today's features

from zero to auditor in 3 days | gear up for growth

the immersive experience transforms recruiting from a guessing game into a hands-on, culture-rich audition.

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

in the latest episode of gear up for growth, powered by 卡塔尔世界杯常规比赛时间, jean caragher, president of capstone marketing, spoke with co-creators of jlk rosenberger llp’s innovative student recruitment program, audit 500, which combines real-world experience with relationship-building to deliver extraordinary results – and some unexpected emotional impact. 

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 gear up for growth | | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

originally created to address a gap between academic theory and audit practice, the audit 500 is a fast-paced, three-day simulation that gives accounting students a hands-on experience of what it’s like to be an auditor. from testing cash and fixed assets to engaging with a mock cfo, participants work side-by-side with the firm’s staff, simulating the dynamics of a true engagement team. 

“we get to evaluate students in a much more meaningful way than a traditional interview ever could,” said ani zadorian, partner at jlk rosenberger and co-creator of the program. “at the same time, they get to see our culture and decide if they see themselves growing here.”

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costin, mason: next gen won’t compromise | move like this

prioritize belonging over optics.

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 “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
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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, bonnie buol ruszczyk speaks with dr. claire costin, cpa (university of portland), and dr. stephani mason, cpa (depaul university), two professors who are shaping the future of accounting education and research through their commitment to diversity, equity, and inclusion (dei). their insights reveal how today’s students are rethinking what it means to belong in the profession, and what employers must do to keep up. 

more move

dr. costin and dr. mason each bring rich, real-world experience to their roles as accounting educators. dr. costin’s background in nonprofit auditing informs her work at the university of portland, where she teaches everything from auditing to ethics. dr. mason began her career in a big four firm and spent many years in financial services before transitioning to academia at depaul university. while their career paths differ, both have shifted their research to focus on inequity, bias, and intersectionality in the accounting profession. one theme that emerged clearly in their conversation was that today’s students care deeply about inclusion, authenticity, and choosing employers who align with their values. 
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reclaim your hours with time management and productivity hacks

man filling in calendar using color-coded time blocks

plus how to leverage ai to help.

by jackie meyer

“it’s not about having time, it’s about making time.” we all start with the same 24 hours, yet some advisors seem to achieve more in a workday and still get home in time for dinner. many tax and financial advisors begin their day consumed by urgent emails and end it wondering where the time went.

more: how to bring core values into your accounting firm | ten key guidelines for accounting staff | hiring strategies for your dream team | the ai revolution: embracing artificial intelligence in your practice | leverage technology for growth | streamline your operations with systems and processes | craft tiered service packages for maximum impact | master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | niche down to scale up | how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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reclaiming your hours is about taking control of your schedule so you can focus on what truly matters. this post provides specific strategies for time management and prioritization – so you can boost productivity, avoid burnout and actually achieve that mythical concept: work-life balance. the payoff? more freedom, more impact and yes, often more revenue as you spend time on high-value tasks instead of getting lost in the weeds.
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bissett bullet: show genuine empathy

today’s bissett bullet: “seek to create genuine empathy throughout the meeting and build on that wherever possible.”

by martin bissett

empathy is the ability to understand and acknowledge how another person is feeling about what they are describing. it’s not to be confused with sympathy. empathy is there to demonstrate understanding and build resonance and rapport.

if someone really opens up about their innermost fears or personal goals, this is a mark of trust so handle the situation sensitively. show that you have listened and understood, and take the opportunity to ask for more information that will help you to determine what the solution to their issue might be. all that remains is to communicate how you could help them, in a proposal document.

today’s to-do:

practice this today during meetings or interactions with your team. listen to what they tell you, ask for more detail and repeat back to show that you have listened to and understood what they have said.

see more bissett bullets here

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turn ai risk into strategic advantage | innovation insights

experts outline the flexible framework that works for a three-person shop or a 30,000-employee enterprise.

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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innovation insights
with donny shimamoto

center for accounting transformation

artificial intelligence is advancing too quickly for organizations to adopt a “wait-and-see” approach, according to experts on the latest episode of innovation insights.

host donny shimamoto, cpa.citp, cgma, speaks with jason pikoos and david wood, co-authors of the new generative ai governance framework, about how companies can responsibly integrate ai into their operations.

more donny shimamoto

“governance isn’t optional,” says pikoos, former managing partner of client experience for connor group. “it’s good hygiene for any organization—whether you’re a three-person shop or a multinational.”

