steve yoss: it’s time for a.i. to do the heavy lifting
the robots are here. put them to work.
quick tech talk
with steve yoss
cpe today
quick tech talk
with steve yoss
cpe today today's features
accounting arc: what tech-savvy accountants know
redefining the accounting landscape.
accounting arc
with donny shimamoto and byron patrick
center for accounting transformation
integrating accounting and it expertise is becoming increasingly crucial in today’s rapidly evolving business landscape. in the latest episode of arc, hosts donny shimamoto, cpa, citp, cgma, and byron patrick, cpa, citp, cgma, explore the unique advantages of combining these two fields.
more: accoounting arc: remote work from the coolest locations and its impact on modern professionals | accounting arc:breaking barriers – how becky dupree’s love for data analytics and her identity shaped her professional path | accounting arc: forecasting finance & the 2034 accounting landscape | accounting arc: top 10 strategies for managing growth | accounting arc: busting the big 4 myth | accounting arc: exploring ai’s role in modern accounting | accounting arc: unraveling the collapse of silicon valley bank | on a mission: introducing accounting, reaction, comedy (arc) | 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 |
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their discussion highlights how professionals with dual expertise can navigate complex challenges, drive innovation, and achieve long-term success. read more →
four considerations when standardizing client tech stacks
how to make sense of their various channels.
by jody padar
radical pricing – by the radical cpa
clients use the client technology stack to run their day-to-day businesses. the stack they use depends on their niche or vertical. for example, law firms use clio, while e-commerce businesses rely on webgility, among others.
more: digitize clients for standardization | six steps to creating a standardized practice | value pricing requires defining your clients | stop selling time | three critical factors drive the value pricing trend | stop looking for talent that does not exist | advisory work must be priced by value, not hours
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the next tech layer is data aggregation. all the data feeds will land here, and you can determine what to do with and how to organize this information based on kpis or other metrics around which you’re building their business success.
vimal bava: when working smarter, not harder, is the only option
humans are the most advanced supercomputers, but there’s no user manual.
this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members.
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the disruptors
with liz farr
like many who start out in public accounting, vimal bava didn’t initially question the status quo of our high-stress profession where long hours and little time for self-care are the norm. part of that stress was a partner who would “chew us out” for mistakes on returns.
more podcasts and videos: dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |
but when vimal’s doctor told him he needed to find ways to reduce his stress, he started his own firm. another wake-up call for vimal came in 2017 when one of his accountant friends suddenly passed away.
stop waiting for business to come to you
a proactive approach is where many fall short.
by martin bissett
business development on a budget
have you noticed all of those titles in the local bookstore or at the airport offering us the “key” to this and the “key” to that, the “six keys” to one thing, and the “four keys” to another?
more: are you projecting confidence? | five questions to help forecast your firm growth | do you deliver on your website’s promises? | five questions about facing challenges | be clear about your roi proposition | it’s time to prepare the next generation | who are you more committed to, your firm or your clients? | nine checkpoints before every prospect meeting | three questions about conversion | six keys to turning prospects into clients | don’t overlook internal communication | four reasons people struggle with communication | why firm culture matters for partners
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it also seems that every book is a “game-changer” now, to the point where it is difficult to understand what the game is anymore, never mind how to play it.
read more →
your brain can store 10 times more than anyone thought
a new method could increase our understanding of learning, aging and diseases that erode connections in the brain.
by rick richardson
technology this week
a new study confirms that the brain may be able to hold nearly 10 times more information than previously thought.
more: how many ev charging stations will we need? | google launches new private space feature | microsoft discovers a security flaw impacting android apps | what is an ai pc, and should i get one? | fool’s gold may not be so foolish now | ai-engineered enzyme could be solution to plastic pollution | german researchers develop ev motor with no rare-earth magnets
exclusively for pro members. log in here or 2022世界杯足球排名 today.
like computers, the brain’s memory storage is measured in “bits,” and the number of bits it can hold rests on the connections between its neurons, known as synapses. historically, scientists thought synapses came in a few sizes and strengths, limiting the brain’s storage capacity. however, this theory has been challenged, and the new study further backs the idea that the brain can hold about 10 times more than previously thought.
