Today's Features
CLIENT SERVICE OPPORTUNITIES

Why CPAs Leave to Work for a Client

Money tree growing in the middle of green meadow

Is that grass really greener?

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

I know many CPAs who left public accountancy to take a “better” job. For many of them this was a mistake. For some it worked out, so if you are one of the lucky few, you can stop reading what I have to say.

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There are basically three types of companies the accountant could work for – a small client that does not have an in-house controller or CFO, one whose controller will be replaced by the departing CPA, or a large company that has an entire accounting staff already in place. Let’s talk about working for the small companies that do not have a controller.
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PRO Member Exclusive

Three Ways to Evaluate Firm Culture

Hand drawing a rainbow-colored 3Consider this on your path toward partner.

By Martin Bissett
Passport to Partnership

This second C is a stormy and choppy one, often fraught with political icebergs but navigated diplomatically and with maturity, will lead you through.

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Case Study on Culture

Deborah had done well. She was bridging the firm’s culture gap and fulfilling its desire to be seen as an equal opportunities employer by becoming the practice’s standout rising star.

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ARTIFICIAL INTELLIGENCE

Jeff Seibert: Digits Software Moves Toward Real-Time Accounting | The Disruptors

Dovetailing finance and product engineering can transform accounting.
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The Disruptors
With Liz Farr
For CPA Trendlines 

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When Jeff Seibert, CEO and founder of Digits, was at Twitter, he was astonished by the difference in data quality and timeliness between the product engineering and the finance sides of the business.

On the product engineering side, testing tools, dashboards, and analytic tools provided real-time data on “exactly what your users are clicking on, what your servers are doing every second.” At the same time, “I was waiting two to three weeks for our accountant to give me a black and white P&L,” he recalls, even with “100 people in corporate finance.”

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 Firm | Rampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time |

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That experience led him to start Digits in 2018, an AI-native accounting platform, which is going “head to head with QuickBooks and Xero.”

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MARKETING & SALES

How to Suggest More Services for More Pay

Overhead view of two businessmen meeting in lobby

BONUS: Four sample engagement proposals.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

In order to help clients work out their problems, we need to give them suggestions and we need to charge the clients an appropriate fee.

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No matter how you price or bill for your services you will be spending time helping them and during that period you will be drawing on your vast experience, knowledge and data base of the client’s affairs.
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