CPA Trendlines Podcasts

All Episodes (134)

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1. 

   1. 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

   Mar 07,2024 51:04
2. 

   2. 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: Scha

   Mar 05,2024 35:47
3. 

   3. 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 Reyb

   Mar 03,2024 50:52
4. 

   4. 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 C

   Feb 29,2024 51:13
5. 

   5. 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 | Ji

   Nov 02,2023 59:27
6. 

   6. 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 Pe

   Oct 30,2023 01:04:27
7. 

   7. Giles Pearson: Swap Experience for Education

   The DisruptorsWith Liz FarrGetting 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 MORE TAKEAWAYS: Giles Pearson show notes hereMORE: DisruptorsMORE CPA TRENDLINES PODCASTS and VIDEOS:  Jina Etienne: Practice Fearless Inclusion | Bill

   Oct 23,2023 57:03
8. 

   8. Is This When Accountants Start Taking Freshbooks Seriously?

   Twyla Verhelst explains 'collaborative accounting.'With Seth FinebergAt Large for CPA TrendlinesFreshBooks 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.MORE FINEBERG: Your Classic Business Model Won’t Allow Growth |  Accounting Tech Decisions You Need to Make Today | You’re Doing Email Wrong | When Live

   Oct 19,2023 20:04
9. 

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

   Transformation TalksWith Donny ShimamotoCenter 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 notes hereMORE CPA TRENDLINES PODCASTS and VIDEOS:  Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where

   Oct 16,2023 43:54
10. 

    10. Jina Etienne: Practice Fearless Inclusion

    The DisruptorsWith Liz FarrJina 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 hereMORE: DisruptorsMORE CPA TRENDLINES PODCASTS and VIDEOS:  Heather Satterley: You've Got To Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staf

    Oct 06,2023 01:20:23
11. 

    11. Chris Vanover: Question the Why, or Stay with the Status Quo

    The DisruptorsWith Liz FarrChris 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 hereMORE: DisruptorsMORE CPA TRENDLINES PODCASTS and VIDEOS:  Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where They Are |

    Oct 05,2023 49:53
12. 

    12. Jason Deshayes: What We're Doing Isn't Working

    The DisruptorsWith Liz FarrBy 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 partner sold their firm.  MORE: Jason Deshayes show notes hereMORE: DisruptorsMORE CPA TRENDLINES PODCASTS and VIDEOS: Heather Satterley: You've Got to M

    Sep 11,2023 01:08:00
13. 

    13. Heather Satterley: You've Got to Meet People Where They Are

    The DisruptorsWith Liz FarrHeather 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 hereMORE: DisruptorsMORE CPA TRENDLINES PODCASTS and VIDEOS: Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem?

    Sep 04,2023 33:27
14. 

    14. Adrian Hong: Necessity Can Make You an Expert

    Innovation InsightsWith Donny ShimamotoAdrian 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 – the desire to help.MORE Adrian Hong's conversation with Donny Shimamoto hereMORE DONNY SHIMAMOTO: Cybersecurity Exemptions for Orgs with Less than 5,000

    Aug 29,2023 31:16
15. 

    15. Bill Penczak: Stop Forcing Smart People to Do Stupid Work

    The DisruptorsWith Liz FarrToo 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 they go into audit, he said. MORE: Bill Penczak hereMORE CPA TRENDLINES PODCASTS and VIDEOS: Sandra Wiley: Staffing Problem? Check Your Culture | Scott Sca

    Aug 28,2023 01:20:23
16. 

    16. Sandra Wiley: If you have the right culture, you'll find the right people.

    The DisruptorsWith Liz FarrSandra 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 hereMORE CPA TRENDLINES PODCASTS and VIDEOS:  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 | Clay

    Aug 21,2023 48:52
17. 

    17. Which is Better: A Year of Education or A Year of Experience? Featuring David Bergstein and Steven Sacks

    The 150-hour rule is facing harsh criticism in the accounting staffing crisis.With Steven SacksThe NEW Fundamentals: Thriving in DisruptionThere 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 increased complexity of business requiring as much exposure and experience as necessary to groom the younger professionals.FULL SHOW NOTES: hereMORE STEVE SACK

    Aug 13,2023 15:33
18. 

    18. Getting Real: Accounting Tech Decisions You Need to Make Today

    What to Start Doing Today to Be Fully Prepared for Next Tax Season... and Beyond. A CPA Trendlines Flash BriefingHosted by Seth Fineberg of AccountantsForward for CPA Trendlines TOP TAKEAWAYSArtificial intelligence.Work smarter, not harder.Managing tech expenses.The fast track to rapid adoption.Choosing the right tech for your firm's needs today and tomorrow.YOUR PANEL OF EXPERTSChad Davis, CPA, CMA, Owner, LiveCAChad Davis is a CPA and a co-founder of LiveCA LLP in Canada. He co-hosted the Auto

    Aug 08,2023 01:00:51
19. 

    19. The Disruptors: Al Anderson on The New Manifesto for Audit

    The DisruptorsWith Liz FarrCPA TrendlinesAl 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 for audit leadership, described in his forthcoming handbook from CPA Trendlines.Auditors, he says, should be looking closer at transactions, instead of fo

    Jul 23,2023 59:55
20. 

    20. Scott Scarano: First, Grow People. Then Firm Growth Can Follow

    The Disruptorswith Liz Farrfor CPA TrendlinesWhen 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 instead on “growing everybody,” including himself. By building better habits and finding better ways to do things, his team is growing their bottom line, an

    Jul 17,2023 01:10:16
21. 

    21. Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper

    The DisruptorsWith Liz FarrFor CPA TrendlinesIra 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 no sense,” he said.Staffing problems on both sides are forcing buyers to be far more selective about the firms they consider buying.More here: https://cpa

    Jul 13,2023 56:38
22. 

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

    The DisruptorsWith Liz FarrCPA 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," Padar said. More here: https://cpatrendlines.com/?p=113007The old business model was taking whoever walked in and billing by the hour. But today, we don’t

    Jul 10,2023 55:00
23. 

    23. Peter Margaritis: Communication is key but can be harder to teach.

    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 of the office, and nobody was communicating at all, and they looked at me like I was crazy.” More here: https://cpatrendlines.com/?p=112394His crusad

    Jun 19,2023 43:22
24. 

    24. BONUS EPISODE: Robert Fligel Explains How Private Equity Is Impacting the Profession

    With Rick TelbergFor CPA TrendlinesPrivate 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 hereSee all CPA Trendlines and Podcasts and Videos here In this exclusive interview with CPA Trendlines, Fligel, a veteran dealmaker in the vast and active New York m

    Jun 05,2023 01:01:11
25. 

    25. Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices

    The Disruptors With Liz Farr for CPA TrendlinesBefore 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. More here: https://cpatrendlines.com/?p=111981After too many 100-hour weeks with a wife and three kids he never saw, he reached his breaking point an

    May 31,2023 48:26
26. 