avalara announces 49 newly certified integrations into business applications
avalara, inc., a leading provider of tax compliance automation software for businesses of all sizes, today announced the release of 49 newly certified integrations with accounting, erp, ecommerce, point-of-sale, mobile commerce, payments and crm software applications.
nine reasons not to specialize
think about what you really want.
by ed mendlowitz
202 questions and answers: managing an accounting practice
question: can you recommend a specialty i can get involved in to generate more revenue for my practice?
more: when board service gets tricky | yes, you have to share work papers | should you merge? here’s how to chart your path | hold staff accountable if you want them to listen to you | how to raise your rates | higher fees to start: ten ways to make your tax season better | three ways to start an accounting practice | free consultation? not always | referral fee? forget it | how much is your tax practice worth?
exclusively for pro members. log in here or 2022世界杯足球排名 today.
response: my discussion with the cpa indicated that his practice consisted of a large individual tax return practice and many monthly business clients. he thought financial planning or business valuations would be a way to expand his services and make more money. it did not seem he had an intellectual interest in these areas.
read more →
use eight audit exit items to deepen client relationships
developing a deep understanding of an industry is a surefire way to make your audits more relevant.
by alan anderson, cpa
transforming audit for the future
making the audit relevant doesn’t stop when the audit report is signed. to demonstrate your value and stand out from the competition, deepen the relationship with the client.
more: exceptional audit client service demands effective communication | deliver more audit value by getting out of the conference room | six essential elements in audit planning | before the audit: more than just planning | five crucial attributes for successful audit leadership | put the ethics code to work for your clients and your firm | is audit in crisis because of definitions?
exclusively for pro members. log in here or 2022世界杯足球排名 today.
far too often, the exit conference is a wasted opportunity to demonstrate the relevance of the audit. that’s why i recommend that a standard powerpoint presentation be used to discuss the audit. this will include the required communications and ideas for business improvement and will be designed to facilitate open-ended, two-way communication. here’s a basic outline of the information to be covered:
the big gap separating cfos and their staff accountants
finance staffers are essential to making progress. so why do so many companies leave them out of the loop?
by 卡塔尔世界杯常规比赛时间 research
corporate cfos are 2.2 times more likely than staff accountants to understand their companies’ plans for financial transformation, according to new research exposing a significant gap in the future of digital tools, the need for greater staff accountant education, and the lack of a unified vision within organizations.
garner named president of the growth partnership
succeeds former president and founding shareholder jeff pawlow. read more →
four strategies for building your practice
are you meeting new people?
by august j. aquila
price it right: how to value accounting services
i am often asked, “what can i do to acquire new clients?” i usually reply with another question: “what are you doing now to acquire new clients?”
more: eight areas to cover for personal goals | understand the 10 steps of the buying process | calculate the cost of losing clients | eleven possible pitfalls of mergers | six ways to expand your client services checklist | ten questions to refine your successful marketing plan | four questions for choosing your marketing audit strategies | four steps to a successful email marketing campaign
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the usual responses are: “i have a newsletter, i attend the local rotary and chamber of commerce luncheons, and i talk with my clients.” these are good things to do, but they are not the only things you should be doing to acquire new clients. you might want to add four no-cost strategies to your action plans.
read more →
jody grunden: be different. make more money
prove the naysayers wrong.
this video is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. the podcast version becomes available in a few days everywhere you get your podcasts.
the disruptors
with liz farr
in 2013, jody grunden’s firm, summit virtual cfo, became one of the first financial firms in the world to go fully remote. at the same time, they narrowed their focus to creative agencies. those two changes, combined with a weekly subscription pricing model they’ve been using since 2007, resulted in a “hockey slope type ramp up.”
jody grunden, part 2 of 2: see part 1, june 20 – jody grunden: subscription pricing is a game changer
more podcasts and videos: dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |
since then, they’ve been doubling in size every three years, reaching $10 million in revenue by 2022 while maintaining a profit margin of 10-25%. they also ditched the suits and ties back in 2004 and “decided to go against the norm…it really changed the way that people thought about accounting,” grunden says. he is the author of the best-selling building the virtual cfo firm in the cloud.