accounting influencers

jean caragher: fire clients who don’t fit | accounting influencers

by

removing clients isn’t just about profitability—it’s a firm-wide morale booster.

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.

accounting influencers
with rob brown

with over 35 years of industry experience, jean caragher has witnessed the profession’s transformation, noting that marketing roles in accounting firms are now more strategic and influential than ever.

caragher describes her work at capstone marketing, where she serves as a fractional chief marketing officer for firms specializing in branding, content marketing, pricing, and client satisfaction strategies. “the foundation of marketing remains the same,” she explains, “but today, we have a wealth of digital tools and data to enhance how firms promote themselves.”

read more →

diversity and technology take center stage in accounting debate | accounting influencers

by

firms must embrace ai, digital tools, and diversity to remain competitive.

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.

accounting influencers
with rob brown

in the latest episode of accounting influencers, an international panel of distinguished accounting professionals gathered to discuss the profession’s challenges, opportunities, and future. featuring dr. anton lewis, kelly mann, sabby gill, and eriona bajrakurtaj and hosted by rob brown, the conversation delves into the pressing issues shaping the accounting landscape and the innovative solutions driving transformation.

the panelists from diverse professional backgrounds shared insights into the industry’s evolution. dr. anton lewis, associate professor of accounting at governor state university, highlights the acute shortage of accounting professionals, particularly in the u.s., and its implications on talent development and diversity. he emphasizes the need for greater collaboration between academia and the profession to better equip students for the modern workplace.

read more →

jason staats: thriving in turbulence | accounting influencers

by

balancing tech, trust, and innovation.

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.

accounting influencers
with rob brown

in a recent episode of the “accounting influencers” podcast, jason staats, a content creator and influencer in the accounting industry, shared insights on balancing innovation, mental health, and technology in today’s profession. staats, known for his ability to mix accounting expertise with entrepreneurial thinking, has become a prominent voice in the field.

staats’ mission is to help accountants and firm owners create enjoyable and sustainable ways to manage their practices. through platforms like twitter, linkedin, and youtube, staats encourages his audience to rethink traditional success in accounting.

“sometimes, we mistake working hard for working smart,” staats said. “running into the same wall for the tenth time isn’t progress—it’s a sign to rethink your approach.”

read more →

steve rosvold: what makes the best cfos? | accounting influencers

by

move from being just an accountant to a successful finance leader using these four pillars of success.

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.

accounting influencers
with rob brown

rob brown and steve rosvold discuss whether accountants and cpas make the best cfos, cfo.university, and the four competencies of top financial professionals.

more accounting influencers with rob brown here

steve rosvold is the founder of cfo.university, a professional development platform for finance leaders. he spent 20 years leading corporate finance teams honing his ability to drive change, improve profitability and ensure long-term financial health for businesses before creating an advisory practice that grew into cfo.university.

michael king: fractional cfos provide challenges and opportunities | accounting influencers

by

in a world of ai, outsourcing, and shifting client expectations, accountants can remain indispensable.

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.


accounting influencers
with rob brown

michael king’s journey to becoming a fractional cfo and mentor to accounting professionals is as unconventional as it is inspiring.

a former nuclear submarine engineer, king transitioned into the world of business management, eventually running a $90 million facility. his lack of understanding of financial principles at the time ignited his passion for empowering business owners with actionable financial insights.

today, king is a fractional cfo and podcaster. he guides others in starting, scaling, and optimizing advisory services through his firm and educational platform, the connected accountant.

fractional cfos are reshaping the financial services landscape by bridging the gap between compliance work and strategic advisory services. king explains that while traditional accounting focuses on rearview mirror reporting—documenting what happened in the past—fractional cfos help businesses look forward with forecasts, projections, and strategic planning.

read more →

susan bryant: set boundaries and elevate client services for better results | accounting influencers

by

accountants who stay silent risk disappointing–and probably losing–clients.

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.

accounting influencers
with rob brown

accountants, take charge of your client relationships, says susan bryant, cpa, in this episode of accounting influencers.  bryant’s on a mission to empower accountants to refine their client base, set professional boundaries, and elevate client interactions to meet today’s high expectations.

bryant, a cpa and co-owner of a firm in plano, texas, has built her career on driving excellence in accounting. known for her expertise in advisory services, she’s passionate about transforming how accountants view client relationships and service delivery. “accountants today must redefine what a good client looks like,” bryant stated. “in this industry, it’s time to align with clients who truly value and respect the work we do and are ready to invest in that relationship.”

read more →

ed kless: accounting must innovate beyond technology | accounting influencers

by

in an era when traditional models fail, accountants should rethink relevance, client experience, and the power of language.

