卡塔尔世界杯常规比赛时间

today's features

2022年世界杯抽签

move teams with center for accounting transformation for research project

recruiting top talent isn’t enough. firms must master retention.

by 卡塔尔世界杯常规比赛时间 research

the accounting move project, a leading initiative in accounting benchmarking, is amplifying its influence through a powerful collaboration with the center for accounting transformation, expanding its reach and delivering broader insights.

more staffing, recruiting, talent development

“partnering with the center allows us to deepen our research and provide firms with concrete strategies to build sustainable, people-centered cultures,” says bonnie buol ruszczyk, president of the accounting move project.

firms are invited to participate in the 2025 accounting move project by registering on or after april 10 at www.accountingmoveproject.com. the survey opens may 7 and closes july 11.

advisory & consulting

new attitudes spell new opportunities in estate planning

is the american postmortem dream dead or just drifting?

by 卡塔尔世界杯常规比赛时间 research

in an unsettling shift, the old american dream of hard work leading to opportunity and financial advancement is fading into history.

more: what struggling small businesses need | five ways to head off reluctant leadership | big growth coming for client advisory services | scams getting more sophisticated | you need capable successors for a seamless transition | mark koziel: the future of the profession | gear up for growth | america’s running short of financial advisors | maybe the pipeline problem is technology
exclusively for pro members. log in here or 2022世界杯足球排名 today.

sixty percent of americans are abandoning the traditional value system as younger generations prioritize “personal fulfillment, social impact and even digital legacy over traditional wealth accumulation,” according to trust & will, an online estate planning firm.
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pro member exclusive

tax advisory: new pathway to financial freedom

five kpis to measure success.

jackie meyer, cpa, ctc, msa, is president and founder of meyer tax consulting llc, taxplaniq, and concierge accountant coaching programs in southlake, texas. she offers concierge tax and accounting services to assist clients with anything from income-shifting strategies to managing a family business in qbo.

by jackie meyer
the holistic guide to wealth management

revenue growth isn’t just a metric; it’s at the heart of financial well-being for financial professionals and their clients. when a firm grows its revenue, the balance sheet isn’t the only thing that benefits. it enables the firm to invest in advanced technologies and education, to offer more comprehensive services, to fulfill philanthropic goals and to attract top-tier talent. expanding revenue also benefits the firm’s clients by availing them of more strategic advice, faster response times and ultimately, a more secure financial future.

more: raise your rates to change your clientele | pursue excellence to win the battle for talent | leverage ai to grow and protect revenue: six steps | how wealthtech is reshaping the future of holistic advice | seven tech keys to a holistic service model | profile of a modern firm: putting the vision into practice | what multiples mean to accounting firms | why cpas are best positioned to become financial advisors | introducing you to a fulfilling return on relationships
exclusively for pro members. log in here or 2022世界杯足球排名 today.

according to an american psychological association’s stress in america survey, money worries and inflation have raised our collective stress to the highest level since 2015. financial stress is detrimental to mental health and leads to higher rates of anxiety, depression and other mental health issues.
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accounting influencers

jim bourke: keep your edge | accounting influencers

“embrace change and keep filling your tool belt with the best technology out there.”

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accounting influencers
with rob brown

jim bourke, a recognized leader in accounting technology and a partner at withum, shares his insights on the rapid transformation of the accounting profession in a recent episode of the accounting influencers podcast. with decades of experience advising firms on technology adoption, bourke discusses how artificial intelligence (ai), cloud computing, and regulatory changes are shaping the industry.

more accounting influencers with rob brown here

“the excitement around technology today is off the charts,” bourke states, highlighting how innovations like chatgpt have reignited enthusiasm for ai in accounting. just a year ago, ai was barely mentioned at major industry conferences. now, it is at the forefront of discussions as firms evaluate how automation can streamline audits, tax preparation, and client advisory services.

“ai is not here to take the accountant’s job away,” he clarifies. “it will allow them to focus on what they were trained to do—interpret results and advise clients—while letting the machines handle repetitive tasks.”

management

encourage desirable behaviors through metrics

three leading indicators for your firm to move toward.

by samantha mansfield

the saying, “we manage what we measure” is a phrase we have heard many times, but how often do we reflect on the way we manage those measurements?

more: five ways to head off reluctant leadership | you need capable successors for a seamless transition | generosity: the root of great leadership
exclusively for pro members. log in here or 2022世界杯足球排名 today.

we use measurements and metrics daily in our personal and professional lives to achieve results. we use them to track progress and success, but what we may not realize is how much these measures influence our behaviors. as much as metrics can foster positive actions, they can also create bad ones, or even bad habits.
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