarter.

By Jean Marie Caragher
Capstone Marketing

It’s a hot topic these days. Accounting firms have more clients than they can handle and not enough people to get the work done. There are solutions, e.g., firing “D” clients and not accepting any new “D” clients. However, many CPAs still resist this process.

“How to Upgrade Your Client Base to Optimize Profits”

Thursday, June 16, 2022
10 -11:30 a.m. Eastern

Early Bird Price: $99. After June 13: $149
2 CPE Credits (United States only)

REGISTER HERE

This got me thinking about Bob (his real name), our pool guy. He has been our pool guy for over three years. Every Wednesday, like clockwork, he arrives to clean our pool, adjust the chemicals, and whatever else needs to be done. Bob is friendly and genuinely cares about our pool. My husband and I are very satisfied customers.

Bob recently turned 60 and is thinking about how he wants to run his business and spend his time. He’s making a few changes. Here are four lessons we can learn from Bob. READ MORE →

The FinTech Flood: Accounting Will Never Be the Same

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Venture capital and private equity are pouring billions into financial technology start-ups. And this business will never be the same.

Watch the video or listen to the podcast: Follow CPA Trendlines Podcasts on Apple Podcasts here or grab the RSS feed here.

With Rick Telberg
For CPA Trendlines

Transcript and slide deck available exclusively for PRO Members (login required).

A tsunami of venture capital and private equity is flooding into new tech startups, enough to swamp the entire tax, accounting, bookkeeping, and payroll sector, according to a new study by CPA Trendlines.

MORE: How Private Equity Changes Everything | The FinTech Flood: Accounting Will Never Be the Same | The Disruptors: Re-Inventing Accounting with Tyler Anderson |  The Disruptors: How to Scale with New Padgett COO Amanda Aguillard | Eat that Frog: Asking for a Prospect Meeting | Growing Revenue Through Client Service | Lease Accounting Is About to Get Very Real | Google Ads for New Tax Season Clients | Exclusive: Eisner CEO Charly Weinstein Explains the Private Equity Deal  | Flash Briefing: A “Call to Arms” after Private Equity Deal | Four Ways to Beat the Staffing Shortage, with Pasha Malik

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Transcript and slide deck available exclusively for PRO Members (login required).

Here CPA Trendlines founder, publisher, and editor Rick Telberg delivers the keynote at the Terrapinn Finance & Accounting Show, explaining what it means for the future of the profession, including:

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Flash Briefing: A “Call to Arms” after Private Equity Deal

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EisnerAmper move augurs a new path forward for firms seeking capital for growth.

With Dom Esposito and Anthony Zecca

EisnerAmper’s deal to take on private equity and spin off its attest firm represents a new path forward for firms seeking capital to remain competitive in talent and in technology, according to Dom Esposito and Anthony Zecca, two veteran big-firm leaders, in this exclusive CPA Trendlines Flash Briefing webinar.

DOWNLOAD the slide deck here (PDF)

MORE on PRIVATE EQUITY for CPA FIRMS:

Exclusive: CEO Charly Weinstein Explains the Private Equity Deal

Analysis by Esposito and Zecca: How Outside Capital Can Remake CPA Firms

Analysis by Esposito and Zecca: Private Equity the New Source of Growth Capital for CPA Firms?

EisnerAmper Gets Private Equity Backing

Esposito is author of “8 Steps to Great: Driving Success at the World’s Largest CPA Firms And How to Apply the Lessons at Firms of All Sizes.” More by  Dom Esposito here.

Zecca is the author of “Leading from the Edge – The New Growth Handbook with Bonus Toolkit.” More by Anthony Zecca here.

It’s “a call to arms,” says Zecca. “Whether you’re a $30-million firm or a $300-million firm, it doesn’t matter. You need to step back and say, Okay, how is this going to affect me? How’s this going to affect how we get our clients? How is this going to affect how we’ve gotten our talent? And what do you need to do to change in this changing landscape?”

For Esposito, “The takeaway is an understanding that you have options. And private equity is now an option that you should consider if you have the right mix of services and the right size.” READ MORE →

Seven State Societies Team for All-Star Real Estate Tax Conference

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Koch

Seven half-day virtual events help practitioners maximize deductions and increase cash flow for real estate and construction clients.

By CPA Trendlines
via Bedford

Karen Koch, CPA, a legendary figure in real estate tax accounting, is headlining a seven-date, 4-CPE, virtual real estate conference series in association with the state CPA Societies of Connecticut, Kentucky, Virginia, Texas, Ohio, Missouri, and Minnesota.

She’ll be joined by renowned CPA tax specialists Andy Ackermann of MCM CPAs and Advisors, Blake Christian at HCVT, Stephen Lukinovich at MCM, Josh Malancuk of JM Tax Advocates. CPA Trendlines editor-publisher Rick Telberg will also be participating.

“We’re honored to be working with so many of the nation’s leading state societies for our profession,” noted Bedford partner Karen Koch, CPA/MBT. “We can’t wait to start sharing insights from some of the smartest professionals I know about the impact of tax incentives related to cost segregation, EPAct 179D certification, and R&D tax credits.”

The four-hour CPE events will provide a mix of pre-recorded presentations and live Q&A from experts in the areas of Cost Segregation, Energy Credits, Real Estate Elections, Low-Income Housing Credits, Cost Seg for Opportunity Zone Investors, R&D Credits in the Construction Industry, and Real Estate Property Tax Reduction Strategies.
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