video

dillon: a sustainable, no-debt path to firm expansion | big 4 transparency

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acquisition isn’t assimilation—it’s alignment.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
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big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

on the latest episode of the big 4 transparency podcast, marcus dillon, founder and president of dillon business advisors, offers a rare behind-the-scenes look at the art of accounting firm acquisitions and what happens after the deal closes. having completed 15 m&a transactions, dillon has quietly built a hybrid growth model that blends strategic purchasing with equally strategic divestitures, helping him scale while staying lean and focused. 

more dominic piscopo

more m&a

dilon’s approach flips conventional acquisition thinking on its head. rather than simply absorbing the full book of business, dillon’s team audits each client against their firm’s service model and values, and often sells off the clients who don’t fit. “we apply the 80/20 rule early in the due diligence phase,” he explains. “twenty percent of the clients typically generate 80 percent of the revenue, and the rest are often where the frustration lies.” that filtering strategy, he says, allows for faster onboarding, better client service, and less internal chaos

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yoss: pdf freedom for free | quick tech talk

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free and powerful pdf tools are hiding in plain sight. here’s how to find them.

sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more! go pro!  – see today’s special offer

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quick tech talk
with steve yoss
cpe today

when you think about portable document format (pdf) files, there’s a good chance adobe acrobat comes to mind first.

more steve yoss here | more tech

but most people don’t realize that pdfs aren’t an adobe-owned format anymore—they’re an iso standard for digital paper. that means anyone can use, create, and manage them without paying for an adobe subscription. and the options go far beyond the familiar. whether you’re creating workpapers for clients, sharing contracts with staff, or archiving important documents, there’s an entire toolbox of pdf solutions—many of them free—that can get the job done just as well as premium software.

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gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | the disruptors

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applying entrepreneurial principles and embracing a culture of extraordinary service, this finance firm is breaking the mold.

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 “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients”
by penny breslin and damien greathead – see today’s special offer

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the disruptors
with liz farr

dan gertrudes doesn’t consider himself an accountant, though he admits, “i’m pretty good at it. i’ve taught it at brown university.” after more than a decade working in finance in large corporations, gertrudes began his journey as a firm owner via entrepreneurship through acquisition, or eta, when he bought a firm in 2014 from a retiring owner.  

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week | randy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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

gertrudes positions his firm, growthlab, as finance-as-a-service, which means his clients receive ongoing, highly scoped recurring work rather than project work. “we want to be an extension of your management team,” he explains. besides traditional bookkeeping, his firm provides the full spectrum of financial services: accounting, fp&a, tax, cfo services, and hr. in addition, he is also building strms as an ai automation agency.  

in contrast to many legacy firms, gertrudes operates his firm as a business. “they’re not businesses,” he says about traditional cpa firms. “there’s no engine… you need more than one engine to be a business.” 

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adjei: profit from irs representation | the concierge cpa

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from big four consulting to fema volunteerism, adjei blends problem-solving, purpose, and proactive planning.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
by penny breslin and damien greathead. see today’s special offer

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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

when hurricane harvey submerged his first office, houston-based cpa and tax advisor brandon adjei could have stepped back. instead, he leaned in, volunteering for months at fema disaster relief centers, helping storm victims navigate irs issues so they could access life-saving grants and loans. that work, originally meant to be temporary, became a catalyst for building a broader tax practice that now spans the u.s. and international clients.

more jackie meyer

on the concierge cpa, host jackie meyer sits down with adjei to unpack a career that has been anything but linear. from starting at enron just before its collapse, to big four m&a consulting, to founding multiple firms, adjei’s journey is rooted in adaptability, relationship-building, and a deep commitment to client advocacy.

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why p.e. is winning the talent wars | accounting influencers

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pe-backed firms are luring top performers with faster promotions, equity stakes, and career paths that traditional firms rarely offer.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
by penny breslin and damien greathead. see today’s special offer

accounting influencers
with rob brown

private equity’s influence on the accounting profession is shaking up more than firm valuations — it is rewriting the rules for attracting and retaining talent. a staggering 70% of top performers at traditional firms say they would move to a pe-backed competitor right now if given the chance, according to new industry insights.

and it’s not just about bigger paychecks. private equity firms have zeroed in on what motivates high performers — opportunity, impact, and accelerated growth — and are building career models to match.

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stop dropping the ball after the sale | it’s not just the numbers

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in cas, winning the client is just the first step—success depends on what happens next.

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 “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients”
by penny breslin and damien greathead – see today’s special offer

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it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间

for many accounting firm owners, winning a new client is a victory. but according to it’s not just the numbers podcast hosts penny breslin and damien greathead, that’s only the beginning. the real success lies in what happens next: the onboarding process.

more penny breslin and damien greathead
more advisory & consulting
buy “it’s not just the numbers”

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“too many firms have no clue what actually happens when a client walks in the door,” says breslin. “they’ve sold the service, but they haven’t defined the first experience their client will have—or the role their team will play in delivering it.”