    26. Ryan Lazanis: Build the Firm that Suits Your Lifestyle

    The Disruptors With Liz Farr for CPA TrendlinesRyan 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/?p=111660“Your business is there to serve your lifestyle. We often lose sight of that,” Lazanis says. Instead, firm owners should think about what makes

    May 22,2023 46:36
27. 

    27. Marie Greene: With Staffing, Lose Bad Apples Before Ruining the Bunch

    The DisruptorsWith Liz FarrMarie 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 questions leaders need to consider when seeking out new team members or deciding who to fire, says Greene. She advises firm owners to remember the message i

    May 16,2023 56:15
28. 

    28. Menlo Innovations: Improve Office Culture by Overhauling Internal Reviews

    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.

    May 08,2023 41:28
29. 

    29. Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance

    The Disruptors With Liz Farrfor CPA TrendlinesMegan 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=108914See all CPA Trendlines multimedia productions here: https://cpatrendlines.com/category/video,podcast/Many of the best accountants she knows have come from non-traditional backgrounds like dance or philosophy. Megan worked in theater for severa

    May 01,2023 43:06
30. 

    30. Twyla Verhelst: Firms Must Get Creative to Compete

    With Liz FarrCreating 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 Trendlines here: https://cpatrendlines.com/category/podcast/She said CPAs should be asking, "Why is it that a particular goal appeals to you?" "Is that t

    Apr 18,2023 56:01
31. 

    31. Donny Shimamoto: Future Firm Growth Requires a Mindshift

    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.”

    Apr 17,2023 47:34
32. 

    32. Hitendra Patil: No New Tech. No New Growth.

     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. 

    Apr 17,2023 45:59
33. 

    33. Transformation Talks with Chase Birky: Firms waste time and money recreating the wheel.

    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 uncomfortable step outside of his own comfort zone to become one.After starting out in audit at a Big 4 right out of college, he decided it was no longer what

    Apr 10,2023 46:05
34. 

    34. Transformation Talks with Dustin Wheeler: Tech advisors can revolutionize your team.

    Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationMany 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.D. Lanier: Stepping Into Advisory | From Tax to Transformation | Early Adopters Gain an Edge in Audit | Why the Future is in Risk Advisory | Four Strategi

    Mar 28,2023 31:54
35. 

    35. The Disruptors with Heather Smith: Try Not Growing Your Business

    The DisruptorsWith Liz FarrHeather 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-not-growing-your-business/In 2022, the ANISE Consulting founder based in Brisbane, Australia, demonstrated that nomadic lifestyle by attending all three

    Mar 27,2023 50:29
36. 

    36. Jackie Meyer: Be a problem solver, not a number cruncher.

    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. 

    Mar 21,2023 26:11
37. 

    37. Transformation Talks with Dustin Verity: Keep an Open Mind and Constantly Learn

    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 said, always wanting to know how his firm could produce more and work more efficiently. "That means less hours that we have to spend in the office ourselve

    Mar 16,2023 38:48
38. 

    38. Clayton Oates: One Way to Keep Clients for Life

    “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 forever and results in an abundance forever mindset with clients, who will then be your clients for life. 

    Feb 17,2023 01:17:27
39. 

    39. Ron Baker: Monetize the Relationship, Not the Transaction.

    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," explains the subscription model and why moving to this model aligns the values of firm owners with those of their customers. 

    Feb 10,2023 01:07:06
40. 

    40. Randy Crabtree: Follow These 3 Rules to Keep Employees Happy

    Randy Crabtree: Follow These 3 Rules to Keep Employees Happy

    Feb 10,2023 52:07
41. 

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

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

    Jan 26,2023 53:31
42. 

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

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

    Jan 13,2023 32:45
43. 

    43. The Disruptors with Hitendra Patil

    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. We can’t fight the rapid changes in technology – we can only leverage it to provide better service and better insights to our clients. Technology puts advisory services within the financial reach of more small business owners. But the superpower that accountants still have is the ability to connect our clients’ goals and aspirations with wha

    Jan 10,2023 46:04
44. 

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

    "...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 hopes, my fears, my vision, what the challenges are, and be able to be there to support me,” Damery said..."

    Dec 21,2022 48:27
45. 

    45. Work Less, Earn More: Build the Accounting Firm of Your Dreams

    Erik Solbakken: Create a firm you'd love working in. The Disruptors With Liz Farr for CPA TrendlinesErik 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 liberated to create a new kind of firm, where he and his staff never worked overtime, and he made more money. Today, he acts as the guide he wishes he’d had w

    Dec 12,2022 01:04:19
46. 

    46. Hitendra Patil: Technology is disrupting the profession, but for the better.

    Dec 06,2022 46:04
47. 

    47. Donny Shimamoto: Future Firm Growth Requires a Mindset Shift

    The DisruptorsWith Liz FarrDonny 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 growth and development.  Donny also works with larger organizations as a trusted business advisor, facilitating organizational strategic planning and e

    Dec 01,2022 47:05
48. 

    48. Jennifer Wilson: Empower Young Workers to Build the Firm Everyone Loves

    The DisruptorsWith Liz Farr for CPA TrendlinesSubscribe 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

    Nov 28,2022 51:51
49. 

    49. Mike Whitmire: Re-Think Your Hiring and Training Practices

    Training can triumph over textbooks in the talent wars.The DisruptorsWith Liz Farr for CPA TrendlinesMike 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 efficiency throughout an entire organization.More here: https://cpatrendlines.com/?p=103950Subscribe to CPA Trendlines podcasts anywhere: Apple, Google, Spotify

    Nov 23,2022 36:07
50. 

    50. Ed Kless: Clients Don’t Want Outputs. They Want Outcomes!

    Too busy? Raise your prices.The DisruptorsWith Liz Farr for CPA TrendlinesWhat 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 automated bookkeeping tech firms like Pilot, accountants need to think about other ancillary services they can provide above and beyond those basic services.

    Nov 13,2022 39:59
51. 

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

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

    Oct 26,2022 51:24
52. 

    52. The Six Pillars for Finance Transformation with Chris Ortega

    Career ReflectionsWith Amy WelchAfter 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 and businesses. And, while many business owners start with dreams and plans, Ortega says his company operates with six key pillars in mind.More here: ht

    Oct 14,2022 06:36
53. 

    53. CSR for CPAs: The Missing Ingredient

    Transformation Talks: Corporate social responsibility reporting all starts with transparency, and leaders should prioritize this, not just for communities but also for sustainability. James Ross, the CSR leader at Buzzacott, a 500-person accounting firm based in London, talks to Donny Shimamoto, for the Center for Accounting Transformation. Published by CPA Trendlines. 

    Oct 06,2022 31:29
54. 

