here’s what you’re looking for: liz farr

featured video

stefan van duyvendijk: develop operational mindset | the disruptors

don’t just check the boxes. provide benefits.

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this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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the disruptors
with liz farr

stefan van duyvendijk, accounting operations evangelist at floqast, wants accountants in the industry to expand their roles.

in addition to the vital role of providing the basic requirements of accounting, he wants them to develop an operational mindset, as described in the book van duyvendijk co-authored with mike whitmire, ceo of floqast: shift happens: the rise of the operational mindset and how controllers can drive real value. liz farr served as a developmental editor.

more podcasts and videos: steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours | mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial |

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the operational mindset isn’t just about “making sure we make the product, and we move the product, and we get it to people,” but it means taking the discipline accountants already have for optimizing accounting processes and “taking that and applying it to our work and saying, ‘i’m going to track what i do in work. i’m going to measure what i do and work objectively so that i can go in and improve it and change it,’” van duyvendijk explains.  

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featured video

steve evans: why traditional hiring methods fail | the disruptors

redefine how you hire and develop top accounting talent.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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the disruptors
with liz farr

in 2012, steve evans’ friend giles pearson, a big four accountant in new zealand, needed help. pwc kept making the same hiring mistakes because they had no way to assess a candidate’s technical accounting skills. steve, an expert in psychometric testing, thought it might take half a day to scour the marketplace for appropriate tests but found nothing useful.   

more podcasts and videos: roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours | mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial |

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“they’re all rubbish,” he recalls telling giles. “they’re out of date. they’re not country-specific. they’re not really accounting-specific. they’re just math questions dressed up as an accounting test.” out of that failure, accountests was born.  

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featured video

roger knecht: can you be an accountrepreneur? | the disruptors

you don’t need all the answers, but you do need to ask the right questions.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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the disruptors
with liz farr

about ten years ago, roger knecht, president of universal accounting, noticed that while accountants wanted to move into the advisory space, few had any idea how to make that transition. so he talked to business owners about what they’d like to see and developed a curriculum to help accountants develop those skills. “it’s game-changing,” knecht says, “because once you have the confidence as well as the competence to deliver cfo and advisory services, the world is your oyster bed.”

more podcasts and videos: beth whitworth: focus on outcomes not hours | mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial |

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as more accountants and bookkeepers move beyond compliance work into tax advising and planning, cash flow management, and cfo services, they can do work that knecht says is more fun and creative. “i think it moves the needle for our clients a lot more when we’re able to give them those insights and perspectives to run their businesses more profitably,” knecht says.

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featured video

beth whitworth: focus on outcomes not hours | the disruptors

stop wearing your hours worked as a badge of honor.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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the disruptors
with liz farr

a few months ago, beth whitworth emailed her remaining legacy 1040 clients, informing them that they would have to move over to the subscription-based model she’s been implementing over the last few years. “i will say it’s scary,” she says. “and when i pushed the button and then sent the email, i was like, ‘oh, what’d i do?” but she quickly realized that she was doing the right thing. “this is where we need to move to.”

more podcasts and videos: mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial |

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instead of continuing to accommodate the clients who were resistant to using technology, who wanted to continue dropping off documents, and who no longer fit her business model, she decided that “it would be okay if none of them stayed.” while she did get some pushback for the increase in fees that would accompany a higher level of service, she did get some who happily responded, “sign me up!”

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featured video

mike sylvester: learn to say no | the disruptors

be blunt. give your clients the advice they should hear, not what they want to hear. 

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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the disruptors
with liz farr

the talent crunch in accounting isn’t an issue for mike sylvester. last year, 40 accountants applied to work at his firm, sbs cpa group. he’s had serious inquiries from people at top 50 firms eager to work with him. further, he just hired someone from a top 10 firm who says the benefits are better and who will make $10,000 more while working 300 fewer hours.  

more podcasts and videos: salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles |

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his not-so-secret secret? he talks “over and over and over” on twitter about the unique way his firm operates. during busy season, all team members –even the partners – are paid overtime on 60-hour weeks. then, after april 15, everyone works 32 hours a week and gets 37 three-day weekends in a row. “it’s a very popular schedule,” sylvester said.  

his team agrees: he’s had zero turnover in the last four and a half years.

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featured video

salim omar: identify the $100k problem | the disruptors

if you try to help everyone, you don’t help anyone.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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the disruptors
with liz farr

salim omar, cpa, opened his firm in 1996 after working as a cfo in a small investment boutique firm because he wanted to be his own boss. but the experience was terrible: “i found myself working long hours. i was not enjoying the work i was doing. having the team was a revolving door.”

“there’s got to be a better way,” omar said then. “if this is what entrepreneurship is, i’m not sure if i want it anymore.”

more podcasts and videos: jackie meyer: earn more with fewer clients | jack flaherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles |

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omar started reading and studying books by other entrepreneurs, many outside the accounting industry. “and i just took what they were saying and what they were doing in their business, and they were getting success, and i brought it back to my own practice.”  after adding a few minor tweaks here and there, omar, the ceo of straighttalkcpas, says, “my practice was very different to what it had been when i started it a few years back.”

