Melhores podcasts sobre CPA Trendlines (2024)

1
Blumer CPAs: Move Leaders Out of Client Service 51:04

1M ago51:04

51:04

Intentionality can bring freedom and joy. The Disruptors With Liz Farr When Jason Blumer and Julie Shipp joined forces to build Blumer CPAs more than a decade ago, they eschewed the traditional partnership structure, where decision-making power depends on ownership percentage. Instead, Blumer said, “We figured out the ownership is a legal reflectio…

1
Scharrell Jackson: Lead with Diversity of Thought 35:47

1M ago35:47

35:47

Transformation Talks With Donny Shimamoto Center for Accounting Transformation In the latest episode of Transformation Talks, renowned international speaker, leadership coach, and business consultant Scharrell Jackson emphasizes the pivotal role of Diversity, Equity, and Inclusion (DEI) in ensuring the sustainability of businesses across diverse in…

1
Brandon Hall: Firms Try to Make Too Much on Tax Prep 50:52

2M ago50:52

50:52

Try for a 10-15% margin. The Disruptors With Liz Farr Brandon Hall says that the reason accountants have such long and grueling busy seasons is that “firms try to make way too much money at tax prep.” Firms don’t have enough capacity to deliver on services, so everyone – including the partners – ends up working a ton of hours. 14 MORE TAKEAWAYS: Br…

1
Amber Setter: Coaching Helps Resolve the Tension Between Safety and Purpose 51:13

2M ago51:13

51:13

Safety's knowing you can pay the bills. Purpose is knowing there's something more. The Disruptors With Liz Farr Amber Setter, the chief enlightenment officer for Conscious Public Accountants, started out as a Type A overachiever CPA, but after a few busy seasons, she realized that she "didn’t want to be an accountant anymore.” Today she’s an execut…

1
James Graham: Doubling the Firm with CFO Services 59:27

6M ago59:27

59:27

Where there are unmet needs, there are opportunities. The Disruptors With Liz Farr James Graham’s firm, Richtr Financial Studio, gave up the billable hour 10 or 15 years ago, and points to that choice as something that made the biggest difference in his firm. 10 MORE TAKEAWAYS: James Graham show notes here MORE: Disruptors MORE CPA TRENDLINES PODCA…

1
Karen Reyburn: Not MORE Clients, BETTER Clients 1:04:27

6M ago1:04:27

1:04:27

Fix Your Marketing and Fix Your Business. The Disruptors With Liz Farr Karen Reyburn wants accountants to stop thinking “about marketing as this one-off thing where you tick little boxes,” but instead about how to use your marketing to connect to the human experience. 17 MORE TAKEAWAYS: Karen Reyburn show notes here MORE: Disruptors MORE CPA TRENDL…

1
Giles Pearson: Swap Experience for Education 57:03

6M ago57:03

57:03

The Disruptors With Liz Farr Getting the word out about client accounting services could help solve the staffing shortage, says Giles Pearson, CEO and co-founder of Accountests, an online knowledge-testing company that focuses on recruitment, selection and development assessments for chartered accountants, accounting graduates and candidates. EIGHT…

1
Is This When Accountants Start Taking Freshbooks Seriously? 20:04

6M ago20:04

20:04

Twyla Verhelst explains 'collaborative accounting.' With Seth Fineberg At Large for CPA Trendlines FreshBooks is taking another step to evolve from being a cloud-based invoicing solution for gig workers to being more strongly considered a true accounting solution that accountants could use to collaborate with clients as their business needs evolve.…

1
Harper & Company CPAs: You help clients build their ideal business. Why can’t you do it for yourself? 43:54

6M ago43:54

43:54

Transformation Talks With Donny Shimamoto Center for Accounting Transformation Glen Harper, CPA, says businesses should be willing to reinvent themselves and that diverse perspectives can be a valuable asset. The owner of Harper & Company CPAs should know: He's had to embrace both philosophies to become successful. MORE: Harper & Company CPAs show …