    54. O.D. Lanier: The Four – or Five – Steps for Moving into Consulting

    Transformation Talks: A leader at one of the fastest growing firms in the country describes transforming his career, pros and cons of building versus buying and the four (or five) steps to becoming a consulting firm.Transformation TalksWith Bill Penczak, Center for Accounting TransformationMore here: https://cpatrendlines.com/2022/09/28/rick-thisthe-four-or-five-steps-to-moving-into-the-consulting-business/ 

    Sep 28,2022 35:51
55. 

    55. Hector Garcia: How Niche Knowledge Drives Success

    The DisruptorsWith Liz Farrfor CPA TrendlinesAny accountant who has ever met Hector Garcia will likely use the adjective ‘generous’ to describe him. Since 2011, he’s been sharing his encyclopedic knowledge of QuickBooks on a YouTube channel that has generated millions of views. Because of that YouTube channel, he hasn’t printed business cards for two years. In this discussion, he shares tips for transitioning to value pricing, provides a step-by-step blueprint for offering additional advisory se

    Sep 21,2022 01:06:55
56. 

    56. Career Advice and Success Planning for Accountants from Mike Maksymiw

    Transformation TalksWith Bill PenczakCenter for Accounting TransformationAfter 16 years of working in firms, Mike Maksymiw, CPA, CGMA, was done. Or, so he thought.Maksymiw discussed his career path in the latest episode of Transformation Talks with Bill Penczak, the chief transformation officer for the Center for Accounting Transformation. Maksymiw, who is now the leader of Aprio's Alliance-Firm Foundation, offers career advice for new CPAs and tho

    Sep 13,2022 33:53
57. 

    57. Disruptor: Jason Staats Shakes Up the Status Quo

    The DisruptorsWith Liz Farrfor CPA TrendlinesJason Staats started doing videos at the beginning of the pandemic to quickly share information about the PPP and other relief programs with as many clients as possible. Now, he has an entertaining and informative YouTube channel where he shows how to use his favorite tech tools and a new mission to drive accountants into the future with collaborations and vision.

    Sep 09,2022 50:20
58. 

    58. Innovation Insights: Early Adopters Gain the Edge in Audit

    Innovation Insights: Paving the way for ESG reporting. Innovation InsightsWith Donny Shimamoto, CPA, CITP, CGMACenter for Accounting TransformationThose who hesitate to adopt mature technologies could find themselves too far behind to easily catch up, according to tech experts Pete Myers, CEO of Auvenir, and Donny Shimamoto, founder and managing partner of IntrapriseTechKnowlogies.More here: cpatrendlines.com/?p=100196

    Sep 03,2022 26:56
59. 

    59. From Tax to Transformation

    Transformation TalksPaul Mueller, CPA, is the managing director of Mueller Pye & Associates, CPA LLC in Loveland, Colorado.with Bill PenczakCenter for Accounting TransformationPaul Mueller was at a crossroads. As a national manager for the tax group of a large firm, he should have felt like Leonardo DiCaprio, yelling, "I'm the king of the world!" Yet, something just wasn't right. Today, he is the managing director of his own firm, Mueller Pye & Associates, CPA LLC in Loveland, Colo. His is a sto

    Aug 26,2022 32:00
60. 

    60. The Disruptors: Penny Breslin on Facing Your Staffing Challenges Head-On

    With Liz Farrfor CPA TrendlinesThe accounting profession has faced staffing issues for years now and, especially post-pandemic, the problem has compounded. Penny Breslin, CPA Trendlines contributor and the founder of MoneyPenny, talks about how firms are facing the hiring challenges and popular solutions that seem to be working, including using predominantly cloud-based apps for collaboration and engagement and taking a true evaluation of the talents and skills needed for each position.More here

    Aug 15,2022 01:02:01
61. 

    61. Episode 421: Thinking Smart about New Tech: Byron Patrick

    The intersection of technology and intentionality.The DisruptorsWith Liz Farr for CPA TrendlinesAn explosion of new tech tools is giving accounting firm owners the opportunity to improve efficiency, attract and retain talent, and serve their clients better, tech guru Byron tells Liz Farr in this exclusive interview.Not only do these tools help ease the pressure of capacity problems, but they may also provide firms with a new revenue stream when they extend that expertise into their clients’ busi

    Aug 03,2022 38:09
62. 

    62. Episode 420: The New Role of Artificial Intelligence in Rev Rec and Lease Accounting

    Innovation InsightsWith Donny ShimamotoCenter for Accounting TransformationToday's Take-aways:Accountants were the pioneers of business use of database software with the accounting systems—the first wave of accounting technology. The second wave was the move into the cloud, and the third wave now uses AI in accounting technology.AI uses Optical Character Recognition (OCR), and Natural Language Procession (NLP) can be used to read documents like PDFs and Excel and extract the relevant data like l

    Jul 28,2022 33:07
63. 

    63. Episode 419: Why the Future of Audit Is in Risk Advisory

    Say Goodbye to Traditional AuditInnovation InsightsWith Donny ShimamotoCPA Trendlines presents a Center for Accounting Transformation productionBecause audit work is nonlinear and highly complex, disparate workflow systems in the audit are not only an IT risk, but they're also a project nightmare. Jin Chang, the founder of Fieldguide, explained to Donny Shimamoto that the end-to-end project has many workflows that need to be templatized and automated along the project life cycle.More here

    Jul 15,2022 24:24
64. 

    64. Episode 418: How Auditors Can Improve Efficiency and the Budget

    Innovation Insights, with Donny Shimamoto.CPA Trendlines presents a Center for Accounting Transformation productionInnovation Insights: Five clicks in five minutes? Sounds too good to be true – but automation can be simple and life-changing.With everyone going remote, it’s presenting auditors with new challenges. But technology can help, according to Colleen Knuff and Stefan Davis, in this interview with Donny Shimamoto.Part of Wolters Kluwer, which was recently accepted to the ASC X9 (American

    Jul 15,2022 35:17
65. 

    65. Episode 417: CPA Subscription Services: Is This Approach Here to Stay?

    Jamie Lopiccolo with Steven Sacks for CPA Trendlines Lopiccolo is the owner of a small Midwest firm that has been employing a subscription-based model to invoice clients for services rendered. The approach manages expectations by the client and ensures a normalized cash flow for the firm. Additional benefits include a more strategic approach to dealing with new clients because they are getting the full picture of their business’s needs. KEY TAKEAWAYS ·      One of the goals of the subscription p

    May 08,2022 18:13
66. 

    66. Episode 416: The Disruptors: Why Doing Nothing Is Not an Option, with Rob Brown

    If we don’t change, we'll be irrelevant, says Rob Brown.The DisruptorsWith Liz Farr for CPA TrendlinesIt’s a changing world, and if we don’t change with it, we will cease to be relevant, U.K.-based accounting podcaster Rob Brown tells CPA Trendlines' Liz Farr.More here: https://cpatrendlines.com/?p=97277A host of the Accounting Influencers podcast, Brown says what got us here won’t get us there in the fight to be relevant in our practices, with our clients and in our careers. Brown's podcasting

    May 06,2022 51:28
67. 

