🎄 As 2024 draws to a close, our MD, Stephen Connolly reflects on what has been a fantastic year here at CAS Advisory, Chartered Accountants, made possible by our wonderful clients and team. Hear more from Stephen Connolly below.
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Well, what are we doing in this session? There's one metric that is a key measurement item. The Revenue Per Professional Head (RPH) can tell us in a minute the strength of an accounting firm. Supporting the RPH are a series of other driver metrics that impact the core RPH number. Under each of those supporting driver metrics are levers. This session will show you how to construct or realign your firm's growth strategy by using this metrics approach. We developed it over years of working CPA M&A and it's a simple, easy-to-implement process.
🌟 Exciting News! 🌟 Join Bob Lewis and Doug Lewis at the Accounting Today Firm Growth Forum as they lead a session on Building the Revenue per Professional Head (RPH) of a CPA Firm. 📈 Don't miss out on this valuable opportunity to learn from industry experts and take your firm to the next level! Register now at https://hubs.ly/Q02qXdrY0 #CPA #FirmGrowth #ProfessionalDevelopment 💼📊
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🌟 Celebrating Chartered Accountants Day! 🌟 Today, we honor the remarkable contributions of Chartered Accountants who are the backbone of financial integrity and business success. Their expertise is indispensable in navigating complex challenges and driving growth. Let's salute 🙌 the dedication and expertise of all Chartered Accountants worldwide! ✌ 🌎 #CharteredAccountantsDay #CADay #AccountingExcellence #FinancialIntegrity #BusinessAdvisors #ProfessionalExcellence #MentalWellness #EmployeeHealth #CorporateWellbeing
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Happy Chartered Accountants Day! 📝Today we recognize the expertise, precision, and dedication of Chartered Accountants (CAs) who play a vital role in shaping the financial landscape. Their expertise and guidance are invaluable to individuals and organizations alike. Thank you to all the hardworking CAs for their tireless efforts in keeping finances in order and driving business success. Keep crunching those numbers! . . #CharteredAccountantsDay #FinancialExperts #motivationalspeaker #businesscoach #keynotespeaker #BusinessGurukul #VIP #ujjwalpatni
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Feeling overwhelmed by the year-end crunch? Loren Nancke, Chartered Professional Accountants, a 21-person accounting firm in British Columbia, Canada, was too—until they joined our program. The result? A transformed workflow that made year-end prep a breeze and boosted their numbers. A total game-changer for the business and its partners. Here's some key wins: 💸 Switched to monthly recurring revenue: Streamlined workflow and simplified year-end prep. 👍 Client Buy-In: 97% of clients embraced the change. 📈 Improved Numbers: Growth across the board. Excited to hear more success stories from our coaching program? Dive into more experiences here ➡️ https://lnkd.in/eZ5Psbb3 Candace Nancke, FCPA, FCGA Brett Pavan, CPA, CGA & Alex Young, BBA, CPA, CGA
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The big day is on 10th #November 2024! 💯 Don't wait for anything, just comment "Why are #Accountants the backbone of our economy?" and get ready to have #lunch with our Chief Mentor, Rohan Chopra! 🎊 Hurry up! We are choosing the best comment 😍🙌 [Accounting, finance, accountants, commerce, US CMA, US CPA, economy] #AccountantsAppreciationWeek Rohan Chopra (CPA,CMA)
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🔴 Breaking News: Barry Melancon, President & CEO of the American Institute of CPAs and Chief Executive of the Association of International Certified Professional Accountants, will step down after 30 years of service to the profession. View the release here >> https://lnkd.in/eTqGZfNz
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🌟 Personal Reflections from the Personal Finance Society Chartered Firm of the Year Semi-Finals This year, we reached an exciting milestone at Celtic Financial Planning Ltd by entering the prestigious PFS Chartered Firm of the Year award. Advancing to the semi-final stages was a proud moment for our team, where we showcased our achievements through a short video submission. We were tasked with creating a video to showcase our firm's impact—across our industry, within our team, to our clients, and in our community. Despite the rush to prepare this amidst a very busy schedule and battling illness, the process was incredibly enlightening and gratifying. 🔍 Taking Time to Reflect: Engaging in this competition reinforced the importance of pausing to reflect on our journey. Crafting a business that not only strives for excellence but also creates a workplace where anyone would be proud to work, is a continuous labour of love. Win or lose, every step forward is a part of our growth and commitment to excellence. As we look to the future, I am more committed than ever to fostering an environment that resonates with our values and ambitions. Thank you to everyone who has been part of our story—your support fuels our continuous pursuit of excellence. ⚠️ I understand the scepticism surrounding awards, especially those that seem to favour a 'pay to play' model. However, some awards, like the PFS Chartered Firm of the Year, genuinely encourage us to introspect, reflect on our practices, and identify opportunities for improvement and growth. #Leadership #Reflection #GrowthMindset #PFSCharteredFirm #CommunityImpact
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Meet the future leaders of accounting!
Introducing the second group of honorees in the 2024 Next Generation in Accounting program, an inspiring partnership between the San Francisco Business Times and CalCPA. ✨ Honorees: - Aubri Haggard, CPA, KPMG US - Nicole Miller, CPA, BDO USA - Megan Melendez-Orr, CPA, Linkenheimer LLP CPAs & Advisors - Dylan Peters, Moss Adams - Nicholas Schroyer, CPA, Hood & Strong LLP - Kexin(Kelsey) Shen, PwC - ZHE (Maggie) Sun, CPA, EisnerAmper LLP - Archie Thomas, CPA, BPM LLP - Shannon Wu, EisnerAmper LLP - Devin Yan, EisnerAmper LLP 🔗 Discover the remarkable stories of these talented individuals and nominate the next winner here: https://lnkd.in/gJqjZGZz #NextGenAccounting #InnovationInAccounting #AccountingLeaders #CalCPA #FutureOfAccounting #Accounting
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Meet the future leaders of accounting!
Introducing the second group of honorees in the 2024 Next Generation in Accounting program, an inspiring partnership between the San Francisco Business Times and CalCPA. ✨ Honorees: - Aubri Haggard, CPA, KPMG US - Nicole Miller, CPA, BDO USA - Megan Melendez-Orr, CPA, Linkenheimer LLP CPAs & Advisors - Dylan Peters, Moss Adams - Nicholas Schroyer, CPA, Hood & Strong LLP - Kexin(Kelsey) Shen, PwC - ZHE (Maggie) Sun, CPA, EisnerAmper LLP - Archie Thomas, CPA, BPM LLP - Shannon Wu, EisnerAmper LLP - Devin Yan, EisnerAmper LLP 🔗 Discover the remarkable stories of these talented individuals and nominate the next winner here: https://lnkd.in/gJqjZGZz #NextGenAccounting #InnovationInAccounting #AccountingLeaders #CalCPA #FutureOfAccounting #Accounting
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October's Business Brief issue contains a feature on 'Jersey Finance's 2024 Rising Stars – in conversation with the winners' It spotlights Sivaradjen Ramsamy, ACCA,JSCCA, Assistant Manager of Client Accounting, who shares what it meant to be recognised with an award. Read the full feature here: https://lnkd.in/ekXP38R5
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