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innovation & change management

what accountants can learn from t-ball

chaotic, crazy, and utterly joyful.

t-ball in new mexico (photo: liz farr)

by liz farr, cpa

i’ve been spending a chunk of time lately watching my grandson’s t-ball games. and i’m loving the rules – or, more accurately—the lack of rules they follow in this league.

more liz farr: jody grunden: subscription pricing is a game changer | loren fogelman: stop undercharging and start being client-centered | brannon poe: grow your business by preparing to let it go | dawn brolin says grow your firm by shrinking it | nicole davis & jw davis show how to create your own pipeline | chase birky builds the anti-cpa firm | what kind of leader are you? | jason blumer & julie shipp: move leaders out of client service |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

no one keeps score. there are no outs. everyone gets a chance to whack a baseball off the three-foot tee as far as they can. when everyone on the team has had a chance to bat, the inning is over.  the last batter and all the kids on base run around the bases to home, and the other team goes up to bat. two innings, and the game is over.

i love it. it’s chaotic, crazy, and utterly joyful.

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featured video

jackie meyer: earn more with fewer clients | the disruptors

create a win-win with “the roi method of value pricing.”

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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the disruptors
with liz farr

in 2016, jackie meyer needed a change.

long hours, health issues, and missing out on her kids’ activities forced her to make a radical change. she leaned into tax advisory and tried a new value pricing methodology, which “tripled to quadrupled revenue for our clientele,” even after selling 60 percent of her clients. 

more podcasts and videos: jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

“but the clients were equally happier to pay more, which is crazy.”  

her pricing methodology revolves around a calculator she calls “the roi method of value pricing.” the aicpa will be sharing her pricing method with members, which meyer calls “a huge win for the profession.” 

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featured video

jack flaherty: don’t be a ‘yes’ person | the disruptors

the next generation is purpose-driven. firms that lean into this will retain scarce talent.  

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

 subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

the disruptors
with liz farr

jack flaherty believes that one of the most important business skills is on the wane: the art of decision-making.

“we’re all becoming ‘yes’ people. we don’t want to have an objective discussion, bringing out different ideas,” flaherty says. the unfortunate result is that “it’s causing us to make decisions that don’t allow us to achieve our goals.”  

more podcasts and videos: greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

to help individuals master this vital skill, flaherty wrote his book, the decision switch, and created a platform of the same name. as flaherty explains, “the decision switch is to define your goals in clear and simple terms and build a clear path forward that allows you to consistently get those results.”  

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featured video

greg adams: from finance to storytelling | the disruptors

accountants need to write their own stories.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

 

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the disruptors
with liz farr

greg adams believes that accountants’ work opportunities have long been underappreciated and misunderstood. when accountants at parties are asked what they do, adams explained that they always have to give the “but answer,” as in, “i’m an accountant, but i have a really cool job.” 

adams himself has spent time in australia and barbados and “had lots of adventures” during his time at kpmg.   

more podcasts and videos: jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

his new book, green shade$, is an attempt to dispel the notion of accounting as limited to just tax or audit and “to change the branding and image of accountants.” a fan of jack reacher-type thrillers, adams wrote an accounting book that comes with a warning: “it has a little bit of violence in there and some sexual tension and but even has accounting equations.” the protagonist, dex mccord, jumps off a cliff while dodging bullets, but in his quest to solve the murder of an old accounting friend, he is “aided by at least 10 different types of accountants,” experts in transfer pricing to sec filings.   

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featured video

jody padar: make radical changes now if you want to be relevant in 2030 | the disruptors

your pricing isn’t aligned with the future, and neither is your business model. plus 18 more takeaways!

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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the disruptors
with liz farr

jody padar, the radical cpa, has been pushing for big changes in accounting for years. her latest book, radical pricing, is a blueprint for firm owners who want to fully transform their businesses to serve clients better, make employees happier, and be more profitable. padar maintains that combining pricing with standardization and productization drives firm profitability.  

more disruptors here | more podcasts and videos: rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

this handbook isn’t just about “putting pricing on something,” padar says. “that’s putting lipstick on a pig.” many firms that have tried value pricing say it doesn’t work, but padar says that’s because their business model isn’t aligned with their pricing. “if you leave the old school model and you just put pricing on top of it, you’re going to struggle,” she says. radical pricing walks readers through a process of standardizing and productizing services, defining the ideal customer, developing pricing, and even explaining how to bring legacy customers on board.  

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featured video

rebecca driscoll: amplify reach by helping other firm owners | the disruptors

the future of accounting will be strategy, communication, analysis, and proactive support.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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the disruptors
with liz farr

rebecca driscoll went out on her own at a young age when a partner at the cpa firm where she was working encouraged her. “you’re not cut out for this path that we have in a traditional accounting firm,” driscoll recalls him telling her.  “you’re different, so you should go be different.”

more podcasts and videos: rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles |

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she already had a book of business as a staff accountant, but on the traditional path at that firm, it would be another decade before she could be considered for partnership.

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featured video

rory henry: create the return on relationships | the disruptors

be a client-centric human in a world of ai and technology.

this is a preview. pro members always get the complete video episode, with commentary and transcript. | go pro here

the disruptors
with liz farr

rory henry asked himself, “why don’t financial advisors and cpas work together?” it boggled his mind because both work with the client’s finances but are not always in sync. “we’re advising them on their businesses, and then the wealth advisor takes over and manages the finances,” henry says. “but really, one decision affects another.”

more rory henry: the holistic guide to wealth management | more disruptors: mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius |

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the ultra-wealthy have long used the family office model to bring a staff of cpas, attorneys, and advisors to provide governance, legacy planning, and intergenerational wealth planning. at arrowroot family office, henry is leveraging technology to bring the benefits of the family office model to everyone. “so it’s really integrating these solutions, using technology, using relationships, to really provide for the many needs of the business and the personal finances of your clients.”

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