    67. Episode 415: The Seller's Guide to Getting the Best Price for Your Firm

    Featuring Ira Rosenbloom, CPA (LR), "The Merger Master," with Rick Telberg, CPA Trendlines.More here: https://cpatrendlines.com/?p=97102Take-aways:Five Steps for Maximizing Your Sale Price.The ten signs your firm is headed for the exits.The ten factors for getting the best price when you sell.Calculate your firm's valuation strategy by considering:– Your strongest niches.– The metrics for the current and potential profits.– Recurring compliance fees.– High-margin consulting billings.– New and va

    Apr 29,2022 52:40
68. 

    68. Episode 414: Is it CAS or CAAS? Getting Clarity

    CPA Judy Trepeck tells Steve Sacks the idea of client accounting services (CAS) should really be called client accounting and advisory services (CAAS). If providing value-added services is the motivating factor, then why not identify, define and structure it so CPAs understand what they can deliver and clients will understand what to expect from their CPA? Key Takeaways:1.     Much of the profession cannot define what CAS is, although they do claim to provide this type of work to their clients.2

    Apr 27,2022 00:00
69. 

    69. Episode 413: The Disruptors: Blake Oliver Sees a Ponzi Scheme Ready for Collapse

    The accounting firm's business model isn’t broken yet, but the pyramid is crumbling.With Liz Farr for CPA TrendlinesMore here: https://cpatrendlines.com/?p=96758Podcaster and enfant terrible Blake Oliver says the accounting firm is a pyramid scheme destined for collapse.The system is simple and simply devious: Bring in staff, work them a ton of hours, and the profits flow to the top, Blake says.But today, the model is being challenged by venture capital-backed tech startups delivering automated

    Apr 19,2022 39:10
70. 

    70. Episode 412: The Disruptors: Martin Bissett Argues for the "Commercialization" of the Tax and Accounting Profession

    With Liz Farr for CPA TrendlinesMore here: https://cpatrendlines.com/?p=96260 To win the staffing wars, accountants must develop a talent pipeline, practice advisor Martin Bissett tells Liz Farr in this exclusive interview. The firms winning in recruiting and retention are using a portfolio approach to nurture prospects who might be ready to join the firm at some point in the future, a world-renowned sales and marketing consultant, a long-time contributor at CPA Trendlines, and, most recently th

    Apr 08,2022 46:42
71. 

    71. Episode 411: The Disruptors: Brannon Poe Rejects the Status Quo

    The Disruptors: Brannon PoeA Special Series with Liz Farr for CPA TrendlinesBrannon Poe is the founder of Poe Group Advisors and the creator of Accounting Practice Academy. He began facilitating successful accounting practice transitions in 2003. Today he is pioneering a consulting-based approach to transitioning accounting firms, culminating in Poe Group Advisors’ proprietary process for a “seamless “succession.”In this episode, Poe tells CPA Trendlines:Firm culture is not just a lofty concept

    Apr 01,2022 34:01
72. 

    72. Episode 410: Disruptors: Accounting Nerds, Tap into Your Secret Super Powers

     Geni Whitehouse shows how to shift from a focus on mere data to priceless wisdom.With Liz Farrfor CPA TrendlinesCOVID showed us that we can do more than traditional services and that we can respond to change even when we don’t have all the information, CPA Geni Whitehouse tells Liz Farr in an exclusive interview for CPA Trendlines.COVID has given the profession the opportunity to impact clients in a very real way, and clients now see accountants in a very different light, says Whitehouse long a

    Mar 28,2022 34:05
73. 

    73. Episode 408: How Private Equity Changes Everything

    Changing the way firms are structured, operated, and financially managedWith Steven SacksFor CPA TrendlinesThe CPA profession is entering another period of shifts in how firms will attain growth levels – the main force being the influx of private capital entering the accounting profession, according to David Bergstein, CPA, CITP, CGMA.See more hereNew, external investments will change the way firms are structured, operated, and financially managed, as well as granting them increased capabilities

    Mar 19,2022 12:52
74. 

    74. Episode 407: How FinTech Billions Are Re-Making the Accounting Business, with Rick Telberg for CPA Trendlines

    Venture capital and private equity are pouring billions into financial technology start-ups. And this business will never be the same. Here CPA Trendlines founder, publisher, and editor Rick Telberg tells an audience of conference-goers what it means for the future of the profession, including:The real meaning of the "pandemic pivot" for accountants and small businesses.Why the accounting industry is more than just ripe for revolution.The new rules driving investment capital into new financial t

    Mar 12,2022 19:11
75. 

    75. Episode 406: Matt Wilkinson: Think Small to Think Big – The Disruptors with Liz Farr for CPA Trendlines

    The Disruptors with Liz FarrMore here: https://cpatrendlines.com/?p=94950Matt Wilkinson’s Take-AwaysPart of your marketing is attracting new talent. Make yourself look good talent as they do their due diligence. Update your website and make sure your social media is engaging.Business owners like Matt have been asking accountants for predictable monthly billing and help with KPIs for their businesses since the early 2000’s. It’s only recently that accountants are beginning to provide that. Exclus

    Mar 09,2022 35:34
76. 

    76. Episode 409: Your Sales Tax Compliance Headaches Are Only Just Beginning

    With Rick TelbergFor CPA TrendlinesThe changes wrought by COVID are still rolling through the business world, pushing many of them into online commerce and cross-border sales, according to Liz Armbruester, senior VP of global compliance at Avalara.In the U.S. states are gearing up to crack down on the new sources of revenues, leaving many businesses and their accountants still ill-equipped to handle the new rules, Armbruester tells Rick Telberg for CPA Trendlines.As SVP Global Compliance, Armbru

    Mar 08,2022 19:25
77. 

    77. Episode 405: Corey Schmidt on Re-Inventing Your Firm – The Disruptors with Liz Farr for CPA Trendlines

    The Disruptors with Liz FarrSee more here: https://cpatrendlines.com/?p=94934Corey Schmidt's Take-AwaysOffer your staff different paths to being successful.Pinpoint the talents you have on your staff, and nurture those special skills.Carve out time for people to work on those skills, not just the backlog.Challenge your people earlier in their careers so they have three years of experience rather than one year repeated three times.Create roles for the kinds of skills your people have.A forgotten

    Mar 05,2022 25:43
78. 

    78. Episode 404: Geraldine Carter: Saving Accountants from Themselves – The Disruptors with Liz Farr for CPA Trendlines

    The Disruptors with Liz FarrGeraldine Carter is on a mission to make accounting more attractive as a profession, and to make accountants more profitable, particularly soloists and small firms.In this episode of The Disruptors with Liz Farr, Carter explains the trouble with "orphan 1040s," how to "level up" your firm, the priceless value of emotional intelligence, and why giving your all is too much (80 percent is enough.)More here: https://cpatrendlines.com/2022/02/14/geraldine-carter/

    Feb 14,2022 31:07
79. 

