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featured video

‘the disruptors’ hits 100th episode, streaming innovation in accounting

bringing accountants new strategies, fresh perspectives, and the courage to challenge the status quo.

by 卡塔尔世界杯常规比赛时间

卡塔尔世界杯常规比赛时间 research is celebrating a major milestone of the disruptors, hosted by liz farr, cpa, which has become a must-listen for accounting professionals eager to challenge the status quo and shape the profession’s future.

more: disruptors | more streaming podcasts and videos: 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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farr, a special contributor to 卡塔尔世界杯常规比赛时间 research, brings a rare blend of insider insight and bold curiosity to the mic. with a biochemistry, linguistics, and accounting background, she draws on a uniquely interdisciplinary lens to explore how tax, audit, and advisory professionals can adapt to changing technologies, business models, and workplace cultures.

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audit & assurance

two questions to ask about audit tech tools

hand pointing to gantt chart

don’t limit your choices to those developed for accounting.

by alan anderson, cpa
transforming audit for the future

for years, as i’ve been visiting firms all across the country, i’ve asked them, “do you honestly feel that you’ve achieved a substantial return on your investment of technology in the audit?” and they tell me, “well, we’re now at three monitors in the field.” i remind these firms that i haven’t asked about their use of computers and peripherals. every firm is using technology, but few evaluate the return on investment they’re getting.

more by alan anderson
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i’m a huge believer of embracing technology, but i think we need to think differently about how we use it. in my view, the current state is nothing but tremendous opportunity for all of you to learn what all these new tools, from mindbridge to inflo and everything new that we haven’t even conceived of yet, can do. they all accomplish an objective. it’s just a matter of figuring out which one you want to do, and go and dive in.
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podcast

koebnick: freedom from federal taxes? the tribal credit that’s sparking fireworks in tax advisory | the concierge cpa

this holiday week, advisors are learning how a federally registered tribal credit could mean big tax savings.

this is a preview. the complete episode is first available exclusively to pro members | go pro here

update: this episode was originally recorded in early 2025 and appears here as part of the 卡塔尔世界杯常规比赛时间 special independence week series. please be advised that the tribal tax credit is currently under increased scrutiny by the irs, with concerns about potential misuse and fraudulent claims. the perspectives shared in this episode reflect the understanding at the time of recording and do not align with the most recent regulatory guidance or enforcement actions. listeners are strongly encouraged to consult a qualified tax advisor and review the latest irs guidance before considering any strategies discussed herein. 

the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

as americans celebrate independence, a lesser-known federal tax credit tied to native american tribal negotiations is offering its own version of financial freedom—up to 40% off federal tax liability, no clawbacks, and five years to use it.

more jackie meyer

on this special independence week episode of the concierge cpa podcast, host jackie meyer, cpa, sits down with chad koebnick, vice president of specialized tax services at nepsis, to explore a strategy that could permanently reduce taxes—and permanently change the way we think about advisory.

“this is one of those once-in-a-decade strategies,” says meyer. “but it’s new, and with that comes skepticism. that’s why we brought in chad to break it all down.”

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pro member exclusive

why the accounting move project is evolving to reach a broader audience

accounting move project 2025 is about understanding what truly supports sustainable success in accounting workplaces.

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by donny c. shimamoto
center for accounting transformation

recently, “dei”—short for diversity, equity, and inclusion—has become a lightning rod across corporate america. for some, it signals progress. for others, it evokes skepticism or resistance. in the accounting profession, which is already navigating talent shortages, regulatory pressures, and generational turnover, these tensions can be especially pronounced.

more: donny shimamoto | accounting move project 2025 |

that’s why this year, as a partner of the accounting move project (“move project”), the center for accounting transformation (“center”) is taking an important step forward: we’re evolving the research language from dei-affirming to dei-neutral.

this is not a departure from the move project’s founding principles, which since 2010 have been focused on creating greater opportunity and equity for women in the profession. rather, it’s an intentional evolution to ensure it reflects the full spectrum of today’s workforce. by adjusting the language used in questions and responses, enabling, for example, analysis based on sex (including men) and ethnicity (including white employees), we can fully assess how firms are supporting all employees in areas like equal pay, advancement, and career development.
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advisory & consulting

ten organization services to provide | listicle

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

the best clients are the organized clients. they make the cpa’s life easier and they help keep fees down, which makes the cpa look good.

more listicles here
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it might even be possible to sell clients services that keep them organized. here are 10 that are worth offering at a bargain rate.
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