private equity

the disruptors: can geraldine carter save accountants from themselves?

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the disruptors
with liz farr

geraldine carter is on a mission to make accounting more attractive as a profession, and to make accountants more profitable, particularly soloists and small firms.

more: the disruptors: re-inventing accounting with tyler anderson |  the disruptors: how to scale with new padgett coo amanda aguillard | eat that frog: asking for a prospect meeting | growing revenue through client service | lease accounting is about to get very real | google ads for new tax season clients | exclusive: eisner ceo charly weinstein explains the private equity deal  | flash briefing: a “call to arms” after private equity deal | four ways to beat the staffing shortage, with pasha malik

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in this episode of the disruptors with liz farr, carter explains the trouble with “orphan 1040s,” how to “level up” your firm, the priceless value of emotional intelligence, and why giving your all is too much (80 percent is enough.)

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the disruptors: re-inventing accounting with tyler anderson

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with liz farr

with accounting talent so scarce, tax and accounting firms may be surprised to find untapped talents within their current staff, according to tyler anderson, partner and director of a&a innovation at accountability plus.

more: the disruptors: how to scale with new padgett coo amanda aguillard | eat that frog: asking for a prospect meeting | growing revenue through client service | lease accounting is about to get very real | google ads for new tax season clients | exclusive: eisner ceo charly weinstein explains the private equity deal  | flash briefing: a “call to arms” after private equity deal | four ways to beat the staffing shortage, with pasha malik

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key take-aways: read more →

the disruptors: how to scale with new padgett coo amanda aguillard

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watch the video or listen to the podcast.

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“process, process, process” and other lessons in scaling an accounting business.

with liz farr

to beat the staffing shortage, tax and accounting firms will need to rank technology skills as important as accounting skills, padgett coo amanda aguillard says in this episode of the disruptors, a new 卡塔尔世界杯常规比赛时间 series of conversations between special contributor liz farr and leading change-makers in the profession. this is the first of the series.

more video: eat that frog: asking for a prospect meeting | growing revenue through client service | lease accounting is about to get very real | google ads for new tax season clients | exclusive: eisner ceo charly weinstein explains the private equity deal  | flash briefing: a “call to arms” after private equity deal | four ways to beat the staffing shortage, with pasha malik

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“we will have to be creative about who we hire,” aguillard says. “knowledge of accounting is important, but it’s not the only thing… being tech-curious is just as important.”

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boom! covid drives startups

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small-business start-up rate running 50% higher than pre-pandemic. (via zapier)

71% plan to continue with their new ventures.

by 卡塔尔世界杯常规比赛时间

as the world bemoaned the cruelty and inconvenience of the covid-19 pandemic, a lot of entrepreneurs were making the best of times in the worst of times.

the result: a lot of new small businesses. and each one is an opportunity for an accountant.

more outlook & analysis: accountants critical of competitor price-cutting | are you under-pricing your client accounting services?  | stop complaining and start innovating | five tough-love strategies for 2022 | survey: tech is the path to a better tax season | private equity at the gates | top 20 trends for the year ahead | sales & use tax costs are higher than anyone thought |

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the pandemic years have seen a huge spike in not just covid-19 cases but new business creation, a breathtaking increase of 50 percent, according to a survey from zapier, the software automation company. it started just as existing businesses went into lockdown, and the trend isn’t stopping any more than the virus is.
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stop complaining and start innovating

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the pandemic requires new thinking with new business models.

by tamera loerzel

considering the many long-term ramifications from the pandemic on the accounting profession, i would start with a “clean sheet of paper” to position your firm for future success,

more: private equity at the gates | 12 shifts to ensure firm success | how to reinvent the firm for the covid age | why it’s time for an acquisition | three ways the accounting profession has changed | ramping up for the year ahead
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firms today require new thinking, new business models, and new ways of operating, staffing, managing work, and measuring success.

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five tough-love strategies for 2022

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can you follow the same advice you’d give your clients?

by art kuesel

over the past few weeks, i have been working on some thoughts that i wanted to share with you. they have finally been penned with a clear mind mostly free of distractions. like many of you, i am inspired by the amazing clients i have the privilege to serve.

more outlook 2022: survey: tech is the path to a better tax season | private equity at the gates | 20 predictions for the year ahead | 12 shifts to ensure firm success | why it’s time for an acquisition | how to reinvent the firm for the covid age | accounting will never be the same | 10-point plan for the year ahead | competing for talent in a private-equity world | your best advice: get smart, get tech, get moving | survey: worries for small business clients |

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while i see considerable fatigue out there, i also see brilliance, resilience, and optimism. while some of you need a pep talk, some of you need an “atta boy” or “atta girl.”

please take a moment to read and reflect on the five factors that will dominate our future in 2022.

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lease accounting is about to get very real

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after a brief pandemic pause, new lease accounting rules will start to hit hard in 2020.

with ane ohm
ceo, founder of leasecrunch

after a delay for the pandemic, new lease accounting rules are set to take effect in 2022 and too many firms and companies aren’t ready, ane ohn, founder and ceo of leasecrunch software tells 卡塔尔世界杯常规比赛时间.

related: google ads for new tax season clients | eisner ceo charly weinstein explains the private equity deal   |  a “call to arms” after private equity deal | is that shiny new software your best choice? | survey: office 365 dominates accounting offices | mobile devices without batteries? | distributed firms need different tech suites | are scanners out of date? | drake takes the cake in tax apps | zoom tops teams for now  |

the lease standard was delayed by a year, ” ohm says,  “instead of having been effective this past year, it is effective in 2022.”but the world has changed since the rules were first written.

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dom esposito, ex-grant thornton ceo, dead at age 74

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dom esposito: 1947-2021
dom esposito: 1947-2021

a long and distinguished career at the pinnacles of the cpa profession.

by 卡塔尔世界杯常规比赛时间

domenick j. esposito, the former ceo of grant thornton, vice-chair of bdo, and national growth director at cohnreznick, died sept. 22 at the age of 74, at his home in westport, conn.

the family said he passed peacefully in his sleep. survivors include wife dorothy savino esposito, daughter karen, and a granddaughter. funeral arrangements, details and tributes can be found here.

from comments: “a good friend and colleague who will be missed by many..”  “the kindest man i ever met…”   “made me a better accountant…”  “always a gentleman…”  “great competitor and friend…”  “truly one of the most brilliant in the profession…”   “a great visionary and leader…”

“dom was a pillar of the cpa profession he so loved, and his work lives on in the thousands of lives he touched in a long and distinguished career,” said rick telberg, ceo of 卡塔尔世界杯常规比赛时间, which published his “8 steps to great: the eight essential strategies driving success at the world’s largest cpa firms. and how to apply the lessons at firms of all sizes.”  see his articles for 卡塔尔世界杯常规比赛时间 here.

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receipt bank raises $73 million

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debt and equity infusion to be used for expansion and product development.

by 卡塔尔世界杯常规比赛时间 research

london-based receipt bank, which fields machine-learning software that fetches financial information from multiple sources, digitizing and categorizing it for more than 50,000 accountants and bookkeepers, has raised $73 million in debt and equity financing for product development and market expansion.

the news follows bill.com’s initial public offering in december on the new york stock exchange where it sold 9.82 million shares, raising $216 million and giving it a valuation of about $1.6 billion. bill.com automates invoicing for 81,000 businesses.

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