131 episodes

Exclusive information. Extraordinary insight.See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour. 

CPA Trendlines Podcasts CPA Trendlines

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    • 5.0 • 1 Rating

Exclusive information. Extraordinary insight.See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour. 

    Blumer CPAs: Move Leaders Out of Client Service

    Blumer CPAs: Move Leaders Out of Client Service

    Intentionality can bring freedom and joy.The DisruptorsWith Liz FarrWhen 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 reflection of the companies, but they do not reflect anything we do together in our roles.” 10 MORE TAKEAWAYS: Blumer CPAs show notes hereMORE: DisruptorsMORE CPA TRENDLINES PODCASTS and VIDEOS:  James Graham: Drop the Billable Hour and You'll Bill More | Karen Reyburn: Fix Your Marketing and Fix Your Business | Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education | Jina Etienne: Practice Fearless Inclusion | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid WorkTogether, they also formed Thriveal, a support community for accounting firm owners. Blumer is the CEO and visionary for the firm and Shipp is the COO and integrator. This separation of ownership from roles allows them to both to be, as Shipp said, “100% in my role and have 100% the authority of my role.”  In their first year of working together, Shipp said, “We were crossing in and out of each other's lanes,” as visionary and integrator, which, she explained, “diluted the work we could do together.” They found that becoming clear on their roles allows them both to leverage their best gifts and abilities. 

    • 51 min
    Scharrell Jackson: Lead with Diversity of Thought

    Scharrell Jackson: Lead with Diversity of Thought

    Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationIn 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 industries. Jackson delves into the profound benefits of DEI, extending beyond business culture to impact recruiting and the overall bottom line.MORE: Scharrell Jackson show notes hereMORE CPA TRENDLINES PODCASTS and VIDEOS: Harper & Company CPAs: The Perspective of a Non-Accountant is Imperative | Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem? Check Your Culture | Scott Scarano: First, Grow People. Then Firm Growth Can Follow | Jody Padar: Build a Practice that Works for You, Not Vice-Versa | Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper | Peter Margaritis: The Power Skills Every Accountant Needs | Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices | Marie Green: Your Bad Apples Are Ruining You | Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance | Clayton Oates: One Way to Keep Clients for Life | Randy Crabtree: Follow These Three Rules to Keep Employees Happy | Erik Solbakken: Yes, You Can Work Less and Make More | Donny Shimamoto: Future Firm Growth Requires a Mindshift "It's the living experience of what works and what doesn't, and also understanding the broad positive impact that it can have on businesses that choose to get comfortable being uncomfortable," Jackson explains.

    • 35 min
    Brandon Hall: Firms Try to Make Too Much on Tax Prep

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

    Try for a 10-15% margin.The DisruptorsWith Liz FarrBrandon 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: Brandon Hall show notes hereMORE: DisruptorsMORE CPA TRENDLINES PODCASTS and VIDEOS: James Graham: Drop the Billable Hour and You'll Bill More | Karen Reyburn: Fix Your Marketing and Fix Your Business | Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education | Jina Etienne: Practice Fearless Inclusion | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem? Check Your Culture | Because partner pay isn’t included in payroll, the margin on tax prep is likely much worse than the 30-35% that shows up on the income statement. Hall’s target for the 2024 filing season is just 10-15% margin on tax prep. To eliminate tax season, firms should overhire, “set a lower margin target for tax prep,” and “create a flywheel of services and businesses that our tax preparation clients can utilize. And we’ll make our money there.”

    • 50 min
    Amber Setter: Coaching Helps Resolve the Tension Between Safety and Purpose

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

    Safety's knowing you can pay the bills. Purpose is knowing there's something more.The DisruptorsWith Liz FarrAmber 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 executive leadership coach for accountants, helping them transform their lives and careers.11 MORE TAKEAWAYS: Amber Setter show notes hereMORE: DisruptorsMORE CPA TRENDLINES PODCASTS and VIDEOS:  Blumer CPAs: Move Leaders Out of Client Service | James Graham: Drop the Billable Hour and You'll Bill More | Karen Reyburn: Fix Your Marketing and Fix Your Business | Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education | Jina Etienne: Practice Fearless Inclusion | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where They Are | The premise behind Setter's coaching is that the coachee, whether it’s an individual, a team or an organization, is the expert in their domain.“The work of the coach is to pull that wisdom outside of them” Setter said, adding that next steps include reflection and talking about goals and challenges. Setter explained that coaches don’t tell people what to do, but instead ask open-ended questions to create a space for personal exploration of issues many are not giving thought to.

    • 51 min
    James Graham: Doubling the Firm with CFO Services

    James Graham: Doubling the Firm with CFO Services

    Where there are unmet needs, there are opportunities.The DisruptorsWith Liz FarrJames 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 hereMORE: DisruptorsMORE CPA TRENDLINES PODCASTS and VIDEOS:  Karen Reyburn: Fix Your Marketing and Fix Your Business | Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education | Jina Etienne: Practice Fearless Inclusion | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem? Check Your Culture | He said it's because “it really changes the nature of your relationship with the client” when the client is no longer looking at the clock with “that dollar per hour at the moment, always hanging over any interaction.” By removing the focus on time, “it allows everyone to move forward better because the focus is on running the business.”His firm, which specializes in outsourced accounting and fractional CFO services for innovation companies, is in the process of growing from 26 to 50 team members. “One of the things that I really like about growth is it creates opportunity for our team,” Graham explained. These opportunities include moving to a higher position or becoming a specialist. He also notes that firms that don’t offer growth opportunities risk losing people.

    • 59 min
    Karen Reyburn: Not MORE Clients, BETTER Clients

    Karen Reyburn: Not MORE Clients, BETTER Clients

    Fix Your Marketing and Fix Your Business.The DisruptorsWith Liz FarrKaren 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 hereMORE: DisruptorsMORE CPA TRENDLINES PODCASTS and VIDEOS:  Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education | Jina Etienne: Practice Fearless Inclusion | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem? Check Your Culture | In her new book, The Accountant Marketer: The Structured Approach Any Accountant Can Follow to Attract Clients They Love, Reyburn provides a step-by-step process for understanding the unique characteristics of their firm and how to connect that uniqueness with their best clients. “If you have a marketing problem, you have a business problem" she says, "If you have a business problem, there’s often a marketing solution that can help with it.”

    • 1 hr 4 min

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