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podcast

steve yoss, quick tech talk: ai, automation, and the pipeline

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quick tech talk
with steve yoss
cpe today

a major risk facing the profession, whether you’re in tax accounting, or you’re in general accounting, audit assurance government, or really any aspect of financial reporting and in work is the fact that, overall, the profession is shrinking. if we look at 2024, there are fewer accountants this year than last. and there’ll be fewer accountants next year than there are this year.

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so many of our colleagues have had great careers but are aging out and retiring. unfortunately, not enough younger people are choosing to become financial professionals in any category, whether doing tax returns, general bookkeeping, assurance work, etc. tools like automation and ai are necessary to bridge the gap and continue to service our clients and organizations unless we can find a way to get more people engaged in the profession. we’re going to need to lean on technology to be able to bridge the gap and to be able to continue to get the same amount of work done.

accounting arc

unraveling the collapse of silicon valley bank | accounting arc

delving into financial disarray and what contributes to the shutdown of community banking institutions

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accounting arc 
with donny shimamoto, liz mason, and byron patrick
center for accounting transformation

in the labyrinth of financial intricacies, the collapse of a bank sends shockwaves through the economic landscape, leaving stakeholders scrambling for answers. in this episode, “accounting arc: unraveling the collapse of silicon valley bank” dissects the demise of silicon valley bank to unravel the intricate web of factors that precipitated its downfall.

more: harper & co. cpas: the perspective of a non-accountant is imperative | menlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

hosted by seasoned financial experts, this accounting arc episode, featuring terry sherrill, cpa, a managing director with tps thayer in sugar land, texas, dives deep into the underlying causes of bank collapses while offering invaluable insights for cpas, auditors, and financial professionals to fortify against such catastrophes.

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2022年世界杯抽签

meet steve yoss: quick tech talk

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quick tech talk
with steve yoss
cpe today

my life is really kind of split right down the middle.

i spend about half my life writing, talking, teaching, and researching technology. i’ve published and written over a hundred courses for financial professionals on how to leverage and utilize technology effectively and efficiently in your personal lives and in your organizations. i really try to help find ways that you can use this tech to help you save time, to get more work done, to make your life easier, reduce your risk of data breaches and security issues, uh, and more.

click here for more steve yoss

outside of my work as a speaker and author, i also work as a software developer. i come from an accounting background with my father being a cpa and growing up in the profession. but my love and passion has always been with technology. i got my first computer when i was seven years old. it was an ibm 386 running dos, and it was an incredible time in my life. i fell in love from that very moment and created my life’s work of really trying to learn and utilize technology the best way i can.

and throughout my life, i’ve explored that countless times. now i work in the other half of my life as a software developer, leading a very talented team of developers and engineers to build software solutions – typically in the accounting space or enterprise resource planning space – for niche industries to help them find technology, to make their operations more effective and efficient. ultimately, everything i do has a common thread of tech and accounting.

it’s something i love to my very core, and i’m excited to share with you some of the things i’ve found that have worked for myself and for my clients, to, hopefully, give you the knowledge and wisdom to make good and effective decisions down the road for yourself, for your family, and for your organizations.

pro member exclusive

three steps to becoming a millionaire

dump “nonprofit” tasks and focus on the high-value ones.

by sandi leyva
the complete guide to marketing for tax & accounting firms

let’s do the math. to earn a million dollars in a year, you have to bring in $83,333 per month. assuming you bill hourly and work for the standard 1,000 billable hours per year, you need to charge $1,000 per hour. if you want to make $5 million in one year, you will need to charge $5,000 per hour.

more: five business development mistakes to avoid | twelve ways your business card can hurt you | got fomo when it comes to ai and chatgpt? you should: here’s what you’re missing | how to weather any economic storm | ten ways to have more energy this tax season | seven steps to keeping your clients forever | give to receive, and eight more ways to boost sales | five things that clients don’t know about accountants | five ways to wow your clients | how to fight feeling overwhelmed | you’re missing 60% of your revenue | make the most of cpe conferences
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

here’s some breaking news: you won’t get there doing tasks that are worth $10 per hour. even if we drop a zero and aim for six figures in a year, you won’t get there doing $10-per-hour tasks either. at six figures, you’re worth $100 per hour.

the difference between poor people and rich people is simple: one values the scarcity of their time and uses every minute wisely, and the other doesn’t.
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marketing & sales

bissett bullet: your greatest successes

today’s bissett bullet: “the most powerful marketing weapon you have in the fight against the competition is the stories of clients you’ve helped in the past.”

by martin bissett

client success stories are one of the best ways to interest potential future clients. are yours clearly documented as a part of your marketing literature? if not, why not?

today’s to-do:

reflect on some of the best outcomes you’ve achieved for your clients. what service did you deliver? what was the outcome and what savings were created for the client? write this into a case study to share with potential future clients.

see more bissett bullets here

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