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yasso: from wall street to main street | the disruptors

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your real roi comes from relationships, not spreadsheets.

 

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the disruptors
with liz farr

martha yasso didn’t just balance billion-dollar books — she watched businesses crumble under them.

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

more streaming: 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.

she began her career in the high-octane world of junk bonds on wall street, where she relished the analytical challenges of cash flow modeling. but what initially felt like powerful work soon turned emotionally draining. “i was ripping apart companies and watching it happen in real time,” she says. “it was exhausting and depressing.”

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crosby, johnston: a human-first, tech-forward future | holistic guide to wealth management

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research shows that money activates more areas of the brain than sex, death, politics, or religion.

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

a recent mckinsey study found that the demand for holistic financial advice increased 60% from 2018 to 2023. meanwhile, another mckinsey study projected a shortage of 100,000 financial advisors by 2034. that gap is leaving a massive opportunity for cpas to step up as holistic advisors. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

a recent holistic guide to wealth management book panel discussion with two industry luminaries showed that cpas who are in the best position to thrive as holistic advisors are those who use technology to deliver deeper planning and relationship-driven advice. 

“traditional econometric models were all predicated on this idea that people were rational,” notes psychologist, author, and behavioral finance expert, dr. daniel crosby. “what we actually know is that it is perhaps least true of us when it comes to money.”  

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hooda: model a 7-figure firm in 10 hrs/week | the concierge cpa

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build a business that runs itself.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

when concierge cpa host jackie meyer met uk-based accountant reza hooda at growcon, they quickly realized they were professional doppelgängers.

both transitioned from traditional tax firms to leading-edge advisory businesses. both created proprietary pricing models. both teach accountants how to reclaim their time, value, and purpose.

more jackie meyer

but hooda’s journey is one every accountant needs to hear: the story of how he walked away from pwc, bought a traditional firm from his father-in-law at the worst possible economic moment (2008’s global financial crisis), and slowly rebuilt it—from paper files and printed emails to seven-figure advisory success, working less than 10 hours a week.

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more admins, fewer students, no plan | arc

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hosts call out the fiscal dysfunction behind america’s school meltdown.

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accounting arc
with byron patrick and donny shimamoto
center for accounting transformation

more arc: analysis, reaction, comedy

when cnbc published a video examining why u.s. public schools are facing severe budget shortfalls, it sparked a passionate accounting conversation. on the accounting arc podcast, co-hosts donny shimamoto, cpa.citp, cgma, and byron patrick, cpa.citp, cgma, offer a reaction episode that reframes the crisis through the lens of financial strategy—and accountability.

more accounting arc: 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 |

both cpas were struck by one glaring omission in the original reporting: the absence of accounting professionals in decision-making roles. “where’s the cfo?” asks shimamoto, founder and managing director of intraprisetechknowlogies, and founder and inspiration architect of the center for accounting transformation. “who looked at the time limits on that covid-era grant money and said, ‘hey, this isn’t going to last’?”

patrick, ceo of verifyiq, and co-founder and educator at tb academy, echoes that frustration: “it’s like budgeting on hopes and dreams instead of facts and forecasts.”

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art werner: use this window wisely | quick tax tip

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…before year-end chaos returns…


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quick tax tip
with art werner
cpe today

busy season is behind us. year-end reporting deadlines haven’t hit yet. that makes right now the sweet spot for strategic client outreach—and tax professionals shouldn’t waste a second of it.

click here for more art werner

in the latest episode of the quick tax tip podcast, listeners get an urgent wake-up call: this is the moment to reconnect with clients, reevaluate their entity structures, and prepare them for the potential ripple effects of new legislation.

“this might be the best question any tax pro could ask right now,” werner says in response to a question about how to prioritize client conversations after busy season. “you’ve got breathing room—use it.”

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wallace: cracking the code on inclusion | move like this

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“you can have inclusion without belonging, but it’s not going to stick. people need to feel they matter.”

