today's features

marketing success depends on curiosity, collaboration, and client experience | capstone conversations

understanding the full picture delivers higher roi.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

in this episode of capstone conversations with jean caragher of capstone marketing, alex miller, marketing manager at lanigan ryan and the association for accounting marketing’s 2025 volunteer of the year, shares powerful insights about the evolving role of marketers in accounting firms. her two top takeaways? curiosity and collaboration drive career success, and client experience and artificial intelligence (ai) offer the profession’s biggest opportunities and challenges. 

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’s other show, gear up for growth, here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

“curiosity has opened so many doors for me,” says miller. “you have to ask questions – about your firm’s services, your teammates’ work, and your goals. when you understand the full picture, you can market more effectively and bring real value to your team.” 

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bissett bullet: cash reserves kill anxiety

today’s bissett bullet: “the best thing you can do for your business is to build a six-month reserve for your personal and business finances.”

by martin bissett

building a three- or six-month cash reserve removes anxiety. it creates calm and confidence and avoids lowballing just to win work. it frees creativity and allows you to think clearly about new ways to help your clients or to communicate your message to potential future clients.

today’s to-do:

calculate your monthly expenses. not income but what it costs you to keep the lights on for a month. budget to save a small percentage of that each month until you have built enough of a reserve to keep going for six months without income.

see more bissett bullets here

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true grit: recognizing struggles that shape our successes | arc

the arc team spills their messiest moments and why grit—not perfection—matters most. 

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

more arc: analysis, reaction, comedy

in the latest episode of accounting arc, hosts donny shimamoto, cpa.citp, cgma; liz mason, cpa; and byron patrick, cpa.citp, cgma, lay down their professional armor to explore one central theme: grit—what it means, when it matters, and how it shows up in real life. 

more accounting arc: more admins, fewer students, no planwhat career advice gets wrong for gen z – and how to fix it |your identity is not a liabilitywhat happens in vegas… gets reported on a tax returnburnout, be gone: accounting needs a boundary breakthroughthe ultimate business hack you’re probably ignoringresilience, real talk, and the road to mental wellnessblockchain could still reshape accountingwhat gen z wants from business | firm differentiation depends upon client service |

“this episode was about being honest,” says patrick, ceo of verifyiq and co-founder of tb academy. “there are moments in everyone’s career where it all feels like too much.”  read more →

werner: the hidden tax hike for accountants in trump’s “big beautiful bill” | quick tax tip

“every bill hides a tax increase.”


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quick tax tip
with art werner
cpe today

trump’s new “big beautiful bill” might look like a win for taxpayers…but not so fast. for accountants, lawyers, consultants, and other professional service providers, it could bring a stealthy tax hike.

click here for more art werner

in this episode of quick tax tip, expert art werner unpacks how this proposed legislation may change the way accountants—and other professionals—get taxed. the bottom line? if you’re part of a pass-through entity, your tax benefits may be about to shrink.

werner opens the discussion with a familiar refrain in tax: it depends. read more →

how taxdome and juno just changed the tax tech game

taxdome unveils ai-driven workflow to challenge aiwyn, canopy, karbon.

workflow warriors: juno’s haase, left, and taxdome’s radzinsky

 

by 卡塔尔世界杯常规比赛时间 research

taxdome and juno are launching the accounting industry’s first fully integrated, end-to-end tax workflow solution, an automation-powered platform uniting proposal to payment under a single login.

more in techaiwyn enters race for the all-in-one practice management platformis practice management having its moment?

the rollout lands at a pivotal moment in a fiercely competitive practice management software market, where venture capital, artificial intelligence and consolidation are redrawing the digital map for tax and accounting firms.

read more →

how automation boosts staffing

and four ways it pushes the paradigm shift.

by jody padar
radical pricing – by the radical cpa

when you have three people in your firm, each doing things their own way, you won’t be able to standardize until you get them all on the same page. technology makes it easy to do that.

more by jody padar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

technology is spurring innovation and driving automation – and that’s reshaping the future of accounting. automation is simply using technology to complete tasks that are typically done by humans, and it will help you standardize by providing:
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77 client needs to consider

man in glasses looking at document held by woman

you can take action starting today.

by ed mendlowitz
77 ways to wow!

this list is a guide to jog additional thought about a client’s business. i have done all of these, and, at some point, i started making a list to help me remember. i also used it to help staff choose a few items each time they performed services for a client as a value-added benefit to the client.

more by ed mendlowitz
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the listing can also be used a guide for a separate engagement. either way, the emphasis should be to provide information to the client about their business that the client does not already consider, focus in on or know about.
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stay employable in the age of ai | accounting influencers

plus, get 20 key takeaways, including life after layoffs.

