webinars & special events

how to leverage chatgpt in advisory work

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learn the language of commands and prompts. and check the math.

by sandi leyva

the generative ai model chatgpt, developed by openai, has been out for over a year. yet, roughly half of the accounting professionals taking my chatgpt webinars haven’t found the time to try it out yet. in this article, i want to give you a sneak peek into just one of the many tasks chatgpt can perform for you to shorten your day potentially.

check out our courses on chatgpt,
offered as a deep discount bundle or separately.
webinar schedule:
more chaptgpt here

let’s say you have a client with some advisory questions. they want to know the answers to the following four questions based on sales data for a particular period:

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your chatgpt checklist: get started with generative ai

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what accountants need to know today.

by sandi leyva

chatgpt is a game-changing technology for accounting and tax professionals. if you haven’t already tried it, you’re missing out on potentially significant efficiencies for your firm. like any technology, it has some pitfalls you must be aware of. but that shouldn’t stop you from at least seeing what all the fuss is about.

more chaptgpt here

here’s a 12-item checklist to get you started on chatgpt:

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accounting tech doesn’t have to be daunting

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getting unstuck on the tech stack and how to use ai today.

by seth fineberg
analysis & commentary

you’ve probably realized by now that the accounting profession has reached an inflection point. professionals’ trust in the vendors that create and distribute the essential technology they use is strained at best. and with automation once again at the forefront, the very nature of accountant tasks is up for debate.

live chat: watch or listen to the entire flash briefing here.

in short, we needed a non-sponsored, real chat with actual practitioners who, by all accounts, know what it’s like to be a tech-forward accountant. moreover, they know that’s not what the profession is comprised of and, despite being innovative, have struggled with tech adoption over the years. this is what our recent flash briefing, “getting real: the accounting tech decisions you need to make today,” was all about.

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mid-year tax update with bradley burnett

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mid-year tax update
colleague, what did you miss?

with bradley burnett, j.d., ll.m.

thursday, june 15, 2023

8am pt, 9am mt, 10am ct, 11am et
3 hours, 3 cpe, 3 irs ce

register here

while you were taking tax season head-on and recovering from it, guess what happened? over 500 court cases, 200 irs irb developments (including regs), 2,500 irs rulings and other goodies came down.

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facing busy season ’23: 99% of accountants suffer burnout

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webinar set to help yourself and your team.

by 卡塔尔世界杯常规比赛时间
via the center for transformation

finding qualified talent has long plagued the accounting profession. however, with covid-19 and remote work, the past three years have ushered in a new age of attrition and burnout.

the value of personal resilience: what accountants need to know

tuesday, jan. 17, 2023, 12 pm et.

cost: $10 for cpe/free for no cpe

click here to register or learn more

a july 2022 article in accountancy age explored a survey that showed 99% of accountants suffer from burnout, with 24% reporting medium-high to high levels of burnout.  further, that burnout is generally listed as why many cpas leave public accounting.

the survey, conducted by floqast, a provider of accounting workflow automation software, and the university of georgia, used the maslach burnout inventory (mbi)—the leading measure of burnout and validated by more than 35 years of research—in an accounting setting for the first time. using a 100-point scale, the survey covered three major areas of burnout: emotional exhaustion (ee), depersonalization (dp), and low sense of personal accomplishment (pa).

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lessons from bob, the pool guy

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how to cut clients, raise prices, earn more and work smarter.

by jean marie caragher
capstone marketing

it’s a hot topic these days. accounting firms have more clients than they can handle and not enough people to get the work done. there are solutions, e.g., firing “d” clients and not accepting any new “d” clients. however, many cpas still resist this process.

this got me thinking about bob (his real name), our pool guy. he has been our pool guy for over three years. every wednesday, like clockwork, he arrives to clean our pool, adjust the chemicals, and whatever else needs to be done. bob is friendly and genuinely cares about our pool. my husband and i are very satisfied customers.

bob recently turned 60 and is thinking about how he wants to run his business and spend his time. he’s making a few changes. here are four lessons we can learn from bob. read more →

the fintech flood: accounting will never be the same

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venture capital and private equity are pouring billions into financial technology start-ups. and this business will never be the same.

watch the video or listen to the podcast: follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts ,  or grab the rss feed here.

with rick telberg
for 卡塔尔世界杯常规比赛时间

a tsunami of venture capital and private equity is flooding into new tech startups, enough to swamp the entire tax, accounting, bookkeeping, and payroll sector, according to a new study by 卡塔尔世界杯常规比赛时间.

more: how private equity changes everything | the fintech flood: accounting will never be the same | the disruptors: re-inventing accounting with tyler anderson |  the disruptors: how to scale with new padgett coo amanda aguillard | eat that frog: asking for a prospect meeting | growing revenue through client service | lease accounting is about to get very real | google ads for new tax season clients | exclusive: eisner ceo charly weinstein explains the private equity deal  | flash briefing: a “call to arms” after private equity deal | four ways to beat the staffing shortage, with pasha malik

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

download the slide deck here.

here, 卡塔尔世界杯常规比赛时间 founder, publisher, and editor rick telberg delivers the keynote at the new york finance & accounting show, explaining what it means for the future of the profession, including:

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flash briefing: a “call to arms” after private equity deal

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eisneramper move augurs a new path forward for firms seeking capital for growth.

with dom esposito and anthony zecca

eisneramper’s deal to take on private equity and spin off its attest firm represents a new path forward for firms seeking capital to remain competitive in talent and in technology, according to dom esposito and anthony zecca, two veteran big-firm leaders, in this exclusive 卡塔尔世界杯常规比赛时间 flash briefing webinar.

download the slide deck here (pdf)

more on private equity for cpa firms:

exclusive: ceo charly weinstein explains the private equity deal

analysis by esposito and zecca: how outside capital can remake cpa firms

analysis by esposito and zecca: private equity the new source of growth capital for cpa firms?

eisneramper gets private equity backing

esposito is author of “8 steps to great: driving success at the world’s largest cpa firms and how to apply the lessons at firms of all sizes.” more by  dom esposito here.

zecca is the author of “leading from the edge – the new growth handbook with bonus toolkit.” more by anthony zecca here.

it’s “a call to arms,” says zecca. “whether you’re a $30-million firm or a $300-million firm, it doesn’t matter. you need to step back and say, okay, how is this going to affect me? how’s this going to affect how we get our clients? how is this going to affect how we’ve gotten our talent? and what do you need to do to change in this changing landscape?”

for esposito, “the takeaway is an understanding that you have options. and private equity is now an option that you should consider if you have the right mix of services and the right size.” read more →

bradley burnett: the “uncle billy” problem with the erc

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irs notice 2021-29 “drops a bomb” on the employee retention credit.

get the podcast version here

with bradley burnett, jd llm

with 18 months of water under the bridge, we’re three-fourths of the way through the employee retention program, the irs changed their mind on an extremely important issue that changes many, many tax situations.

the question is: who’s eligible? and who’s not? read more →