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from zero to auditor in 3 days | gear up for growth

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the immersive experience transforms recruiting from a guessing game into a hands-on, culture-rich audition.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients”
by penny breslin and damien greathead – 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

in the latest episode of gear up for growth, powered by 卡塔尔世界杯常规比赛时间, jean caragher, president of capstone marketing, spoke with co-creators of jlk rosenberger llp’s innovative student recruitment program, audit 500, which combines real-world experience with relationship-building to deliver extraordinary results – and some unexpected emotional impact. 

more gear up for growth here. | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth | | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

originally created to address a gap between academic theory and audit practice, the audit 500 is a fast-paced, three-day simulation that gives accounting students a hands-on experience of what it’s like to be an auditor. from testing cash and fixed assets to engaging with a mock cfo, participants work side-by-side with the firm’s staff, simulating the dynamics of a true engagement team. 

“we get to evaluate students in a much more meaningful way than a traditional interview ever could,” said ani zadorian, partner at jlk rosenberger and co-creator of the program. “at the same time, they get to see our culture and decide if they see themselves growing here.”

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costin, mason: next gen won’t compromise | move like this

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prioritize belonging over optics.

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 “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
by penny breslin and damien greathead. see today’s special offer

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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in this episode of move like this, bonnie buol ruszczyk speaks with dr. claire costin, cpa (university of portland), and dr. stephani mason, cpa (depaul university), two professors who are shaping the future of accounting education and research through their commitment to diversity, equity, and inclusion (dei). their insights reveal how today’s students are rethinking what it means to belong in the profession, and what employers must do to keep up. 

more move

dr. costin and dr. mason each bring rich, real-world experience to their roles as accounting educators. dr. costin’s background in nonprofit auditing informs her work at the university of portland, where she teaches everything from auditing to ethics. dr. mason began her career in a big four firm and spent many years in financial services before transitioning to academia at depaul university. while their career paths differ, both have shifted their research to focus on inequity, bias, and intersectionality in the accounting profession. one theme that emerged clearly in their conversation was that today’s students care deeply about inclusion, authenticity, and choosing employers who align with their values. 
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turn ai risk into strategic advantage | innovation insights

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experts outline the flexible framework that works for a three-person shop or a 30,000-employee enterprise.

sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
by penny breslin and damien greathead. see today’s special offer

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innovation insights
with donny shimamoto
center for accounting transformation

artificial intelligence is advancing too quickly for organizations to adopt a “wait-and-see” approach, according to experts on the latest episode of innovation insights.

host donny shimamoto, cpa.citp, cgma, speaks with jason pikoos and david wood, co-authors of the new generative ai governance framework, about how companies can responsibly integrate ai into their operations.

more donny shimamoto

“governance isn’t optional,” says pikoos, former managing partner of client experience for connor group. “it’s good hygiene for any organization—whether you’re a three-person shop or a multinational.”

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werner: why ebay sales may be reportable | quick tax tip

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new 1099-k reporting rules mean your ebay, etsy, or other online sales could land on the irs’s radar—even if you’re just cleaning out your garage.

sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients”

by penny breslin and damien greathead – see today’s special offer

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quick tax tip
with art werner
cpe today

if you’ve been selling old collectibles, furniture, or other personal items on ebay, you might think of it as a quick way to make cash, not something that belongs on your tax return. but according to tax guru art werner, new reporting thresholds for 1099-k forms are changing that, and the irs could already have your sales data in hand.

click here for more art werner

“in the past, the threshold for receiving a 1099-k from a payment processor or credit card company was $20,000,” werner explains in the latest episode of quick tax tip. “if you didn’t hit that threshold, you wouldn’t get the form, and frankly, no one was looking.”

that’s no longer the case.

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yoss: implement 4 steps to protect data | quick tech talk

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a proactive framework that includes these four steps can help keep your organization safe.

sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more! go pro!  – see today’s special offer

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quick tech talk
with steve yoss
cpe today

whether your organization operates out of a small-town office or a global headquarters, cybersecurity threats are a daily reality. distributed denial-of-service (ddos) attacks, malware, ransomware, and even simple human error can have devastating consequences. one misdirected email or compromised executive account can trigger financial penalties, regulatory action, and long-term reputational harm.

more steve yoss here | more tech

in this episode of quick tech talks, steve yoss warns that these risks are not reserved for large corporations. “we all face a wide variety of concerns,” he explains, “and they’re avoidable if we actively take a stronger interest in security procedures.”

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vilms: the power of people in a tech-driven world | the disruptors

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listening, translating, and meeting clients where they are is just as important as adopting the latest tech.

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 “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients”
by penny breslin and damien greathead – see today’s special offer

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

michelle vilms has a perspective that most small business accountants don’t have: she had a front-row seat to the explosive growth of staples as it grew from 100 stores to a $15 billion corporation. today, she brings her mastery of operational accounting to her own firm, vilms consulting, and the small business clients with whom she works.  

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: dickerson: from diagnosis to disruption |kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week | randy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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

vilms’ final position at staples was director of marketing and finance, where she worked with the creative people who were putting together catalogs or ads. “they were numbers persons in their specialty, but they weren’t accounting numbers people,” she explains. “and so just learning to have empathy and explain it to them in the terms that they needed really brought me back to that corporate experience, is how i landed in operational accounting for our firm.” 

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