    79. Episode 403: Re-Inventing the Accounting Firm with Tyler Anderson – The Disruptors with Liz Farr for CPA Trendlines

    With accounting talent so scarce, tax and accounting firms may be surprised to find untapped talents within their current staff, according to Tyler Anderson, partner and director of A&A innovation at Accountability Plus tells Liz Farr for CPA Trendlines.More here: https://cpatrendlines.com/2022/01/28/disruptors-tyler-anderson/

    Jan 28,2022 25:13
80. 

    80. Episode 402: Closing the Sale, with Sarah Dobek and Ty Hendrickson

    With Sarah Dobek and Ty Hendrickson for CPA TrendlinesMore here: https://cpatrendlines.com/2022/01/17/close-the-sale-getting-across-the-finish-line/Negotiating the terms of a new engagement can be intimidating and downright scary.However, it’s the most important – and last – step to securing new revenue.When you can learn what you need to have ready for the discussion, know what questions to anticipate, understand common pain points in any agreement so you can address them head-on, and how to sh

    Jan 19,2022 12:11
81. 

    81. Episode 401: The Disruptors: New Padgett COO Amanda Aguillard Explains How to Scale

    “Process, process, process” and other lessons in scaling an accounting business.With Liz FarrMore here: https://cpatrendlines.com/2022/01/13/the-disruptors-new-padgett-coo-amanda-aguillard-explains-how-to-scale/To beat the staffing shortage, tax and accounting firms will need to rank technology skills as important as accounting skills, Padgett COO Amanda Aguillard says in this episode of The Disruptors, a new CPA Trendlines series of conversations between special contributor Liz Farr and leading

    Jan 13,2022 29:28
82. 

    82. Episode 51: Offshoring and Outsourcing, with Shawn Parikh

    Matt Solomon interviews Shawn Parikh about the world of Offshoring and Outsourcing in a Covid world and a post-Covid world.

    Dec 27,2021 16:31
83. 

    83. Episode 50: Diving for Dollars with Data, with Brian Suthoff

    Matt Solomon, for CPA Trendlines, interviews Brian Suthoff of Tally Street, to explore Diving for Dollars with Data. 

    Dec 24,2021 11:50
84. 

    84. Episode 49: Blockchain 101: Implications for Accounting Firms, with John Shaw

    Featuring John Shaw interviewed by Steven Sacks for CPA Trendlines.In Blockchain Basics for Business, Steve Sacks interviews Jack Shaw on the elements of the technology, its early beginnings, the industries impacted, and the practical business applications.Key takeaways:Bitcoin is only an application of Blockchain which is the platformDecentralized nodes eliminate the possibility of hackingBlockchain has many business uses in the financial, insurance, media, medical, consumer and supply chainInd

    Dec 21,2021 28:55
85. 

    85. Episode 48: The Keys to Better Client Relations, with Jeff Pawlow

    What do clients really want? Mostly, it’s not what you’re giving them now.Seventy percent of clients are barely aware of the extra services you can provide, and 80 percent want something specific that you, in fact, provide. They just don’t know that they can go to you for help.See the video here

    Dec 18,2021 03:50
86. 

    86. Episode 47: How to Hire the Best, with Josh Fisher

    In this interview, Richard Rothstein (Founder of Rothstein Consulting) speaks with Josh Fisher (District Partners) about what recruiting looks for accounting firms in 2021, and how Covid has affected things.This is a little different episode in that we are talking to a recruiting professional about hiring in the accounting world Here Josh talks about his experience in recruiting and recruiting for the accounting community and what has changed. The biggest thing he says is that job hunters are lo

    Dec 15,2021 14:11
87. 

    87. Episode 46: Staffing in the Age of COVID, with Pasha Malick

    In this interview, Richard Rothstein (Founder of Rothstein Consulting) speaks with Pasha Malik (Founder and Principal of Thyor) about what recruiting looks for accounting firms in 2020, and how Covid has affected things.Thyor started out virtual so the remote element of this situation hasn’t thrown them at all. They also have a division that works in data science so they can provide actionable information to companies from their financials. Here Pasha talks about how well Twitter and LinkedIn ha

    Dec 12,2021 20:24
88. 

    88. Episode 45: Fighting the Staffing Crisis in Accounting, with Lee Cohen

    In this interview, Richard Rothstein, Founder of Rothstein Consulting, speaks with Lee Cohen, Founder and Managing Partner of LM Cohen, about what recruiting looks like for accounting firms, and how Covid has affected things.Here Lee talks about his change of heart regarding remote work and how things are changing for everyone in the accounting community right now.

    Dec 09,2021 11:36
89. 

    89. Episode 45: What Works in Staffing Today, with Todd Hockenberry

    Richard Rothstein of Rothstein Consulting interviews Todd Hockenberry from Top Line Results for CPA Trendlines

    Dec 06,2021 26:55
90. 

    90. Episode 44: How Covid Impacts Global Recruiting, with Dan Tyer, Author of Inbound Organization

    In this interview, Richard Rothstein (Founder of Rothstein Consulting) speaks with Dan Tyer (Author of Inbound Organization, Hubspot) about what recruiting looks like for accounting firms in 2021, and how Covid has affected things.This is a little different episode in that we are talking to a marketing professional about organizational trends and how that is affecting hiring in the accounting world.Dan tells us about how Inbound Recruiting began at Hubspot and how important it has become. He spe

    Dec 03,2021 22:06
91. 

    91. Episode 44: Growing Revenue Through Client Service, with Sarah Dobek and Ty Hendrickson

    With Sarah Johnson Dobek and Ty HendricksonInovautus ConsultingSales is sometimes presented as this abstract notion of convincing someone to buy your product, but it actually follows a simple framework.It may seem like an obvious answer, but there’s some science behind the why.Key Takeaways:What makes a good business developer.The skills professionals need for business development.The professional’s role in growth.More here

    Nov 30,2021 14:28
92. 

    92. Episode 43: How Covid Changes Recruiting, with Ronald Kranzler

    In this interview, Ronald Kranzler, Managing Partner of HKMP, talks about what recruiting looks like for accounting firms these days, and how Covid has affected things.Ronald talks about retention is at a boutique blue-chip tech-forward firm like HKMP, that has a focus on companies worth over a billion dollars and works hand in hand with Big Four firmsHKMP has been remote for some time and has even developed its own tools for managing workflows. That tech focus is very important to them and thei

    Nov 26,2021 22:06
93. 

    93. Episode 42: Lease Accounting Gets Real, with Ane Ohm, LeaseCrunch

    After a brief pandemic pause, new lease accounting rules will start to hit hard in 2022.With Ane OhmCEO, Founder of LeaseCrunchMore at CPA Trendlines here

    Nov 25,2021 21:14
94. 

