yasso: from wall street to main street | the disruptors

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/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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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. 

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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

build a business that runs itself.

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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.

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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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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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