Journal of Accountancy videos

How to get started as a PFP

Interested in becoming a CPA/PFS? Steve Klane, CPA/PFS, and Ryan Genor, CPA/PFS, who both transitioned to personal financial planning after traditional CPA careers, talk about how they got started.

Why CPAs are well-positioned to offer PFP services

CPAs possess technical expertise and are viewed as trusted advisers by their clients. As Chris Benson, CPA/PFS, Brooke Salvini, CPA/PFS, and Lori Luck, CPA/PFS, explain, that’s why they’re well-suited to provide personal financial planning services.

What’s in My Bag? Cable management

Marc Staut, a principal with Boomer Consulting, demonstrates some of the best technology and other gadgets he carries in his bag. In this video, he demonstrates various charging cables, battery packs, and associated tools.

What’s in My Bag? Headphones

Marc Staut, a principal with Boomer Consulting, demonstrates some of the best technology and other gadgets he carries in his bag. In this video, he gives a hearing to some of the best headphones and ear hooks on the market.

What’s in My Bag? Miscellaneous

Marc Staut, a principal with Boomer Consulting, demonstrates some of the best technology and other gadgets he carries in his bag. In this video, he touches on a variety of trinkets.

What’s in My Bag? Power essentials

Marc Staut, a principal with Boomer Consulting, demonstrates some of the best technology and other gadgets he carries in his bag. In this video, he focuses on devices designed to power your computing and other equipment.

How to turn disruption into opportunity

Scott Adair, CPA, CGMA, CFO for the Rochester-Genesee Regional Transportation Authority in New York, discusses how to be flexible when temporary changes arise.

SPONSORED REPORT

Building client loyalty with payroll services

In this report, CPA experts detail their tactics for performing successful payroll services, how to mitigate risk in the process, and the impact payroll can have as a value-added service.

PODCAST

Using drones to enhance audits

Hermann Sidhu, CPA, global assurance digital leader at EY, walks us through EY’s exciting new project to use drones to help audit large warehouses and outdoor inventories.