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nancy mcclelland: be the one your clients ask first | the disruptors

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rely on your professional network for answers you don’t know. plus 13 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

the disruptors
with liz farr

nancy mcclelland never intended to start a firm, but after leaving a toxic work environment, she took on a few part-time gigs. because she’d never worked at a cpa firm, she built it “the way it made sense” without bumping up against the traditions of “this is how it should be done.”

more podcasts and videos:  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 | geraldine carter: charging more is better for your clients | vimal bava: when working smarter, not harder, is the only option | 

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the name of her firm – the dancing accountant – reflects her passion for dancing and membership in several dance troupes, including one where she wears miniskirts and go-go boots. sharing that passion with her clients means putting herself “out there” and having faith that her clients respect her work as an accountant. “and you hope that they don’t laugh too hard at your dancing or that they’re not disappointed to find out that you’re just doing silly, fun stuff.”

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carrie steffen: leaders in accounting need these two superpowers | capstone conversations

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

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

being a managing partner is tough enough, but now accounting firm leaders must master two new superpowers and cpe won’t help.

according to carrie steffen, co-founder and president of the whetstone group, a cpa firm growth strategy agency based in cedar rapids, iowa, managing partners always needed myriad skills. but today, a new generation of cpa firm leaders needs two more.

get more capstone conversations every monday. |  follow jean caragher on 卡塔尔世界杯常规比赛时间.  |  get caragher’s international best-seller, the 90-day marketing plan for cpa firms.  |  catch jean caragher with gear up for growth every friday.  |  and browse all the shows on the 卡塔尔世界杯常规比赛时间 podcast channel

“two of the characteristics that are in my mind, sort of leadership superpowers that maybe weren’t talked about in the last generation of leaders or even 10 years ago, are vulnerability and generosity,” steffen tells jean caragher in this episode of capstone conversations.

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how future-proof is the accounting profession? | accounting influencers

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next-gen talent, technology, rebranding, business models, private equity. 

accounting influencers
with rob brown

is the accounting profession facing an identity crisis? can it adapt to meet the demands of a rapidly changing business landscape? rob brown brings together a panel of industry experts to discuss the future of accounting. jeff phillips, maureen dillmore, samantha louis, and sandra wiley share their perspectives on the profession’s challenges and opportunities.

more accounting influencers with rob brown

the panelists share their thoughts on various topics, including the talent shortage, the impact of technology, the changing business model, and the need to rebrand the accounting profession.

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tom hood: when your mindset is your biggest problem | gear up for growth

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“identify the critical competencies you need for each practice area in your firm.”

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

investing in learning and development is essential for retaining and attracting staff. developing a curriculum that includes both technical and success skills can help firms address the current talent shortage and prepare their employees for higher-value roles. 

gear up for growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. each episode focuses on a topic crucial for accounting firms aiming for smart growth in today’s competitive landscape.

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 | and watch for jean caragher’s other show, capstone conversations, with leading growth strategists from the nation’s most dynamic firms, also available on 卡塔尔世界杯常规比赛时间

more gear up for growth: mark koziel: transforming the cpa firm business model | gear up for growth  |. allan koltin: how small firms can thrive against pe-powered competitors | gear up for growth  |  joey havens: how culture makes or breaks your future | gear up for growth

more 卡塔尔世界杯常规比赛时间 podcasts here | more jean caragher here | more capstone conversations

“we’re going to see automation making a big impact on our staff in the near term,” says tom hood, cpa, cgma, citp, executive vice president of business engagement and growth, aicpa, appearing on gear up for growth, a hosted by jean caragher, president, capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

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in-person conferences still essential | accounting arc

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despite the rise of virtual events, live conferences remain essential for career growth and relationship-building in the accounting industry. 

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

in a world where virtual conferences have become the norm, it’s easy to question the value of attending in-person events. however, professionals like donny shimamoto, liz mason, and byron patrick argue that face-to-face interactions still hold immense importance in building meaningful, lasting relationships. 

more accounting arc: 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

the trio share their experiences attending conferences over the years, reflecting on why meeting people in person makes all the difference. patrick, vice president of client success at the b3 method institute and ceo of verifyiq, emphasizes the power of spontaneous connections, saying, “the number of people that i have met and built relationships with from those random moments…that does not happen virtually.” 

