video

kristen rampe: accountability and simplicity in partner comp drive success | gear up for growth

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“compensation is one tool, not the tool, to change behaviors and outcomes.”

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

kristen rampe, managing partner of rosenberg associates, spotlights two key drivers for cpa firm success: accountability and simplicity in partner compensation systems. 

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

rampe shares insights from rosenberg associates’ recent report, “partner compensation: why accountability matters,” revealing a strong correlation between accountability and firm profitability. according to the report, firms with high accountability systems reported an average income per partner of $617,000, compared to $411,000 in firms with low accountability. 

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demystifying governance | arc

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from state societies to the aicpa, the hosts shed light on the collaborative ecosystem guiding cpas. 

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accounting arc
with liz mason, byron patrick, and donny shimamoto.
center for accounting transformation

the accounting profession operates within a complex framework of governance, where state and national organizations play critical roles in shaping standards, supporting professionals, and maintaining public trust. in a recent episode of accounting arc, donny shimamoto, cpa.citp, cgma; byron patrick, cpa.citp, cgma; and liz mason, cpa, dive deep into the often misunderstood relationships between state societies, boards of accountancy, and national entities like the aicpa and nasba. their discussion offers a candid look at how these organizations work together to regulate, educate, and advocate for cpas, while highlighting the importance of participation at every level. 

more arc: analysis, reaction, comedy

 

more accounting arc: top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know |

“many see state societies as just cpe organizers, but they’re also advocacy powerhouses,” explains patrick, ceo of verifyiq and co-founder of tb academy, who details maryland’s proactive society. state societies also facilitate specialized communities and foster advocacy efforts on behalf of cpas. 

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art werner: beneficial ownership and control | quick tax tip

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learn how a 1% owner can wield more power than a 99% shareholder under specific agreements.

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quick tax tip
with art werner
cpe today

in today’s complex regulatory environment, the term “beneficial ownership” might sound straightforward, but it encompasses far more than simply owning shares in a company. a beneficial owner holds a controlling interest in a business entity. this control might be linked to shared ownership, but it can also extend to individuals who influence decisions in other ways.

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for example, under the corporate transparency act, anyone owning 25% or more of a company is generally considered a beneficial owner. however, there are important exceptions that expand this definition.

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roger knecht: can you be an accountrepreneur? | the disruptors

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you don’t need all the answers, but you do need to ask the right questions.

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

about ten years ago, roger knecht, president of universal accounting, noticed that while accountants wanted to move into the advisory space, few had any idea how to make that transition. so he talked to business owners about what they’d like to see and developed a curriculum to help accountants develop those skills. “it’s game-changing,” knecht says, “because once you have the confidence as well as the competence to deliver cfo and advisory services, the world is your oyster bed.”

more podcasts and videos: beth whitworth: focus on outcomes not hours | mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial |

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

as more accountants and bookkeepers move beyond compliance work into tax advising and planning, cash flow management, and cfo services, they can do work that knecht says is more fun and creative. “i think it moves the needle for our clients a lot more when we’re able to give them those insights and perspectives to run their businesses more profitably,” knecht says.

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katie tolin: what’s the market telling us? | capstone conversations

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understanding the story behind the data is critical to success.

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

katie tolin, a veteran marketing strategist and the driving force behind cpa growth guides, recently sat down for a capstone conversation to share her expertise on navigating the complexities of marketing in the accounting industry. tolin, a decorated member of the association for accounting marketing (aam) and its volunteer of the year for 2023, offeres a candid exploration of current industry trends and the pivotal role of marketing in cpa firms.

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, on fridays here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

tolin identifies the rapidly changing accounting landscape as the greatest challenge facing marketers today. from private equity’s entry into the industry to the emergence of alternative firm structures that don’t rely on traditional cpa models, tolin notes that uncertainty reigns.

“marketers must understand these shifts and anticipate their impact on our firms,” she explains. “whether it’s technology reshaping our strategies or new competitors entering the field, staying informed and adaptive is essential.”

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jennifer harrity: esg unlocks opportunities | gear up for growth

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uncover how regulations, investor demands, and market expectations are driving organizations to embrace sustainable practices.

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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 a world where sustainability is increasingly critical, environmental, social, and governance (esg) has emerged as a vital component of the accounting profession—described as the “fourth leg” of the accounting stool, alongside tax, audit, and consulting. esg integrates sustainability metrics with financial data, offering a holistic view of an organization’s health and strategic opportunities.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

“esg is about measuring and quantifying sustainability-related data and aligning it with financial metrics,” explains jennifer harrity, esg and sustainability director for sensiba. “this approach not only provides a clearer picture of an organization’s health but also identifies strategic opportunities for growth.”

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top 10 red flags to watch for in accounting offices | arc

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outdated technology, unrealistic billable hours, and “unlimited pto” among key issues discussed. 

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accounting arc
with liz mason, byron patrick, and donny shimamoto.
center for accounting transformation

the accounting profession is undergoing significant change, and workplace culture is at the forefront of that transformation. in a recent episode of accounting arc, industry leaders donny shimamoto, cpa.citp, cgma; byron patrick, cpa.citp, cgma; and liz mason, cpa, explore the red flags professionals should watch for in accounting firms. 

more arc: analysis, reaction, comedy

 

more accounting arc: jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know |

“a firm that isn’t leveraging modern technology is a huge warning sign,” says mason, ceo of high rock accounting. she and the other panelists agreed that firms clinging to outdated systems often fail to create efficient work environments. “automated hr processes should be a baseline by now,” adds shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation. 

