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garrett: embrace your ‘and;’ transform firms | gear up for growth

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your job title doesn’t define you. your ‘and’ does. 

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

“if we make sure that people are doing their ‘ands,’ they’re going to accidentally do their best work,” says john garrett, author of “what’s your ‘and’?” and stand-up comedian. during his appearance on gear up for growth, hosted by jean caragher of capstone marketing, the self-described “recovering cpa” says, “they’re going to accidentally stay. you’re going to attract more talent. you’re going to attract more clients. everything good is going to happen from that.”.  

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 卡塔尔世界杯常规比赛时间 videos and podcasts here

garrett says your job title doesn’t define you, your “and” does. an “and” is a passion, hobby, or interest outside of work that makes people unique and memorable. “you’re not a cpa; you’re a human being that does accounting work. you’re bigger and better than a tiny, little job title,” he explains. 

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cash bags, casinos & audits: how first jobs shape us | arc

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“as an auditor, you learn how non-financial events end up having a financial impact.”

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

on this episode of accounting arc, liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, revisit their first accounting jobs. the conversation underscores how early exposure to operations, technology, and industry economics cultivates the judgment accountants need to interpret business realities.

more accounting arc: 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 | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | resilience, real talk, and the road to mental wellness | blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service

from hustling down the beach with bags of money to deploying field laptops with new tech to counting millions of dollars over 15 hours, each host shares a unique accounting beginning, but all have the same clear messaging.

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hartman: upwork to “40 under 40” in 3 years | the disruptors

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celerity’s founder turned a side-hustle into a fast-growing success.

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the disruptors
with liz farr

tailor hartman didn’t start celerity accounting with a grand plan. the initial goal was to make enough from an accounting side gig to pay down his student loans while he worked full-time as an assistant controller. he found his first clients in an unorthodox place – upwork.

“i started going on [upwork] to find cleanup gigs, you know, quick cleanup gigs for like 30, 40 bucks an hour in quickbooks or maybe even netsuite,” he shares.  

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

more streaming: 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 | 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 |

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those cleanup gigs turned into monthly accounting. “i ended up getting enough clients where i could quit my job within three months… which is pretty crazy.” as a testament to celerity’s excellent service, those early clients remain loyal today.

“we still have all of my existing upwork clients, which is crazy.”  

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goode: the $180k, 15-hour workweek | big 4 transparency

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ruthless efficiency, process-first thinking, and a bold rejection of traditional models help build her “life-first” firm.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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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 big 4 transparency podcast, host dominic piscopo sat down with erica goode, founder of a solo accounting practice that generated over $180,000 in profit in 2024, all while working just 15 hours a week. her secret? ruthless efficiency, process-first thinking, and a bold rejection of traditional scaling models. 

goode’s path wasn’t planned. after leaving a corporate finance role to care for her two young kids, she took on one client with just two hours a week to spare.

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as her children’s school hours expanded, so did her firm – but never beyond her self-imposed 15-hour weekly cap. “my business grew as fast as my kids did,” she quipped. every new client required a new process improvement, creating a flywheel of efficiency and discipline. 

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simone: financial planning’s most overlooked piece | holistic guide to wealth management

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as your client’s trusted advisor, can you afford not to include it?

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

“the first wealth is health,” wrote ralph waldo emerson. healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. for many clients, uncertainty around coverage can be as stressful as market swings or tax changes. 

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christine simone, partner at move health and contributor to holistic guide to wealth management, believes health care planning should be part of every advisor’s toolkit. research shows that two–thirds (65%) of clients would like their advisors to help them with health insurance planning, but only 4% receive that help. “if you’re not addressing [that gap], there’s a good chance your clients will look elsewhere,” simone observes.  read more →