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katie thomas: how to recruit the best, organically | gear up for growth

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leveraging social media and other digital platforms allows firms to attract talent without relying on traditional job boards or recruiters.

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

“you actually have to be a good firm,” katie thomas, cpa, founder and owner of leaders online llc, replies when asked about the factors needed for an organic inbound recruitment strategy to work. “and that may seem obvious, but if you are doing the things that people aren’t attracted to, no, it doesn’t matter how great your marketing team is, they can’t make you stand out if you don’t have leading ideas and leading thoughts of things that you’re doing to change the firm or change the profession and have people actually want to come work with you.”

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 podcasts here

thomas is this week’s guest on gear up for growth, a new show hosted by jean caragher, president of capstone marketing, and powered by 卡塔尔世界杯常规比赛时间. the focus of her recruitment strategy is on how to get more accountants to stay in the profession and realize there are firms that are doing things differently.

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election tax plans: what cpas need to know | accounting arc

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how will proposed tax reforms impact businesses and tax professionals in the 2024 election cycle?

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

the 2024 election is poised to bring significant changes to tax policy, and the accounting profession is bracing for the potential impact.

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

as political candidates propose tax reforms, professionals in the field must be prepared to understand and communicate the implications of these changes to their clients.

the latest episode of accounting arc brings to light the challenges and responsibilities that cpas face in navigating the intersection of politics and tax policy.  read more →

richard kopelman: inside aprio’s bold makeover | accounting influencers | part 1 of 2

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lessons from dozens of strategic mergers & acquisitions.

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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.

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the new value pricing paradigm with david yeghiaian and michelle river | gear up for growth

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a 1,200% gain in billings.

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

accountants struggle with moving from the traditional billable hour model because they have concerns about accurately estimating costs, managing expectations, and measuring work in progress. this change requires a shift in mindset and firm-wide accountability, which can be challenging but necessary to remain competitive.

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

david yeghiaian, chief strategy officer for kerberrose, and michelle river, ceo of fore, llc, and developer of advanced pricing methods®, show how pricing impacts profitability, client experience, cross-selling, and firm growth on gear up for growth, with jean caragher, president of capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

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jeff joireman: how csr drives consumer behavior | know-how korner

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beyond its ethical implications, csr can bring tangible financial gains, including increased sales and market share.  

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know-how korner
with donny shimamoto
center for accounting transformation

corporate social responsibility has become more than just a buzzword; it’s a critical component of modern business strategy.

more: donny shimamoto

in the latest episode of know-how korner, donny shimamoto hosts jeff joireman, a distinguished professor of marketing at washington state university, who shares his extensive research on csr and its profound impact on consumer behavior.  read more →

kelly mann: be the bull in the china shop | the disruptors

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stop following saly. think about what you are trying to accomplish. plus 17 key takeaways.

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

kelly mann wants firms to stop relying on saly – same as last year – for everything: “everything is same as last year, the way we give bonuses to people, the way we split partner compensation, the way we monitor hours, the way we prepare a work paper, the way we plan an audit,” she says.

more podcasts and videos: 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 | chris hervochon: be the leader you want to work for | ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap

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

when she started in audit, mann was told to “try not to be such a bull in a china shop.”  she saw many opportunities for improvement by departing from saly, but leadership told her, “don’t have crazy ideas, don’t mix everything up, because change is hard and change disrupts.”

read more →

korby boswell: what managing partners need to hear | capstone conversations

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capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.

[preview] the complete video episode, including commentary, analysis, notes, takeaways, additional background information, and transcript, is available first to 卡塔尔世界杯常规比赛时间 research pro members. | go pro here.

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with jean caragher
for 卡塔尔世界杯常规比赛时间

more capstone conversations here

the essence of successful accounting firm marketing lies in effective project management, smart content marketing, and, above all, producing solid sales leads, according to korby boswell, adams brown senior marketing and growth manager.

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 |

in this episode of capstone conversations with jean caragher, boswell delivers three pieces of advice for cpa firm managing partners.