    94. Episode 41: EisnerAmper CEO Explains the Firm's Private Equity Deal

    EisnerAmper CEO Charly Weinstein calls the firm’s deal to take on private equity a new wrinkle in the profession’s decades-old struggle to secure fresh capital for expansion in an increasingly competitive marketplace.More here: http://cpa.click/WeinsteinPEPictured: Charly Weinstein

    Nov 22,2021 28:59
95. 

    95. Episode 2: Flash Briefing: A “Call to Arms” after Private Equity Deal

    With Dom Esposito and Anthony ZeccaEisnerAmper’s deal to take on private equity and spin off its attest firm represents a new path forward for firms seeking capital to remain competitive in talent and in technology, according to Dom Esposito and Anthony Zecca, two veteran big-firm leaders, in this exclusive CPA Trendlines Flash Briefing webinar.See more here: https://cpatrendlines.com/2021/09/26/flash-briefing-a-call-to-arms-after-private-equity-deal/

    Nov 14,2021 58:36
96. 

    96. Episode 1: Google Ad Tips for Accountants with Becky Livingston

    Here's how to stand out online and attract new clients -- the right kind of clients -- to your tax and accounting practice. Let Becky Livingston be your guide. She's a seasoned digital marketer for accounting firms and the author of  The Accountant's Social Media Handbook and SEO for CPAs: The Accountant's Handbook, both published by CPA trendlines at https://cpatrendlines.comendlines.com/shop. Ge the transcript, handouts and other downloads for this episode here: https://cpatrendlines.com/?p=8

    Oct 07,2021 01:00:50
97. 

    97. Episode 4: IRS Notice 2021-29 “drops a bomb” on the Employee Retention Credit.

    The “Uncle Billy” Problem with the ERCWith Bradley Burnett, JD LLMWith 18 months of water under the bridge, we’re three-fourths of the way through the Employee Retention Program, the IRS changed their mind on an extremely important issue that changes many, many tax situations.Catch Bradley’s next webinar on the ERC hereSee the videoThe question is: Who’s eligible? And who’s not?The IRS did a complete about-face, now saying if you’re a 50-percent-plus owner and you have a living relative, or half

    Aug 27,2021 05:39
98. 

    98. Episode 3: Bradley Burnett: "Brand spanking new!" IRS Notice N-2021-49 on the Employee Retention Credit, with Rick Telberg for CPA Trendlines

    Bradley Burnett, JD LLM, delivers a first-read on the new IRS notice, which adds 34 pages of additional guidance on the Employee Retention Credit. What does it clarify? And will it help accountants help small business clients claim up to $330,000 in COVID relief?

    Aug 05,2021 07:51
99. 

    99. Episode 2: Pasha Mailk: Four Ways to Beat the Staffing Shortage, with Richard Rothstein for CPA Trendlines

    Kill the billable hour, embrace remote work, stay flexible, get social, says Pasha Malik of Thyor.Twitter and Linkedin are the go-to resources for finding new talent at the McLean, Va.-based Thyor group of companies, founder and CEO Pasha Malik tells Richard Rothstein for CPA Trendlines.But he has much more to say about fixing the accounting business to make it more competitive for attracting the best people. In fact, his group of companies may be a model of the next-generation CPA firm, offerin

    Aug 03,2021 20:26
100. 

     100. Episode 35: Many Cosme: Hiring for Small Accounting Firms in the COVID Age

     In this interview for CPA Trendlines, Richard Rothstein speaks with Manny Cosme, President of CFO Services Group, about recruiting new talent in the age of COVID.Manny makes some great points about working for a small nimble firm like CFO Services Group and the challenges of retaining great talent in the face of competition from bigger firms for high-quality talent.CFO Services Group also moved virtually several years ago, so they have some great insights on ways to maintain culture even while w

     Jul 31,2021 03:55
101. 

     101. Episode 33: Staffing: Ed Gattis from Parabellum System talks to Richard Rothstein for CPA Trendlines

     With Richard RothsteinIn this interview for CPA Trendlines, Ed Gattis, founder of Parabellum Systems, talks to Richard Rothstein, founder of Rothstein Consulting, about the global recruiting trends and how that is affecting hiring in the accounting world.Here Gattis talks about his experience in recruiting and recruiting for the accounting community and what has changed. The biggest thing he says is that it has become much harder to source very high-level people due to the lack of in-person oppo

     Jul 26,2021 17:15
102. 

     102. Episode 1: Gary Cokins on Predictive Accounting with Steven Sacks

     With Steven SacksThe NEW FundamentalsThe main problem with the annual budget process as a fiscal exercise done by the accountants is that it is disconnected from the executive team strategy.Corporate finance expert Gary Cokins says that allows too much room for bad habits, such as the use-it-or-lose-it mindset of allocated resources, as well as incorporating last year's inefficiencies in processes into the current year.Five Key Take-Aways:There is interest now in corporate performance management

     Jul 02,2021 22:59
103. 

     103. Nancy Fox: Winning the Mind Game of Success

     How to overcome the mind-blocks holding you back from total success.With Steven Sacks, author of "The NEW Fundamentals: Thriving in Disruption"Professionals need to use a blend of psychology and strategy to guide them with both mental fitness and tactics to produce career breakthroughs, executive coach Nancy Fox tells Steven Sacks.In business, the mind is 95% of the game, according to Fox, so it’s essential to recognize the causes of mindset blocks that are encountered, such as competition and b

     Apr 29,2021 26:35
104. 

     104. Gary Cokins on The Truth about Activity-Based Costing with Steven Sacks for CPA Trendlines

     Profitability Analysis & ReportingManagement finance expert Gary Cokins says there's nothing wrong with activity-based costing, in this conversation with Steven Sacks for CPA Trendlines. Except that you're probably doing it all wrong.Takeaways:– The deficiencies with product and service line costing have to do with overhead allocations. The problem is, it's convenient for the accountants to allocate the overhead based on allocation factors, like labor hours, number of units produced in a manufac

     Apr 19,2021 20:01
105. 

     105. Episode 29: Jill Cagliostro on When Cyber-Crime Hits Close to Home, with Steven Sacks

     With cyber-crime growing by leaps and bounds, accountants are caught in the cross-hairs, cyber-security professional Jill Cagliostro tells Steven Sacks for CPA Trendlines.Cagliostro, senior product manager with Splunk, a data management and security company, says “cybercriminals are getting more advanced. They’re finding new avenues and new ways to get in every single day.”“And beyond that,” she says, “they’re also communicating with each other. So they’re able to share these new tactics and tec

     Apr 12,2021 21:13
106. 

     106. Episode 28: James Lopiccolo on Selling Service, Not Hours, with Steven Sacks

     With Steven Sacks for CPA Trendlines. The accounting profession is "stuck in a rut," says James N. Lopiccolo, founder and managing member of Capocore Professional Advisors, in Lake Orion, Mich. He says CPAs can't see "the challenges that are coming by from other non-CPA firms." Lopiccolo's answer is offering service agreements, instead of billing by the hour. Risky? Sometimes. But clients love it. In more than 31 years of public accounting, Lopiccolo has worked in business advisory, tax, and acc

     Apr 06,2021 27:34
107. 

