today's features

steve yoss: financial forecasting find | quick tech talk

predict future cash flows effortlessly with microsoft excel’s forecast ets function.

 

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quick tech talk
with steve yoss
cpe today

dive into one of excel’s most powerful yet underutilized tools: the forecast ets function. whether you’re an accountant, financial analyst, or business owner, this function can transform the way you approach budgeting and forecasting—making predictions faster, smarter, and more accurate.

more steve yoss here

in fact, forecasting has never been easier than using the forecast ets function.

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move teams with center for accounting transformation for research project

buol ruszczyk and shimamoto

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.

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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
goprocpa.comexclusively 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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tax advisory: new pathway to financial freedom 

five kpis to measure success.

portrait of jackie meyer
meyer
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
goprocpa.comexclusively 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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