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Revamping your financials is as easy as … Kiera shows off her savvy financial skills by sharing what it takes to know what's being spent in your practice. Her spreadsheet tips will answer such questions as: What can be cut? How can you make sure your overhead is in check? What do you need to produce? And much more. Want a sample spreadsheet to get started? Email hello@thedentalateam.com.  Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00) Hello, Dental A Team listeners, this is Kiera and I hope you're just having an amazing day. Like a great, great, great, incredible day. ⁓ just, today's topic is one that makes me excited and it's so dry and boring, ⁓ but I love it. And I'm like, that's probably a buzzkill for the podcast, but you know me, one of my core values is fun. And Dana, shout out to Dana, DanyDane over there.   ⁓ She gave me one of the best compliments. We do a thing on Wednesdays called core value shout out in our company. And I will tell you if you do not have this in your company, I would strongly advise you do this. What we do is every single Wednesday, our company goes and our whole team says that this is our favorite. You guys, we have gone from a very small team to a much larger team and we still do this. So just know small teams, big teams, it is doable and it is very   relevant and very essential. And I think it just goes so well. I am okay to take a little bit longer on this morning huddle because of how good it is. so core value shout out is where we just randomly will pick somebody and then it's popcorn after that. So they'll choose the next person. So for example, we would start and I would say, okay, Shelbi starting today and everybody chooses somebody on the team and they highlight them for a core value and it has to be a core value. It has to be something specific. And so Dana gave me one of the greatest compliments.   She said, Kiera, she said she wanted to give me the core value of fun, because fun is really one of our core values. And she said, I want to give it to you for fun, because she said a lot of times topics that are so hard ⁓ or things that people wouldn't necessarily find fun. She said, you just know how to sprinkle the fun and the confetti and the glitter and make things that are hard or something that teens wouldn't want to do or doctors wouldn't want to do.   you make them really fun. And honestly, that has stuck with me. It is a few days later since she gave me that compliment and I'm still remembering it. So not only is core value shout out day amazing, it also helps you just enjoy and to have like, to be happier. ⁓ It also infuses core values into your company. And I'm excited and grateful that I'm able to bring fun things to the podcast, a dry topic. I hope I've teed this up enough to where you're excited about it.   But this is, think, the discipline side of business of owning a dental practice that you need to do. And this is really, think, for office managers or billers and doctors. And this is something that I think will give you so much confidence. it came actually from our doctor mastermind. We have ⁓ a private doctor only mastermind that we run every single month. It's a virtual one. And then we do an in-person one ⁓ that's more for doctor and leadership teams. But our monthly one, call it Think Tank, and it's on the first Tuesday of every month. And a doctor was saying, she's like,   I just don't know where to cut. I said, send me your PNL and tips like, and she's going to want your credit card statement and she's going to want all your stuff. And while yes, I am obsessive on this. have helped family members. I've helped offices. I've helped myself. something that I will like toot my own horn on it. I actually think I'm very talented with money, with saving, with figuring out solutions and helping people understand where you can cut. This podcast also came about because this morning on my, ⁓ Shelbi Britt and I were meeting and we were literally going through.   our finances to see where could we maybe squeeze the tube of toothpaste a little bit more, where could we maybe change a few things. And I think that that's just so relevant and so helpful. And so this is something I do in my day in day out life. It's something that I think for you to go from chaos and lack of financial clarity to confidence is something that I really want to just bring to the table today on the podcast. If you're new to Dental A team, welcome. We are obsessed about helping you have your best life and ⁓ doing it in a fun, easy way through dentistry. And so   helping you with our yes model. So you as a person getting your life, your vision, all of that in place, then moving into earnings. So ⁓ financially, that's the piece today. And then using those financial pieces. So your analytics, your PNL, your overhead to also help us figure out what systems and team development need to go into place to make sure you have this thriving practice. Because honestly, I believe that being successful, being a successful dental practice does not have to be hard and it can actually be easy. So that's what we're here for today. ⁓ With that.   So today it's going to be like, how do you actually like figure out your costs? So I did this a long time ago and then I like met a lot of really smart financial people. I'm not a financial advisor. I will throw that out there. So just make sure you talk to them and you have your, ⁓ like you chat with them of what's best for your state, but I will teach you how I do it. This is annoying. It's a little cumbersome, but people love to hear like, how do you actually do this? I'm always like, how do people get like jacked? Like how do they work out? Like.   me like what time do you work out like what do you do for your nutrition and just so I understand the full landscape and then I'm going to pick and choose of what's going to work well for me that I'll actually implement so hopefully that will be effective for you today as well.   So this is what we do. I have a spreadsheet that I have for monthly costs. We do this with all of our clients too. So if you're like, this feels too hard, don't worry, join the Dental A Team. We'll help you get it put together. So we have a monthly cost. And what I do is on the monthly costs, and this is probably my most visited spreadsheet of my entire company. And I'm super excited because we're bringing in another team member who does financial.   Forecasting and has a whole background in finance. So my method might get revamped to 2.0 and there's always another layer. But what I have is I have on our monthly costs, I have all the salaries and all of the pay. Now for offices, I do include doctor pay. Again, I'm not a CPA and I do believe that doctors should be paid. So I put in either your W-2 salary and or your doctor compensation of 30%. Now I do lose numbers. So our consultants are paid very similar to how doctors are paid.   ⁓ And so you can get a general idea. So mine are general ideas. It's not my highest month. It's not my lowest month. It's the average is what I've selected to do for these costs. So again, this spreadsheet will not be absolutely perfect, but I think it's a really great tool to figure out what can I cut? How can I make sure my overheads in check? What do I need to produce? How do I basically figure out my BAM, my bare ACE minimum in a company? And so that's what we're gonna be looking at. So with that, I first list all the salaries and...   I want everything in there. And then what I have is a current. So I'm gonna have a current and then I'm also going to have like a future. So for example, if you're planning to hire somebody, but they're not hired yet, that's something that you're going to wanna know, what is my cost now? And what is going to be the future cost? Because those two things are actually different numbers. And so for me, it's really helpful so that I can look at you guys honestly.   When I started this, had like three team members and now we have tons of team members on there and outsource people and virtual assistants. And ⁓ the list just gets bigger and bigger and bigger. I can go back and I can look at things that we've done before. And so mine's on Google Sheets. And again, we've built one of these and I'm even happy to share, reach out, Hello@TheDentalATeam.com. But this is something, so I go through all the salaries. And then for me, ⁓ if you do health insurance or you do a health stipend or whatever it is, you add that in.   as well, but then what I do, and again, talk to your CPA, see what your payroll tax are. For me, I just estimate 10%. I always like to air higher. So you will notice in all of my projections and everything I do, I'm going to always air higher than it actually is rather than lower. And so just looking at that, just so you know, that's how I do. So my CPA told me 10%, we have business in four different states. I think we're actually up to five now.   So I estimate high, no matter what state they're in, I just do a 10%. So I'll do my total salaries of the month, an estimated 10 % payroll. And then I've got that in there, my total payroll. Then we have our health stipends or health insurance, our 401k costs in there, how much it costs me per user, what the 4 % is. I actually go grab people's salaries and their bonuses, put it in there. So I have a pretty good idea. Then what I do is I check every single month to see based what I have here, is that close?   to what I'm actually paying or is it not? I know some of you might be like, well, here, I just get it from my CPA, I get a P &L. I agree, but this is a good checks and balance between my CPA and myself. And also when I'm trying to project and forecast, can I add people in? How much is this gonna have? Where can I cut? If I can see it all line itemed out, it's actually for me at least much easier for me to see what are all my costs and where can I squeeze the tube of toothpaste to get a little bit more ⁓ toothpaste out of that tube or a little more juice out of the lemon.   So that's what I have. And then what I have down below is like outsource. So if you've got VAs or you've got ⁓ different people that are contractors or things like that, I have that in there and that one EBS and flows mostly that hangs in my marketing department. That's where I have a lot of those. And then also VAs and EAs that'll be in there that are virtual assistants that are through other companies. So they're not running on my payroll, but they are down there. Like I have some consultants on there. I've got some coaches on there that will be in that section for me. But those again are not up in that payroll section because I'm not paying that.   payroll tax on them and I'm also not 401k on them, but that helps me see how much am I paying in outsourced resources to see should I cut that, should I keep that, how much do I have on the top, is my payroll heavy. You also can break this down by department. So you can see how much am I paying in my hygiene department, are they offsetting, how much am I paying my doctor department, my front office department, all those different departments. If you want to get even more granular, you can. And then below that, I have all of the office expenses and this is something really great.   This year Britt she ⁓ 2.0'd us and she put in their end of year expenses because there's a lot of things that I just pay at the end of the year that are annual subscriptions that will save money on but the reality is I should probably be saving that money throughout the year, right? Because every single month there would be an expense allocated if I didn't pay it annually. So we should be adding that in so we're saving for that. We're preparing for that for the end of the year. We have different things in there. So like all of our subscriptions that we have you might have Netflix, you might have Audible, you might have   Canva for marketing, ⁓ ChatGPT if you're paying for those subscriptions, anything. And I'm constantly updating this like as you hear ChatGPT and how many do we have for that? ⁓ We use our project management software is on there. I also know that every single month I have a budget allotted for employee gifts and anniversaries. And so we have an allotment of how much we spend. I do double check this, but I try to break it down. Also I have in there my merchant fees and how much my merchant fees are on average.   ⁓ And I literally list everything out. So whether it's personal, because like Audible and my phone, I do have those on there. Those are personal things for me that do run through the business, but there's still business expenses that will need to be on there. ⁓ And then we've got our bookkeeping and our accounting or CPA, our lawyers, all of that in there. If you have vehicles that your CPA said is okay for you to run through, all of that, your rent, your mortgage, your supplies, your internet, all of that in there.   to where at the bottom of this list, you can get a complete grand total for the month. And what's really awesome about that, you can actually break it apart so you can have doctors where they're not in there. This then tells you basically your BAM, your bear ace minimum. And then what we can do from there is we can figure out what you need to produce to be able to hit. So hopefully all that was like not too much. just rattle, I'm like literally looking at my spreadsheet as I'm telling you this, all of that. Then below that, we're gonna wanna also add in debt services because debt services are also going to hit your cashflow side of it.   So when you have these two tools together, then you can figure out what's bam, my bare ace minimum, what's my overhead and then what can I cut and then what do I need to produce? Then we can figure out what we need to produce with block schedules. There's like a whole other zone, but back to the client's question. She said, I don't even know what to cut. So today me and our leadership team, we were going through this and we literally looked to see, okay, what's on our office expenses? And I know this sounds so dumb and so like trite.   but I think it's the discipline of knowing how to do this because you better believe when I'm looking at my monthly expenses, which are outlandish and they're very high. When I look at this, saving 40 bucks a month is not like, it's truly a literal spit in the bucket. But when I think about it, it's $40 here, it's $20 there. It's just like your credit card statement at the end of the month. I'm always shocked at how much is on there and it's $20 on Amazon here, $30 over here.   $20 there and all those $20, $30 purchases add up to multiple thousands of dollars every single month. So when we look at this, I look at every single office expense and I'm like, okay, is Adobe something that we need? And this was actually a catch that we had. I was like, we're paying $65 a month for Adobe. Do we still need the entire suite? The answer is no, we don't. We only need it for a small thing. And then we started thinking like, softwares are evolving. So we're like, does G Suite ⁓ actually cover that? Or...   does another one of our subscriptions cover it? Because so many times our subscriptions that we're paying are like duplicates of something else. G Suite has expanded and I'm like, do we still need to use boomerang? I use boomerang all the time. I love boomerang so much, but I'm like, has G Suite evolved to where they have something comparable to it that we could cut the boomerang is 120 bucks a month for us. And Shelbi was like, wait, not all of our team members, like our marketing team does not use boomerang. They're not doing client facing emails. They rarely are in their inbox. They're in Slack all the time.   she's like, what if we reduce the number of people on boomerang that would actually cut our costs down. So again, it's this like fine tuning revolving through it looking, do we need this? Could we reduce this? Do we need to, are all the people that were still on there, do we still need to pay for all those people? Could we change it to this? Are we still gonna be here for that? And you go through and you literally ask, is this a want, a need, or is there a better way that we could spend our money on this? And again, I know it sounds so dumb. Like this, this is not fun.   This is not something that I'm excited to share with you on a podcast, but I'm so excited because the discipline of doing this, the doctor, the reason it came up is because she wants to sign up for AI, ⁓ Pearl or Overjet. Back and forth, we talked about it at length of which one's better. This is why I love our Dr. Mastermind. And it's about $130 a month. And she just like, I'm so sick of these subscriptions. And I'm like, well, go get rid of Netflix or go get rid of one of these things or don't have all the beverages in the   in the refrigerator, maybe just choose one of them. Like there's so many things like, but this is where you look at your list because you have your entire list in front of you. And my office expenses right now, and this is where I look at my credit card. I look at every single thing on there. Right now we have 39 different things that we pay for of monthly subscriptions or annual subscriptions, different things. It's got our insurance policies on there. And then what I can do is I can come in and assess and say, okay, of all these high expenses, like if I need to cut expenses very quickly,   I could look to see, all right, my highest hitters are XYZ. This one's $500, this one's $1,000. Do I still need these? Are we still using them? Is there a cheaper competitor that I could switch to? Where am I at? And all these things. What I love about this is it helps you just look to see where your money's going because at the bottom it has a grand total. And then what's nice is I then can look to see, is this grand total what my CPA is telling me I'm spending every single month? Do they line up?   And if not, where's the discrepancy and where is it? I also can look at future things. if I'm going to be increasing or I'm going to be adding team members or we're going to be looking to add say another subscription or another piece, what is that going to change my monthly amount? And am I okay on my production and collection side to be able to afford it? So many people are like, I talked to my CPA to see if I can afford it. And I want to just say that yes, it's great to have a CPA there. It's also better to know instead of being like a parent child.   if you can spend it. I want my CPA to give me my books, my reconciliation. I want them to talk to me about my tax strategy, but I don't want them to be the ones telling me, can I afford something or can I not? I wanna go to them and say, I know I can afford this. This is what I think. Do you think it's a good idea? Then I'm counseling with them rather than being told. And this goes for all of my executive board. I want to know as much as I possibly can. So that way when I show up, like even financial advisors, even my...   My lawyers, like I do a lot of research before I go into those because I don't want to just blindly follow. I want to actively participate. So we're making the best decisions. I believe they're all in the best interest. I don't believe my CPA telling me to do something or not to do something is the end all be all. I feel like we are great at counseling together. They give me their opinion. I know the numbers. They know the numbers. We know where the business is going. And then my job is to make the best decision for the business and for myself.   So this is where I just really obsessed because right now I'm looking and I'm like, wow, what I'm currently paying based on bringing in some new hires, we're gonna do a $30,000 increase. And I look at that I wonder, is that wise? Is that what I wanna do? Is that what we as a business wanna do? Is that smart for the business? Or is it something like, then I get to sit here and I get to innovate and we get to think of like, what other ideas could we do? That's why I went down the list, because I wanna hire some more people. It's a little premature for these hires.   So I was like, okay, let's go back to the list. Let's look at the list. Like where could I like cut some costs to see, could I free up any cash in other areas or do we need to make different decisions? Or is it like, I need to put a pause on hiring that person for a little while until the business gets to X amount and then we can bring on those different hires. So when you look at this, that's how I do it. I use this spreadsheet. I'm not kidding. I I hold, I can tell you exactly because what's great on Google Sheets is they can literally tell you all the different versions. Okay.   So let's just go back to, I'm going to go, this is embarrassing. I'm going to go to June. Okay, so I'll just go back a few months for you guys. I logged into this spreadsheet of the monthly costs. June 5th, June 10th, June 16th, June 19th, June 24th, June 24th, again, June 25th, July 2nd, multiple times, July 7th, July 8th, July 9th, July 10th, 15th, 16th, 17th, 18th, 24.   The only reason it stopped there is because I went out of town August 3rd, August 6th, August 7th. As you can see, I'm in this spreadsheet almost daily. If not every other day. That's insane. I mean, I can go back to April. I can go back to March, February, January, December, December. I'm in here all the time. November, October of last year. I'm just going down. October. I was in there 10 because that's when I started to do projections. So you better believe I was in there a lot more during that time. October. There's about 20 entries September. So when I tell you this is a tool,   that I have found that works so insanely well. Clients love it. Cause then we're like, our overhead's high. We can go over to our costs and say, why is it high? What is causing this? I'm looking at people's loans that they have and I'm like, do you really use the Seric? Do we need to continue to use this? Are we using all these different like plan Mecca and all these other loans that we have on the practice? Are we still using that? And if so, that's fine. But let's at least know where our money's going.   so then we can make better decisions of do we wanna continue that? And so hopefully, like I said, it's not a fun topic. Like it is, this one, if you can't tell, the passion, the fun, like it's really fun for me to look to say like, okay, where is it? This is where I decided it was time for us to close our headquarters down in Reno. We used to have one, but I was looking for how can I cut costs? Where can I, because for me, I'd rather not spend it on a physical location. I'd rather buy, like spend that money on different softwares that are gonna make us more efficient, being able to hire better employees.   Like I'd rather reallocate those dollars to something that's gonna benefit the company more. And so for you, just feel like this is such a great tool to help you truly know where your money's going, know where you can cut. And like I said, I do this for personal. I'm like, all right, give me all your costs. Give me your credit card. We're gonna look at every single thing. And then like, what could we do differently? I mean, my cell phone, let alone, I used to pay almost a hundred bucks a month for my cell phone. It's now, hold please. I'll tell you the exact amount. Cause I can tell you it's literally right here.   Um, it is a telephone right here, $35 a month. And I used to pay 95, but that was once again, like Verizon got a competitor. have a sister company called visible. I could even get it down to 20, but I didn't want to like drop that far. But we went from 90 to 35 and there was no change or disruption. I watched it for several years. I had people do it, then made the change. Is there a better company out there for X, Y, or Z? Is there a better processing company? And I know again, this seems annoying.   But annually around September, October is when I start to do projections and I start to look at everything. Cause I'm looking at costs. What could I cut? But monthly, daily, I'm looking to see who can I hire? Where can I do things? Change it, adjust it. And what's amazing is when doctors and OMS have this tool available, now you're like, can we afford to hire this person? You can answer with confidence rather than hoping and praying you're going to be able to make it. Just like what I used to do. was like, let's just hope and pray we're going to hire them and hope it works out.   now I can have way more confident decisions. And like, think as a business owner, being able to have confident, like one of the strongest things you need to do as a business owner is be able to make decisions. And I think the second piece to that is being able to make more confident decisions, utilizing tools like this one that I'm sharing with you. So if you want help, reach out, Hello@TheDentalATeam.com. Like I said, I love to put this together for clients. I love to give them the tools and resources to where they can actually be here and know. And also I say if you're here,   Like go get your credit card, list everything out that you're spending money on. Look at your P &L, see if it matches up, see if you can figure it out. And this was something that's been evolved over the course of honestly, probably eight years. I started it when I was really new into the business. I made this myself because I'm like, I don't even know where my money's going. How am I supposed to be able to make decisions? And I could not figure out why my overhead was so high. Now I can tell you exactly this is what we're spending every month. This is why we're spending it. This is what we want to do. This is where we're going. These are the numbers that we need to do.   It just gives you so much confidence, clarity. And so that's why I just love to share it and to help you. ⁓ I believe, like we said in the yes model, you as a person need to know where your vision is. Then we need to have your earnings and your profit where it needs to be. And then we need to figure out the systems and team development to support all of those pieces. And that's what we love. It's what I'm obsessed with. So reach out, ⁓ even if you're like, I don't know. I don't know if I'm a good fit. Let's just have a call. It's literally no commitment, no stress.   just clarity and confidence to get you the momentum that you deserve. So reach out Hello@TheDentalATeam.com. Go fall in love with numbers and spreadsheets. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.  

