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stacy dreher: standing out in a ‘sea of sameness’ | capstone conversations

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“marketing cpa firms in a sea of sameness is challenging, but when you niche down, the possibilities are limitless.”

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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

in the latest episode of capstone conversations, stacy dreher, the director of practice growth at james moore & co. and the association for accounting marketing’s (aam) 2024 marketer of the year, says one of the biggest challenges for cpa firms today is differentiating themselves from all the other cpa firms in the market.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, on fridays here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

dreher’s journey in the field is nothing short of inspiring. having joined james moore & company in 2014 as a marketing manager, she rose to director of practice growth by 2020, a time that tested marketing professionals like never before. her leadership has helped shape a dynamic six-member team, navigating challenges and opportunities in an ever-evolving industry.

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bailey parnell: why accountants must master soft skills in a vuca world | accounting influencers

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having a growth mindset, seeking feedback, and auditing one’s skills are essential to continuous learning and development.

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accounting influencers
with rob brown

bailey parnell, owner of skills camp, says grit is just one element of resilience and that soft skills often characterize our relationships with ourselves and others. parnell also explains how to navigate through today’s volatility, uncertainty, complexity, and ambiguity—vuca, for short.

parnell says accountants need a growth mindset in times of change and stress. parnell highlights the need for a learner-centric approach to teaching soft skills that prioritizes the learners’ interests and learning styles over serving the institution.

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john higgins: leveraging chatgpt for advisory | gear up for growth

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“clients want value, and now, with these tools, you can give them more value.”
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“ai and chatgpt-type tools can become your advisory services assistant,” says john higgins, founder and ceo of higgins advisory. “it can help cpas communicate better as an advisor and help identify the things cpas should focus on for the type of client they’re advising.” 

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

higgins was a guest on gear up for growth, hosted by jean caragher, president of capstone marketing, and powered by 卡塔尔世界杯常规比赛时间. higgins shares specific examples of how chatgpt can help cpas become more efficient by providing quick research assistance, summarizing complex information for client presentations, and creating tools like excel templates for common tasks. how does efficiency impact a firm’s pricing model? 

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art werner: preparing for the tax cuts and jobs act to expire | quick tax tip

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expect tax hikes and lost deductions.

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quick tax tip
with art werner
cpe today

as the end of 2024 draws closer, tax advisors and taxpayers should prepare for major changes that could significantly impact tax bills. art werner highlights an upcoming challenge: the scheduled expiration of the tax cuts and jobs act (tcja), which was signed into law in 2017 and brought significant tax breaks and lower tax rates.

click here for more art werner

like many tax laws, the tcja was designed to “self-destruct,” meaning its provisions will sunset at the close of 2025 unless congress takes action.

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how accounting pros own the stage in public speaking | accounting arc

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from free speeches to paid engagements, thought leaders discuss breaking into the speaking circuit and what they’ve learned along the way.

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accounting arc
with liz mason, byron patrick, and donny shimamoto.
center for accounting transformation

public speaking is not for the faint of heart, especially in the accounting world.

in a recent episode of accounting arc, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma; share how their speaking careers transitioned from volunteer gigs to paid engagements. they delve into their varied approaches to preparation, overcoming imposter syndrome, and learning from feedback, painting a picture of how they influence the profession from the stage.

more accounting arc: greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision | in-person conferences still essential | non-accountants in accounting: a game-changer for the profession | rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc | ai will steal your job. and that’s a good thing | accounting arc | the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

in their early speaking years, shimamoto, mason, and patrick often presented free of charge, primarily as a way to share knowledge and establish credibility. “when it’s a paid gig, there’s a different level of responsibility,” says patrick, ceo of verifyiq and vice president of client success at the b3 method institute®. today, these professionals are in high demand for keynotes and panels, representing a new, evolving face of the accounting profession.

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rebecca driscoll: amplify reach by helping other firm owners | the disruptors

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the future of accounting will be strategy, communication, analysis, and proactive support.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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the disruptors
with liz farr

rebecca driscoll went out on her own at a young age when a partner at the cpa firm where she was working encouraged her. “you’re not cut out for this path that we have in a traditional accounting firm,” driscoll recalls him telling her.  “you’re different, so you should go be different.”

more podcasts and videos: rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

she already had a book of business as a staff accountant, but on the traditional path at that firm, it would be another decade before she could be considered for partnership.

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becca johns: how rea cpas is pushing into advisory | capstone conversations

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it’s time to challenge the cpa mindset.

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capstone conversations
with jean  caragher

rea & associates is transitioning from a traditional cpa-centric model to a broader advisory role, aiming to offer services such as it consulting and wealth management. this will require major shifts in the firm’s internal mindset and culture, including redefining roles, retraining staff, and effectively communicating the new value proposition to clients.

full show notes here | more capstone conversations here | follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher every friday with gear up for growth here |

a tall order, to be sure. but becca johns, director of practice growth, tells jean caragher in this episode of capstone conversations, “this is a good time to challenge the mindset of being a cpa firm.” read more →

ed warren: the difficult conversations to grow your business | accounting influencers

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prune your existing portfolio to create a revenue pipeline.