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werner: why ebay sales may be reportable | quick tax tip

new 1099-k reporting rules mean your ebay, etsy, or other online sales could land on the irs’s radar—even if you’re just cleaning out your garage.

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quick tax tip
with art werner
cpe today

if you’ve been selling old collectibles, furniture, or other personal items on ebay, you might think of it as a quick way to make cash, not something that belongs on your tax return. but according to tax guru art werner, new reporting thresholds for 1099-k forms are changing that, and the irs could already have your sales data in hand.

click here for more art werner

“in the past, the threshold for receiving a 1099-k from a payment processor or credit card company was $20,000,” werner explains in the latest episode of quick tax tip. “if you didn’t hit that threshold, you wouldn’t get the form, and frankly, no one was looking.”

that’s no longer the case.

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the marketing technology you need for success and growth

tips for accounting firms of all sizes.

by august aquila
max: maximize productivity, profitability and client retention

for a cpa firm to be successful today, it is necessary to leverage marketing technology to attract and retain clients, streamline processes and maintain a competitive edge. the new marketing technology is necessary to be a firm in the 21st century.

more by august j. aquila
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depending on the firm’s size you probably won’t need all the technologies listed below. i’ll break them down by firm size based on volume.

here are some important marketing technologies that can benefit a cpa firm.

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how to prep daily reports for business managers

plus five self-assessment questions about the manager/owner’s role.

by ed mendlowitz
77 ways to wow!

the author contends that almost every business owner or manager is an absentee owner or manager, regardless of the amount of time they spend at their business.

more by ed mendlowitz
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while many are ever-present either physically or virtually by phone, texts and emails, they are not managing but rather working in their business on what needs to be done at that moment or that day. they are responding to normal business routines; customer, supplier and personnel requests or problems; and myriad other situations that demand their time, such as banking relationships, cash flow planning, hr issues including hiring, discharging and compliance, interactions with outside professionals, including their attorneys and accountants, and regulatory and occupancy issues. some have partner issues and if they are managing a not-for-profit organization, then board and possibly funding and development issues. they are functioning as a necessary and essential employee and are not really running the business or organization – as if they were not there or were in another part of the country.
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four keys to client tech stacks

how to build the ideal connected system.

by jody padar
radical pricing – by the radical cpa

clients use the client technology stack to run their day-to-day businesses. the stack they use depends on their niche or vertical. for example, law firms use clio, while e-commerce businesses rely on webgility, among others.

more by jody padar
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the next tech layer is data aggregation. all the data feeds will land here, and you can determine what to do with and how to organize this information based on kpis or other metrics around which you’re building their business success.

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ten benchmarks of firm profitability

young woman seated at laptop counting money

plus four reasons you should want to follow them.

by marc rosenberg
what really makes cpa firms profitable?

“rich people stay rich by living like they are broke. broke people stay broke by living like they’re rich.” – mark cuban

more by marc rosenberg
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to state the obvious, the goal of a cpa firm’s management is to achieve the firm’s desired profit level. no one disputes this. but where the rubber meets the road is achieving those profits. this post explains how to do this.
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yoss: implement 4 steps to protect data | quick tech talk

a proactive framework that includes these four steps can help keep your organization safe.

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quick tech talk
with steve yoss
cpe today

whether your organization operates out of a small-town office or a global headquarters, cybersecurity threats are a daily reality. distributed denial-of-service (ddos) attacks, malware, ransomware, and even simple human error can have devastating consequences. one misdirected email or compromised executive account can trigger financial penalties, regulatory action, and long-term reputational harm.

more steve yoss here | more tech

in this episode of quick tech talks, steve yoss warns that these risks are not reserved for large corporations. “we all face a wide variety of concerns,” he explains, “and they’re avoidable if we actively take a stronger interest in security procedures.”

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what practice leaders must overcome

woman's hand pressing words "ask an expert"

check your fundamentals first.

by martin bissett
passport to partnership

the passport to partnership study collated a number of responses in a conversational style. the need for professionals who can remain calm in the storm is showcased below and was repeated many times in various different ways.

more by martin bissett
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the expert council

what is going to be the single biggest challenge for the next generation of practice leaders?
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