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beth whitworth: focus on outcomes not hours | the disruptors

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stop wearing your hours worked as a badge of honor.

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

a few months ago, beth whitworth emailed her remaining legacy 1040 clients, informing them that they would have to move over to the subscription-based model she’s been implementing over the last few years. “i will say it’s scary,” she says. “and when i pushed the button and then sent the email, i was like, ‘oh, what’d i do?” but she quickly realized that she was doing the right thing. “this is where we need to move to.”

more podcasts and videos: mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial |

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

instead of continuing to accommodate the clients who were resistant to using technology, who wanted to continue dropping off documents, and who no longer fit her business model, she decided that “it would be okay if none of them stayed.” while she did get some pushback for the increase in fees that would accompany a higher level of service, she did get some who happily responded, “sign me up!”

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steve yoss: boost security with mfa | quick tech talks

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your data has probably already been exposed.

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quick tech talk
with steve yoss
cpe today

data breaches have become an unfortunate reality in the digital age, and with them, the risk to personal and financial information continues to grow. however, there is a simple yet powerful way to protect your accounts: multi-factor authentication (mfa).

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more tech
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

mfa, sometimes referred to as one-time passwords, has become a cornerstone of modern cybersecurity. think about this hard truth: your data, unfortunately, has probably been exposed by either a website, a web service, or maybe even your favorite merchant at some point in the last 10 to 15 years. when passwords are stolen in data breaches, cybercriminals often use them to access accounts on other sites, exploiting the common habit of password reuse.

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jason blumer: serving your team is the ultimate leadership strategy | gear up for growth

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discover why intentionality and clarity are key traits for successful leaders.

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

leadership in accounting firms requires a shift from technical expertise to guiding and empowering teams. jason blumer, founder and ceo of blumer cpas, discusses the journey of embracing leadership roles, overcoming self-doubt, and fostering a service-oriented mindset on gear up for growth,

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

blumer is no stranger to innovation and leadership. recognized as one of accounting today’s 100 most influential people in accounting and a cpa practice advisor. with over two decades of experience leading a thriving cpa firm and coaching accounting entrepreneurs, blumer’s expertise is a beacon for those navigating the challenges of leadership in today’s fast-paced industry.

“effective leadership involves creating future leaders and tackling difficult conversations head-on,” blumer says. “it’s about fostering a culture of accountability and trust while confronting the discomfort that often accompanies leadership responsibilities.” 

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jeremy dubow: private equity as a catalyst for growth | arc

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ceo says private equity isn’t about cost-cutting—it’s about investing in technology and talent.

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accounting arc
with donny shimamoto
center for accounting transformation

the accounting profession is evolving, and if private equity is any indicator, firms like prosperity partners are leading the charge. in the latest accounting arc episode, host donny shimamoto, cpa.citp, cgma, speaks with ceo and pe-backed prosperity partners llc co-founder jeremy dubow, cpa, about the firm’s innovative approach, private equity backing, and non-traditional practices. 

more accounting arc: breaking the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers |

new: m&a, pe, or independence: chart your cpa firm’s future in 2025 – webinar jan. 28

“we’re not your traditional firm,” says dubow, who started the firm with two partners in 2003 as ndh advisors, and sold a stake to unity partners in in 2023, rebranded as prosperity and launched a series of knock-on acquisitions. “we focus on transformative technologies and people-first culture to redefine what an accounting firm can achieve.” 

unlike most accounting firms, prosperity partners operates without an attest function. “our roots are in tax and client accounting services,” dubow explains. this focus has allowed the firm to streamline operations and specialize in high-demand areas such as mergers and acquisitions and litigation support. 

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art werner: due diligence and irs enforcement | quick tax tip

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the irs is increasing scrutiny, and your due diligence must meet the challenge.

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quick tax tip
with art werner
cpe today

as the irs increases its enforcement efforts fueled by new funding and additional agents, understanding and practicing due diligence is more critical than ever for tax professionals. due diligence requirements, established to ensure compliance with tax law, place a significant responsibility on tax practitioners to verify their clients’ eligibility for certain tax benefits.

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tax professionals must now certify positions related to the american opportunity tax credit, the earned income tax credit, the child tax credit, and the filing status of head of household. these certifications require meticulous documentation, a thorough understanding of the client’s situation, and adherence to the law.

failing to uphold due diligence can have serious consequences.

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mike sylvester: learn to say no | the disruptors

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be blunt. give your clients the advice they should hear, not what they want to hear. 

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

 subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

the disruptors
with liz farr

the talent crunch in accounting isn’t an issue for mike sylvester. last year, 40 accountants applied to work at his firm, sbs cpa group. he’s had serious inquiries from people at top 50 firms eager to work with him. further, he just hired someone from a top 10 firm who says the benefits are better and who will make $10,000 more while working 300 fewer hours.  

more podcasts and videos: salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles |

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

his not-so-secret secret? he talks “over and over and over” on twitter about the unique way his firm operates. during busy season, all team members –even the partners – are paid overtime on 60-hour weeks. then, after april 15, everyone works 32 hours a week and gets 37 three-day weekends in a row. “it’s a very popular schedule,” sylvester said.  

his team agrees: he’s had zero turnover in the last four and a half years.

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