spark a smarter client conversation
by 卡塔尔世界杯常规比赛时间 research
a blog is useful if done right and done regularly. to do it right, keep it simple and make it useful. and short. here are 10 topics that you can discuss with your expertise.
more listicles here
capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.
with jean caragher
for 卡塔尔世界杯常规比赛时间
lucas lachance brings an auditor’s eye to marketing as the partner in charge of practice growth at dallas-based lane gorman trubitt, where he drives digital strategies that have fueled 143 percent revenue gains.
more capstone conversations here | follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher every friday with gear up for growth here |
but the bigger challenge, lachance tells jean caragher in this episode of capstone conversations, is winning the competition for a shrinking pool of cpas. “human resources and marketing have to work hand in hand,” he says.
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seth fineberg is an accounting industry consultant, content strategist, analyst and speaker. his current business is accountants forward. he has been a business editor and journalist for over 30 years, the vast majority of which has been spent overseeing the accounting profession’s evolution. |
start with a conversation.
by seth fineberg
the holistic guide to wealth management.
today we are cresting the biggest waves of change that i’ve seen in my 20-plus years of covering the accounting profession. i’m talking about the need for cpas to go beyond simply being the trusted tax guy (or girl) for their clients and to help them manage all aspects of their wealth. this movement has been building for the better part of a decade, but only recently has it gone from “i’ll think about it” to “can i afford not to get on board?”
not to sound the alarm bells here, but cpas must soon choose between riding the financial planning wave or being swept under it.
read more →
discover how nontraditional professionals leverage their skills to bring innovation and growth to the accounting profession.
accounting arc
with donny shimamoto.
center for accounting transformation
the accounting profession is experiencing a wave of disruption, and nontraditional professionals are leading the charge.
more accounting arc: leadership for the future: stakeholders, sustainability, and strategic vision | in-person conferences still essential | non-accountants in accounting: a game-changer for the profession | rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc | ai will steal your job. and that’s a good thing | accounting arc | the right kind of lazy: innovative approaches to streamlining workflows | accounting arc
in a recent episode of accounting arc, host donny shimamoto, cpa.citp, cgma, sits down with rachel bashore, the director of operations at herbein, to discuss her journey from attorney to accounting professional and the valuable perspective she brings to her firm.
“accounting is ripe for change, and that’s what excites me,” bashore says, reflecting on how her varied career—from it consulting to trial law—helped prepare her for the challenges of modern accounting. bashore has a unique path into the industry. after years working with ibm, she transitioned into law, specializing in litigation before moving into banking and fintech.
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diversify your revenue streams with video and build a virtual accounting career.
accounting influencers
with rob brown
kate josephine johnson owns heritage business services, llc, a virtual bookkeeping firm serving small businesses across the united states. she is also the chief hustler at bookkeeping side hustle, where she helps other accounting professionals build virtual accounting careers they love.