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Welcome to another episode of Building the Premier Accounting Firm. Today, host Roger Knecht welcomes Mark Myers, a former Marine and CEO of Tax Wise Partners, to discuss his journey from managing health clubs to specializing in tax advisory. This episode delves into effective tax planning strategies, the power of B2B collaborations for accounting firms, and personal insights on entrepreneurship and work-life balance. In This Episode: 00:00 Introduction to Mark Myers 02:16 From Operator to Tax Consultant 06:39 The Value of Tax Planning 09:27 B2B Marketing for Tax Strategies 13:19 Collaboration and Pricing Model 17:46 Business Mantra & Ideal Client 21:51 Entrepreneurial Journey & Freedom 27:37 Sacrifices, Gratitude, and Legacy 33:03 Advice for Budding Entrepreneurs 37:58 Charitable Giving & Final Thoughts 46:50 Podcast Wrap-up and Resources Key Takeaways: Explore tax efficiency beyond standard preparation by understanding the 75,000 pages of tax code. Leverage B2B partnerships with RIAs, CPAs, EAs, and bookkeepers to expand service offerings without increasing bandwidth. Prioritize service quality and responsiveness to maintain strong relationships with strategic partners and their clients. Identify ideal clients for advanced tax strategies, typically those with $400,000+ in ordinary income or significant capital gains. Plan your entrepreneurial transition by securing a baseline income and managing expenses to reduce stress. Featured Quotes: "There's 75,000 pages of tax code. There's a lot of ways to reduce your taxes if you know where the coupons are." — Mark Myers "You only have so much time in a day and there's compliance work that has to be done… Where do you have time to figure out what is possible, not just what's the norm?" — Mark Myers "I always say, don't take that huge jump and say, 'I'm just gonna figure it out.' Retract as much as you can… and have some metric of income that can at least get you 80 or 90% to your number." — Mark Myers Behind the Story: Mark Myers recounts his unexpected entry into the tax world, initially drawn by the tax efficiency of insurance in estate planning. His experience as an operator, focused on revenue and margins, gave him a unique perspective on optimizing finances. This led to his specialized B2B tax advisory model, partnering with existing financial professionals to offer advanced tax strategies without competing with their core services. He reflects on the personal sacrifices and the unwavering support of his wife during the challenging early days of building his business, emphasizing the importance of planning transitions. Top 3 Highlights: Tax Strategy Specialization: Mark Myers focuses solely on tax planning, differentiating it from tax preparation to offer significant savings (average 50%) to clients. B2B Partnership Model: Instead of direct client marketing, Mark Myers collaborates with CPAs, RIAs, and bookkeepers, providing advanced tax advisory as a complementary service. Strategic Entrepreneurship: Mark Myers advises aspiring business owners to plan their transition carefully, secure a baseline income, and manage expenses to mitigate stress. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Book a Free Consultation & possible partnership - https://taxwisepartners.com/   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

