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don’t let ai sound smarter than you | accounting influencers

keep your own voice in charge.

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sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

accounting influencers
with rob brown

in the race to stay relevant in accounting, artificial intelligence has emerged as both a powerful accelerator and a quiet threat. in this episode of the accounting influencers podcast, the conversation dives deep into how accountants can harness ai to amplify their visibility and credibility—without losing their authenticity.

ai tools like chatgpt, copilot, and jasper have made it easier than ever for professionals to create content that showcases their expertise. need a linkedin post, a client email, or a blog idea? you can generate it in seconds. but speed comes with a price. the danger, as host rob brown notes, is mistaking efficiency for originality.

“ai is fast. ai is smart. but ai has no soul,” says brown. “it’s never sat with a client in crisis or led a team through busy season. it hasn’t lived your story.”

the temptation to let ai speak for you is understandable. accountants are busy, and content creation can feel daunting. yet, when ai-generated posts sound polished but generic, professionals risk blending into the background. the very tool designed to help them stand out could make them indistinguishable.

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five principles of high-performing firms

transformation must occur at every level.

by anthony zecca
leading from the edge

“the world accommodates you for fitting in, but only rewards you for standing out.” – matshona dhiliwayo, author, “the art of winning.”

after your assessment of the leadership team, and the assessment of your own leadership, we move on to the challenge of answering the key question – what steps need to be taken (the road map) to move the firm from where it is today to a standout, high-performing firm?

more by anthony zecca
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the call to action and question for you as the edge leader, for your leadership team, for your partners, and in fact for the entire firm to answer is, do you just want to fit in or are you willing to do what it will take to stand out? if you want to move to the top of the pack, what does the firm need to accomplish and how does leadership drive that transformation?

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the cycle of caas-chasm

silhouette of man leaping from one cliff to another

client needs evolve with their businesses.

by hitendra patil
client accounting services: the definitive success guide

again, what is the difference between cas and caas? many firms feel stuck in the middle, offering advisory in theory but not in execution. that gap is the caas-chasm. this article outlines the cycle that causes advisory initiatives to stall and helps you recognize the signs in your own firm. it’s the first step to breaking through.

more by hitendra patil
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client accounting and advisory services (caas) is a fusion of traditional accounting services with advisory services that emerge from core accounting work. think of cas as a self-study course and caas as a guided workshop, but not necessarily in-person events.

caas is (needs to be) customized to individual client needs. caas must cater to the evolving demands of businesses in a changing economic, regulatory and technological landscape.
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virtual accounting firms have hidden costs

happy business professionals giving high five hand slap

save by combining a retreat with cpe.

by jody grunden
building the virtual cfo firm in the cloud

with a brick-and-mortar company, there are a number of standard costs that you would expect to have, such as rent or mortgage, utilities, building repairs, furniture, technology, etc. the total amount of these kinds of costs typically falls in the range of 3-4 percent of the company’s annualized revenue. that amount can be pretty significant for a lot of companies.

more by jody grunden
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some business owners may think they can save the company all of that money by going remote, but i personally believe that’s a terrible idea. while it’s true that a distributed company doesn’t have the costs that come with having a physical space, the very nature of a remote work environment results in a completely different and unique set of needs that should be considered in the company’s annual budget.
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rampe: make strategy stick | gear up for growth

five steps turn vision into execution.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

on the latest episode of “gear up for growth,” host jean caragher interviews matt rampe, partner at rosenberg associates and author of the forthcoming book, “cpa firm strategic planning: your roadmap for long-term success,” about how accounting firms can move beyond ad-hoc retreats to a disciplined, accountable planning process that sticks.

rampe, who advises firms on strategy, succession, partner development, and profitability, said the book grew out of years of facilitation and coaching with firms of all sizes. “the book was in my brain for a long time before it got put on paper,” he says. “when i started writing, it actually came pretty quickly—but i learned there’s a lot more to making a book than a word document.”

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

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rampe argues that the profession has reached a disruption point, citing converging pressures including private equity, technology, staffing shortages, succession for retiring baby boomers, and a shift toward advisory services. “what worked for us 10 years ago isn’t going to work for us 10 years in the future,” he says. “the old model, where a few partners disappear into a room and come out with a plan, doesn’t work in this age. we need to be nimble.”

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