Tina McGill: How to Create Lasting Client Impact | The Disruptors
Meet your clients where they are.
The Disruptors
With Liz Farr
client service
Tom Wheelwright: If It’s Not Fun, Rethink Client Service | Accounting Influencers
“Good accountants focus on tasks, but great ones focus on outcomes.”
Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
Accounting Influencers
with Rob Brown
WealthAbility founder and veteran CPA Tom Wheelwright dives into the essential strategies for client-centric service and relationship-building in accounting. Hosted by Rob Brown, this episode explores how accountants can elevate their client relationships, optimize billing practices, and bring joy back into their work.
In an industry where billing by the hour is typical, Wheelwright advocates for a shift to flat, value-based pricing. This, he explains, allows accountants to focus on delivering value without clients worrying about the ticking clock.”When clients know upfront what they’ll pay, it removes financial surprises and puts the focus on service, not cost,” Wheelwright says. “Our clients need to know we’re there to solve their challenges without worrying about extra charges.”
Richard Kopelman: Aprio’s Plans for Global Conquest | Accounting Influencers | Part 2 of 2
From $70 milliion to $450 million: The power of positivity, strategic planning, and going international.
Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
Accounting Influencers
with Rob Brown
Richard Kopelman, CEO and managing partner of PE-owned Aprio, shares his philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision of truly global accounting firms.
See Part 1: Richard Kopelman: Inside Aprio’s Bold Makeover | More Accounting Influencers with Rob Brown | Aprio Sells Majority Stake to Charlesbank Capital Partners | Cited: Mindset: The New Psychology of Success
In the second part of a two-part Accounting Influencers series, Kopelman tells Rob Brown that a growth mindset drives Aprio’s tremendous revenue growth from $70 million to $450 million.
Richard Kopelman: Inside Aprio’s Bold Makeover | Accounting Influencers | Part 1 of 2
Lessons from dozens of strategic mergers & acquisitions.
Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
Accounting Influencers
with Rob Brown
Richard Kopelman, CEO and managing partner of PE-owned Aprio, reveals the firm’s dramatic transformation and rebranding into a global business advisory and accounting firm.
See Part 2: Richard Kopelman: Aprio’s Plans for Global Conquest | More Accounting Influencers with Rob Brown here | Aprio Sells Majority Stake to Charlesbank Capital Partners here | Cited: Mindset: The New Psychology of Success
In this first part of a two-part Accounting Influencers with Rob Brown, Kopelman analyzes the high demand for accounting services due to changes in business, regulatory requirements, and technology. According to Kopelman, a key challenge for accounting firms often lies in mindset, requiring a shift from a risk-averse outlook to a more “positive,” entrepreneurial one.
Four Simple Game-Changers to Modernize Your Practice
Focus on the client experience.
By Blake Oliver
with David Leary
My mom is in her 70s and still gets the taxes organized for her household. She’s been using the same 10-partner firm for the past 30 years. Like many small firms, hers had no succession plan, so it recently merged with a big firm – top 25. As you may imagine, her recent tax season experience was disappointing. She submitted all her documents on time and then didn’t hear anything from her new accountant for weeks. Finally, she received a return to review and was shocked to see herself marked down as blind. My mom is NOT blind. There were other errors in her return, including a missing real estate transaction. Clearly, it had not gone through a proper review process.
MORE: Nine Ways to Measure Client Experience | How the Pandemic Changed Firm Mindsets | Twelve Clues It’s Time to Outsource or Offshore | Yes, You Have the Staffing for CAS | Why Firms Shy Away from CAS | Hook Your Firm on CAS | Can You Identify Real CAS Prospects? | 8 Ways to Create Your CAS Practice | Do You Value Your CAS Value?
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My mind exploded, wondering how such a large, well-known firm didn’t have a better quality control process in place. I’m guessing they didn’t even have a workflow management solution. After sharing this story with several CPAs at other large firms, I learned that my mom’s situation was not all that unusual.