today's features
featured video

hartman: upwork to “40 under 40” in 3 years | the disruptors

celerity’s founder turned a side-hustle into a fast-growing success.

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 the small office / home office cyber protection plan – learn more 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
get peace of mind with the right policy, technology, and strategy at an affordable price.

the disruptors
with liz farr

tailor hartman didn’t start celerity accounting with a grand plan. the initial goal was to make enough from an accounting side gig to pay down his student loans while he worked full-time as an assistant controller. he found his first clients in an unorthodox place – upwork.

“i started going on [upwork] to find cleanup gigs, you know, quick cleanup gigs for like 30, 40 bucks an hour in quickbooks or maybe even netsuite,” he shares.  

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week | randy 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 replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate |

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

those cleanup gigs turned into monthly accounting. “i ended up getting enough clients where i could quit my job within three months… which is pretty crazy.” as a testament to celerity’s excellent service, those early clients remain loyal today.

“we still have all of my existing upwork clients, which is crazy.”  

read more →

featured video

goode: the $180k, 15-hour workweek | big 4 transparency

ruthless efficiency, process-first thinking, and a bold rejection of traditional models help build her “life-first” firm.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by the small office / home office cyber protection plan – learn more here

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

big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

on the big 4 transparency podcast, host dominic piscopo sat down with erica goode, founder of a solo accounting practice that generated over $180,000 in profit in 2024, all while working just 15 hours a week. her secret? ruthless efficiency, process-first thinking, and a bold rejection of traditional scaling models. 

goode’s path wasn’t planned. after leaving a corporate finance role to care for her two young kids, she took on one client with just two hours a week to spare.

more dominic piscopo | more private equity | more pay & compensation

as her children’s school hours expanded, so did her firm – but never beyond her self-imposed 15-hour weekly cap. “my business grew as fast as my kids did,” she quipped. every new client required a new process improvement, creating a flywheel of efficiency and discipline. 

read more →

advisory & consulting

ten ways to help tax clients stay organized | listicle

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

tax clients don’t want to be disorganized or late with information, but it tends to happen. you can make tax season easier for them and for you if you help them stay organized and up to date.

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

here are 10 actions you can take. consider making some of these actions mandatory for anyone who wants to be your client.

  1. provide checklist of required documents. well before tax season begins – ideally at the beginning of the fiscal year – provide clients with checklists of records and documents you will need at end of year. a list specifically for a given client will be more effective than a boilerplate list.

read more →

client service opportunities

simone: financial planning’s most overlooked piece | holistic guide to wealth management

as your client’s trusted advisor, can you afford not to include it?

sponsored by the small office / home office cyber protection plan – learn more 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

by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

“the first wealth is health,” wrote ralph waldo emerson. healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. for many clients, uncertainty around coverage can be as stressful as market swings or tax changes. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

christine simone, partner at move health and contributor to holistic guide to wealth management, believes health care planning should be part of every advisor’s toolkit. research shows that two–thirds (65%) of clients would like their advisors to help them with health insurance planning, but only 4% receive that help. “if you’re not addressing [that gap], there’s a good chance your clients will look elsewhere,” simone observes.  read more →