     107. Episode 27: David Bergstein on Leveraging Knowledsge, Not Just Process

     With Steven SacksTo be more competitive, CPAs need to shift their focus from compliance service to process-oriented, value-added work, veteran CPA David Bergstein tells CPA Trendlines. This means working with clients to understand their business operations, competition, and financial challenges, such as liquidity, solvency, and profitability.The Key Takeaways:Accountants need to switch their focus to look to the future and real-time accounting, which means that the right way of doing things thes

     Mar 28,2021 14:39
108. 

     108. Steven Braunstein: Learning How to Lunch Online

     Staffing, Recruiting and Retention for the COVID Age.With Richard RothsteinClick here for more by Richard RothsteinSteven Braunstein, managing partner of Snyder Cohn in North Bethesda, Md., talks about the impact of COVID on staff recruiting and retention -- including virtual "Lunch with Steve" sessions. Braunstein describes the culture at the 100-year-old, 80-person firm and how that makes a difference in recruiting. Snyder Cohn has also implemented some interesting ideas to promote retention d

     Mar 12,2021 14:09
109. 

     109. Episode 25: Gary Cokins: Mythbusting Performance Management

     CPAs and finance leaders have to start asking some really painful questions like, according to Gary Cokins, an internationally recognized expert in performance management, in this interview with Steven Sacks for CPA Trendlines.Questions like:• Do we know where we make or lose money, reasonably accurately? • Do our managers understand the strategy? The executives? • Are we measuring the right things?KEY TAKEAWAYS There is confusion, a lack of consensus about what Enterprise Performance Managemen

     Feb 01,2021 28:25
110. 

     110. Frank Stitely on How COVID Changes Recruitment, with Richard Rothstein

     Richard Rothstein and Frank Stitely discuss How COVID Changes Recruiting, for CPA Trendlines. In this video, Richard Rothstein (Founder of Rothstein Consulting, CMO of Clarity Practice Management) interviews Frank Stitely (Managing Partner of Stitely & Karstetter, CEO of Clarity Practice Management) about how Frank’s firm has handled recruiting accountants in a competitive environment before and during a pandemic. Stitely & Karstetter has a unique compensation plan that allows staff to work tow

     Jan 05,2021 09:20
111. 

     111. Rethinking Workflows in a Work-from-Home World with Ian Vacin of Karbon and Matt Solomon of

     Rethinking Workflows in a Work-from-Home World, featuring Ian Vacin, Karbon co-founder, with Matt Solomon, CEO of The Center for Enlightened Business, for CPA Trendlines.

     Dec 18,2020 08:58
112. 

     112. Bill Carroll on The Art & Science of Hiring, with Matt Solomon for CPA Trendlines

     With Matt Solomon for CPA TrendlinesBill Carroll, CEO of Hoops HR, reveals the three keys to smart hiring for accounting firms, in this conversation with Matt Solomon."We look at retention in really three key areas," Carroll says. "It's security for that person. A lot of that has to do with income, but a lot of that has to do with how they're treated internally as a person. How does the organization engage in conflict? How do they solve a conflict? Is there ultimately a resolution? There's a sec

     Dec 18,2020 13:56
113. 

     113. Blockchain 101 for Business, featuring Jack Shaw

     Steve Sacks interviews Jack Shaw about the 101 of Blockchain for Business for CPA Trendlines. The Blockchain Basics for Business podcast discusses the elements of the technology, its early beginnings, the industries impacted, and the practical business applications. It is part one of a two-part series. The second part will cover the applicability of blockchain as it relates to accounting and finance. KEY TAKEAWAYS FROM BLOCKCHAIN FOR BUSINESS WEBCAST  Bitcoin is only an application of Blockch

     Dec 04,2020 30:55
114. 

     114. David Bergstein - What's a Bot?

     David Bergstein, CPA, CITP, CGMA, is a leader in tax and accounting technology issues, and a sought-after speaker, writer, and practitioner.David has been in the accounting industry for many years and has been a practicing accountant since 1966. While at the IRS he held various positions, including agent, trainer, speaker and technical chief.He received his CPA and a Masters in Taxation from Long Island University’s CW Post College. He was an accounting professor at Suffolk County Community Coll

     Nov 13,2020 11:18
115. 

     115. Adam Batchelor & John Higgins - PICPA acquires CPA Crossings, LLC

     Listen in as Adam Batchelor and John Higgins discuss the tectonic shift in the CPE business - PICPA acquiring CPA Crossings, LLC - with Rick Telberg for CPA Trendlines.

     Oct 18,2020 49:28
116. 

     116. Hitendra Patil - Success Factors in the Age of Covid (CAS Webinar)

     Join Rick Telberg and Hitendra Patil for this informative CAS Webinar, "Success Factors in the Age of Covid".

     Oct 09,2020 36:46
117. 

     117. Robert Fligel: COVID Infects CPA Firm M&A Deals

     COVID-19 is putting new pressure on CPA firms to close merger deals, even if it means taking a haircut in the selling price, says Robert Fligel, the legendary New York-based CPA firm mergers-and-acquisitions dealmaker, in a new CPA Trendlines Flash Briefing.In this replay of the live web event, a fast-paced 30-minute webinar update, Fligel covers:The Current State of the M&A Market,Best Practices for Sellers, andPitfalls for Buyers and Sellers

     Oct 05,2020 22:28
118. 

     118. David Bergstein: Your Competition Isn't Who You think It Is

     Steven Sacks, author of The NEW Fundamentals, interviews David Bergstein, who says a perfect storm of emerging technologies, a competitive shakeout in accounting, and COVID-fueled change is creating a new range of challenges for accounting firms.The good news is: There are more opportunities than challenges. But You need to move fast. The window of opportunity won't last forever."The world is changing," says Bergstein, now chief innovation officer of Brookstone CPA, based in Margate, Fla. Before

     Oct 02,2020 33:50
119. 

     119. Eileen Kennedy on Managing Client Experience in the Covid Age

     Creating Customized Client Experiences in the Covid Age, with Eileen Kennedy [in only 30-minutes]Eileen J. Kennedy, CEO of The Kennedy Factor, demonstrates how to create a consistent, exceptional, customized, and memorable client experience in the Age of the Coronavirus.You can thrive for years to come – if you take the Covid Crisis as a call to reinvent your practice.You already have two essential factors in your favor:1) PPP loans showed your clients you play a critical role in their business,

     Aug 16,2020 39:12
120. 

     120. Stephen Nelson on Three Hidden Surprises in PPP Loan Forgiveness

     And you only have one chance to get it right.  Rick Telberg: Hi, I'm here today with Steve Nelson, CPA of Nelson CPA, managing member. You probably know him best because he's sold five million or more copies of QuickBooks For Dummies. Steve, thanks for joining us today. Steve Nelson: Thanks, Rick. Rick Telberg: The first question is, let's talk about PPP loan forgiveness. What are the surprises? Steve Nelson: One of the big surprises is that as compared to the way we help our clients do the tax

     Aug 16,2020 03:49
121. 

