Why Accountants Quit Public Accounting Firms
Cloud Accounting Podcast
FEBRUARY 23, 2024
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Summer Series reflections: making the most of XSBI in your practice
Xero
MARCH 17, 2024
Sharing information with clients: The data is completely free to use in communication with clients, such as newsletters or social media (all we ask is that you credit XSBI as the source). You can easily refer to the XSBI data, and see how hospitality wages are tracking nationally, and also investigate specific state wage data.
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Do Audit Opinions Matter? A Discussion with Professor Ed Ketz
Cloud Accounting Podcast
MARCH 26, 2024
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Auditing 69
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Earmark Media Presents: Federal Tax Updates - Corporate Transparency Act Ruled Unconstitutional
Cloud Accounting Podcast
MARCH 18, 2024
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Tax 61
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The Race to Automate Audits
Blake Oliver
MARCH 15, 2024
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Auditing 69
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Maximizing Your Accounting Firm's Value with Brannon Poe
Cloud Accounting Podcast
APRIL 26, 2024
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Accounting 53
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SPAC Attack: Why Withum Got Slapped with a $2M PCAOB Fine
Cloud Accounting Podcast
MARCH 8, 2024
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Auditing 65
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Marketing for Accountants: The Top 19 Strategies
Future Firm
MAY 17, 2022
3 Send Newsletters. #4 3) Send Newsletters. My newsletter has really served as my #1 tool to help remain top of mind among my target audience. My newsletter has really served as my #1 tool to help remain top of mind among my target audience. A newsletter should not just be one giant long ad for accounting firms.
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Straight Talk on Accounting's Big Issues with Dr. Sharon Lassar
Cloud Accounting Podcast
OCTOBER 4, 2023
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CPA 89
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Modern Pricing Models Drive Higher Valuations for Accounting Firms
Cloud Accounting Podcast
APRIL 3, 2024
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Accounting 55
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High-Impact Communication to Retain and Grow Your Client Base
Dext
OCTOBER 5, 2023
Gone are the days when a monthly newsletter […] While these changes have streamlined a host of tasks with accounting automation, they’ve also raised the bar for what clients expect in terms of communication.
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AI for Accountants - Exploring RightWorks Spark
Cloud Accounting Podcast
JANUARY 17, 2024
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Accounting 69
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Delivering Nuclear Value in Accounting
Cloud Accounting Podcast
APRIL 15, 2024
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Accounting 47
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Building a Bank for Accountants and Small Businesses
Cloud Accounting Podcast
FEBRUARY 7, 2024
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Accounting 65
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Pay Transparency Website Levels Playing Field for Accountants
Cloud Accounting Podcast
JANUARY 23, 2024
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Accounting 61
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Evan Goldberg on NetSuite Turning 25 and Pushing Boundaries with AI
Cloud Accounting Podcast
OCTOBER 19, 2023
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Accounting 69
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Subscribe to "On The Money" for an accountant's perspective on small business
Blake Oliver
SEPTEMBER 14, 2023
I'm excited to share that I'm contributing the accountant perspective to Relay's new "On the Money" newsletter for small businesses. This monthly publication will bring practical stories and insights to help you master your money. Subscribe below to get issues covering topics like: ?
Headlines: The Top 10 Cities for U.S. Accountants
Cloud Accounting Podcast
OCTOBER 7, 2023
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Accounting 65
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Headlines: How a Vegas Hotel Manager Allegedly Stole $773K in Guest Refunds
Cloud Accounting Podcast
NOVEMBER 1, 2023
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Accounting 61
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Becoming Employee-Owned: How BDO Broke Out of the Partner Model
Cloud Accounting Podcast
OCTOBER 18, 2023
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Accounting 69
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Joshua Lance, CPA: A Humble, Thoughtful Leader
Cloud Accounting Podcast
OCTOBER 30, 2023
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CPA 72
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The ERC Moratorium: What Accountants and Tax Pros Need to Know
Cloud Accounting Podcast
SEPTEMBER 28, 2023
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Tax 69
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From Carpet Cleaner to CPA: An Accounting Student's Journey
Cloud Accounting Podcast
FEBRUARY 16, 2024
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CPA 53
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The Simple 5-Pronged Approach to Increase Client Retention
Future Firm
MARCH 15, 2023
2:52 – Prong 2 is to create a monthly newsletter that delivers valuable and relevant content to your clients, with a focus on meeting their needs. 3:44 – I provide my students monthly swipeable newsletters that follow an effective format that they can swipe and use each month. Listen Below.