This conversation delves into the essential aspects of hiring and working with an executive assistant (EA). It covers the characteristics to look for in an EA, the rigorous hiring process, effective onboarding strategies, and the importance of communication and feedback. The discussion emphasizes the need for accountability and structured task management to maximize productivity and ensure a successful working relationship between the executive and the assistant. In this conversation, Karen Stewart and Matt discuss the essential elements of effectively onboarding and managing executive assistants (EAs). They emphasize the importance of building trust, maintaining open communication, and providing constructive feedback. The discussion also covers strategies for managing turnover and ensuring smooth transitions when EAs leave, highlighting the need for documentation and clear processes to facilitate continuity in support roles. Hiring an Executive Assistant With Karen Stewart [Episode 334] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - https://go.theperfectria.com/programs

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever get a referral email from a great client and think, “Ugh… now what?” You want to honor the relationship, but you're dreading another 45-minute discovery call that goes nowhere. In this episode, I share a simple, transparent system that saves everyone's time — yours, your client's, and the prospect's. You'll learn how to filter early, protect every relationship in the chain, and stay in control of your calendar without burning your energy or goodwill.…Link to full shownotes: https://www.businessstrategyforcpas.com/371…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

190: What does Formula One teach us about being an exceptional executive assistant and strategic partner at the top level? In this inspiring episode, Nicole Bearne shares her journey from supporting one of Formula One's most respected leaders to becoming a communications expert and business founder. She takes us behind the paddock doors to reveal what it's really like to work alongside Ross Brawn, Michael Schumacher, and Lewis Hamilton—where every second counts and preparation is everything. You'll discover how executive support plays a crucial role in leadership success, team communication, and resilience under pressure. Nicole also talks about reinventing herself, building The Comms Exchange, and empowering others to grow from EA to leadership roles. Plus, she discusses her mission to inspire more women to join motorsport through programs like Girls on Track and the F1 Academy. This episode is a masterclass in confidence, communication, and career evolution—for anyone ready to bring Formula One focus into their executive support role. --- About the Guest: Nicole Bearne has been at the forefront of Formula 1 motor racing for over 25 years, winning 9 World Championships with the Brawn Grand Prix and Mercedes-AMG Petronas Formula 1 teams. Her extensive motorsport experience includes executive and technical operations, Internal Communications, Employee Experience and Corporate Social Responsibility (CSR). She is also an Independent Non-Executive Director of Motorsport UK, the governing body of four-wheel motorsport in the UK. Nicole now leads The Comms Exchange, leveraging her F1 business experience and academic knowledge to help organisations build high-performing, people-centric cultures. She also runs 1-day workshops on Internal & Leadership Communication for EAs, PAs and Business Support professionals. Nicole holds a Master's degree in Organisational Behaviour and a CIPR Diploma in Internal Communication. She is a member of the Institute of Internal Communication, the Chartered Institute of Public Relations (MCIPR) and an Accredited PR Practitioner. Nicole is frequently invited to speak at Internal Communications, Employee Experience, Leadership and HR conferences in the UK, USA and Europe. Links:

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever wonder what really happens between “starting from scratch” and “running on autopilot”?Most success stories skip the messy middle. Over three years, Matt Chiappetta went from zero clients to a $250K solo firm working 25 hours a week. Hear the real story: the things that didn't pan out, the fixes, the mindset shifts, and what actually matters at each stage. It's the rare, unvarnished look at what a sustainable, calm practice really takes to build.…Link to full shownotes: https://www.businessstrategyforcpas.com/370…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…Matt's website:https://www.mattchia.cpa/…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

VOV1 - Trong khuôn khổ Hội nghị Cấp cao ASEAN lần thứ 47 đang diễn ra tại Kuala Lumpur, Malaysia, Hội nghị Cấp cao Đông Á (EAS) lần thứ 20, khai mạc hôm nay, đang thu hút sự quan tâm đặc biệt của khu vực và thế giới.

In this episode, I talk with Ethan Bull, President and Co-founder of ProAssisting, ranked No. 2466 on the 2025 Inc. 5000 list, about his innovative approach to delivering high-level fractional executive assistant services. Ethan shares how ProAssisting's unique hiring and matching process connects leaders with exceptional EAs skilled in both strategic thinking and executive support. We explore the importance of mutual respect, curiosity, and clear communication in creating strong client-assistant relationships, as well as how these values reduce churn and drive success. Ethan also opens up about managing tough conversations and maintaining financial transparency and effective communication in his partnership with his wife, Stephanie. This conversation offers valuable insights for business leaders looking to elevate their leadership and maximize the impact of executive support. 6:41 Leadership Principles at Pro Assisting 13:12 The Role of Executive Assistants 16:28 Tough Conversations and Culture 23:47 Working Together: Business and Marriage 26:18 Conclusion: Insights on Leadership Redefining Executive Support In this episode, I sit down with Ethan Bull, Co-founder of ProAssisting, a company providing high-level fractional executive assistant (EA) services to businesses across the United States. We explore how ProAssisting differentiates itself from traditional virtual assistant services by focusing on top-tier talent capable of both strategic thinking and executive support. Ethan shares insights into their rigorous hiring process, emphasizing the importance of pairing clients with assistants who not only excel in administrative tasks but can also contribute to broader business strategy. This approach ensures productivity, long-term success, and meaningful partnerships between clients and their EAs. Respect and Relationships Mutual respect is at the heart of ProAssisting's culture. Ethan discusses how fostering respect between clients and assistants leads to stronger collaboration, higher satisfaction, and reduced churn. He explains the value of emotional and interpersonal intelligence in executive support, sharing examples of how assistants who prioritize empathy and understanding create more productive relationships. By aligning expectations and cultivating trust, clients and assistants can work together seamlessly, driving growth and enhancing organizational performance. Curiosity and Tough Conversations Curiosity is a cornerstone of effective leadership and executive support. Ethan emphasizes how asking thoughtful questions and actively seeking to understand client needs strengthen communication and alignment. We also dive into managing tough conversations, including how assistants can “manage up” and navigate shifting priorities while maintaining context and empathy. By approaching challenging discussions as opportunities for growth rather than obstacles, both assistants and executives can enhance collaboration, improve decision-making, and create a more resilient work environment. Lessons from Partnership Toward the end of the episode, Ethan shares insights from co-founding ProAssisting with his wife, Stephanie. He reflects on the importance of financial transparency, open communication, and structured processes in both business and personal partnerships. Their experience highlights the challenges and rewards of working closely with family while maintaining professional boundaries. Ethan's lessons provide practical guidance for business leaders looking to foster strong partnerships, whether with family, co-founders, or key team members, and underscore how these principles can enhance leadership effectiveness and organizational growth. Key Takeaways This episode offers a comprehensive look at how respect, curiosity, and open communication can elevate leadership, optimize executive support, and drive meaningful growth. Business leaders seeking actionable insights to refine their leadership style, strengthen client-assistant relationships, and maximize organizational impact will find this conversation particularly valuable.  