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accounting influencers
with rob brown

as technology transforms the accounting profession, jobs are being redefined—or eliminated altogether. in this episode of accounting influencers, host rob brown unpacks the wave of layoffs sweeping through the big four and leading software providers and what it means for the future of accounting careers.

layoffs at pwc, ey, deloitte, kpmg, and intuit are a wake-up call. these aren’t just belt-tightening moves—they’re signs of a larger shift driven by ai and automation. pwc cut 1,500 jobs in may, ey let go of over 1,400 employees, and deloitte laid off “an unspecified number.” meanwhile, intuit laid off 1,800 employees to invest more heavily in ai.

as brown puts it: “this isn’t just about cutting costs. these firms are pivoting to hire people who can drive tech-enabled growth.” the message is clear: jobs are disappearing, but new ones are emerging—for those with the right skills.

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yoss: don’t let a crash wreck you | quick tech talks

back up your data in 10 minutes or less. it could be the most important thing you do today.

 

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quick tech talk
with steve yoss
cpe today

in the latest episode of quick tech talks, you’ll learn why backing up your data isn’t just for it professionals or large companies—it’s something anyone can do in just 10 minutes, using tools you likely already have.

more steve yoss here

whether you’re managing financials, running a firm, or just storing family photos, protecting your digital files is no longer optional.

with rising ransomware threats and hardware failure still a common reality, having a reliable backup strategy is the digital equivalent of locking your doors at night. fortunately, getting started is way easier than you might think.

“it doesn’t require a lot of technical expertise,” yoss explains. “if you’ve got 10 minutes, you can do it.”

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five ways to show your commitment

walk the walk.

by martin bissett
passport to partnership

there’s no doubt that consistent commitment is not as widely practiced as current partners of accounting firms might like to think.

more by martin bissett
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

business success is built on a dedicated team with a shared vision giving their all for the realization of that vision and the development of the next one.
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yasso: from wall street to main street | the disruptors

your real roi comes from relationships, not spreadsheets.

 

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more. go pro!  – see today’s special offer

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the disruptors
with liz farr

martha yasso didn’t just balance billion-dollar books — she watched businesses crumble under them.

卡塔尔世界杯常规比赛时间 celebrates: the 100th episode of the disruptors

more streaming: jackie meyer: tax plans in 90 seconds? believe it erica goode: build a $200k firm in 15hrs/weekrandy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceableditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocatedominic piscopo: clear pay=bargaining powerdebbie kilsheimer: stop thinking small |

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

she began her career in the high-octane world of junk bonds on wall street, where she relished the analytical challenges of cash flow modeling. but what initially felt like powerful work soon turned emotionally draining. “i was ripping apart companies and watching it happen in real time,” she says. “it was exhausting and depressing.”

read more →

higher wages, fewer jobs: a new era for cpa staffing

ai and india replace u.s. staff in cpa industry shakeup.

the great restructuring: after the pandemic rebound, hiring gradually slows, finally going negative this year.

by 卡塔尔世界杯常规比赛时间 research

the nation’s tax and accounting firms are cutting job rosters even as they’re aggressively raising wages, signifying a structural retrenchment redefining how firms produce and deliver services, according to a new study by 卡塔尔世界杯常规比赛时间 research.

more tax and accounting wages hit record highsshow us the money! accountants are making morechris vanover: audit, now with 100% less misery | the disruptorsgen ai in accounting: epic transformation, or overheated hype?ai will steal your job. and that’s a good thing | accounting arcsteve evans: why traditional hiring methods fail | the disruptors

u.s. firms are scaling back staff-level roles, favoring automation and offshore operations. generative ai and cloud platforms now perform tasks once handled by entry-level staff, including reconciliations, bookkeeping, and basic tax prep. simultaneously, more firms are offloading transactional services to overseas teams, particularly in india, in response to domestic labor shortages and cost containment efforts.

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crosby, johnston: a human-first, tech-forward future | holistic guide to wealth management

research shows that money activates more areas of the brain than sex, death, politics, or religion.

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

a recent mckinsey study found that the demand for holistic financial advice increased 60% from 2018 to 2023. meanwhile, another mckinsey study projected a shortage of 100,000 financial advisors by 2034. that gap is leaving a massive opportunity for cpas to step up as holistic advisors. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

a recent holistic guide to wealth management book panel discussion with two industry luminaries showed that cpas who are in the best position to thrive as holistic advisors are those who use technology to deliver deeper planning and relationship-driven advice. 

“traditional econometric models were all predicated on this idea that people were rational,” notes psychologist, author, and behavioral finance expert, dr. daniel crosby. “what we actually know is that it is perhaps least true of us when it comes to money.”  

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