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4 Scalable Features to Increase Your Tax Prep Prices
Future Firm
SEPTEMBER 13, 2023
3:26 – Incorporate a monthly or quarterly tax savings newsletter into your tax preparation packages. This approach will make clients see greater value and be willing to pay significantly more. 3:22 – Next, a valuable feature you must include is adding to your tax preparation packages is tax strategy calls.
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A Sizable Portion of Accountants See No Use Case for AI
Cloud Accounting Podcast
MARCH 29, 2024
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Accounting 65
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The AI Coming to Microsoft Products for Accountants with Ashley Francis, CPA
Cloud Accounting Podcast
MAY 30, 2023
48:18) - Tell us about your newsletter Ashley (58:13) - Blake asks ChatGPT to book him a flight (01:01:47) - Wrap up and where to reach us Need CPE? 48:18) - Tell us about your newsletter Ashley (58:13) - Blake asks ChatGPT to book him a flight (01:01:47) - Wrap up and where to reach us Need CPE?
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Headlines: IRS Freezes ERC
Cloud Accounting Podcast
SEPTEMBER 17, 2023
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Tax 69
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Trust Me, I'm an AI: Aaron Harris on the Future of Accounting
Cloud Accounting Podcast
MARCH 1, 2024
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Accounting 47
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How to Get Accounting Clients in a Changing World
Future Firm
JULY 21, 2022
Your newsletters are most effective when you’re not overtly pitching anything, however. In fact, my weekly newsletter is 99% useful content (in my opinion!). But this is how I end my newsletter each and every time: Believe it or not, adding a P.S. at the end works. It’s also recommended for local business owners.
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Headlines: IRS Walks Back Promise to Stay Open During Shutdown
Cloud Accounting Podcast
SEPTEMBER 23, 2023
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Headlines: Job Security Isn’t Enough to Keep Many Accountants From Quitting
Cloud Accounting Podcast
SEPTEMBER 25, 2023
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Every Payment Is A Conversation #ExpensiCon
Cloud Accounting Podcast
MAY 25, 2023
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CPA 98
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What’s New at Xero in the United States
Cloud Accounting Podcast
SEPTEMBER 29, 2023
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Headlines: Questions Surround Justice Thomas' RV Loan
Cloud Accounting Podcast
OCTOBER 27, 2023
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Headlines: Microsoft's Puerto Rico Tax Odyssey
Cloud Accounting Podcast
OCTOBER 15, 2023
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Headlines: Maryland Can't Account For $1.4 Billion of Covid Funds
Cloud Accounting Podcast
NOVEMBER 2, 2023
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Accounting 47
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AICPA Blames Boring Accounting Professors for Pipeline Problem
Cloud Accounting Podcast
DECEMBER 6, 2023
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CPA 69
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Soft Landing or Hard Fall? Assessing Recession Risks, Labor Shortages, and Commercial Real Estate Minefields with Liz Wilke, Chief Economist @ Gusto
Cloud Accounting Podcast
AUGUST 21, 2023
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Accounting 52
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Building the Next Superapp with David Barrett, CEO of Expensify
Cloud Accounting Podcast
JUNE 9, 2023
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Accounting 52
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Audits Under Fire: Ex-Big Four Partner Responds to Criticisms
Cloud Accounting Podcast
SEPTEMBER 7, 2023
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Auditing 61
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What AI Will Automate In Accounting with Erica Goode, CPA
Cloud Accounting Podcast
APRIL 26, 2023
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CPA 98
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Solving the CPA Pipeline Problem: An Interview with AICPA's National Pipeline Advisory Group
Cloud Accounting Podcast
DECEMBER 21, 2023
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CPA 47
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How to Survive Public Accounting and the CPA Exam
Cloud Accounting Podcast
NOVEMBER 17, 2023
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CPA 65
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