I've used the phrase “entertainment for EAs” a bunch to describe a failure mode that I'm trying to avoid with my career. Maybe it'd be useful for other people working in meta-EA, so I'm sharing it here as a quick draft amnesty post. There's a motivational issue in meta-work where it's easy to start treating the existing EA community as stakeholders. The real stakeholders in my work (and meta-work in general) are the ultimate beneficiaries — the minds (animal, human, digital?) that could benefit from work I help to initiate. But those beneficiaries aren't present to me — they aren't my friends, they don't work in the same building as me. To keep your eyes on the real prize takes constant work. When that work slips, you could end up working on ‘entertainment for EAs', i.e. something which gets great feedback from EAs, but only hazily, if [...] --- First published: October 17th, 2025 Source: https://forum.effectivealtruism.org/posts/AkSDhiPuvnRNbjXAf/entertainment-for-eas --- Narrated by TYPE III AUDIO.

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Think you're stuck with the clients you've got?You're not. This episode shows how your marketplace isn't fixed—it's something you can shape. Through three simple examples, you'll see how pricing, network, and positioning all affect who shows up at your door, and how to move your firm toward clients you actually want to work with.…Link to full shownotes: https://www.businessstrategyforcpas.com/369…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

Send us a textIn this episode, Craig Bryson and Jodie Mears explore how assistants can build influence and visibility inside their organisations through intentional relationship-building. From bridging departments to boosting confidence, they unpack why internal networking is one of the most underrated career tools for EAs, and how external connections can quietly feed back into your internal success.Listener Question “I keep hearing that internal networking is important, but I have no idea where to start. What does it actually look like in practice for an assistant?”Expert Contributor Kristina Willis (Head of Customer Success & former EA) shares a practical roadmap for assistants to begin internal networking, from identifying who to know, to starting small conversations that build momentum.Episode HighlightsInternal networking 101: why assistants need to be visible beyond their execThe long-game mindset- networking when you're not desperate for outcomesBuilding bridges across IT, marketing, and reception for faster resultsHow internal visibility protects your career when your exec moves onTurning external relationships into internal winsThe introvert's guide to confident connectionEA-led onboarding: the simplest way to start internal networkingValue BombKristina Willis: “The goal should always be to look inward first and ask yourself, who do you admire at your company and why?”Support the showHelp us stay visible to you by sharing this episode with someone in your circle as well as following and subscribing so you never miss an episode.Supporters will get a shout-out on social media and in future episodes.Got questions? Don't hesitate to submit them via our website. Buckle up and join us on this journey of discovery and personal growth. Follow and contact us on our socialsWebsiteLinkedIn PinterestXTikTok

Optimizing time management for yourself and the executives you support is an EA superpower. Note the steps and tools to conduct a strategic time audit from processes and procedures expert Julie Perrine. Recorded at EA Ignite Spring 2025 and produced by the American Society of Administrative Professionals - ASAP. Learn more and submit a listener question at asaporg.com/podcast.

We are joined by the incredible Matt Telford to share his recent experience completing AM2 and the NVQ 3 following on from prior chats along his journey! Craig and Mark also share some plans with A121 training and the new EAS qualification standard....I loved this chat with two brilliant people of the electrical industry (Mark typing here). Craig and Matt are two of the good guys!

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Do you keep telling yourself you'll rest when the work is done?That time never comes. Rest isn't what you do after the work — it's what makes the work go well.This episode breaks down eight kinds of rest accountants need, how to get them, and why your firm runs better when you stop running on fumes.…Link to full shownotes: https://www.businessstrategyforcpas.com/368…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

What is the future of the EA profession? In short: Strategic executive operations supercharged by AI. Melissa Peoples breaks it down. Recorded at EA Ignite Spring 2025 and produced by the American Society of Administrative Professionals - ASAP. Learn more and submit a listener question at asaporg.com/podcast.

I've noticed an antipattern. It's definitely on the dark pareto-frontier of "bad argument" and "I see it all the time amongst smart people". I'm confident it's the worst, common argument I see amongst rationalists and EAs. I don't normally crosspost to the EA forum, but I'm doing it now. I call it Exhaustive Free Association. Exhaustive Free Association is a step in a chain of reasoning where the logic goes "It's not A, it's not B, it's not C, it's not D, and I can't think of any more things it could be!"[1] Once you spot it, you notice it all the damn time. Since I've most commonly encountered this amongst rat/EA types, I'm going to have to talk about people in our community as examples of this. Examples Here's a few examples. These are mostly for illustrative purposes, and my case does not rely on me having found [...] ---Outline:(00:55) Examples(01:08) Security Mindset(01:25) Superforecasters and AI Doom(02:14) With Apologies to Rethink Priorities(02:45) The Fatima Sun Miracle(03:14) Bad Reasoning is Almost Good Reasoning(05:09) Arguments as Soldiers(06:29) Conclusion(07:04) The Counter-Counter SpellThe original text contained 2 footnotes which were omitted from this narration. --- First published: October 11th, 2025 Source: https://www.lesswrong.com/posts/arwATwCTscahYwTzD/the-most-common-bad-argument-in-these-parts --- Narrated by TYPE III AUDIO.

Jess Lindgren shares what it takes to build a working relationship that helps give you back your time and focus.— YOU'LL LEARN — 1) The must-have traits of any great assistant2) The key to hiring an assistant3) Where to find great assistants hiding in your own networkSubscribe or visit AwesomeAtYourJob.com/ep1099 for clickable versions of the links below. — ABOUT JESS — Jess Lindgren has worked in the C-Suite of small companies for 20+ years, and developed a diverse skill set by wearing many hats on any given day. She focuses on supporting her current CEO in his many endeavors, works to improve the effectiveness and efficiency of EAs around the world, and has very low tolerance for any meeting that could have been an email. Jess hosts the wildly popular* business podcast, Ask An Assistant. (*in her Grandpa's woodshop)She loves living in Syracuse with her husband and three cats in their century home. An avid fan of putting pen to paper, Jess personally replies to every handwritten letter she receives.• Podcast: Ask An Assistant• Website: JessLindgren.com— RESOURCES MENTIONED IN THE SHOW — • Book: The Hitchhiker's Guide to the Galaxy by Douglas Adams• Service: Fancy Hands• Service: Care.com— THANK YOU SPONSORS! — • Strawberry.me. Claim your $50 credit and build momentum in your career with Strawberry.me/Awesome• Vanguard. Give your clients consistent results year in and year out with vanguard.com/AUDIO• Quince. Get free shipping and 365-day returns on your order with Quince.com/AwesomeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Vi pratar bl.a. om Game Pass nya priser, EAs privata framtid, Ubisofts nya Vantage Studios, Fire Emblem Shadows, Hollow Knight: Silksong, Hades 2 och Baby Steps Stötta oss på Patreon!För 50kr i månaden får du tillgång till podden oklippt & reklamfri direkt när den har spelats in och dessutom tillgång till allt tidigare exklusivt content samt allt material under jul och sommarledigheter. Som Patron stöttar du oss även i vårt nya initiativ "Homo Ludens" där vi intervjuar intressanta personer om deras förhållande till TV-Spel. Du får dessa avsnitt tidigare och reklamfria. För 100kr i månaden får du allt som 50kr-patrons får men du får också första tjing på alla eventuella koder & gratisgrejer som vi ibland erbjuder! Du är dessutom lite bättre än alla andra. www.patreon.com/kontrollbehov Besök vår Youtube-kanal och prenumerera:https://www.youtube.com/channel/UClQ2sTbiCcR0dqNFHwcTB0g Gå med i gruppen Kontrollbehov - Eftersnack på Facebook:https://www.facebook.com/groups/1104625369694949/?ref=bookmarks Vi finns också på Discord! https://discord.gg/848F6TWXDY Hör av er:kontrollbehovpodcast@gmail.com

Classrooms across Alberta could go quiet on October 6 as 50,000 teachers prepare to strike after rejecting a government offer of 12% over four years. We cut through the spin: pay vs. working conditions, class sizes, and what “more teachers and EAs” actually changes for kids. We also unpack the government's stopgap—$150 per child under 12, per week—and whether that helps real families scrambling for care or just buys political cover. Then we zoom out: how big strikes reshape public opinion, what usually ends them, and why tone matters (including a viral town-hall moment where a moderator told a teen his parents should “spank him”). Finally, we check in on a slow-burning healthcare procurement controversy and why promised “interim reports” rarely see the light of day. 

