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how your tech stack fuels your growth

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key components and how to optimize them.

by jackie meyer

we have discussed how solid systems and processes can streamline your operations and boost efficiency. now, it’s time to delve into the specific technologies and software that can truly transform your advisory practice and propel your growth. we’re going to talk about building your tech stack – the collection of tools that work together to support and automate your workflows.

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

 

embracing the right technology can elevate your one-person or small firm into a powerhouse that feels much larger. when done right, tech removes drudgery, reduces errors and creates a client experience that’s smooth and modern. on the flip side, ignoring tech or using outdated tools can hold you back, limit your growth and eat away at your time. let’s make sure that doesn’t happen!
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process is key to remote work

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woman leading meeting, flipchart in background

your team and your clients both win.

by jody grunden
building the virtual cfo firm in the cloud

with the right people in place, empowered to work independently, and proper access to the tools that are necessary to get the work done, process comes next.

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

creating process is important in any business if you want to scale, but it is imperative when it comes to remote work. process helps streamline things, reduces confusion and makes your team more efficient and productive.
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return season is the new stress test | arc

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e-commerce growth forces firms to rethink accruals, margins, and sustainability.

sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

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

build a 7-figure firm in just 4 hours a week!

holiday shopping has never been easier. with a few taps on a smartphone, consumers can buy gifts from bed, track deliveries in real time, and return unwanted items with minimal friction. but behind that convenience lies a complicated accounting reality—one that came into sharp focus during a recent episode of accounting arc.

more accounting arc: small firms may have the biggest advantage in 2026 | downgraded: what the doe said about accounting | savage: using your license as a megaphone |  baker: interpreting pricing psychology | don’t get fired by your own automation | what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure

hosts donny shimamoto, cpa.citp, cgma; byron patrick, cpa.citp; and liz mason, cpa, examine the financial, operational, and environmental consequences of e-commerce returns, using the holiday season as a lens to explore broader shifts in consumer behavior and business sustainability.

industry research shows that nearly 25% of e-commerce purchases are returned after the holidays, compared with less than 9% of in-store retail purchases. for accounting teams, that disparity introduces volatility into revenue recognition, inventory valuation, and profitability forecasting—often at the worst possible time of year.

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