     121. Judy Trepeck on How to Think Beyond Accounting

     With Steven Sacks The NEW Fundamentals Armed with the latest technologies, accountants can do more than ever – faster, better, and cheaper. But too many accountants are missing the biggest opportunity that technology creates, according to Judy Trepeck, long a leading figure in the profession. In her conversation with Steven Sacks, Trepeck, currently senior vice president for customized training at the Michigan state CPA society, outlines how CPAs can go beyond basic accounting to provide more va

     Aug 13,2020 25:32
122. 

     122. Bill Reeb talks with Steven Sacks on Management in the COVID Era

     CPA firms are ill-prepared for the new era of virtual, work-from-home partners and staff, according to Bill Reeb, a leading CPA firm practice consultant, in this conversation with CPA Trendlines contributor Steven Sacks.Management at all levels will need to adapt, Reeb says, requiring new processes and procedures.  But more than anything, it requires new metrics of productivity. And, most of all, new habits.After a painful, wrenching re-positioning, Reeb says, firms will emerge stronger, more ag

     Jul 27,2020 32:11
123. 

     123. Gabby Luoma on the Covid Crisis

     Tax season turns into 'advisory season,' and a whole new niche is born. By CPA Trendlines ResearchGabrielle Luoma, long one of the profession's leading innovators, says the future under COVID-19 belongs to the quick and the smart, in this exclusive video interview with CPA Trendlines.Firms will need to deploy new services to attract new clients who may have not realized that they needed a firm like yours but now do.In this conversation, Luoma talks about what's going on in the business, what's g

     Jul 19,2020 20:42
124. 

     124. Katye Maxson-Landis [Cannabis CPA]

     Katye Maxson-Landis: “I have my ethics attorney on speed dial.”With Liz Goldcannabizcpa.pro

     Sep 12,2019 45:08
125. 

     125. Zach Gordon, NYSSCPA Cannabis

     By Liz Gold CannaBizCPA.PROA strong network in cannabis, staying up-to-date on all the moving parts of legislation and reading constantly keeps Zach Gordon, CPA well-informed as co-practice leader of Janover LLC’s Cannabis Industry Practice Group. He’s also the chair of the New York State Society of CPAs’ Cannabis Industry Committee and planning the upcoming NYSSCPA’s 2019 Cannabis Conference in conjunction with the Foundation for Accounting Education. He’s taken on these leadership roles as a s

     Sep 12,2019 27:44
126. 

     126. [The Cannabis CPA] Ben Curren of Green Bits

     Green Bits: Helping Cannabis Retailers Stay CompliantWith Liz Goldcannabizcpa.pro at cpatrendlines.comAfter selling his former company, Outright, to GoDaddy in 2012, Ben Curren stayed at the company for a year and then started considering what he would do next. After listening to cannabis-related news and realizing the inventory problems that were emerging due to compliance, Curren got excited to tackle some of the issues plaguing many cannabis dispensaries. As a result, he jumped into the canna

     Jun 24,2019 28:18
127. 

     127. [The Cannabis CPA] Sean Robinson, Tebaja Consulting

     Robinson targets fast-growing business sectors facing common problems.With Liz Goldhttp://www.CannaBizCPA.Pro at https//cpatrendlines.comFor Sean Robinson, CPA, MBA, and founder of Tebaja Consulting LLC, his company is helping him answer a calling.Robinson spent a decade at Citigroup in various roles. During that time, he always had a fondness for his first role, which was managing several teams that supported and expedited the financial close process for private equity funds and venture capital

     Jun 22,2019 22:59
128. 

     128. [The Cannabis CPA] Cristina Garza, CannaComply

     Keeping Cannabiz Clients in Compliance.New accounting technology is part of the package.With Liz Goldhttp://CannaBizCPA.Pro at https://cpatrendlines.comWhen Cristina Garza launched her cannabis accounting and payroll company, CannaComply, back in 2014, she wanted to make sure she understood the nuances and complexities of the industry. She did her homework.

     Jun 22,2019 15:33
129. 

     129. [The Cannabis CPA] Matt Karnes, Greenwave Consultants

     In a tsunami of institutional investors flooding the market, Karnes sees opportunity. By 2022, Matthew Karnes, CPA, said he expects every state in the country will have implemented either a medical-only or a fully legal cannabis market to reach $35 billion in retail sales. Karnes is founder of GreenWave Consultants, one of the industry's leading Wall Street analysts.With Liz Gold http://www.CannaBizCPA.Pro at https://cpatrendlines.com More: https://cpatrendlines.com/2019/06/15/the-cannabis-cpa-

     Jun 22,2019 21:09
130. 

     130. [The Cannabis CPA] Laura Durham, Kind Accounting

     Required of clients: a legal bank account or detailed cash logs.With Liz Goldhttp://cannabizcpa.pro | https://cpatrendlines.comA proponent of marijuana since college, Laura Durham, CPA, went into private industry after a stint at Arthur Andersen. She worked at a beef company, a software company and later at a manufacturing company.It was during this time the course of her life changed. Recently divorced, with primary custody of two children, she found herself overwhelmed by the demands of full-

     Jun 21,2019 27:32
131. 

     131. [The Cannabis CPA] Alex Glueckler, Silver Leaf CBC

     Startup ERP platform for cannabis companies offers six 6 modules on a Microsoft backbone.With Liz Goldhttp://CannaBizCPA.Pro at https://CPATrendlines.comAlex Glueckler began his career as an accountant at CliftonLarsonAllen. After years in financial leadership positions with large cannabis companies, today he works with Silver Leaf CBC (Cannabis Business Central), an ERP software solution he helped bring to market for the cannabis industry.

     Jun 21,2019 26:53
132. 

     132. [The Cannabis CPA] Rich Wortmann, Leading the Way in Pa.

     Rich Wortmann is proud of his cannabis clients. And he's leading the way in Pennsylvania, helping clients navigate tax, banking, and other complicated business issues. His word of advice for them? Hire a CPA at the beginning. Liz Gold caught up with Rich at MJBizCon Next in New Orleans to talk about his growing cannabis practice.

     May 21,2018 15:32
133. 

     133. [The Cannabis CPA] John Repetti and Mitzi Hollenbeck of Citrin Cooperman

     Citrin Cooperman takes on the cannabis niche. Liz Gold catches up with them at their booth at the MJBizCon Next in New Orleans about why they took the plunge and how the calls keep coming.

     May 21,2018 13:08
134. 

     134. [The Cannabis CPA] Jim Marty and Cory Parnell of Bridge West CPAs

     What makes a cannabusiness successful? CPA Trendlines catches up with Jim Marty and Cory Parnell of Bridge West CPAs and Consultants at MJBizCon Next all about the latest trends in the cannabis industry. 

     May 21,2018 16:53