werner: why ebay sales may be reportable | quick tax tip
getting rid of junk could trigger tax trouble.
quick tax tip
with art werner
video
yoss: implement 4 steps to protect data | quick tech talk
stronger cybersecurity starts internally.
quick tech talk
with steve yoss
cpe today
vilms: the power of people in a tech-driven world | the disruptors
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
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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 |
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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.”
haase, radzinsky: inside the taxdome-juno ai alliance
taxdome and juno founders launch integrated end-to-end tax workflow.
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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by 卡塔尔世界杯常规比赛时间 research
in the increasingly crowded and fast-evolving world of practice management software, two upstarts tell 卡塔尔世界杯常规比赛时间’ rick telberg they’ve found a way to change the game.
more in tech | how taxdome and juno just changed the tax tech game | aiwyn enters race for the all-in-one practice management platform | is practice management having its moment?
“clients demand a unified experience — they don’t want multiple portals and logins,” says ilya radzinsky, taxdome’s co-founder, in an interview for 卡塔尔世界杯常规比赛时间. “at the same time, firms need complete tax workflows that actually work end to end. this launch delivers both: one seamless client experience paired with ai-powered tax preparation that removes manual data entry and increases firm productivity.”
johnson, lohrfink: estate planning’s the next frontier | holistic guide to wealth management
technology streamlines the process, but strong communication builds the needed relationships.
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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间
research shows that 93% of people want estate planning services from their financial advisor, but only 22% are actually getting that advice. as detailed in my new book, holistic guide to wealth management, for cpas, estate planning offers practitioners the ability to provide a family office level of care to clients, whether they are business owners, retiring boomers, or next gen.
danny lohrfink, co-founder and chief product officer of estate planning software wealth.com, said estate planning has long been an antiquated profession that costs a lot of money, takes a great deal of time, and often delivers an outcome that is too complex for the client/family to understand. “these are the kinds of core problems that technology is meant to solve,” notes lohrfink, a contributor to my book. “how do you reduce the cost and amount of time spent doing things?”