video

schwedelson: stop playing it safe | gear up for growth

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four key strategies show how firms can lead with value.

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

4impactdata: 10x your advisory. not your headcount

“firms can’t afford to hide behind best practices or boring templates anymore,” says jay schwedelson, president and ceo of outcome media and host of the top-rated marketing podcast “do this, not that,” during his appearance on gear up for growth with jean caragher.

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

“it’s time to be bold, be human, and make sure you’re showing up where your prospects are actually searching, especially in ai,” he adds.

schwedelson delivers four urgent takeaways for cpa firm leaders. read more →

disguised tax hikes are back on the table | quick tax tip

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this stealthy tax rule could hit clients starting in 2026.

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4impactdata: 10x your advisory.
not your headcount

quick tax tip
with art werner
cpe today

every tax bill hides a few surprises, and the obbb is no exception. according to tax guru art werner, one of those surprises could wallop high earners through the quiet return of the pease limitation.

click here for more art werner

in the newest episode of quick tax tip, he breaks down this often-overlooked provision, its history, and what it could mean for your clients.

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bootleggers, baptists, & cpas: rethinking licensure | arc

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the accounting profession faces a reckoning as leaders debate whether cpa licensure protects the public—or stifles innovation and diversity.

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4impactdata: 10x your advisory.
not your headcount
accounting arc

with byron patrick and donny shimamoto
center for accounting transformation

licensure is one of the bedrock features of the cpa profession. but what if that bedrock is actually quicksand? in a provocative episode of accounting arc, hosts donny shimamoto, cpa.citp, cgma; and byron patrick, cpa.citp, cgma,  sit down with noted author and thought leader ron baker to ask: should cpas even be licensed at all?

more accounting arc: 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

baker begins with a history lesson, tracing professions back to ancient babylon and the code of hammurabi. a profession, he explains, rests on three pillars: a common body of expertise, autonomy with exclusion, and a duty of service to the public. by that definition, he argues, not all licensed occupations—such as florists or interior decorators—qualify.

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woodard: move past reports; deliver results | the disruptors

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dashboards and statements aren’t enough—accountants must help clients turn data into action.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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4impactdata: 10x your advisory.
not your headcount

the disruptors
with liz farr

joe woodard sees a disconnect between what accountants think they’re selling and what clients want to buy. many accountants still believe they are selling time, but as woodard points out with a vivid analogy, that’s not what clients care about.

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

more streaming: 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 | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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“if i’m going into cvs and i need tums,” he explains, imagine if cvs charged you more because “i hung around in their store for twice as long to buy the tums as i needed to, i took a circuitous path. maybe i looked at some of the kids’ toys for an upcoming birthday party where they’re going to charge me twice as much for the tums.”

this absurd scenario mirrors what accounting firms do to clients when the cost of delivering the service depends on the time it takes to do the work, so “the value of the product changes based on some arbitrary time metric,” woodard says. “as long as that’s the case, there’s always going to be a resistance to the billing for selling the wrong product.”

however, even among firms that have adopted value pricing, a disconnect remains because the focus is on deliverables rather than outcomes.

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petrey: ditch old models for good | big 4 transparency

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“you can’t ask people to act like partners and then treat them like employees.” 

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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big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

in an industry marked by incremental change and cautious tradition, tim petrey, managing partner at hd growth partners, is going all-in on a radical reimagining of what an accounting firm can be. speaking on the big 4 transparency podcast, petrey shares how his firm has abandoned the tired trappings of the old model – mandatory billable hours, rigid promotion timelines, and siloed service delivery – in favor of a more dynamic, entrepreneurial approach.

and he isn’t just talking about change, he’s living it. 

more dominic piscopo | more private equity | more pay & compensation

the episode dives deep into how hd growth partners embraces a consulting-first approach, using accounting services as a wedge rather than a foundation. the firm encourages team members, even juniors, to build one-on-one relationships with clients. petrey believes the best learning happens on the job, with mentorship layered into real-world client work. this, he argues, is what keeps staff engaged and clients loyal. 

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