1
Jina Etienne: Practice Fearless Inclusion 1:20:23

7M ago1:20:23

1:20:23

The Disruptors With Liz Farr Jina Etienne wants accountants to stop hiding behind our green eyeshades and all the stereotypes we share as CPAs. She practices “fearless inclusion,” which is the freedom to be yourself and to create the space for others to do the same. MORE: Jina Etienne show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS an…

1
Chris Vanover: Question the Why, or Stay with the Status Quo 49:53

7M ago49:53

49:53

The Disruptors With Liz Farr Chris Vanover is on a mission “to make accounting and auditing better.” Initially, AuditClub helped firms mainly with quality control, but over time, that grew into offering fractional support on a subscription basis to audit firms that can’t find the talent they need. MORE: Chris Vanover show notes here MORE: Disruptor…

1
Jason Deshayes: What We're Doing Isn't Working 1:08:00

7M ago1:08:00

1:08:00

The Disruptors With Liz Farr By age 35, Jason Deshayes, CPA/PFS, CFP, CKA, was already co-owner of a CPA firm in Albuquerque. He “hit the magic Shangri La that we’re all working for.” But it wasn’t right for him. He was bored with the long hours and felt he wasn’t growing. He wasn’t able to think about his firm the way he wanted to. So he and his p…

1
Heather Satterley: You've Got to Meet People Where They Are 33:27

8M ago33:27

33:27

The Disruptors With Liz Farr Heather Satterley is well-known for being an accounting tech expert. But tech isn’t the only skill accountants need today and for the future. “You can have great technology skills, but if you don't have people skills and those softer skills, that's going to be a problem,” she said. MORE: Heather Satterley show notes her…

1
Adrian Hong: Necessity Can Make You an Expert 31:16

8M ago31:16

31:16

Innovation Insights With Donny Shimamoto Adrian Hong's journey into the realm of environmental, social, and governmental (ESG) reporting has been nothing short of inspiring. As the founder of Hong Consulting, LLC, his dedication to assisting companies with ESG reporting stems from a rich tapestry of experiences, all pointing to one common thread – …

1
Bill Penczak: Stop Forcing Smart People to Do Stupid Work 1:20:23

8M ago1:20:23

1:20:23

The Disruptors With Liz Farr Too many accounting firms have “smart people doing stupid work,” according to Bill Penczak, a veteran sales and marketing professional. Think about the effort it takes to get an accounting degree and get your CPA, and contrast that with the years of mindless work that many new hires are required to do, especially if the…

1
Sandra Wiley: If you have the right culture, you'll find the right people. 48:52

8M ago48:52

48:52

The Disruptors With Liz Farr Sandra Wiley has been speaking with firm owners and leaders for nearly three decades and clearly sees the need for change in the profession. MORE: Sandra Wiley here MORE CPA TRENDLINES PODCASTS and VIDEOS: Peter Margaritis: The Power Skills Every Accountant Needs | Joe Montgomery: Find the Sweet Spot of the Right Client…

1
Which is Better: A Year of Education or A Year of Experience? Featuring David Bergstein and Steven Sacks 15:33

8M ago15:33

15:33

The 150-hour rule is facing harsh criticism in the accounting staffing crisis. With Steven Sacks The NEW Fundamentals: Thriving in Disruption There is a movement afoot by the state CPA societies to reconsider whether the fifth year of an accounting program that offers the student a Master’s in Accounting is worth the cost, not to mention the increa…

1
Getting Real: Accounting Tech Decisions You Need to Make Today 1:00:51

8M ago1:00:51

1:00:51

What to Start Doing Today to Be Fully Prepared for Next Tax Season... and Beyond. A CPA Trendlines Flash Briefing Hosted by Seth Fineberg of AccountantsForward for CPA Trendlines TOP TAKEAWAYS Artificial intelligence. Work smarter, not harder. Managing tech expenses. The fast track to rapid adoption. Choosing the right tech for your firm's needs to…

1
The Disruptors: Al Anderson on The New Manifesto for Audit 59:55

9M ago59:55

59:55

The Disruptors With Liz Farr CPA Trendlines Al Anderson is out to change audit as accountants know it. Auditors, he declares, are spending too much time being busy instead of being valuable. Get the free preview of his forthcoming handbook: “The New Manifesto for Accountants," Instant Download (PDF) Anderson is preaching a revolutionary framework f…