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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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, host bonnie buol ruszczyk talks with jim wallace, ceo of bpm, about how the firm has embedded diversity, equity, inclusion, and belonging (deib) into the core of its culture and strategy. with more than 40 years in public accounting, jim shares candid insights into how bpm went beyond the “check the box” approach to deib by making it a ceo-led initiative from the start. 

more move

wallace explains that bpm’s brand promise, “because people matter,” isn’t just a slogan, but a foundational principle that informs every part of the firm’s operations, from leadership development to firm-wide engagement. deib is not treated as a standalone initiative; it’s part of the firm’s strategic plan and embedded in its values, mission, and even metrics. for example, bpm uses colleague engagement surveys to track employee sentiment, finding that 82% of employees feel they can bring their authentic selves to work. these insights drive changes in programming and support for staff. 
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yoss: get a real data backup plan – right now | quick tech talks

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a brief disruption could cost you thousands. a complete failure could cost you everything.

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quick tech talk
with steve yoss
cpe today

in the digital era, your data is your most valuable asset. whether you’re serving clients, analyzing operations, or simply keeping your business afloat, uninterrupted access to accurate data is essential. but what happens when that access is suddenly taken away?

more steve yoss here

that’s the urgent question explored in the latest episode of quick tech talks, where the focus is on why every business—regardless of size or industry—needs a robust, modern data backup strategy. this isn’t just about peace of mind. it’s about regulatory compliance, operational continuity, and business survival.

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meyer: tax plans in 90 seconds? believe it | the disruptors

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boundaries, balance, and tech-powered efficiency are key to more fulfilling work.

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 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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the disruptors
with liz farr

jackie meyer envisions a future where every taxpayer “has some kind of democratized access to tax-saving ideas.”

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

more jackie meyer and the concierge cpa

more streaming: 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.

those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving opportunities and connection to an advisor.

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dijoseph and mazabel: estate planning is the new advisory power play | holistic guide to wealth management

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connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients.

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

in today’s evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. to stand out in a crowded field, you must be able to think at least two steps ahead of your clients. it means helping clients navigate life transitions, avoid costly mistakes, and leave a legacy with intention. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

as you’re probably sensing, we’re not just in the business of numbers today. we’re in the business of behavior and relationships. that’s the message during the latest holistic guide to wealth management book panel featuring michael dijoseph, cfa, a senior strategist at vanguard’s investment advisory research center, and andres mazabel, head of advisor sales at trust & will. the discussion unpacks what 25 years of vanguard’s advisor alpha research tells us about advisor value—and how digital estate planning is becoming a powerful new entry point for meaningful client conversations. 

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papin: a bold blueprint for modernizing | the concierge cpa

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this interdisciplinary approach offers a glimpse into the future of the accounting profession.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro  – 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

in this episode of the concierge cpa, host jackie meyer introduces an extraordinary guest who truly embodies the term concierge advisor. meet chris papin—cpa, attorney, insurance producer, and all-around problem-solver for small business clients navigating today’s increasingly complex financial landscape.

papin, founder of both papin cpa and papin law, brings a rare blend of legal, accounting, and advisory insight under one roof. based in edmond, oklahoma, his firm is not only a one-stop shop for tax compliance and estate planning—it’s a home base for strategic conversations, real-world coaching, and highly personalized service.

more jackie meyer

papin’s journey began when a college professor explained that certain advanced tax topics were reserved for lawyers. that stuck. years later, papin is that lawyer—and cpa—bringing the skipped chapters into focus for his clients. his multi-credentialed approach is more than a résumé flex; it’s a direct response to client demand for integrated, trustworthy, and empathetic advisory.

“small business owners often need to pull five levers to get all the professionals they need in one room. i decided to be all five,” papin quips.

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huber: from noise to noteworthy | accounting influencers

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ditch bland blogs and craft content that actually converts.

 

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accounting influencers
with rob brown

in this accounting influencers episode, nick huber—former financial times journalist and expert in content strategy—calls out the elephant in the accounting marketing room: most firm content is forgettable. but it doesn’t have to be.

instead of cranking out generic updates and lifeless newsletters, huber challenges firms to rethink their approach. “content is more than a checkbox. it’s your chance to stand out, show what you know, and shape how people perceive your firm,” he says.

despite his statement, huber does offer two checklists for evaluating and producing lead-generating content.

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