today's features

empower your team by dumping c and d clients

keeping bad clients can do more harm than you might think.

by alan anderson, cpa
transforming audit for the future

have you ever sat down with your team to get their honest opinions about what it’s like working with each one of your clients? this is an essential exercise if you want to build an empowered team. their experiences with the same client and people may differ vastly from yours. clients may treat the audit partner with respect but not the staff.

more: the new formula for an accounting business | how to upgrade c and d clients | can a service center model solve audit staffing shortages? | move to advisory and assurance with relevance | use eight audit exit items to deepen client relationships | know your three audit w’s | planning lays the foundation of audit relevance | are you correctly identifying the relevance intersection? | traditional audits don’t deserve premium billing | turning audit & accounting into assurance & advisory | stop sending the wrong message to audit teams
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your team wants to do quality work, but they may struggle to deliver if the clients don’t honor their end of the agreement.

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carrie steffen: leaders in accounting need these two superpowers | capstone conversations

capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.

stream, listen, download, and subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music and audibleplayer fmaudacy, rss

capstone conversations
with jean caragher
for 卡塔尔世界杯常规比赛时间

being a managing partner is tough enough, but now accounting firm leaders must master two new superpowers and cpe won’t help.

according to carrie steffen, co-founder and president of the whetstone group, a cpa firm growth strategy agency based in cedar rapids, iowa, managing partners always needed myriad skills. but today, a new generation of cpa firm leaders needs two more.

get more capstone conversations every monday. |  follow jean caragher on 卡塔尔世界杯常规比赛时间.  |  get caragher’s international best-seller, the 90-day marketing plan for cpa firms.  |  catch jean caragher with gear up for growth every friday.  |  and browse all the shows on the 卡塔尔世界杯常规比赛时间 podcast channel

“two of the characteristics that are in my mind, sort of leadership superpowers that maybe weren’t talked about in the last generation of leaders or even 10 years ago, are vulnerability and generosity,” steffen tells jean caragher in this episode of capstone conversations.

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how future-proof is the accounting profession? | accounting influencers

next-gen talent, technology, rebranding, business models, private equity. 

accounting influencers
with rob brown

is the accounting profession facing an identity crisis? can it adapt to meet the demands of a rapidly changing business landscape? rob brown brings together a panel of industry experts to discuss the future of accounting. jeff phillips, maureen dillmore, samantha louis, and sandra wiley share their perspectives on the profession’s challenges and opportunities.

more accounting influencers with rob brown

the panelists share their thoughts on various topics, including the talent shortage, the impact of technology, the changing business model, and the need to rebrand the accounting profession.

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tom hood: when your mindset is your biggest problem | gear up for growth

“identify the critical competencies you need for each practice area in your firm.”

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

investing in learning and development is essential for retaining and attracting staff. developing a curriculum that includes both technical and success skills can help firms address the current talent shortage and prepare their employees for higher-value roles. 

gear up for growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. each episode focuses on a topic crucial for accounting firms aiming for smart growth in today’s competitive landscape.

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 | and watch for jean caragher’s other show, capstone conversations, with leading growth strategists from the nation’s most dynamic firms, also available on 卡塔尔世界杯常规比赛时间

more gear up for growth: mark koziel: transforming the cpa firm business model | gear up for growth  |. allan koltin: how small firms can thrive against pe-powered competitors | gear up for growth  |  joey havens: how culture makes or breaks your future | gear up for growth

more 卡塔尔世界杯常规比赛时间 podcasts here | more jean caragher heremore capstone conversations

“we’re going to see automation making a big impact on our staff in the near term,” says tom hood, cpa, cgma, citp, executive vice president of business engagement and growth, aicpa, appearing on gear up for growth, a hosted by jean caragher, president, capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

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art werner: estate planning strategies | quick tax tip

your job? protect your client and your client’s future.

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quick tax tip
with art werner
cpe today

by definition, estate planning isn’t just estate planning. it also involves asset protection and tax planning.

click here for more art werner

estate planning should be an integrated approach. it’s more than just handing a client a will or a trust. as a cpa, you’re going to be giving great advice on how to reduce taxes and how to build and protect someone’s wealth. the real trick to estate planning is to make sure that it doesn’t conflict with all the other areas that the client has, and, at the same time, protects the client and his children and grandchildren, as well as any other family member that they need to protect.