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featured video

roman villard: ditch the suit & shine | the disruptors

dress for the job you want, not the job you have. seriously.

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the disruptors
with liz farr

traditional accounting firms are undergoing a seismic shift, and at the forefront of this transformation is roman villard, founder of full send accounting. in this episode of the disruptors podcast, liz farr sits down with villard to explore his unconventional approach to running an accounting and data consultancy. from redefining firm culture to embracing technology, villard shares how his firm is reshaping what it means to be a modern accountant.

more podcasts and videos: monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial |

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many in the accounting industry grew up hearing, “dress for the job you want.” but for villard, that meant rethinking what kind of job—and firm—he actually wanted. tired of the rigid expectations of traditional accounting firms, he built full send to foster authenticity, allowing professionals to bring their whole selves to work. from casual attire to a brand identity inspired by adventure sports, full send is a firm built on passion, energy, and going all in.

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audit & assurance

create a culture of empowered staff

three people having discussion at table over document and water glasses

empowerment in audit has become an oxymoron. it doesn’t have to be that way.

by alan anderson, cpa
transforming audit for the future

i don’t know if it was luck or by design, but when i started out at mcgladrey, i landed on a team that was already doing the kinds of innovative work that i coach teams today to try out. i’ve never been a status quo type of person, so that resonated with me. i was always trying to find a better way to do things.

more by alan anderson
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in my first six months, we were already working with data, using the primitive data software tools available back then, or, more likely, that we built ourselves. i was in an environment that created the art of what’s possible. we were willing to try new things. i didn’t have mentors or co-workers who would tell me “that’s not the way we do it here,” so i was able to actually do the things i thought about.
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podcast

steve yoss: cybersecurity musts | quick tech talks

stopping cyber threats before they start begins with adopting one essential email habit today.

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quick tech talk
with steve yoss
cpe today

in today’s digital age, email continues to be a critical tool for communication—but it’s also a leading gateway for cyber threats such as malware, ransomware, and financial scams. for professionals, this makes email not only a convenience but also a significant risk factor.

more steve yoss
more tech
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email requires your utmost vigilance. cybercriminals often use sophisticated tactics like phishing and spear phishing to disguise themselves as trusted clients or colleagues. spotting these scams can be incredibly challenging, as fraudulent emails often mimic legitimate communication styles and addresses.

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advisory & consulting

ten tips for minimizing the cost of tax preparation | listicle

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

note: here’s a handout for tax preparers to give to clients.

tax returns don’t have to be a terrible headache or big expense. minimizing the work required by the tax preparer during the busy tax season will help minimize the cost.

more listicles here
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here are 10 ways you can minimize the cost of tax preparation:
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pro member exclusive

pursue excellence to win the battle for talent

portrait of john fenton
fenton
 john fenton, cpa, mba is the ceo of john j. fenton executive coaching, which he launched following a successful 30+ year career as a managing partner and cpa. he is a certified success principles™ trainer, an award-winning speaker, best-selling author and leading authority in leadership.

the roles that purpose, vision and culture play.

by john fenton
the holistic guide to wealth management

some call it a battle, some call it a war. whatever you call it, there’s no arguing that competition for talent in our industry is fierce. accounting firms, like most other businesses, are struggling to find qualified workers to meet the growing needs of their clients and customers. at the same time, opportunities to grow revenue are abundant.

more: 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 | four ways to provide wealth management in your accounting practice | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision | what multiples mean to accounting firms | tsunami of m&a, pe is disrupting the accounting profession | why cpas are best positioned to become financial advisors | how wealth management has evolved
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according to mckinsey data, voluntary “quit rates” are 25 percent higher than they were before the pandemic. at some firms, attrition rates have been as high as 20 percent to 25 percent. meanwhile, a recent gallup survey found that only one-third of employees (32%) felt “engaged” in their jobs. meanwhile, mid-level professionals who would normally be on track for long careers at their employer are leaving in droves to pursue something else.

the aforementioned mckinsey report identified the motivating factors that keep people in their jobs and the demotivating factors that drive them away.
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