today's features

yoss: don’t let a crash wreck you | quick tech talks

back up your data in 10 minutes or less. it could be the most important thing you do today.

 

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quick tech talk
with steve yoss
cpe today

in the latest episode of quick tech talks, you’ll learn why backing up your data isn’t just for it professionals or large companies—it’s something anyone can do in just 10 minutes, using tools you likely already have.

more steve yoss here

whether you’re managing financials, running a firm, or just storing family photos, protecting your digital files is no longer optional.

with rising ransomware threats and hardware failure still a common reality, having a reliable backup strategy is the digital equivalent of locking your doors at night. fortunately, getting started is way easier than you might think.

“it doesn’t require a lot of technical expertise,” yoss explains. “if you’ve got 10 minutes, you can do it.”

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five ways to show your commitment

walk the walk.

by martin bissett
passport to partnership

there’s no doubt that consistent commitment is not as widely practiced as current partners of accounting firms might like to think.

more by martin bissett
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business success is built on a dedicated team with a shared vision giving their all for the realization of that vision and the development of the next one.
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yasso: from wall street to main street | the disruptors

your real roi comes from relationships, not spreadsheets.

 

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

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/weekrandy 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 replaceableditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocatedominic piscopo: clear pay=bargaining powerdebbie kilsheimer: stop thinking small |

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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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higher wages, fewer jobs: a new era for cpa staffing

ai and india replace u.s. staff in cpa industry shakeup.

the great restructuring: after the pandemic rebound, hiring gradually slows, finally going negative this year.

by 卡塔尔世界杯常规比赛时间 research

the nation’s tax and accounting firms are cutting job rosters even as they’re aggressively raising wages, signifying a structural retrenchment redefining how firms produce and deliver services, according to a new study by 卡塔尔世界杯常规比赛时间 research.

more tax and accounting wages hit record highsshow us the money! accountants are making morechris vanover: audit, now with 100% less misery | the disruptorsgen ai in accounting: epic transformation, or overheated hype?ai will steal your job. and that’s a good thing | accounting arcsteve evans: why traditional hiring methods fail | the disruptors

u.s. firms are scaling back staff-level roles, favoring automation and offshore operations. generative ai and cloud platforms now perform tasks once handled by entry-level staff, including reconciliations, bookkeeping, and basic tax prep. simultaneously, more firms are offloading transactional services to overseas teams, particularly in india, in response to domestic labor shortages and cost containment efforts.

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

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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what empowerment does for your firm

two men talking across a table, one holding a sheet of paper, window and brick wall in background

ten ways to get started.

by alan anderson, cpa
transforming audit for the future

empowerment seems like it would be the easiest attribute to build up in a firm, but it’s actually one of the hardest. firms go to these kumbaya events on leadership and trusting your team, but then when they go back to the office the next day, nothing has changed.

more by alan anderson
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empowerment is last in my book because it’s the furthest from what clients value most. clients look at what’s in it for me – they value what’s relevant to them. but empowerment is the most important attribute in our framework. it’s the key to unlocking the power of your team.
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hooda: model a 7-figure firm in 10 hrs/week | the concierge cpa

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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ten questions to ask potential clients before it’s too late | listicle

//m.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

it’s helpful to know about a potential client before taking them on.

more listicles here
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are they organized? careless? complicated? honest? what’s their attitude toward paying taxes? where do they need help? here are 10 questions to ask before you commit yourself.
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the unsexy grind behind the advisory transition

three people in office looking at laptop screen

the myth vs. the reality.

by frank stitely
the relentless cpa

let’s get one thing out of the way: becoming an advisory firm is not a mindset shift. it’s not about “finding your why.” and no, it’s definitely not as simple as bundling your services and slapping a higher fee on them.

more by frank stitely
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we’ve spent the last three years transitioning to an advisory model, and the most accurate description i can offer is this: it’s a three-year construction project that you start without blueprints, building permits or working plumbing – and halfway through, someone hands you a violin and says, “now you’re a musician.”

still want to go advisory? good. you should. but pack lunch, wear boots and bring a violin.
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build stronger financial futures with health care planning

portrait of christine simone
simone
christine simone is the ceo & co-founder of caribou, a software solution for the finance industry to include health care costs and plan optimization in financial plans.

it’s a top expense and source of stress.

by christine simone
the holistic guide to wealth management

financial advisors are well suited to help clients with all the important decisions in their lives. but that doesn’t mean advisors always recognize the areas in which clients need the most help.

more: marketing strategies for wealth management services | trust is the primary ingredient | how to prepare your clients’ kids for their inheritance | annuities and insurance growing more attractive | quantifying the value of an advisor | raise your rates to change your clientele | how wealthtech is reshaping the future of holistic advice | profile of a modern firm: putting the vision into practice | tsunami of m&a, pe is disrupting the accounting profession | introducing you to a fulfilling return on relationships
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take health insurance, a big concern for people across all income groups. according to a 2021 report from spectrem group (now part of ceg insights), two-thirds of affluent investors (65%) say they want their advisors to help them with health insurance, but only 4 percent said their financial advisors are providing it to them (see bar chart). further, among people who don’t have financial advisors, the top areas for which they would want guidance are retirement income planning, social security planning and medicare advice.
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deal or no deal? the p.e. dilemma for cpas | accounting influencers

leaders must decide whether to follow the money—or protect their independence.
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accounting influencers
with rob brown

in a striking shift that’s redefining the accounting profession, private equity is no longer circling—it’s landed. on a recent episode of the accounting influencers podcast, host rob brown breaks down what might be the most transformative trend facing accounting firm leaders today: the rapid influx of private equity (pe) into the industry.

“would you sell half of your accounting firm to a private equity firm for a billion dollars?” brown asks. “because some of the biggest names in our industry already have.”

and they’re not small names. baker tilly, the 10th largest u.s. accounting firm, recently sold more than 50% of its business to a private equity firm. grant thornton did the same. the motivations are clear: stay competitive, invest in technology, attract top-tier talent, and survive the pressures of a changing profession.

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four questions for choosing cas clients

and three things to tell them.

by hitendra patil
client accounting services: the definitive success guide

you will use very similar fundamental steps to generate words and content to express the value of your client accounting services offering. you will focus on each component of your cas offering to do so, e.g., different content to talk about bill payment services, different for advisory and outsourced cfo services, and so on.

more by hitendra patil
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you will also use the “contrast principle” to differentiate between your “usual” services and “cas offering.” marketing cas to your existing clients will be different than marketing cas to your prospects.
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lewis: build growth strategy that works | capstone conversations

to turn disruption into opportunities, get marketers to the table “early and often.”

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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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

kristen lewis, managing director of marketing for eisneramper and the 2025 association for accounting marketing (aam) marketer of the year, joins jean caragher on capstone conversations to share lessons from her marketing leadership, insights on post-pandemic strategy shifts, and her vision for the profession’s future. the conversation examines both the tactical and human aspects of cpa firm marketing in an era of rapid change, industry consolidation, and heightened client expectations.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

lewis reflects on her oft-quoted phrase from a previous capstone appearance during covid—“building the car while driving it”—as still being true today. she notes that the firm’s post-pandemic agility has become both a strength and a challenge, with the pace of innovation and disruption keeping teams moving at high speed. “we proved to ourselves that we could be nimble and change things on the fly,” she says. “that’s exciting, but also exhausting at times.”

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