With Rory Henry CFP®, BFA™
For CPA Trendlines
The Holistic Guide to Wealth Management
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Christine Nicholson is an award-winning U.K. business mentor, a Top 50 Woman in Accounting 2020 honoree, and a regular keynote speaker about succession and exit planning. Her latest book, SELL IT, helps entrepreneurs with the hardest part of their journey: leaving their business in the hands of others. |
How to guide them to success.
By Christine Nicholson
The Holistic Guide to Wealth Management
Have you ever thought about how many of your clients have a thriving business – one that’s been their driving passion and source of income for years? How many of them are starting to think about stepping away from the day-to-day responsibilities and passing on the reins? And how many do you believe are fully prepared for that transition? Not many, I suspect. This is where your role in exit planning comes into play.
Exclusively for PRO Members. Log in here or upgrade to PRO today.
Exit planning is a strategy for business owners to transition their business successfully to new ownership or management. With a grasp of the business’s financials and years of insights from compliance services, accountants are perfectly positioned to engage business owners in many aspects of the exit process. You can help businesses prepare a comprehensive exit strategy, addressing all potential challenges and contingencies. Here’s how you can really make a difference.
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Why private equity may accelerate – not kill – entrepreneurship in accounting.
Big 4 Transparency
With Dominic Piscopo, CPA
Decimal CEO Matt Tait joins Dominic Piscopo to explain why his CAS firm is franchising its playbook, how it drives 50%-plus margins with queue-based delivery and daily book maintenance, and why private equity may accelerate – not kill – entrepreneurship in accounting.
MORE Dominic Piscopo | MORE CPA Trendlines Streaming Network
Tait says the biggest accounting story right now isn’t just AI, it’s the industry’s next operating model.
On the Big 4 Transparency, Tait says Decimal started as a “different” CAS and bookkeeping firm while simultaneously building an internal operating system for running a modern accounting shop. In under six years, Decimal has served 1,000+ businesses and grown to 100+ employees – and now it’s taking its playbook to market through franchising. READ MORE →
The truth about PE takeovers, mergers, consolidations and shifting partner models.
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Accounting Voices
With Rob Brown
If you feel like your accounting firm has become unpredictable, you are not imagining it. The ground is moving under your feet. People who spent years feeling stable and secure are suddenly unsettled. Partners are leaving. New leaders appear from nowhere. Titles change. Policies change. Strategies change. And no one explains why.
MORE Accounting Voices with Rob Brown | MORE CPA Trendlines Streaming Network
Right now, the accounting profession feels like someone picked up the entire industry, shook it hard and said, “Good luck.” Private equity is buying firms. National groups are rolling up mid tiers. Regional firms are merging into larger firms. Advisory practices are being carved out. Tax teams are being shifted. Audit is being restructured. And firms everywhere are rewriting their business models in real time. READ MORE →
Plus a six-step process for ushering prospects through to virtual CFO services.
By Jody Grunden
Building the Virtual CFO Firm in the Cloud
An important part of the overall process within the company is sales and conversion. For our virtual CFO service, there’s a six-step lead conversion process from when the prospect discovers our website to when the engagement begins.
Exclusively for PRO Members. Log in here or upgrade to PRO today.The Sales and Conversion Process
Our sales and conversion process includes six steps.
Here’s what that looks like and the typical timeline: READ MORE →