1
Scott Scarano: First, Grow People. Then Firm Growth Can Follow 1:10:16

9M ago1:10:16

1:10:16

The Disruptors with Liz Farr for CPA Trendlines When Scott Scarano lost a few good people at his firm, he knew he needed to change things. Instead of continuing to grow for the sake of growth, he overhauled his management approach More CPA Trendlines podcasts here. “And things are better now at the firm, because we're not focused on growth,” but in…

1
Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper 56:38

9M ago56:38

56:38

The Disruptors With Liz Farr For CPA Trendlines Ira Rosenbloom has been working in the M&A space for accounting firms for over a decade and says it’s a complicated and exciting time in the M&A space today. “We’re seeing a lot of things that make sense, and a lot of things that are frustrating because they make sense, and a lot of things that make n…

1
Jody Padar: Build a Practice that Works for You, Not Vice-Versa. 55:00

9M ago55:00

55:00

The Disruptors With Liz Farr CPA Trendlines Jody Padar, the author of The Radical CPA, has been shaking things up in the accounting world for years. But today, firms are at a boiling point, limited by supply and demand. “You only have so many people doing the work. And what are you going to do? You can’t make the work up. It’s got to get done," Pad…

1
Peter Margaritis: Communication is key but can be harder to teach. 43:22

10M ago43:22

43:22

The Disruptors With Liz Farr for CPA Trendlines Peter Margaritis, who also calls himself The Accidental Accountant, grew up in the gregarious environment of restaurants, “where everybody communicated, not well, sometimes, but they communicated.” So it was a shock when he went to work at Price Waterhouse, and he “felt that all the air got sucked out…

1
BONUS EPISODE: Robert Fligel Explains How Private Equity Is Impacting the Profession 1:01:11

11M ago1:01:11

1:01:11

With Rick Telberg For CPA Trendlines Private equity takeovers of accounting firms are changing the rules for the CPA business, impacting succession plans, shifting talent strategies, and reshaping the competition, according to Robert Fligel, CEO and founder of RF Resources, one of the nation's leading advisors. More about this episode here See all …

1
Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices 48:26

11M ago48:26

48:26

The Disruptors With Liz Farr for CPA Trendlines Before Joe Montgomery started his firm, he had an epiphany. He asked himself, “Why would I ever want to own a firm, if that’s what it looks like?” He saw firm leaders chained to their desks, working long hours and dealing with waves of turnover. “There’s got to be a different way to do it,” he thought…

1
Ryan Lazanis: Build the Firm that Suits Your Lifestyle 46:36

11M ago46:36

46:36

The Disruptors With Liz Farr for CPA Trendlines Ryan Lazanis started his previous firm, Xen Accounting, a 100% online accounting firm because he thought he could have a better life if he started his own business. Now, he teaches firm owners from around the world how to build firms that support their lifestyles. More here: https://cpatrendlines.com/…

1
Marie Greene: With Staffing, Lose Bad Apples Before Ruining the Bunch 56:15

11M ago56:15

56:15

The Disruptors With Liz Farr Marie Greene founded Connected Accounting in 2019 out of a desire to create a new kind of accounting firm where firm culture and “reliable, reliable, reliable” customer service were the highest priorities. MORE HERE: https://cpatrendlines.com/?p=111335 “What is your culture? Who do you want to have on your team?” are qu…

1
Menlo Innovations: Improve Office Culture by Overhauling Internal Reviews 41:28

12M ago41:28

41:28

Staff and employee annual reviews help assess where teams need additional help, guidance and development. If only they weren't so painful... Enter Menlo Innovations, an IT consulting firm and custom software development firm that appears to have found a better way to analyze team performance and deliver constructive feedback.…