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mark koziel: when cpas won’t change | gear up for growth

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the real problem blocking new business models.


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

a shift towards a corporate business model with a ceo at the helm is necessary for sustainability and growth,” says mark koziel, president and ceo of allinial global, appearing 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. 

gear up for growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. each episode focuses on a topic crucial for accounting firms aiming for smart growth in today’s competitive landscape. find more episodes here, including:

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 | and watch for jean caragher’s other show, capstone conversations, with leading growth strategists from the nation’s most dynamic firms, also available on 卡塔尔世界杯常规比赛时间

“every partner that’s nearer that retirement age is trying to beat their compensation from the year before so that their deferred comp is as maximized as it can be,” explains koziel, “and that goes directly against what the firm needs to do to transform for the future.”  read more →

joey havens: how culture makes or breaks your future | gear up for growth

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what you think you know about your firm’s culture is probably all wrong.

listen, stream, download, 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.

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

“it’s probably impossible to have exponential growth without a strong culture,” says joey havens, author of the amazon bestseller, “leading with significance: how to create a magnetic people-first culture,” appearing on gear up for growth, 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 is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. each episode focuses on a topic crucial for accounting firms aiming for smart growth in today’s competitive landscape. find more episodes here, including:

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 | and watch for jean caragher’s other show, capstone conversations, with leading growth strategists from the nation’s most dynamic firms, also available on 卡塔尔世界杯常规比赛时间

“leaders have to be more intentional about connecting and showing that they care,” havens continues, “and when you do that, then your team members do that with each other, and then they do it with clients, and all of a sudden clients turn into real raving cheerleaders, and all of a sudden this firm has double-digit growth every year.”

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art werner: post-mortem estate planning | quick tax tip

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it’s never too late.
listen, stream, 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, and audacy.


quick tax tip
with art werner

so, ladies and gentlemen, what does post-mortem mean? you know, it means after death.

more art werner quick tax tips here

so, how can you do an estate plan after a person dies?

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steve yoss: an accountant’s detailed guide on databases, integration, and data sharing | quick tech talk

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data integration allows you to offer clients a 360 view of their businesses.

quick tech talk
with steve yoss
cpe today

what’s the primary purpose of accounting? it’s decision usefulness. we’re in the business of interpreting information in a way to help business leaders make decisions.

more steve yoss
more tech
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in today’s complex business environment, we’ve got data coming from all over the place: inventory, accounting, hr, payroll, and more. depending on your business, you can have upwards of 10 different systems inside your organization.

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non-accountants in accounting: a game-changer for the profession | accounting arc

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with the growing focus on advisory services, non-accountants are helping accounting firms offer their clients a broader range of expertise. 

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

non-accountants are playing a pivotal role in the evolution of the accounting industry, bringing specialized expertise and fresh perspectives that are transforming traditional accounting firms into comprehensive business services providers. 

more: 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the accounting profession has long been associated with meticulous number-crunching and financial analysis. however, in a recent episode of accounting arc, the hosts reveal a different narrative—one where non-accountants are integral to the industry’s future. donny shimamoto, cpa.citp, cgma, along with fellow professionals byron patrick, cpa.citp, cgma; and liz mason, cpa, delve into this topic, exploring how non-accountants are reshaping the accounting landscape. 

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sean duncan: discover your own genius | the disruptors

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there aren’t enough of us to help everyone who needs our help.

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

click here to load your apple podcast app
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.

the disruptors
with liz farr

what would work look like if it reflected your passions? “imagine,” says sean duncan, cpa, “if you worked with the people that you loved working with, talking about the things that you love talking about, and you made a living and helped them?” as duncan says, “that’s just freakin’ awesome!”

more podcasts and videos:  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 | geraldine carter: charging more is better for your clients |

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

duncan was working at a large regional firm back in 2006 when he noticed that many small business clients were asking him for advice, but they couldn’t afford the fees of a large firm. so he started his firm out of “kind of this gut feel” of wanting to help those small business clients. over the years, his firm, smd consulting and accounting, has developed a specialty in working with video game developers, a special passion of duncan’s.

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