Who is Mamadou?... The 5.0 perfect delivery mystery is Uber's big marketing opportunity.Nvidia paid OpenAI $100B, so that OpenAI can pay Nvidia $100B?... It's circular financing.The new flex at work? Having an Executive Assistant… It's the “EAs-for-All” TrendPlus, Sororities are cashing in on their viral fame… Sisters are getting paychecks.$NVDA $UBER $DASHWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… SNL

SUMMARY: In this episode, Aaron and Terryn explore how entrepreneurs can break free from being the central “kingpin” of their businesses. Drawing on insights from Dr. Jim Bob Haggerston's entrepreneurial journey, they discuss the dangers of burnout, the importance of hiring and developing strong number twos, and the balance between skill and desire when building a team. The conversation also covers when to grow leaders versus when to hire them, why belief in the mission matters, and how to find easy on-ramps into adjacent businesses. For founders and operators alike, this episode offers practical advice on creating systems, building margin, and scaling sustainably.   Minute by Minute: 00:00 Introduction 02:00 Multiplying Resources Without Being the Kingpin 03:20 Finding the Frustration: What's Pissing You Off? 04:10 Dr. Jim Bob's Story: From Burnout to Systems 06:00 The Solopreneur Journey and Hiring the First Team 07:30 Growing Leaders vs. Hiring Leaders 08:50 The Power of a Strong Number Two and EAs 10:00 Building Systems for Scale and Communication 11:30 Skills vs. Desire in Next-Gen Leaders 14:00 Growing Culture From Within vs. Hiring Talent In 15:25 Belief in the Mission Over Just a Paycheck 18:00 Business Adjacency: Starting New Ventures the Smart Way 21:00 Final Takeaways: Systems, Margin, and Sustainable Growth

Jason addresses investors, first focusing on personal finance issues like taxes then discusses the current state and future of the housing market. He shares optimistic news regarding Federal Reserve rate cuts and the resulting positive impact on housing demand, predicting a surge in potential buyers and subsequent bidding wars due to low inventory. Furthermore, Jason presents data suggesting that existing homeowners are not in distress, indicating that a housing crash is unlikely, and notes that institutional investors are actively acquiring properties. Jason concludes by promoting an upcoming investor JHU event, property tour, and educational session focusing on real estate opportunities, including co-living, and invites listeners to join his Wednesday Masterclass. Jason welcomes Jack Evans, an enrolled agent and founder of Jack's Tax, to discuss tax strategies for real estate investors and the differences between CPAs and enrolled agents. Jack explains that enrolled agents are federally licensed tax professionals who focus on tax law, unlike CPAs who are state-licensed and perform business audits. He argues that enrolled agents may know tax law better than CPAs since they are not distracted by business operations. https://www.jax-tax.com/ #JackEvans #JacksTax #EnrolledAgent #CPA #TaxLaw #TaxCode #RealEstate #RealEstateInvesting #CreatingWealth #Taxes #Depreciation #TaxBenefits #TaxDeduction #LongTermRentals #ShortTermRentals #PassiveIncome #ActiveIncome #CommercialRealEstate #CostSegregation #CostSeg #DepreciationRecapture #CapitalGains #1031Exchange #TaxDeferral #SteppedUpBasis #RefiTillYouDie #CashOutRefi #DST #DelawareStatutoryTrust #OpportunityZones #IRS #TaxStrategies #NonCashWriteOff #Form8582 #BuyAndHold #MaterialParticipation Key Takeaways: Jason's editorial  What is your biggest leak 2:00 Rate cuts! 4:27 I got some personal news 5:22 Chart: Owner RE occupied assets & liabilities 7:44 Institutional investors are buying properties 8:42 Join us at the JHU event JasonHartman.com.Phoenix 10:31 Check our Ai Bot JasonHartman.com/Ai 11:37 Join our Wednesday Masterclasses every second Wednesday of each month JasonHartman.com/Wednesday   Jack Evans interview  12:31 Difference between CPAs and EAs 14:15 Meet Jack, depreciation and passive income 20:27 Cost seg studies 23:57 Long term depreciation analysis 28:00 10:31 Exchange benefits 29:35 Beautiful things about real estate and the DST 30:50 Jack's Tips to living the dream   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

In this episode of REACH, we're joined by Tyler Macaulay, Senior Executive of Charter Sales at Quantum Jets, a private aviation company dedicated to making executive travel seamless, efficient, and stress-free. Quantum Jets' innovative mobile app and dedicated support team give Executive Assistants and advisors everything they need to plan private travel. Tyler brings insider expertise on everything from selecting the right aircraft to navigating private airports, coordinating timing, managing in-flight details, and even arranging for pet travel. Together, we'll demystify the world of private aviation, explore how it compares to commercial travel, and highlight common pitfalls to avoid when booking flights for your executive. You'll walk away with practical strategies and best practices to make private travel smoother and more impactful for both you and your executive. Sponsor: Quantum Jets – Seamless Booking and Trip Management Quantum Jets offers an all-encompassing platform designed to simplify private travel and make life easier for busy EAs. Leveraging Quantum's technology and dedicated support, you can: Compare multiple quotes side by side Communicate securely within the platform (no endless email chains or texts) Access over 1,500+ priced empty legs in real time Live flight tracking from departure to arrival, even on aircraft with blocked tail numbers that are usually not visible to the public Enjoy secure access to trip sheets and invoices anytime It's everything Executive Assistants need to manage private aviation for their executives, all in one place. ✨ Download the Quantum Jets app today (available on Apple and Android) and use code REACH to receive a $1,000 flight credit. For trips under $20,000, $500 will apply toward your first booking and $500 toward your next. For trips over $20,000, the full $1,000 credit applies to your first trip.  

187: What does it really take to be Chief of Staff at Harvard Business Publishing? I sit down with Concetta Green, Chief of Staff at Harvard Business Publishing, for an inspiring deep dive into leadership, career growth, and purpose-driven success. From her journey as an assistant to becoming a trusted executive partner, Concetta reveals why purpose matters more than titles, how mentorship and kindness shape real leadership, and why administrators are the unseen backbone of business. She also shares how faith and grace help her navigate challenges and create space for options. Outside the office, Concetta opens up about family life, volunteering, adopting a senior rescue dog, and what it means to balance leadership in the age of AI. Packed with career growth strategies, leadership lessons, and motivational insights, this episode is a must-listen for executive assistants, aspiring chiefs of staff, and anyone passionate about modern leadership and workplace culture. Concetta Green has cultivated a rich tapestry of experience in administrative support, adeptlyworking both independently and at the helm of a team of Executive Assistants. For twentyyears, Concetta'scareer has seen her thrive in the fast-paced environments of start-ups as wellas the storied halls of organizations over a century old. From her time as COO of a faith-based NPO to her current role as Chief of Staff at Harvard Business Publishing, Concetta expertlynavigates the nuances of each organization with precision, devotion and care. As a leader, Concettanot only manages with efficiency but also mentors with compassion, guiding her team of EAs to excellence. Known for her heartfelt and humorous approach, Concettahas a unique talent for connecting with diverse teams and audiences, inspiring themto embrace both personal and professional growth. Her book, TooBusy, Too Bored for Prayer showcases her ability to distill complex ideas into relatable wisdom, a skill that has made her an influential voice at women's conferences and a beloved author and ghostwriter. Concetta holds a Bachelor of Science Degree in Speech Pathology and a Master's Degree in Non-Profit Management. If you are interested in connecting with Concetta for workshops or speaking engagements: GreenEADevelopment@gmail.com ---

Don't let others define your EA or admin brand for you. Take notes from expert Jodie Mears to rewrite your story. Recorded at EA Ignite Spring 2025 and produced by the American Society of Administrative Professionals - ASAP. Learn more and submit a listener question at asaporg.com/podcast.

For many participants in equine-assisted services (EAS), challenges with memory can impact everything from following multi-step directions to staying engaged in a session. We'll explore 10 practical, research-based tips for strengthening working memory that you can start using right away in your arena. Register now for the Neurodivergent Mini Course:  https://hetrauniversity.mykajabi.com/NeurodivergentEducation

NAPS Secretary-Treasurer James (Jimmy) Warden joins Bob to discuss a variety of issues that impact supervisory and managerial level postal employees, as well as matters of interest to the broad USPS  community. In part, Jim and Bob talk about NAPS' aggressive lobbying to ensure a smooth 2025 Postal Service Health Benefits Program Open Season, and NAPS' continued congressional outreach to protect employee benefits and promote USPS success. In addition, Jim provides a brief update on postal supervisor, manager and postmaster "pay talks" and outlines how NAPS helps protect the due process rights of EAS-level postal employees.  

In this episode, Molly unpacks the million-dollar difference between hiring an executive assistant and bringing on an office manager, COO, or CEO. She explains why a skilled EA can immediately relieve bottlenecks, protect your energy, and streamline daily operations—often fueling growth faster and with less strain than high-level hires. From managing calendars to client interactions, Molly shows how the right executive assistant transforms both your business and your personal life.   Key Takeaways:   An executive assistant (EA) can deliver ROI right away by taking operational and personal tasks off your plate—something a COO or CEO hired too soon can't do. EAs protect your energy and keep your day moving smoothly by handling logistics and details that often drain leaders. Start by writing down your frustrations and bottlenecks—this list reveals where an EA can step in and free up your focus. Handing off routine tasks to an EA lets law firm leaders spend more time on growth, strategy, and vision. Addressing personal and business bottlenecks can unlock space to hit your goals—and improve your overall well-being.   Quote for the Show: "You need someone who can do the work, own the outcomes, and build the systems that future hires will depend on." - Molly McGrath   Links: Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering Instagram: https://www.instagram.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ The Law Firm Admin Bootcamp + Academy™ : https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk   Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/gVCO3CPg2hY

Hi, have you been rejected from all the 80K listed EA jobs you've applied for? It sucks, right? Welcome to the club. What might be comforting is that you (and I) are not alone. EA Job listings are extremely competitive, and in the classic EA career path, you just get rejected over and over. Many others have written about their rejection experience, here, here, and here. Even if it is quite normal for very smart, hardworking, proactive, and highly motivated EAs to get rejected from high-impact positions, it still sucks. It sucks because we sincerely want to make the world a radically better place. We've read everything, planned accordingly, gone through fellowships, rejected other options, and worked very hard just to get the following message: "Thank you for your interest in [Insert EA Org Name]... we have decided to move forward with other candidates for this role... we're unfortunately [...] ---Outline:(06:13) A note on AI timelines(08:51) Time to go forward--- First published: September 5th, 2025 Source: https://forum.effectivealtruism.org/posts/pzbtpZvL2bYfssdkr/rejected-from-all-the-ea-jobs-you-applied-for-what-to-do-now --- Narrated by TYPE III AUDIO. ---Images from the article:Apple Podcasts and Spotify do not show images in the episode description. Try Pocket Casts, or another podcast app.