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.


accounting influencers
with rob brown

accounting visionary ed kless challenges the profession to move beyond the traditional billable hour and embrace a proactive, subscription-based model. in this episode of accounting influencers, kless, known for his strong stance on abolishing hourly billing, offers actionable insights into how accountants can redefine their services and stay relevant in an evolving landscape.

kless wastes no time challenging one of the industry’s longest-standing practices: billing by the hour. “it’s an absolutely dead model, and it’s a problem not only for accountants but also for their customers,” he argues. by emphasizing efficiency over effectiveness, kless says hourly billing creates a barrier to innovation and true client satisfaction. “think about it—if you had a brain tumor, would you want an efficient surgeon or an effective one?” he asks, underscoring the need for quality service over rigid time-tracking.

read more →

tom wheelwright: if it’s not fun, rethink client service | accounting influencers

by

“good accountants focus on tasks, but great ones focus on outcomes.”

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.

accounting influencers
with rob brown

wealthability founder and veteran cpa tom wheelwright dives into the essential strategies for client-centric service and relationship-building in accounting. hosted by rob brown, this episode explores how accountants can elevate their client relationships, optimize billing practices, and bring joy back into their work.

in an industry where billing by the hour is typical, wheelwright advocates for a shift to flat, value-based pricing. this, he explains, allows accountants to focus on delivering value without clients worrying about the ticking clock.”when clients know upfront what they’ll pay, it removes financial surprises and puts the focus on service, not cost,” wheelwright says. “our clients need to know we’re there to solve their challenges without worrying about extra charges.”

read more →

gary shamis: the private equity hazards for young partners | accounting influencers

by

private equity in accounting could boost firm value, but at what personal cost?

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.

accounting influencers
with rob brown

in a deep dive into private equity’s involvement in accounting, gary shamis, ceo of winding river consulting, describes how investment firms see value in the sector’s steady cash flows and resilient recession history. “it’s not that accounting is recession-proof,” shamis states, “but its inherent stability during economic downturns is highly appealing to investors.” he adds that accounting firms with strong advisory practices that offer scalable revenue opportunities are particularly interesting to private equity.

the conversation takes a sobering turn as shamis highlights the ongoing talent shortage within the profession. with fewer accountants entering the field and a growing demand for regulatory and advisory services, shamis emphasizes that private equity deals won’t solve the critical issue of human capital shortage. “there’s just not enough talent in the pipeline,” he cautions.

read more →

bailey parnell: why accountants must master soft skills in a vuca world | accounting influencers

by

having a growth mindset, seeking feedback, and auditing one’s skills are essential to continuous learning and development.

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.

accounting influencers
with rob brown

bailey parnell, owner of skills camp, says grit is just one element of resilience and that soft skills often characterize our relationships with ourselves and others. parnell also explains how to navigate through today’s volatility, uncertainty, complexity, and ambiguity—vuca, for short.

parnell says accountants need a growth mindset in times of change and stress. parnell highlights the need for a learner-centric approach to teaching soft skills that prioritizes the learners’ interests and learning styles over serving the institution.

read more →

ed warren: the difficult conversations to grow your business | accounting influencers

by

prune your existing portfolio to create a revenue pipeline.

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.

accounting influencers
with rob brown

ed warren, a veteran sales executive in the accounting industry, shares expert insights on growing accounting firms through client advisory services and leveraging technology to stay ahead of the competition in this episode of the accounting influencers podcast with host rob brown.

warren shares his insights on how the accounting industry has been affected by the covid-19 pandemic and what the future may hold for it. he believes that while the accounting firm space is in a good place given the circumstances, there is also a bit of complacency, as they have weathered the storm reasonably well. however, staffing is a huge issue right now, and the industry will have to figure out how to adjust to players with values different from those of the legacy partner.

read more →

kate johnson: how accountants can grow with video | accounting influencers

by

diversify your revenue streams with video and build a virtual accounting career.

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.

accounting influencers
with rob brown

kate josephine johnson owns heritage business services, llc, a virtual bookkeeping firm serving small businesses across the united states. she is also the chief hustler at bookkeeping side hustle, where she helps other accounting professionals build virtual accounting careers they love.

johnson urges accounting professionals to diversify their revenue streams by leveraging ebooks, monthly membership for diy clients, vendor referral links, youtube, and newsletter and video content sponsorships. she says you need two skills to make videos: creating and communicating. 

read more →

donny shimamoto: defining accounting transformation | accounting influencers

by

“this is a new area for accountants, but it’s an evolving area, and i think it represents a great opportunity for us…”

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.

accounting influencers
with rob brown

rob brown and donny shimamoto discuss reform, transformation, and change in the accounting profession at individual accountant and cpa plus practice levels.

more accounting influencers with rob brown here

in 2001, donny founded 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 as a trusted business advisor with larger organizations, facilitating organizational strategic planning and execution, it governance and planning, enterprise architecture, information architecture and assurance, business process improvement, and business intelligence initiatives.

read more →