podcast

matt dixon: how top rainmakers win clients | gear up for growth

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doing great work is no longer enough to ensure client retention.

 

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

in a rapidly shifting business landscape, professional services firms face increasing pressure to develop new business while maintaining client loyalty. in this gear up for growth episode hosted by jean caragher of capstone marketing, guest matt dixon shares insights from his forthcoming book, “activator advantage: what today’s rainmakers do differently.” dixon, a founding partner of dcm insights and a renowned sales researcher, detailed how top-performing professionals distinguish themselves through proactive engagement and strategic relationship-building.

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 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

dixon’s research, based on a study of nearly 3,000 partners in professional services firms—including accountants, lawyers, and consultants—identifies five distinct business development profiles:

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talk politics professionally | transformation talks

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“politics affects tax laws, compliance, and financial decisions. we can’t afford to ignore it.”

 

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

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transformation talks
with donny shimamoto
center for accounting transformation

politics and business have always been intertwined, but today’s climate of deep division presents new challenges for accounting professionals. whether discussing tax policy, compliance, or broader economic issues, accountants often find themselves in conversations that can quickly become contentious. 

more transformation talks

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in this episode of transformation talks, host donny shimamoto, cpa.citp, cgma leads a discussion with brian tankersley, cpa.citp, cgma; ron baker, cpa (inactive), and amy welch, apr, cae, on how accountants can navigate political differences while maintaining professionalism, respect, and productive dialogue. 

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art werner: turmoil in washington | tax issues update

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what do tax pros need to know about the uncertainty in washington?

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

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quick tax tip
with art werner
cpe today

with tax season in full swing, cpas and tax professionals are juggling client returns and a rapidly shifting tax landscape. in the latest quick tax tip, art werner joins rick telberg of 卡塔尔世界杯常规比赛时间 to dissect the state of tax policy, irs challenges, and how accountants can turn uncertainty into opportunity.

click here for more art werner 

from looming irs layoffs to the evolving role of technology in compliance and planning, this conversation is packed with insights that every tax practitioner needs to hear. here are the biggest takeaways:

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richard roppa-roberts: collaboration over competition | the disruptors

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find your community; find your people.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

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the disruptors
with liz farr

richard roppa-roberts created roundtable labs by accident.

more podcasts and videos: ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had |

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

he had just started his consulting firm, quasar cowboy, “and i had one spot available for a new client, and i had nine prospects, and i didn’t know what to do,” roppa-roberts explains. “i was new at this whole thing, and i’m like, well, i’m gonna put them all in a room together and see what shakes out. and what shook out was the first cohort of roundtable labs.”

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steve yoss: unlock the force of data visualization | quick tech talk

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make smarter decisions with the right data tools in excel, power bi, and tableau. 

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quick tech talk
with steve yoss
cpe today

data visualization isn’t just about making numbers look good—it’s about telling a story. whether you’re working in microsoft excel, power bi, or tableau, the chart you choose can completely change the way you interpret and communicate your data. but are you using the right one?

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

this episode of quick tech talks breaks down the power of different chart types and why selecting the right one is crucial for accurate analysis. did you know that pie charts are perfect for showing proportions, but scatter plots are better suited for identifying trends? or that excel alone offers more than two dozen different visualization options?

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becky livingston: use ai to boost marketing & client engagement | gear up for growth

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level up thought leadership and advisory services.

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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

the latest episode of gear up for growth, hosted by jean caragher of capstone marketing and powered by 卡塔尔世界杯常规比赛时间, featured an insightful discussion with becky livingston, founder and ceo of penheel marketing, on the role of artificial intelligence (ai) in cpa firm marketing. the conversation centered around two key takeaways: ai’s ability to enhance thought leadership efforts and its role in shifting cpas toward more strategic client advisory services.

download becky livingston’s free ai marketing tool guide here

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 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

marketing research shows that high-growth cpa firms prioritize thought leadership through blogging, white papers, and public speaking. ai tools such as chatgpt, perplexity, and jasper are revolutionizing this space by enabling firms to generate high-quality content efficiently. these tools allow cpas to personalize content for niche audiences, optimize seo strategies beyond traditional search engines, and streamline content creation to maintain a consistent and authoritative online presence.

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is agentic ai a game changer or game ender? | arc

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“we’ve underestimated how quickly ai is changing our profession.” 

