Facilitator. educator. author. strategist. Top šŸ’Æ in #accounting. Creator: Advanced Pricing MethodsĀ®. Helps CPAs confidently get paid what you’re worth! 🟦!

Idaho
Joined November 2008
Shocker. If you haven’t secured your current revenue levels with a better model yet, you’re definitely gonna want to get moving on that… foreadvantage.com/advanced-p…
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Thanks @CPAJeff - that IS a goodie. Wish I knew who came up with it. Thanks for reposting.
Replying to @michellegolden
@michellegolden posted this years ago but it popped up today and needed to be shared again. FANTASTIC advice. #TaxTwitter
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I’ll say it again: people are not price sensitive, they are worth sensitive.
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Delighted to join friends and colleagues for the 2025 CPA Practice Advisor-led gathering of minds to learn, share, and debate. So great to see everyone. Thank you to the generous event sponsors (@avalara @Rightworks_ @Zoho and @Wolters_Kluwer) and to our kind host for inviting me to join you!
Accounting thought leaders discuss how private equity has impacted accounting firms. Some pros, but many are hearing and expressing concerns or harsher opinions on the effects. #CPATLS Thought Leader Symposium - What do you think of PE involvement in firms?
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Hell is not good enough…
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Is sock choice a potential leading indicator of thought leadership? It appears that it just might be! #CPATLS
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So many great lessons from this morning's @AICPA’s #Engage24 conference keynote by Managing Director of the @F1 Academy, @Susie_Wolff. Some of my favorite takeaways were as follows: šŸ’” Data is valuable, but data can't make decisions. There will always be a human element. It always comes down to the people; the team. šŸ’” Embrace change. Change is where we grow the most. The team that can adapt the quickest will have an advantage. Sometimes the change is so big that all the data you have becomes irrelevant. šŸ’” Teamwork is huge. At the core of any team is an incredible amount of trust. You need to know it's okay to fail. Keep a no blame culture. Encourage the water cooler talk. It can make a huge difference. šŸ’” You're only as good as your last race. Stay humble. Stay hungry. In high pressure situations, have believe and know that you have done all you can and have left no stone unturned. šŸ’” Have passion even on the tough days. Bring your best self to the table every single day. šŸ’” Trust in your gut instinct. šŸ’” Have dreams and goals, and be in the driver's seat of your own destiny. A dream without a plan is just a wish. #leadership
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Yes!!! Wonderful quote. I wrote it down as well. #ENGAGE24
Your team ā€œneed to see it’s ok to fail. Not that your job is on the line if they fail.ā€ #Engage24 Keynote Speaker Susie Wolff I’m a big believer in this.
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Excited to speak on Biz Model Transformation at AICPAĀ® & CIMAĀ® ENGAGE 24! It's the go-to event for #accounting & #finance. Get $150 off registration using code ENG24. Let's connect & shape the future together. See you there! aicpa-cimaengage.com/ #ENGAGE24
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I echo Brian’s sentiments! Great to see you Brian, and friends old and new.
Pleased to be at #CPATLS24 in Dallas with many friends from throughout the years. A special thanks to @avalara, @SageNAmerica, @Zoho, and @wolterskluwer
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New age faux pas: do not automatically assign your Otter or other AI notetaker to every meeting. Especially someone’s presentation. It’s not OK to assume you can record people. You MUST ask first. #endrant
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Michelle Golden retweeted
I speak from experience - most of my fears around pricing have been unwarranted. It's all in your head. Stop being scared.
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Love it! Well said Zach!
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Michelle Golden retweeted
This is catastrophic
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L.A. - as Jews were lighting candles last night for Shabbat and the second night of Hanukkah, mobs of antisemites took to the streets to chant antisemitic slogans and graffiti buildings, including Synagogues. This particular location is the epicenter of Persian Jewish life on the Wilshire corridor. Parents and grandparents are hearing the same Jewish death chants they heard during the Iranian Islamic Revolution some 44 years ago forcing them to flee their homes of 2000+ years.
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Michelle Golden retweeted
"There was a time where people thought #accountants would not have jobs when Excel came out...ridiculous, right? It's the same with #AI today" -L. Stevenson #AICPATownHall #DCPA23
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