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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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featured video

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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marketing & sales

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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client accounting services

vilms: the power of people in a tech-driven world | the disruptors

listening, translating, and meeting clients where they are is just as important as adopting the latest tech.

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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the disruptors
with liz farr

michelle vilms has a perspective that most small business accountants don’t have: she had a front-row seat to the explosive growth of staples as it grew from 100 stores to a $15 billion corporation. today, she brings her mastery of operational accounting to her own firm, vilms consulting, and the small business clients with whom she works.  

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

more streaming: 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 | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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vilms’ final position at staples was director of marketing and finance, where she worked with the creative people who were putting together catalogs or ads. “they were numbers persons in their specialty, but they weren’t accounting numbers people,” she explains. “and so just learning to have empathy and explain it to them in the terms that they needed really brought me back to that corporate experience, is how i landed in operational accounting for our firm.” 

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busy season management

haase, radzinsky: inside the taxdome-juno ai alliance

taxdome and juno founders launch integrated end-to-end tax workflow.

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

by 卡塔尔世界杯常规比赛时间 research

in the increasingly crowded and fast-evolving world of practice management software, two upstarts tell 卡塔尔世界杯常规比赛时间’ rick telberg they’ve found a way to change the game.

more in tech | how taxdome and juno just changed the tax tech game | aiwyn enters race for the all-in-one practice management platform | is practice management having its moment?

“clients demand a unified experience — they don’t want multiple portals and logins,” says ilya radzinsky, taxdome’s co-founder, in an interview for 卡塔尔世界杯常规比赛时间. “at the same time, firms need complete tax workflows that actually work end to end. this launch delivers both: one seamless client experience paired with ai-powered tax preparation that removes manual data entry and increases firm productivity.”

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