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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

more arc: analysis, reaction, comedy

in a world where artificial intelligence is rapidly evolving, agentic ai is emerging as a powerful tool that could redefine the accounting profession. unlike traditional ai applications, agentic ai doesn’t just respond to prompts—it actively coordinates multiple ai models to complete complex workflows. but is this a breakthrough for efficiency, or does it pose risks for the industry? 

more accounting arc: kelly mann: thriving against all odds | are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting success | how coaching can unlock professional success | demystifying accounting governance |  top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | 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 education

in a recent episode of accounting arc, hosts byron patrick, cpa.citp, cgma; donny shimamoto, cpa.citp, cgma; and liz mason, cpa, break down the meaning, potential, and risks of agentic ai in accounting. 

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art werner: maximize retirement for 2025 | quick tax tip

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retirement planning isn’t just about saving – it’s about strategy.

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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quick tax tip
with art werner
cpe today

with tax laws constantly evolving, finding the right balance between financial planning, tax reduction, and compliance with the internal revenue code can feel like a moving target. fortunately, powerful opportunities are available in 2025 to maximize your retirement savings while minimizing your tax burden.

click here for more art werner

for instance, contribution limits to 401(k)s have significantly increased. in 2025, you can contribute up to $23,500; if you’re 50 or older, you can add an extra $7,000 in catch-up contributions. that’s a major opportunity to secure your financial future while reducing your taxable income today.

but should you contribute to a roth 401(k), a traditional 401(k), or other savings account?

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luke templin: lose your perfectionist gene | the disruptors

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don’t be afraid to try new ideas or plans–or afraid to fail.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “holistic guide to wealth management,” by rory henry – see today’s special offer

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the disruptors
with liz farr

luke templin believes that cas – client advisory services – will be the key to success as an accountant in the future. not only is it an effective recruiting and retention tool for staff, but “it’s an attractive offering to clients,” he says. “if you were to talk to most entrepreneurs on what they want, most of them are going to want some sort of proactive advice on the numbers,” and not just the basics of bookkeeping and tax prep.

more podcasts and videos: ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | 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 |

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

over his career, templin has built four different cas offerings in other firms, including his own, a2 advisors, which focuses on fractional cfo services. as templin explains, the goal of cas is “to get numbers as real-time as possible,” while a fractional cfo expands on bookkeeping, “helping the client solve problems with as real-time numbers as we can possibly get.”

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brian hock: qualifications matter more than ever | accounting influencers

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“it’s a five-year degree for accounting versus four years for finance, and finance graduates often earn more.”

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accounting influencers
with rob brown

brian hock, founder of hock international, argues that accounting certifications and qualifications are more important than ever in an era of automation and artificial intelligence.

hock says the rapid shift in accounting standards is spawning a host of new specialty skills, including data analytics, cybersecurity, and automation.

“when i took the cpa exam almost 30 years ago, it was paper-and-pencil,” hock recalls. “now, technology is embedded in every aspect of accounting.”

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mark koziel: the future of the profession | gear up for growth

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mark koziel calls for cpa firm transformation amid industry disruption.

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originally published in september 2024

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

mark koziel, newly appointed president and ceo of the association of international certified professional accountants (aicpa & cima), recently appeared on the gear up for growth podcast, reflecting on his tenure as ceo of allinial global and the challenges facing the accounting profession. koziel, who spent 14 years in leadership roles at aicpa before joining allinial global, emphasized the urgent need for firms to rethink their business models in response to industry shifts.

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

in his conversation with host jean caragher, koziel outlined how external pressures, including hybrid workforces, private equity investment, and shifting talent expectations, are reshaping cpa firms. he argued that while the covid-19 pandemic accelerated these changes, the profession was already moving in this direction.

“firms were always capable of hiring talent beyond their geographic boundaries, but it took a pandemic for them to act on it,” koziel said. “we now have a hybrid profession that is adjusting to these realities.” read more →

amy cooper: new research unpacks key retention factors | know-how korner

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study finds job embeddedness, not engagement, drives retention.

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know-how korner
with donny shimamoto
center for accounting transformation

a new study by dr. amy cooper, cpa, cfe, cgma, an assistant accounting professor and program director at university of alaska fairbanks, challenges conventional wisdom, revealing that job embeddedness—not engagement—is the key to keeping accountants in public firms. 

more: donny shimamoto

“i assumed smaller firms would foster stronger embeddedness, but my research showed the opposite,” says dr. cooper. “larger firms offer more career mobility, specialization, and structured support, which increase long-term commitment.” 
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