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streaming network

yoss: fraud costs big—here’s how to prevent it | quick tech talk

even small changes to internal controls can reduce the average $700k loss.

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quick tech talk
with steve yoss
cpe today

fraud isn’t just a nuisance—it’s a multimillion-dollar drain on businesses every year. according to the association of certified fraud examiners (acfe), organizations lose an estimated 5% of their annual revenue to fraud. that amounts to a staggering $4.7 trillion globally, based on the 2022 report to the nations.

more steve yoss here | more tech

in the latest episode of quick tech talk, technology educator and cpa steve yoss breaks down why fraud persists—and what financial professionals can do to stop it. from asset misappropriation to corruption to financial statement fraud, yoss explains the common red flags, the steep costs, and how improving your organization’s internal controls can yield major savings and a more ethical workplace culture.

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growth strategies

succession takes the driver’s seat in private equity boom

pe specialists: top row: fligel, pellen, onefater. bottom: whitman, wurtzbacher, o’donnell

as wall street turns its eyes on mid-sized firms.

by 卡塔尔世界杯常规比赛时间

succession is fast emerging as the defining force behind the private-equity-fueled m&a surge, transforming the accounting profession.

partners in their late 50s, 60s, and 70s — many of whom never documented a transition plan — stare at retirement without successors. that urgency is pushing small and mid-sized cpa firms into the arms of private equity buyers and national consolidators at unprecedented rates.

get more: ask 卡塔尔世界杯常规比赛时间 about the private equity boom

also: private equity in accounting | private equity update: 53 deals, $29 billion | deal or no deal? the p.e. dilemma for cpas | johnston: private equity, shady vendors, and broken software | brannon poe: pe drives prices–and change | behind sorren’s roll-up: $170 million, 1,000 employees, 85 partners | kopelman: culture & capital fuel aprio’s rise | gear up for growth | ira rosenbloom: m&a money’s easy – culture fit’s hard | gary shamis: the private equity hazards for young partners | alex drost: firms get scrappy against pe-backed competitors | tim brackney: don’t blame private equity. blame the accountants |

“it’s no longer a question of whether you need a plan — it’s whether you have the right one,” says james s. pellen, managing partner at hertz herson cpa llp, speaking at a new york cpa society event. “succession isn’t just about retiring; it’s about ensuring the firm survives and thrives after you’re gone.”

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pro member exclusive

twelve keys to strategic planning

businessman turning compass labeled "strategy" like a steering wheel

what do you want it to do for you?

by marc rosenberg
strategic planning and goal setting for results

“no one ever made a difference by being like everyone else.” – p. t. barnum

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

 

to begin strategic planning, partners must first address and agree on several critical decisions. do they want:

  • a firm that is committed to strategic planning being the pillar of the firm’s future success? or are you in the school that says “yeah, strategic planning is nice, and we should do it, but it’s secondary to partner productivity and performance”?

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leadership

overcome health, wealth and stealth challenges

why we need them.

by martin bissett
passport to partnership

now we move on to our sixth “c” in the passport to partnership – challenges.

again the heading has more than a single application, which we’ll explore here.

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

ultimately, the partners interviewed in our research broke “challenges” down into two key areas:

  1. the ability for a manager to pull the firm out of the mire when there’s a problem
  2. the ability for a manager to pull the client out of the mire when there’s a problem

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streaming network

dickerson: from diagnosis to disruption | the disruptors

legacy firms may value tenure, but firms of the future prioritize impact, innovation, and client fit.

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

for most cpas, the road to partner is long and narrow—often paved with decades of grueling hours and delayed ownership. but aaron dickerson, founder of dickerson cpa in austin, texas, had no interest in waiting 20 years to earn a seat at the table.

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

more streaming: 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 |

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

“i saw partners who had been there for two decades and were still paying for their equity,” dickerson recalls of his time at a legacy firm in ohio. “it just didn’t make sense.

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