CPE Today

Welcome to the relaunch of the CPE Today Podcast! We are excited to announce that we are transitioning from live instructional videos to a more relaxed, conversational style twice-per-month podcast. Our new format will focus on current events and provide our listeners with insights and opinions from industry experts. 

In this episode, we will be discussing ChatGPT and Robo assistants, examining their potential as a tool to improve ...

The ROI method(tm) is a trademarked method Jackie Meyer, CPA and doctoral candidate created for tax advisory services and planning. It easily visualizes the tax savings an accountant can produce for a client, tends to triple the fees an accountant can charge, and transforms mundane busy work into passion and purpose. As a practitioner, Jackie tripled her firm's revenue with this method and began her speaking and teaching career aro...

The world of work changed radically and became much more virtual after the pandemic's onset in 2020.  Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps.  In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and lear...

The world of work changed radically and became much more virtual after the pandemic's onset in 2020.  Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps.  In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and lear...

In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions su...

In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions su...

In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions su...

In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions su...

In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions su...

In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions su...

In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions su...

In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions su...

For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can fu...

You think about raising your rates, but haven’t done it yet. A price increase is one of the toughest challenges for accounting professionals.    85% of accounting professionals work 40 hours or more per week. Meanwhile, 57% undercharge for their services and 15% feel they need to work a second job just to make ends meet.   You worry that if you raise your prices you’ll lose business. But what if you could seamlessly transition clie...

For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can fu...

For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can fu...

For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can fu...

For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can fu...

Operating an effective and profitable practice requires communicating with clients and others - and that in-turn requires scheduling. Yet many professionals treat scheduling as an after-thought instead of using it as a strategic advantage for their practices.  With even a moderate sized firm doing 300-400 returns annually with existing and new clients, a better scheduling process can increase how many clients you can service and ma...