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Blumer CPAs: Move Leaders Out of Client Service

Season 5

Intentionality can bring freedom and joy.

The Disruptors
With Liz Farr

When Jason Blumer and Julie Shipp joined forces to build Blumer CPAs more than a …

2 years ago

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Scharrell Jackson: Lead with Diversity of Thought

Season 5

Transformation Talks
With Donny Shimamoto
Center for Accounting Transformation

In the latest episode of Transformation Talks, renowned international spe…

2 years ago

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Brandon Hall: Firms Try to Make Too Much on Tax Prep

Season 6

Try for a 10-15% margin.

The Disruptors
With Liz Farr

Brandon Hall says that the reason accountants have such long and grueling busy seasons is that “fi…

2 years ago

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Amber Setter: Coaching Helps Resolve the Tension Between Safety and Purpose

Season 5

Safety's knowing you can pay the bills. Purpose is knowing there's something more.

The Disruptors
With Liz Farr

Amber Setter, the chief enlightenment of…

2 years, 1 month ago

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James Graham: Doubling the Firm with CFO Services

Season 5

Where there are unmet needs, there are opportunities.

The Disruptors
With Liz Farr

James Graham’s firm, Richtr Financial Studio, gave up the billable ho…

2 years, 4 months ago

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Karen Reyburn: Not MORE Clients, BETTER Clients

Season 5

Fix Your Marketing and Fix Your Business.

The Disruptors
With Liz Farr

Karen Reyburn wants accountants to stop thinking “about marketing as this one-off…

2 years, 5 months ago

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Giles Pearson: Swap Experience for Education

Season 5

The Disruptors
With Liz Farr

Getting the word out about client accounting services could help solve the staffing shortage, says Giles Pearson, CEO and …

2 years, 5 months ago

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Is This When Accountants Start Taking Freshbooks Seriously?

Season 5

Twyla Verhelst explains 'collaborative accounting.'

With Seth Fineberg
At Large for CPA Trendlines

FreshBooks is taking another step to evolve from bein…

2 years, 5 months ago

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Harper & Company CPAs: You help clients build their ideal business. Why can’t you do it for yourself?

Season 5

Transformation Talks
With Donny Shimamoto
Center for Accounting Transformation

 Glen Harper, CPA, says businesses should be willing to reinvent themselv…

2 years, 5 months ago

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Jina Etienne: Practice Fearless Inclusion

Season 5

The Disruptors
With Liz Farr

Jina Etienne wants accountants to stop hiding behind our green eyeshades and all the stereotypes we share as CPAs. She pra…

2 years, 5 months ago

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