1
Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance 43:06

12M ago43:06

43:06

The Disruptors With Liz Farr for CPA Trendlines Megan Genest Tarnow is well-known in accounting circles as the go-to expert in using QuickBooks for the fund accounting required by nonprofit entities. Full episode notes here: https://cpatrendlines.com/?p=108914 See all CPA Trendlines multimedia productions here: https://cpatrendlines.com/category/vi…

1
Twyla Verhelst: Firms Must Get Creative to Compete 56:01

1y ago56:01

56:01

With Liz Farr Creating the firm you want means you have to be intentional about it, said Twyla Verhelst, CPA. The head of Accountant Channel at FreshBooks and creator of Women in Accounting Mentorship said the first step is getting clear on your why, your firm’s why and your team’s why so you can approach growth more intentionally. More from CPA Tr…

1
Donny Shimamoto: Future Firm Growth Requires a Mindshift 47:34

1y ago47:34

47:34

Donny Shimamoto, CPA.CITP, CGMA, says that one of the COVID pandemic’s benefits is accelerating technology adoption. With the ongoing talent crunch, technology is one of the ways firms can get the work done with fewer people, as firm owners seek to create a sustainable balance “because we can’t keep going the way that we’re going.”…

1
Hitendra Patil: No New Tech. No New Growth. 45:59

1y ago45:59

45:59

The silver lining of the pandemic is that it forced accountants to move to the cloud and to develop distributed labor models, changes that are here to stay, Hitendra Patil, author of Client Accounting Services: The Definitive Success Guide, tells CPA Trendines in the latest episode of The Disruptors.…

1
Transformation Talks with Chase Birky: Firms waste time and money recreating the wheel. 46:05

1y ago46:05

46:05

Produced by the Center for Accounting Transformation. Presented by CPA Trendlines. Entrepreneurs in the accounting profession are rare, according to Chase Birky, president and CEO of Dark Horse CPAs. And he should know. More here: https://cpatrendlines.com/2023/04/10/chase-birky-paralysis-by-analysis-plagues-the-profession/ He had to take an uncomf…

1
Transformation Talks with Dustin Wheeler: Tech advisors can revolutionize your team. 31:54

1y ago31:54

31:54

Transformation Talks With Donny Shimamoto Center for Accounting Transformation Many accounting graduates dream of joining large firms right out of college. That dream became a reality for Dustin Wheeler. However, it didn't last long. MORE: Dustin Verity: Keep an Open Mind and Constantly Learn | Secret to Success? A Growth and Abundance Mindset | O.…

1
The Disruptors with Heather Smith: Try Not Growing Your Business 50:29

1y ago50:29

50:29

The Disruptors With Liz Farr Heather Smith has loved accounting since she was 14 and loves the flexibility the profession offers. Since the mid-2000s she has been one of the original cloud accounting nomads, with an accounting business that she says fits in a lovely Italian handbag. More here: https://cpatrendlines.com/2023/03/27/heather-smith-try-…

1
Jackie Meyer: Be a problem solver, not a number cruncher. 26:11

1y ago26:11

26:11

Jackie Meyer is a fan of value pricing and niching your practice. Her favorite area is tax planning, which doesn’t require a huge investment of time to provide huge financial benefits for clients. Her own firm tripled revenues by focusing on tax planning. Firms that focus on low-volume, highly-niched areas solve several problems at once.…

1
Transformation Talks with Dustin Verity: Keep an Open Mind and Constantly Learn 38:48

1y ago38:48

38:48

Dustin Verity admits to being cautious. He also admits to being a technophile. In the latest episode of Transformation Talks, the CPA explained being conflicted between his obsession with playing with the latest technology and finding the right fit for his firm. "I've always been interested in technology and, and you know, efficiencies," Verity sai…

1
Clayton Oates: One Way to Keep Clients for Life 1:17:27

1y ago1:17:27

1:17:27

“We’re ultimately in the people business. We’re in the relationship-building business. We just happen to do accounting.” That's how Clayton Oates, the founder of QA Business, views the accounting profession. Oates also believes accountants can choose whether they are playing a finite, zero-sum game with clients or the infinite game, which continues…

