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PRO Member Exclusive

Learning How to Lead

Businessman writing on paper

Take underdog hunger and become an “overdog.”

By Domenick J. Esposito
8 Steps to Great

Being a CPA firm leader requires you to “walk the talk,” make tough decisions and avoid common traps or errors that are attributable to a failure of providing persistent and consistent leadership.

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In addition to “walking the talk” personally, a CEO must drive action and change.
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CLIENT ACCOUNTING SERVICES

Make Advisory Work for Niches

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Hint: they aren’t limited to specific industries.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

Focusing on a specific niche sharpens your advisory-value proposition. In this post, we explore how identifying and serving niche markets allows you to tailor insights, build deeper trust and command higher value. You will learn how to recognize advisory-rich industries, position your firm as a go-to authority and translate specialized expertise into meaningful results. Niching helps your firm stand out in a crowded market by doing what truly matters for a clearly defined audience.

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Advisory services mark the most strategic development in the modern accounting field. As more firms delve into this area, it becomes essential to differentiate their advisory offerings. A strong way to do this is through industry specialization.
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FEATURED VIDEO

AJ Johnson: New CPA Licensure Pathway Opens Doors to Talent | Gear Up for Growth

Expanding access while maintaining rigorous standards.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

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

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“This legislation has real consequences – positive consequences – for the health of firms, corporate accounting departments, and the broader economy,” says Aiysha “AJ” Johnson, CEO and executive director of the New Jersey Society of CPAs, during her appearance on Gear Up for Growth with Jean Caragher of Capstone Marketing. “I like to think that we’re opening doors.”

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

Johnson highlights New Jersey’s new legislation signed by Governor Murphy, creating an additional pathway to CPA licensure, a move designed to expand access while maintaining rigorous standards. It will take effect Feb. 11, 2026. READ MORE →

PRO Member Exclusive

What a Wealth Advisor Is Worth

Two happy businessmen looking at digital tablet at desk in office

PLUS: Behavioral finance vs. behavioral coaching.

By Rory Henry
The Holistic Guide to Wealth Management

Malcolm Forbes liked to say, “Advice is more fun to give than to receive.” But the right advice in the right framework can be invaluable. And sometimes, the best advice you’ll ever receive is what prevents you from engaging in harmful behaviors.

MORE Rory Henry and The Holistic Guide to Wealth Management
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Michael DiJoseph, CFA, a senior strategist at Vanguard Investment Advisory Research Center, has spent a large portion of his career studying how financial advisors advise clients, how they can get better at providing advice and how we can measure the value of advice because these days, everyone from salesclerks at the mall to NASA rocket consultants seem to have the word “advisor” attached to their job title. More on that in a minute.
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MANAGEMENT

Three Ways to Measure Your Team’s Effectiveness

illustration with three thermometers

They have to work in harmony.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Once you’ve systemized the processes for your accounting team, it’s important to evaluate the effectiveness of your process on a regular basis. You want to be aware of what’s working well and what’s not. You also want to continually be improving upon your services over time

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There are three things you can specifically monitor when it comes to the effectiveness of your team, as shown in the illustration above.
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