Today's Features
ADVISORY & CONSULTING

Advisory-CAS Ascending: What Research Reveals About the Future

Clients have said what they want. Are you ready to provide it?

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

Understanding what advisory really is is only half the challenge. The real question is: “Where is it all heading?”

What are the hard truths behind the excitement, and why do so many firms still feel like they are in the early stages when it comes to client advisory services? Let’s take a closer look at what the data tells us about the exciting future of advisory services.

MORE by Hitendra Patil: The DNA of Advisory-CAS | Advisory Is Not Consulting | What Exactly Is Client Advisory Services? | Review Your CAS Offerings | CAS Prospects Want Proof? You’ve Got That | What AI CEO’s Warning Means (and Doesn’t) for Accountants | Ditch the Sales Pitch | How to Get CAS Clients to Blow Your Horn | Four Questions for Choosing CAS Clients | What Is Your Firm’s Marketable Value? | Seven Tips for CAS Marketing | Twelve Things That Kill Your CAS Profits
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

The numbers don’t lie: CAS is no longer just a trend. It is a fundamental shift.

Let’s explore insights from one of the biggest CAS research surveys ever done. This rich and meaningful data draws us in and inspires us to think more creatively about how advisory services can evolve in the years to come.
READ MORE →

MANAGEMENT

How DiSC Profiles Help Remote Teams

Overhead view of five people in a meeting

Work together effectively with better understanding. 

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Working in a remote environment can be great, and it can also have its challenges. Communication is one of the biggest hurdles distributed companies have to overcome. To tackle this issue head on, Summit CPA has implemented many initiatives.

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

One of our favorites is the DiSC profiles. Let me start off by telling you a little bit of the background on the DiSC profiles.
READ MORE →

Gear Up for Growth

Schwedelson: Stop Playing It Safe | Gear Up For Growth

Four key strategies show how firms can lead with value.

This is a preview. The complete episode 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

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

4ImpactData: 10X Your Advisory. Not Your Headcount

“Firms can’t afford to hide behind best practices or boring templates anymore,” says Jay Schwedelson, president and CEO of Outcome Media and host of the top-rated marketing podcast “Do This, NOT That,” during his appearance on Gear Up for Growth with Jean Caragher.

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

“It’s time to be bold, be human, and make sure you’re showing up where your prospects are actually searching, especially in AI,” he adds.

Schwedelson delivers four urgent takeaways for CPA firm leaders. READ MORE →

GROWTH STRATEGIES

How to Cultivate Holistic Wealth

Calm balanced businessman sitting outdoors on bench in Yoga lotus pose meditating, with office building and blue sky in background

A deep dive into the SHiFT framework.

By Jackie Meyer

Success is often defined in dollar signs and business metrics, but as a seasoned advisor you know that true wealth extends far beyond the financial statement. After all, what’s the point of a seven-figure firm if your health is in shambles, your relationships are strained, or you have no time to enjoy life?

MORE: Five Hard-Earned Lessons from Exiting an Accounting Firm | It’s Never Too Early to Plan Your Exit Strategy | Beyond Blocking: More Time Management Strategies | Reclaim Your Hours with Time Management and Productivity Hacks | Hiring Strategies for Your Dream Team | Streamline Your Operations with Systems and Processes | From Compliance to Advisory: Shifting the Value Proposition | How I Became an Accidental Entrepreneur | Build a Seven-Figure Firm in Four Hours a Week
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

In this article, we’re going to zoom out and look at the whole picture of what it means to be a “Balanced Millionaire.” This is about cultivating holistic wealth across all areas of life, using the SHiFT Framework – Social, Health, Financial, Time. These are the four pillars of holistic wealth and well-being that support a truly balanced and fulfilling life for a high-achieving professional.
READ MORE →