1
Ron Baker: Monetize the Relationship, Not the Transaction. 1:07:06

1y ago1:07:06

1:07:06

Ron Baker has been on a crusade to transform accounting firms for decades, first by pushing us to kill the billable hour and to implement value pricing. Today, he’s advising accountants to switch to a radically different business model. His new book, co-authored with Paul Dunn, "Time’s Up! The Subscription Business Model for Professional Firms," ex…

1
Randy Crabtree: Follow These 3 Rules to Keep Employees Happy 52:07

1y ago52:07

52:07

Randy Crabtree: Follow These 3 Rules to Keep Employees Happy

1
Kenji Kuramoto: Kill the 40-hr work week, online pricing and other archaic accounting etiquettes. 53:31

1y ago53:31

53:31

Kenji Kuramoto: Kill the 40-hr work week, online pricing and other archaic accounting etiquettes.

1
Chad Davis: You have an infinite canvas of opportunities to add more joy to your firm. 32:45

1+ y ago32:45

32:45

Chad Davis: You have an infinite canvas of opportunities to add more joy to your firm.

1
Aynsley Damery: Rethink the 80:20 rule, because the 80% are likely stealing from you. 48:27

1+ y ago48:27

48:27

"...Clients who have started their own businesses are looking for a combination of “money, time and freedom.” However, Damery said, we’re selling them dashboards, KPIs and cash flow forecasting without explaining why that’s important and what that’s going to do for them. "Clients are looking for an advisor who's going to listen to me, understand my…

1
Work Less, Earn More: Build the Accounting Firm of Your Dreams 1:04:19

1+ y ago1:04:19

1:04:19

Erik Solbakken: Create a firm you'd love working in. The Disruptors With Liz Farr for CPA Trendlines Erik Solbakken, a.k.a. “The Heavy Metal CPA,” is on a mission to free accountants from an oppressive business model. Solbakken spent 18 years working his way up to be a partner in a firm in Canada, but when the partnership fell apart, he was liberat…

1
Donny Shimamoto: Future Firm Growth Requires a Mindset Shift 47:05

1+ y ago47:05

47:05

The Disruptors With Liz Farr Donny C. Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC, a specialized CPA firm dedicated to helping small businesses and middle market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced organizational…

1
Jennifer Wilson: Empower Young Workers to Build the Firm Everyone Loves 51:51

1+ y ago51:51

51:51

The Disruptors With Liz Farr for CPA Trendlines Subscribe to CPA Trendlines podcasts anywhere: Apple, Google, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, Gaana (India), and Boomplay (Africa). More: https://cpatrendlines.com/?p=105184

1
Mike Whitmire: Re-Think Your Hiring and Training Practices 36:07

1+ y ago36:07

36:07

Training can triumph over textbooks in the talent wars. The Disruptors With Liz Farr for CPA Trendlines Mike Whitmire wants to transform the role of accountants in industry from mere counting beans (though that’s not a bad skill to have) to an operational role that leverages accountants’ knowledge of company finances and operations to drive efficie…

1
Ed Kless: Clients Don’t Want Outputs. They Want Outcomes! 39:59

1+ y ago39:59

39:59

Too busy? Raise your prices. The Disruptors With Liz Farr for CPA Trendlines What do clients – or, as Ed Kless prefers, customers – want from their accountants? It’s not the tax return or the financial statement but the outcome for the customer, which is most often peace of mind. To remain relevant in disruptions like online tax preparation and aut…

1
Seth Fineberg: Your Classic Business Model Won’t Allow Growth 51:24

1+ y ago51:24

51:24

The Disruptors: Billable Hours - Demeaning and Demoralizing or Useful Measurement? With Liz Farr More here: https://cpatrendlines.com/2022/10/25/seth-fineberg-your-classic-business-model-wont-allow-growth/

1
The Six Pillars for Finance Transformation with Chris Ortega 6:36

1+ y ago6:36

6:36

Career Reflections With Amy Welch After years in public accounting, Chris Ortega decided he wanted something different. Armed with his MBA in corporate finance from the University of Indianapolis, as well as multiple years of experience, Ortega created Fresh FP&A to provide CFO services to companies, helping them transform their finance departments…

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