bissett bullet: are you hungry?
today’s bissett bullet: “i tweeted once that while gross recurring fees are a reward for hard work, to an extent, they delete hunger. a superior firm markets its business with hunger regardless.”
by martin bissett
today's features
more admins, fewer students, no plan | arc
hosts call out the fiscal dysfunction behind america’s school meltdown.
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accounting arc
with byron patrick and donny shimamoto
center for accounting transformation
when cnbc published a video examining why u.s. public schools are facing severe budget shortfalls, it sparked a passionate accounting conversation. on the accounting arc podcast, co-hosts donny shimamoto, cpa.citp, cgma, and byron patrick, cpa.citp, cgma, offer a reaction episode that reframes the crisis through the lens of financial strategy—and accountability.
more accounting arc: what career advice gets wrong for gen z – and how to fix it |your identity is not a liability | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | resilience, real talk, and the road to mental wellness | blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service |
both cpas were struck by one glaring omission in the original reporting: the absence of accounting professionals in decision-making roles. “where’s the cfo?” asks shimamoto, founder and managing director of intraprisetechknowlogies, and founder and inspiration architect of the center for accounting transformation. “who looked at the time limits on that covid-era grant money and said, ‘hey, this isn’t going to last’?”
patrick, ceo of verifyiq, and co-founder and educator at tb academy, echoes that frustration: “it’s like budgeting on hopes and dreams instead of facts and forecasts.”
shopify’s head of global marketing goes to avalara
avalara also hires cio from airtable.
by 卡塔尔世界杯常规比赛时间 research
avalara has named adrianna burrows executive vice president and chief marketing officer, and shahan parshad senior vice president and chief information officer.
the appointments are part of the company’s push to support international expansion and strengthen its ai-powered tax compliance platform.
burrows will lead global marketing and report to president ross tennenbaum. she most recently served as head of global marketing at shopify. her previous roles include cmo at payscale, cornerstone ondemand, and stack overflow. at microsoft, she managed the global launch of windows 10 as general manager of windows global marketing.
art werner: use this window wisely | quick tax tip
…before year-end chaos returns…
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quick tax tip
with art werner
cpe today
busy season is behind us. year-end reporting deadlines haven’t hit yet. that makes right now the sweet spot for strategic client outreach—and tax professionals shouldn’t waste a second of it.
in the latest episode of the quick tax tip podcast, listeners get an urgent wake-up call: this is the moment to reconnect with clients, reevaluate their entity structures, and prepare them for the potential ripple effects of new legislation.
“this might be the best question any tax pro could ask right now,” werner says in response to a question about how to prioritize client conversations after busy season. “you’ve got breathing room—use it.”
do you understand your clients’ goals?
what about their weaknesses?
by jody padar
radical pricing – by the radical cpa
it’s up to you to recognize the client persona most suited for your firm, but you’ll want to start by defining your customers’ needs. so, what do people really want, and how can you figure it out?
more by jody padar
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certainly, you can engage in expensive research, from questionnaires to focus groups. but, in reality, most of the clues you need will come from your knowledge of the people you work with within that group.
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