Navigating the Great Wealth Transfer: How CPA Firms Can Guide Clients Through Legacy Conversations
CPAs can guide families through the $100 trillion wealth transfer, bridging communication gaps with holistic planning, inheritance strategies, and legacy conversations.
Unlocking Client Advisory Services (CAS) Growth: Strategic Insights for Canadian CPA Firms
Canadian CPA firms driving growth through Client Advisory Services, value-based pricing, AI adoption, and holistic planning to meet evolving client expectations.
Unlocking Holistic Value: How the CPA-FP Canada Alliance Signals a New Era of Integrated Planning
CPAs and FP Canada unite to elevate integrated advisory, bridging advisor shortages with holistic, client-centered, future-focused financial planning.
It’s Not Retirement Planning, It’s Life Planning — And You’re the Most Trusted Voice.
CPAs are perfectly positioned to guide life transitions—not just finances. Lead with questions, connect the right experts, and deliver peace of mind, not just numbers.
Three Questions to Turn a Tax Client Into a Planning Client
Move beyond compliance by asking better questions. Unlock deeper client relationships, uncover future goals, and expand your impact as a proactive, life-focused CPA advisor.
Integrating Retirement & Estate Planning for Clients: How CPA Firms Can Position Themselves as Holistic Advisors
Help clients retire with clarity and confidence by integrating tax, retirement, and estate planning into a single, trusted advisory experience.
The Strategic CPA: Becoming the Most Valued Advisor in Your Client’s Circle
The future of accounting lies in advisory. CPAs who lead with strategy—not just numbers—become their clients’ most trusted partner.
Turning Purification into Planning: Opportunities for CPAs To Lead
Purification planning helps clients qualify for the LCGE—unlocking up to $1.25M in tax savings through proactive, CPA-led strategies.
Exit-Ready? The Five Questions CPA Firms Should Ask Every Business Owner
Exit planning is a journey. These five questions help CPAs guide business owners toward clarity, readiness, and long-term success.
Rethinking Innovation in Audit: Six Questions Worth Exploring
Audit innovation starts with intention—asking better questions to reduce complexity, enhance clarity, and align tools with real client and team needs.
Reconsidering the Billable Hour: What If There’s a Better Fit?
As advisory work expands, hourly billing may miss the mark—value today lies in insight, impact, and trusted relationships.
From Automation to Advisory: How CPA Firms Can Harness AI to Lead the Future
AI isn’t just automation—it’s a strategic catalyst transforming CPA firms into proactive advisors delivering deeper insights and premium value.
Strategic Alignment: Are Your Firm’s Processes Helping or Hindering Your Goals?
Outdated processes drain capacity and limit growth—aligned systems empower your firm to scale, lead strategically, and serve clients better.
What Great Clients Bring to the Relationship
Great clients communicate clearly, collaborate openly, embrace technology, and respect the process—creating space for better advice and stronger partnerships.
Now’s the Time to Build a Better Busy Season
Build smarter structures and plan with intention—using real data to align capacity with demand for sustainable, profitable firm growth.
From Accounting to Advisory: How CPAs Can Integrate Wealth Management Into Their Practice
CPA firms are evolving from tax-focused roles to holistic advisors, integrating wealth management to meet growing client needs and expectations.
Key Considerations for Valuing an Accounting Practice: Moving Beyond Simple Multiples
Selling your accounting practice? A simple revenue multiple won’t cut it—true value lies in structure, fit, and strategy.
How to Attract—and Keep—Great Talent in Your Accounting Firm
Attracting top talent starts with rethinking your firm—flexibility, fair pay, and culture matter more than ever in accounting.
Strategic Client Selection: Building a Stronger, More Profitable CPA Firm
Selecting the right clients boosts profitability, team morale, and service quality. CPA firms thrive by prioritizing high-value clients, refining selection processes, and embracing a quality-over-quantity mindset.
Managing Stress as a CPA Practice Owner: Practical Strategies for a Sustainable Business
CPA practice owners can reduce stress through smart strategies—client management, automation, delegation, value-based pricing, and well-being initiatives—to build a sustainable, thriving, and future-ready firm.