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rampe: make strategy stick | gear up for growth

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five steps turn vision into execution.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

on the latest episode of “gear up for growth,” host jean caragher interviews matt rampe, partner at rosenberg associates and author of the forthcoming book, “cpa firm strategic planning: your roadmap for long-term success,” about how accounting firms can move beyond ad-hoc retreats to a disciplined, accountable planning process that sticks.

rampe, who advises firms on strategy, succession, partner development, and profitability, said the book grew out of years of facilitation and coaching with firms of all sizes. “the book was in my brain for a long time before it got put on paper,” he says. “when i started writing, it actually came pretty quickly—but i learned there’s a lot more to making a book than a word document.”

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

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rampe argues that the profession has reached a disruption point, citing converging pressures including private equity, technology, staffing shortages, succession for retiring baby boomers, and a shift toward advisory services. “what worked for us 10 years ago isn’t going to work for us 10 years in the future,” he says. “the old model, where a few partners disappear into a room and come out with a plan, doesn’t work in this age. we need to be nimble.”

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hood and weber: time to rise | the disruptors

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rise2040 challenges the accounting profession to stop reacting and start shaping its own future.

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 poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

the disruptors
with liz farr

what will the future of accounting be like? as listeners to the disruptors know, i’ve been asking accountants about their predictions for the state of accounting in ten years. however, a new initiative from the aicpa and cima, rise2040, is taking that further by asking accountants worldwide for their vision of accounting in 2040. i recently spoke with tom hood, cpa.citp, cgma, executive vp of business growth and engagement for the aicpa, and lexi weber, cpa, senior manager for emerging professionals initiatives at the aicpa, about rise2040. 

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

more streaming: proctor: turn dumb ideas into brilliant solutions | carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years | telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | 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 |

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

hood explains, “this is a project to co-create a vision for the global accounting and finance profession writ large. that means public accounting, management accounting, cpas, and cgmas globally.” the timing reflects the convergence of three events: the conclusion of horizons2025, the maturation of the aicpa-cima joint venture created in 2011, and new leadership under ceo mark koziel. 

weber sees this as an empowering project for younger accountants. “from the emerging professionals’ perspective, i think it’s a really beautiful project, because we have a say in what the future is going to be like.”

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stay or go? rethink job hopping | accounting influencers

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is the next big opportunity across the street…or right where you already are?

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. 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.

sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

accounting influencers
with rob brown

post-pandemic, accounting professionals saw record pay increases just for changing employers.

however, as economic conditions tighten and median pay raises for job switchers fall from roughly 7% to just over 4%, the calculus is changing. the latest episode of the accounting influencers explores this new reality, urging professionals to look beyond paychecks and consider the broader picture of career satisfaction.

during the great resignation, switching jobs was practically risk-free. firms desperate for talent offered 15–20% salary hikes to fill open seats. today, however, that market has cooled. with inflation steadying and corporate budgets tightening, job hopping no longer guarantees the big payouts it once did.

as host rob brown explains, “the financial upside of switching jobs has narrowed, but the emotional and professional costs of moving may be higher than ever.”

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weiner: leadership lessons from a billion-dollar builder | gear up for growth

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great firms are built, not bought.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. 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
poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.
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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 this episode of gear up for growth, host jean caragher sits down with jeffrey weiner, former ceo and chairman of marcum llp and current senior advisor at cbiz. weiner shares candid insights from his 40-year leadership journey, explaining how a long island accounting firm with seven employees and $300,000 in revenue became a $1.3 billion national powerhouse—before merging with cbiz.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. 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

“back in 1981, i didn’t even know what $1.3 billion was,” weiner quips. “but i always knew i wanted to build something.”

over the decades, weiner redefined what it meant to lead in public accounting, emphasizing trust, talent, and strategic growth. rather than micromanaging, he viewed his role as “architect,” guiding the firm’s culture, empowering top-tier professionals, and letting his team do what they did best. “if you’re the smartest person in the room, you’re in the wrong room,” he said.

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royalties, residuals, and reality checks | arc-slc

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cpas translate fame into cash flow, contracts, and accountability. 

sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms.
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
poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

accounting arc – student-led conversations
with harshita multani
center for accounting transformation

in a special episode of accounting arc: student-led conversations, student host harshita multani interviews jeff frable, cpa, cgma, a partner at cck strategies in tulsa, okla.; aurmaudra bradley, cpa, president of the naba indianapolis chapter; and video producer dave maresca with the center for accounting transformation and 卡塔尔世界杯常规比赛时间, about the financial mechanics behind modern entertainment—and the accountants who make the numbers work. 

more accounting arc: 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 | cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes |more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it | your identity is not a liability | burnout, be gone: accounting needs a boundary breakthrough

the panel opens with favorites ranging from the movie “back to the future” to the tv show “lost,” then quickly moves to the business beneath the screen. bradley says the shift from box office and album sales to streaming platforms fundamentally changes how talent gets paid and how accountants track performance. she points to the recent labor actions in hollywood as an example of residual models catching up to platform economics. in 2023, both the writers guild of america and sag-aftra cited the rise of streaming and reduced residuals as central issues during historic strikes that disrupted production across the industry.  

frable emphasizes that the profession’s core value does not change. “you do you, and i’ll do me,” he says. artists and athletes deserve to focus on their craft while accountants manage contracts, taxes, and cash flow.

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