Remembering what we were doing on 9/11. Commanders at Packers on TNF: who starts 2-0? Perhaps today was not the best day for a required EAS test. Patrick learns we have bees and honey on the roof of the building.

In this episode, I'm joined by Microsoft Office maestro Shelley Fishel, founder of Tomorrow's VA. Shelley has spent decades training assistants to get brilliant results with Word, Excel, PowerPoint, Outlook and now, of course, Microsoft Copilot. We dig into what's genuinely useful right now, what's coming next, and how EAs can lead the conversation on AI without losing sight of the fundamentals.Shelley shares how she uses Copilot daily (from redrafting tricky emails to prioritising the inbox and summarising meetings), why core skills like slide masters and brand-safe templates still matter, and how to make the most of lesser-known gems across Microsoft 365. We also talk mindset—staying curious, learning out loud, and saying “yes” then figuring it out—plus the big question: Will AI replace EAs? (Short answer: no. Nuance, judgment, and calendar strategy still need a human.)What you'll learn:Practical ways EAs can use Copilot today in Outlook, Teams, Word and beyondWhy knowing the basics (formatting, slide masters, rules/quick steps) saves hours every weekHow to make a case for Copilot licences—and the security benefits of using it inside your tenantMindset shifts to keep pace with fast-moving tech (without chasing every shiny thing)Where Microsoft 365 is quietly evolving—and the features most assistants overlookTools, features & terms mentioned:Microsoft Copilot across Outlook, Word, Teams (meeting summaries), and forthcoming Excel capabilities (including =COPILOT)Outlook: Quick Steps, Rules, prioritising the inboxPowerPoint: Slide Master, custom layouts, brand-safe decksMicrosoft Loop (pages & live components), Copilot PagesMicrosoft Sway (lightweight, web-style internal newsletters)Microsoft Forms, Microsoft Lists, Microsoft BookingsSecurity/Tenant awareness (enterprise data protection vs. pasting data into public AI tools)Other AI tools touched on: ChatGPT, Claude, PerplexityPerfect for: Executive Assistants who want clear, real-world ways to work smarter with Microsoft 365 and lead on AI - without the hype.

PODCAST: This Week in Amateur Radio Edition #1383 - Full Version (With repeater ID breaks every 10 minutes) Release Date: August 30, 2025 Here is a summary of the news trending...This Week in Amateur Radio. This week's edition is anchored by Jordan Kurtz, KE9BPO, Chris Perrine, KB2FAF, Denny Haight, NZ8D, Don Hulick, K2ATJ, Ed Johnson, W2PH, Will Rogers, K5WLR, Eric Zittel, KD2RJX, George Bowen, W2XBS, and Jessica Bowen, KC2VWX Produced and edited by George Bowen, W2XBS Approximate Running Time: 1:48:06 Podcast Download: https://bit.ly/TWIAR1383 Trending headlines in this week's bulletin service 1. RW: Ham Radio Users Explain Why They're Worried About AST SpaceMobile's Satellite Plans 2. AMSAT: Amateur Weather Satellite Reception Opportunities Beyond The Retired POES Fleet (NOAA-15/18/19) 3. AMSAT: Meteoglider Offers Reusable Radiosonde Alternative For High Altitude Weather Data Collection 4. AMSAT: SpaceX's Starship Flight 10 To Demonstrate Expanded Booster And Upper Stage Test Objectives 5. AMSAT: Satellite Shorts From All Over 6. WIA: Collins - Rewind 7. ARRL: Interview With ARRL CEO: Details On Recent Board Meeting, Huntsville Fest, Legislative Advocacy & DX 8. ARRL: Resilience Through Amateur Radio For National Preparedness Month 2025 9. ARRL: Hurricane Watch Net Marks 60 Years Of Service 10. ARRL: FCC Batch Filing System Unavailable 11. ARRL: Amateur Radio Operators And Shortwave Listeners Invited To Participate In A Unique Event On Aug. 30th 12. ARRL: ARRL Contest Advisory Committee Is Reviewing Canadian Section Multipliers 13. ARRL: HandiHam Program's 58th Anniversary 14. Sailing Vessel Is Helped By The Maritime Mobile Network 15. Route 66 On The Air Adds An Aeronautical Rover 16. Launch Delays Plague AST SpaceMobile Satellites 17. Sonoma California Residents Build GMRS Network With The Help Of Local Hams 18. Young Operators Recruited By Andaman Island DxPedition 19. ARD: European Amateur Radio Retailer halts purchases and shipments to the United States due to tariffs 20. AMSAT: AMSAT organizations continue to challenge AST SpaceMobile Use of the 70 centimeter band 21. AMSAT: A NASA satellite relied on by both scientists and farmers may be destroyed on purpose 22. WIA: FCC tracks down a device at a local business that has been causing interference 23. NARA: The National Association of Radio Amateurs announces its Club Week coming up this fall 24. RI: The FCC opens a rulemaking on revamping the entire US Emergency Alert System 25. NASA: NASA is predicting that Betelgeuse may go supernova soon 26. ARRL: The candidates for ARRL Director and Vice Director position elections have been announced 27. ARRL: The league presents awards to the best of amateur radio 28. ARRL: ARRL announces a new book release on constructing stealth antennas 29: ARRL: Scientists and amateurs are hacking for SETI at The Allen Telescope Array 30: The Federal Government announces that broadcast funding for new EAS equipment excludes public radio & TV 31. Unauthorized handheld transceivers are the target for officials in India 32. ARRL: Upcoming RadioSport Contests and Regional Conventions and HamFests Plus these Special Features This Week: * Working Amateur Radio Satellites with Bruce Paige, KK5DO - AMSAT Satellite News * Foundations of Amateur Radio with Onno Benschop VK6FLAB, will tell us how to use "An SDR as Measuring Equipment" * The DX Corner with Bill Salyers, AJ8B in the DX Corner, with all the latest news on DXpeditions, DX, upcoming radiosport contests, and more * Weekly Propagation Forecast from the ARRL * Our own amateur radio historian, Will Rogers, K5WLR, returns with another edition of "A Century Of Amateur Radio". This week, will takes us aboard The Wayback Machine, to March 20th, 1923, when Secretary of Commerce Herbert Hoover convened his second national radio conference and where amateurs are assigned a band of wavelengths for the first time. This week is the concluding Part Two of a series titled "First Band, Top Band" ----- Full Podcast (ID breaks every 10 mins for use on ham frequencies): https://www.twiar.net/twiarpodcast.rss Full Podcast (No ID Breaks for LPFM or personal listening): https://www.twiar.net/twiarpodcastlpfm.rss Truncated Podcast (Approximately 1 hour in length): https://www.twiar.net/twiarpodcast60.rss Website: https://www.twiar.net X: https://x.com/TWIAR Bluesky: https://bsky.app/profile/twiar.bsky.social Facebook: https://www.facebook.com/groups/twiari YouTube: https://bit.ly/TWIARYouTube RSS News: https://twiar.net/?feed=rss2 Automated (Full Static file, updated weekly): https://twiar.net/TWIARHAM.mp3 Automated (1-hour Static file, updated weekly): https://www.twiar.net/TWIAR1HR.mp3 This Week in Amateur Radio is produced by Community Video Associates in upstate New York, and is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License. If you would like to volunteer with us as a news anchor or special segment producer please get in touch with our Executive Producer, George, via email at w2xbs77@gmail.com. Thanks to FortifiedNet.net for the server space! Thanks to Archive.org for the audio space.

The world of equine-assisted services is always evolving—and sometimes that means letting go of long-standing tools we've relied on for years. In this episode of Not Just a Pony Ride, we dive into the recent ban on peacock stirrups, a staple in many EAS programs, and explore what this change means for safety, accessibility, and your organization's budget. We'll discuss:Why peacock stirrups are being phased out and the safety concerns behind the decision.Alternative stirrup options now available for adaptive and therapeutic riding.The financial impact of making the switch and how to plan for it.Strategies for managing change within your staff, volunteers, and participants.Tips for fundraising and budgeting to cover equipment updates.Get our tips and example verbiage we used to apply for a grant to replace our peacock stirrups over on Patreon!:  www.patreon.com/notjustaponyrideCheck out options for safety stirrups and LOTS more at  https://freedomrider.com/

In this episode of The EA Campus Podcast, we explore one of the most overlooked but powerful dynamics in the Executive Assistant role: the ability to be both interested and interesting.Nicky shares personal stories and honest reflections on how curiosity and personality can shape your career path—from missed promotions in roles that felt uninspiring, to thriving in environments where she connected with the work and the people around her.You'll learn:Why being curious about your Executive, their goals, and your organisation mattersHow showing your personality (yes, even your love of movies or gardening!) can open unexpected doorsPractical tips for building confidence and authenticity—even in quieter or less inclusive workplace culturesWhat to do if you're not interested in your industry, and how to decide whether it's time to move onPlus, don't miss this week's freebie: our Elevator Pitch for EAs, a guide to confidently explain your role in any setting. Download it now at theeacampus.com/podcast/ep73Learn and master the skills you need to be an incredible Assistant ➔ https://theeacampus.comhttps://theeacampus.com/newsletter/CONNECT WITH US:LinkedInInstagramFacebook

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In the movies, Tony Stark's JARVIS is the ultimate AI assistant, managing schedules, running simulations, controlling environments, and anticipating needs before they are voiced. In reality, today's AI agents are still far from that vision. Despite 2025 being heralded as the year of agentic AI, the first offerings from major players have been underwhelming. They can perform tasks, but they remain a long way from the seamless, hyper-intelligent assistants we imagined. In this episode, Dr. Robert “Bobby” Blumofe, CTO at Akamai Technologies, joins me to explore what is really holding AI assistants back and what it will take to build one as capable as a top human executive assistant. Bobby argues that the leap forward will not come from chasing ever-larger models but from optimization, efficiency, and integrating AI with the right tools, infrastructure, and processes. He believes that breakthroughs in model efficiency, like those seen in DeepSeek, could make capable agents affordable and viable for everyday use. We break down the spectrum of AI agents from simple, task-specific helpers to the fully autonomous, general-purpose vision of JARVIS. Bobby shares why many of the most valuable enterprise applications will come from the middle ground, where agents are semi-autonomous, task-focused, and integrated with other systems for reliability. He also explains why smaller, specialized models often outperform “ask me anything” LLMs for specific business use cases, reducing cost, latency, and security risks. The conversation covers Akamai's role in enabling low-latency, scalable AI at the edge, the importance of combining neural and symbolic AI to achieve reliable reasoning and planning, and a realistic five-to-seven-year timeline for assistants that can rival the best human EAs. We also look at the technical, social, and business challenges ahead, from over-reliance on LLMs to the ethics of deploying highly capable agents at scale. This is a grounded, forward-looking discussion on the future of AI assistants, where they are today, why they have fallen short, and the practical steps needed to turn fiction into reality.