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best people practices for small firms with kristin murray & jennifer wilson | gear up for growth

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kristin murray and jennifer wilson reveal strategies for growth, culture, and staff retention.

[preview] the complete video episode, including commentary, analysis, notes, takeaways, additional background information, and transcript,  is exclusively first available to 卡塔尔世界杯常规比赛时间 research pro members first. | go pro here.

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

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

“probably no surprise, the greatest challenge to growth in this industry is attracting and retaining talent,” says kristin murray, managing partner of weinstein spira. “without that, there is no growth, and given the landscape of our industry right now, that’s everybody’s biggest challenge. if it’s not, i’d be amazed.”

gear up for growth spotlights the best strategies for smart and efficient 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 the 卡塔尔世界杯常规比赛时间 broadcast channel

“kristin was the person in her firm who stuck her neck out and took the risk back when she was a tax partner leading the hr and culture initiatives for the firm,”  says jennifer wilson, partner and co-founder of convergence coaching.

murray and wilson reveal their strategies for firm growth, firm culture, and staff retention 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.

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leadership for the future: stakeholders, sustainability, and strategic vision | accounting arc

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leadership beyond control means empowering others to succeed and, of course, eating last.

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

the latest episode of accounting arc offers a candid discussion on leadership with byron patrick, ceo and founder of verifyiq, and vice president of client success at the b3 method institute.

more accounting arc: 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

alongside host donny shimamoto, founder of intraprisetechknowlogies and the center for accounting transformation, patrick challenges traditional notions of leading a company.  read more →

alicia katz pollock: create a human-centric business | the disruptors

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give your team the resources they need to do the work that makes them happy. plus eight key takeaways.

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

click here to load your apple podcast app. subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

the disruptors
with liz farr

“alicia katz pollock proves that you don’t need to begin with an accounting degree or formal bookkeeping training to be a hugely helpful resource for the quickbooks community.”

more podcasts and videos:  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 | chris hervochon: be the leader you want to work for | ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap |

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

pollock started teaching computers and microsoft products and used quickbooks in her business. then, people started asking her to teach them quickbooks. she ran her quickbooks set-up and methodology past a few bookkeepers, who told her, “alicia, you have a knack for this.” so she dove in to learn as much as she could and is today one of the go-to experts for quickbooks.

read more →

joe kovacs: why the digital brand experience is essential | capstone conversations

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capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.

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

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

the greatest challenge in marketing cpa firms is understanding the role of technology and how different generations of clients and prospects want to engage, joe kovacs, marketing and biz dev director at councilor, buchanan & mitchell, tells jean caragher in this episode of capstone conversations.

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

“we need to stay current, not just in knowing the technology, but how consumers are using it and making decisions,” kovacs says. “especially since the pandemic, the digital brand experience has become essential. understanding that digital brand experience is essential. “it’s a never-ending challenge. it’s exciting but also a little terrifying sometimes.”

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the joys of firing bad clients | gear up for growth

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mike sylvester, ryan pulice: ten percent of your clients give you 90 percent of your problems.

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

demand for tax services has emboldened cpas to fire clients and to be deliberate about the clients they choose to work with. two practitioners share their strategies for accepting new clients through structured intake forms and firing clients who are not a good fit for their firms on gear up for growth, a new show hosted by jean caragher, president, capstone marketing, and powered by 卡塔尔世界杯常规比赛时间. 

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 podcasts here

what started it for sbs cpa group was firing a large client. “it just took firing 7% of our client base,” says mike sylvester, managing partner, “and realizing that our revenue went up, our staff was happier, our profit went up, and realizing that in this environment, you can easily replace them.”

read more →

byu students launch accounting tech platform | know how korner

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free online learning platform offers real-world challenges in software solutions.

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know how korner
with donny shimamoto
center for accounting transformation

in a world where technology evolves at lightning speed, staying ahead of the curve is crucial for professionals in any field, especially accounting.

more: center for accounting transformation

recognizing this need, a group of ambitious students from brigham young university has created techhub.training — a free online learning platform designed to help users from all skill levels master essential software tools and applications used in the accounting industry. read more →