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accounting influencers
with rob brown

ed warren, a veteran sales executive in the accounting industry, shares expert insights on growing accounting firms through client advisory services and leveraging technology to stay ahead of the competition in this episode of the accounting influencers podcast with host rob brown.

warren shares his insights on how the accounting industry has been affected by the covid-19 pandemic and what the future may hold for it. he believes that while the accounting firm space is in a good place given the circumstances, there is also a bit of complacency, as they have weathered the storm reasonably well. however, staffing is a huge issue right now, and the industry will have to figure out how to adjust to players with values different from those of the legacy partner.

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mitch reno: client experience advantage goes to small firms | gear up for growth

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“we have to…build something so special that people don’t want an alternative.”

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

for cpa firms to stand out, they must deliver an exceptional client experience—so unique that clients won’t want an alternative, mitch reno, director of client experience at rehmann, tells jean caragher in this episode of gear up for growth.
gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here
“what any managing partner listening or any marketing leader or growth leader within an organization needs to be hearing is let’s look at what we do well,” says reno. “let’s look at where there’s an opportunity for us to do something better. and let’s do that better and differently than the rest of our peers that we compete against.” 

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greg kyte: being a cpa is like being the marie kondo of numbers | accounting arc

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find your unique voice in the profession, and don’t be afraid to innovate. 

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accounting arc
with donny shimamoto.
center for accounting transformation

greg kyte defies every stereotype of the typical accountant. kyte, a licensed cpa and in-house accountant for a company managing medical office buildings, is also a stand-up comedian.

in a recent interview on accounting arc, hosted by donny shimamoto, cpa, citp, cgma, kyte discussed his unconventional journey and how he uses humor to engage audiences in the accounting field. 

more accounting arc: rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision | in-person conferences still essential | non-accountants in accounting: a game-changer for the profession | rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc | ai will steal your job. and that’s a good thing | accounting arc | the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

before entering accounting, kyte spent over a decade teaching middle school math. reflecting on the shift, kyte recalls, “after 10 years, i realized i wasn’t enjoying teaching anymore, and i knew it was time for a change.” driven by his longstanding interest in numbers and the promise of stability, kyte made the leap to accounting. “i had always loved math and organization, so accounting was a natural fit,” he adds. 

kyte’s current role as an in-house cpa for a commercial real estate company involves a blend of accounting and property management, including overseeing financial operations, contract reviews, and even some maintenance oversight.

“i get to make up my title to fit whatever circumstance i’m in,” he says with a laugh. “if i want to flex on somebody, i’m the cfo. if i’d like to dodge responsibility, i’m an accounts payable clerk.” 

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rory henry: create the return on relationships | the disruptors

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be a client-centric human in a world of ai and technology.

this is a preview. pro members always get the complete video episode, with commentary and transcript. | go pro here

the disruptors
with liz farr

rory henry asked himself, “why don’t financial advisors and cpas work together?” it boggled his mind because both work with the client’s finances but are not always in sync. “we’re advising them on their businesses, and then the wealth advisor takes over and manages the finances,” henry says. “but really, one decision affects another.”

more rory henry: the holistic guide to wealth management | more disruptors: mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

the ultra-wealthy have long used the family office model to bring a staff of cpas, attorneys, and advisors to provide governance, legacy planning, and intergenerational wealth planning. at arrowroot family office, henry is leveraging technology to bring the benefits of the family office model to everyone. “so it’s really integrating these solutions, using technology, using relationships, to really provide for the many needs of the business and the personal finances of your clients.”

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rachel bashore: a lawyer’s case for reinventing accounting | accounting arc

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discover how nontraditional professionals leverage their skills to bring innovation and growth to the accounting profession. 

accounting arc
with donny shimamoto.
center for accounting transformation

the accounting profession is experiencing a wave of disruption, and nontraditional professionals are leading the charge. 

more accounting arc: leadership for the future: stakeholders, sustainability, and strategic vision | in-person conferences still essential | non-accountants in accounting: a game-changer for the profession | rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc | ai will steal your job. and that’s a good thing | accounting arc | the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

in a recent episode of accounting arc, host donny shimamoto, cpa.citp, cgma, sits down with rachel bashore, the director of operations at herbein, to discuss her journey from attorney to accounting professional and the valuable perspective she brings to her firm. 

“accounting is ripe for change, and that’s what excites me,” bashore says, reflecting on how her varied career—from it consulting to trial law—helped prepare her for the challenges of modern accounting. bashore has a unique path into the industry. after years working with ibm, she transitioned into law, specializing in litigation before moving into banking and fintech. 
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kate johnson: how accountants can grow with video | accounting influencers

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diversify your revenue streams with video and build a virtual accounting career.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

accounting influencers
with rob brown

kate josephine johnson owns heritage business services, llc, a virtual bookkeeping firm serving small businesses across the united states. she is also the chief hustler at bookkeeping side hustle, where she helps other accounting professionals build virtual accounting careers they love.

johnson urges accounting professionals to diversify their revenue streams by leveraging ebooks, monthly membership for diy clients, vendor referral links, youtube, and newsletter and video content sponsorships. she says you need two skills to make videos: creating and communicating. 

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