Hiring and keeping great team members is one of the toughest challenges in practice growth. But what if you could access top-level talent offshore to free up your time, stabilize your business, and scale profitably? Dr. Stephen and Dr. Allen Miner dive into virtual chiropractic assistants (VCAs), remote teams, and how to strategically delegate so you can focus on the $500-an-hour CEO work that actually drives your practice forward.In this episode you will:Learn the difference between a virtual assistant, remote team, and AI botDiscover how to find highly skilled offshore talent for under $10/hourUnderstand how to delegate tasks without sacrificing qualitySee how top clinics use remote teams to boost productivity and profitGet practical steps to free yourself from day-to-day bottlenecksEpisode Highlights02:17 – The challenges of staffing and how Cairo Matchmakers was born from real practice struggles03:35 – Why finding and keeping great team members is crucial for clinic stability06:19 – How offshore talent offers skills and work ethic not easily found locally07:22 – The importance of leveraging your time as a CEO rather than brute force11:15 – Clarifying the difference between virtual assistants, remote teams, and AI12:37 – Using VCAs to collect practice data and improve decision-making14:29 – Hiring offshore talent for under $10/hour without payroll headaches18:40 – Examples of tasks you can delegate to remote assistants21:18 – How offshore EAs can help you manage AI tools and daily admin25:10 – Shifting from micromanaging to outcome-based leadership26:05 – Hiring people whose purpose is aligned with your business needs27:22 – Why offshore team members often outperform local hires29:48 – The four advantages of remote staffing: faster, safer, easier, cheaper30:43 – Quality concerns and how skilled remote staff can upgrade your clinic33:35 - Dr. Malcom is joined by Success partner, Dr. David Fletcher, from CLA Wealth. Discover how CLA's advanced scanning technology helps chiropractic practices attract new patients, boost conversions, and improve retention. By making nervous system health visible and measurable, CLA gives practices powerful tools to communicate progress, set goals, and build long-term patient relationships. Resources MentionedTo learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoFor more information about CLA Wealth please visit: https://insightcla.com/Schedule a Brainstorming call with Dr. PeteFollow Dr Stephen on Instagram: https://qr.me-qr.com/l/riDHVjqt  Follow Dr Pete on Instagram: https://qr.me-qr.com/I1nC7Hgg  Prefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes visit https://theremarkablepractice.com/podcast/ or follow on your favorite podcast app.

In North America, the utilities industry is contending with shifting customer expectations, growing power demands, and changing technology infrastructure. With the growing importance of AI and cloud solutions, the role of enterprise architects is altering in utility companies.Ahead of their session focused on EAs in utilities at SAP for Utilities, Presented by ASUG, Marc Rosson, EA at Snohomish County PUD, and Martin Mysyk, Senior EA at SAP Canada, join ASUG Talks for a conversation about this changing job. We dive into how SAP is supporting EAs in the utilities space, along with ways organizations to empower and train the next generation of EAs.Key TopicsMajor challenges faced by EAs in utilitiesHow the industry's changes are impact the roleThe importance of upskilling and reskilling EAs to meet demand.Related Insights and ResourcesCheck out the ASUG Content Collection "SAP Enterprise Architecture Fundamentals" for resources aimed at EAs. Learn how Gina Vargiu-Breuer, Chief People Officer and Labor Director at SAP, approaches SAP's growth strategy.Join the ASUG Communities team on Aug. 14 for a deep dive session focused on Cloud Application Programming Model (CAP) on SAP Business Technology Platform (BTP).Register to recieve the monthly The Topic:  Utilities newsletter from ASUG. 

The Federal Communications Commission is planning a review of the US emergency alert systems. The announcement of this plan notes that the infrastructure underlying the EAS — which includes radio, television, satellite and cable systems — is 31 years old, while the framework underpinning the Wireless mobile device alert is 13 years old. Also, Meta previewed some of its latest virtual reality prototypes this week, with concepts that are compelling on the specs and long on the design. The company shared some details on its Tiramisu project, dubbing it "hyperrealistic VR." This set promises three times the contrast, 14 times the maximum brightness and 3.6 times the angular resolution of the Meta Quest 3. In actual stats, that's up to 1,400 nits of brightness and an angular resolution of 90 pixels per degree; and HBO Max will begin an "aggressive" messaging campaign about the practice beginning next month, according to an earnings report. Beyond stricter messaging, the company is looking to close any and all loopholes that allow users to share account passwords by the end of the year. Learn more about your ad choices. Visit podcastchoices.com/adchoices

No check-up semanal de hoje, confira as últimas notícias sobre: rosuvastatina na quimioterapia por câncer de mama; fístulas do trato gastrointestinal alto; análise de EAS em pacientes hospitalizados para predizer infecção urinária; risco da trombólise venosa para AVCi em pacientes com uso recente deDOACs e ingurgitamento mamário. Ouça agora dando o play!Confira esse e outros posts no ⁠Portal Afya⁠ e siga nossas redes sociais!⁠Facebook⁠⁠Instagram⁠⁠Linkedin⁠⁠Twitter

This is a cross post written by Andy Masley, not me. I found it really interesting and wanted to see what EAs thought of his arguments. This post was inspired by similar posts by Tyler Cowen and Fergus McCullough. My argument is that while most drinkers are unlikely to be harmed by alcohol, alcohol is drastically harming so many people that we should denormalize alcohol and avoid funding the alcohol industry, and the best way to do that is to stop drinking. This post is not meant to be an objective cost-benefit analysis of alcohol. I may be missing hard-to-measure benefits of alcohol for individuals and societies. My goal here is to highlight specific blindspots a lot of people have to the negative impacts of alcohol, which personally convinced me to stop drinking, but I do not want to imply that this is a fully objective analysis. It [...] ---Outline:(02:31) Alcohol is a much bigger problem than you may think(06:59) Why you should stop drinking even if alcohol will not harm you personally(14:41) Conclusion--- First published: August 3rd, 2025 Source: https://forum.effectivealtruism.org/posts/dnbpKkjnw3v6JkaDa/alcohol-is-so-bad-for-society-that-you-should-probably-stop --- Narrated by TYPE III AUDIO. ---Images from the article:Apple Podcasts and Spotify do not show images in the episode description. Try Pocket Casts, or another podcast app.

Doug welcomes Kasim, a seven figure entrepreneur who's mastered the art of turning goals into reality. From writing himself 100 million dollar checks to building the world's #1 Google Ads agency without ever running a campaign himself, Kasim reveals the "magic" behind goal setting and the science of habit formation. Discover why motivation is dangerous, how to weaponise your mornings, and the counterintuitive truth about delegation that could compress 30 years of work into 10. KEY TAKEAWAYS • Kasim has been obsessively goal setting since discovering Tony Robbins at 17. Writing himself checks for $10 million, then $100 million has created something beyond what science can explain in manifesting what he wants. • Through his systematic approach, Kasim cultivates one habit for 10 weeks before moving to the next, allowing him to build five cornerstone habits per year. • After habituating his 4AM routine of sauna, cold plunge, workout and meditation, Kasim operates on complete autopilot. When people ask "how?" he explains he's literally not even conscious during the process. • Despite building the world's #1 Google Ads agency with 200 clients and 100M under management, Kasim has never personally run a campaign end-to-end - Everything was accomplished through strategic delegation. • For first time habit formers, Kasim recommends starting with drinking more water instead of hitting the gym. The goal isn't maximum value but learning the skill of habit formation itself. • According to Kasim's analysis, 60% of most people's calendars contain superfluous tasks. These could be done by others, probably better, freeing up time for more useful tasks. • Waking up two hours before most people gives Kasim an advantage, those morning hours provide 4-6 times more value than equivalent time later in the day. • Through his agency Pareto Talent, Kasim aims to place 1,000 international EAs, then scale to 10,000, creating meaningful work opportunities while delivering exceptional value to Western businesses. BEST MOMENTS "There's magic in it. You know, there's something beyond what science can explain in goal setting. There really is, you could call it energetic or divine or God.” "You don't rise to the level of your capability. You fall to the level of your systems." "I wake up two hours earlier than you. You can and will never catch up to me the whole day and for the rest of your life." "Here's the fun part. I've never run a Google Ads campaign end-to-end in my life. And Doug, I wouldn't know how to." "Nobody wakes up at four o'clock in the morning and sits down and eats Cheetos and watches TV." ABOUT THE GUEST Kasim Aslam kasim.me https://www.facebook.com/kasimaslam https://www.linkedin.com/in/kasimaslam/ paretotalent.com VALUABLE RESOURCES Website: http://dougbennett.co.uk/ Email: doug@dougbennett.co.uk LinkedIn: https://www.linkedin.com/in/financialdoug/ Twitter: https://twitter.com/FinancialDoug Facebook Wealth Tribe: https://join.dougbennett.co.uk/ Download Your "Ten-Step Guide To Financial Freedom" Here: https://bit.ly/Struggle-Success BOOKS: Goals Do Come True is now live and available to buy on Amazon: https://amzn.to/3phcy6Z Think Simple, Win Big is now live and available to buy on Amazon: https://www.amazon.co.uk/Think-Simple-Win-Big-Business/ Enjoy, and come back for the latest podcast each Wednesday. Thank you for listening.

EAS's have been reshaping enrollment patters. Mike gets into the details this hour. 

 In today's episode, we're diving into social stories — those short, purposeful narratives designed to help people better understand specific situations, events, or tasks. You've probably heard of them, especially in the context of supporting neurodivergent children, including those with autism, ADHD, or challenges with transitions and change.  Social stories can be incredibly powerful tools — if they're done right. But writing them isn't just about being creative; it's about being intentional. That's why today, we're breaking down: What social stories are and who can benefit from them Why they work (and when they don't) The step-by-step process to write a high-quality social story Real-life EAS examples to guide you A free downloadable resource to help you get started!What to expect at your first evaluation video “social story”:  https://hetra.org/programming/participant-resources/getting-started.htmlAccess to the Neurodivergent mini course and other HETRA University webinars: https://hetra.org/education/register-for-webinars.htmlPatreon link for the social story handout: www.patreon.com/notjustaponyrideThis episode is proudly sponsored by Freedom Rider:  https://freedomrider.com/Follow us on social and plug in here:  https://hetrauniversity.mykajabi.com/HETRAUniversityLinks

NAPS Executive Vice President Chuck Mulidore joins Bob to discuss NAPS' successful efforts to defeat USPS employee cuts in the FY 2025 Budget Reconciliation Act. Chuck and Bob also talk about a July 2 Office of Personnel Management (OPM) Inspector General report, which warned of impending danger to the 2025 Postal Service Health Benefits Program open season. Chuck and Bob review NAPS' activities on Capitol Hill to ensure that OPM has the necessary resources to conduct the open season effectively. Finally, Chuck and Bob chat about potential EAS re-classifications due to plant changes, a July 24 Senate hearing  on two nominees to the USPS Board of Governors, and the 2025 "Cure for the Summertime Blues" SPAC Raffle.

What if your intern had a better executive assistant than your CEO? In this episode of TNW, Aydin sits down with Nick Sonnenberg—Wall Street veteran, bestselling author, and founder of Leverage—to explore how AI agents are radically transforming how work gets done. Nick demos a real AI-powered assistant that can handle email, prep meeting briefs, and even outperform human teammates. You'll hear how he structures agent orchestration, optimizes prompts as IP, and envisions a future where everyone at every level has a digital assistant.What You'll Learn:- Why every employee (not just execs) should have their own AI assistant- How AI agents can be “managed” like employees—with hierarchy and QA- The role of MCP (Model Context Protocol) in unlocking personalized, high-context automation- Why context is king in building truly useful AI workflows- Why prompt libraries should be treated like company IPTimestamps:00:00 – Imagine if interns had better EAs than execs01:00 – Nick's background: From high-frequency trading to AI consulting02:20 – The origin of Leverage and the obsession with efficiency03:10 – Inbox Zero, RAD framework, and AI-powered email agents04:50 – What is MCP and why it matters06:20 – The CPR framework: Communicate, Plan, Resource08:30 – Orchestrator agents and agent 11:00 – QA as the new job for every role12:00 – Why execs are adopting AI faster than junior employees13:40 – The “Sniper Agent” and building executive briefs16:00 – Personalized, context-rich email drafting20:00 – Prompt optimization strategy as a business asset22:30 – Real-time battle card generation and agent chaining23:30 – Custom summaries using frameworks, not just transcripts24:00 – Behind the scenes: building and deploying agentsTools & Technologies Mentioned:Claude – Anthropic's AI model, used here with MCP and custom agentsMCP (Model Context Protocol) – Allows secure access to private data and agent orchestration within AI platformsAsana – Project management tool integrated with agentsZapier / NADN / Crew AI – Automation platforms for building AI workflowsPerplexity – Used to scan public web/news as part of the AI brief generationCoda / Notion – Popular tools for knowledge capture, now evolving into AI-integrated workflowsHubSpot – CRM used to integrate and personalize AI-generated contentFellow – AI meeting intelligence tool for smarter call summariesNick's website: https://www.getleverage.ai/Subscribe at⁠ thisnewway.com⁠ to get the step-by-step playbooks, tools, and workflows.

A new Chinese ekranoplan is spotted, the Air India Flight AI171 black boxes, a Ryanair Boeing 737 evacuation, Essential Air Service subsidies, exploding soda cans on Southwest Airlines flights, and keeping your shoes on at the TSA checkpoint. Aviation News Full Photo of New Chinese Ekranoplan Breaks Cover A photograph published on Chinese social media shows a Chinese ekranoplan, a wing-in-ground-effect vehicle that resembles an airplane but typically flies over water, supported by the air between its wings and the surface. Previously In China Builds New Large Jet-Powered Ekranoplan, Naval News published a photograph showing a portion of a vehicle that appeared to be an ekranoplan. New we have a view of the entire airframe on the water. China's new ekranoplan. (Image credit: Chinese social media, via X) Air India plane crash investigation: Lawyers oppose sending black box abroad The Khaleej Times reports that a group of Indian lawyers have notified the Ministry of Civil Aviation, the Directorate General of Civil Aviation (DGCA), Air India, and Boeing India, urging that the investigation remain entirely under Indian jurisdiction. They argue that sending the black boxes from Air India Flight AI171 to foreign entities could compromise the transparency and independence of the investigation. The black boxes were flown to the Aircraft Accident Investigation Bureau (AAIB) lab in Delhi for analysis. Indian and NTSB experts were present. 18 Passengers Injured As False Fire Alarm Prompts Emergency Evacuation Of Ryanair Boeing 737 After a fire alarm activated on a Ryanair Boeing 737, a chaotic passenger evacuation ensued, resulting in 18 passengers being injured, including six who were taken to local hospitals. The evacuation took place on the tarmac at Palma Airport on the Spanish Island of Mallorca. Passengers evacuated the plane via emergency slides, as well as onto the wings. See also: Ryanair Boeing 737 Fire Triggers Wing Evacuation at Palma Airport, 18 Injured. President Trump wants to slash subsidies for small airports across rural America Congress created the Essential Air Service (or EAS) in 1978 as part of the Airline Deregulation Act. The EAS was designed to ensure that small and rural communities would continue to receive a minimum level of scheduled commercial air service after deregulation. Initially authorized for a ten-year term, it is now permanently authorized by Congress. About 180 airports benefit from EAS funding. See: Current List of Eligible EAS Communities (Excluding Alaska & Hawaii) [PDF]. Estimates of EAS spending vary between approximately $200 million and $394 million due to differences in how the program's funding is categorized, the inclusion of both discretionary and mandatory appropriations, and variations in budget requests versus enacted appropriations. Southwest Airlines Explains What's [sic] It's Doing To Tackle The Curious Case Of The Exploding Soda Cans Previously, we talked about exploding soda cans on Southwest Airlines flights that mysteriously exploded and injured flight attendants. It was observed that Southwest didn't chill its in-flight supplies, and the cans could sit for hours in the heat before being moved onto the plane. Since then, Southwest started using 60 refrigerated vehicles in Phoenix and Las Vegas, with the possible addition to the catering fleet in Dallas and Houston. Also, the crew has infrared guns to check soda can temperature. Numerous Outlets Are Citing TikTok for a TSA Rule Change on Shoes, but What Does TSA Say? Several media outlets report that as of July 7, 2025, the TSA has made a significant policy change and all travelers, regardless of PreCheck status, will now be allowed to keep their shoes on during security screening. As we recorded this episode, reports were inconsistent and the TSA had not published an official statement. See: You Can Finally Keep Your Shoes On—TSA's 23-Year Airport Security Rule Ended Today.

Summary In this episode of the Pay Play Profit podcast, Jess Stafford discusses the essential roles within a financial team for small businesses, including CPAs, EAs, bookkeepers, and accountants. She emphasizes the importance of understanding each role and how they contribute to a business's financial health. The conversation also introduces the Profit First system, a cash management strategy that prioritizes profit to ensure sustainable growth. Jess shares insights on navigating business growth, the importance of hiring the right financial professionals, and the evolving landscape of financial management in the age of AI. Takeaways Understanding the roles of financial professionals is crucial for business success. Profit First flips the traditional profit equation to prioritize profit first. Hiring the right financial team can lead to better decision-making and profitability. AI can assist in financial tasks, but human oversight is essential. Bookkeepers can provide more than just data entry; they can offer valuable insights. Planning for financial growth should start early in the business lifecycle. Not all CPAs are equipped to handle small business needs effectively. Investing in financial systems early can lead to greater clarity and control. The complexity of bookkeeping is increasing, requiring skilled professionals. Every financial decision impacts overall business profitability. Chapters 00:00 Understanding Your Financial Team 11:25 The Profit First System 20:31 Debunking Myths in Financial Management 23:25 Navigating the Changing Financial Landscape

Eric Green sits down with Adam Lean, founder of The CFO Project, to dismantle the fear and imposter syndrome holding back accountants, bookkeepers, and EAs from stepping into high-value advisory roles. Together, they explore the rise of productized CFO services – a scalable, repeatable model that allows professionals to break free from the time-for-money trap and command premium fees by delivering strategic guidance to small business owners.Whether you're worried about automation replacing your work or simply burnt out from endless tax seasons, this conversation will show you how to reinvent your practice. Learn how CFO advisory can transform your client relationships, create recurring monthly revenue, and finally give you the control and lifestyle you want.