the profession’s future amid talent gaps, tech disruption, and evolving business models | accounting influencers

global accounting leaders call for mindset shifts, better storytelling, and a redefined brand.

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accounting influencers
with rob brown

in this edition of accounting influencers, four of the profession’s most prominent voices gather for a candid discussion on the challenges and opportunities facing the accounting world. from evolving business models to deep talent shortages, the conversation explores how firms must adapt—or risk irrelevance.

the panel includes randy johnston, co-founder of k2 enterprises and a long-time tech strategist for cpas; trevor greenway, ceo of interval, a software firm helping accountants uncover real-time advisory opportunities; harry blum, managing partner at rsm canada; and jennifer o’carroll, ceo of erp vendor hansaworld and former tax advisor.

“the knowledge is there,” says greenway. “the question is—do firms have the people and bandwidth to act on it?” he warns that while accountants understand the changes required—like the shift to advisory services and the adoption of ai—the labor shortage is the primary obstacle.

blum agrees, calling today’s environment “an experiment in change management,” where firms have never had more opportunity but also never faced more complexity. “the mindset shift needed to transform is the biggest challenge,” he says.

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matt criss: forget the grind; grow intentionally | gear up for growth

stop drifting and start leading.


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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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in a high-stress profession like accounting, intentional growth isn’t just helpful—it’s necessary. in this episode of gear up for growth, business coach and author matt criss joins host jean caragher to share how accountants can build resilience, reflection, and renewed purpose by growing with intention.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth heremore jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

as the author of conscious growth, moss adams executive criss brings decades of insight and a refreshing perspective: that growth shouldn’t be accidental. in this inspiring conversation, criss dives deep into the principles behind his book and shares how cpas and firm leaders can grow consciously—not just to advance their careers but to lead more fulfilling lives.

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resilience, real talk, and the road to mental wellness | arc

from mindful walking to redefining worth, this conversation reveals what it really takes to thrive.

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accounting arc
with arpan grewal
center for accounting transformation

more arc: analysis, reaction, comedy

in the latest student-led conversations episode of accounting arc, high school business student arpan grewal steps in as guest host for a raw, reflective episode centered on mental health and resilience. in conversation with jina etienne, cpa, cgma, cde, ceo of etienne consulting; rafael casas, senior consultant with workday; and kiera speed, inspiration logistician for the center for accounting transformation, the episode marks a powerful contribution to mental health awareness month. 

more accounting arc: blockchain could still reshape accountingwhat gen z wants from business | firm differentiation depends upon client service | ron baker: surviving tariff turmoil | are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting successhow coaching can unlock professional successdemystifying accounting governancetop 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accountingaccounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting professionangie grissom: next gen inspo for accountantsdoes accounting belong in stem?rose wang: where numbers meet strategy and creativitytiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbersrachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education

“mental health is something we all struggle with, whether we’re students or seasoned professionals,” says grewal. “it’s not talked about enough, especially in accounting.” 

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okorie ramsey: diversity’s about building bigger tables | accounting influencers

“…not just filling seats.”
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accounting influencers
with rob brown

as past chair of aicpa and cima, okorie ramsey represented nearly 700,000 members worldwide. but in his view, leadership isn’t about wielding power—it’s about partnership, innovation, and service to the public.

in a wide-ranging conversation on the accounting influencers podcast, ramsey reflects on his tenure, the profession’s most significant challenges, and what excites him most about the future.

“it’s a huge role,” ramsey says, “but it’s also a wonderful opportunity.”
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marketers to ceos: the expanding role of growth leaders in accounting | gear up for growth

strategic thinking, curiosity, and innovation can turn traditional marketing roles into firm leadership opportunities.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro  – see today’s special offer

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in a special episode of gear up for growth, host jean caragher hands the mic to guest facilitator sarah dobek, president of inovautus consulting, to lead an inspiring conversation about career opportunities in accounting marketing.

joining the panel are four powerhouse leaders whose diverse journeys showcase just how far the profession has evolved:

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth heremore jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

  • julie tucek, marketing director at legacy professionals;

  • eric majchrzak, ceo of beachfleischman;

  • carrie steffen, co-founder and president of the whetstone group, recently announced as the next ceo of the iowa society of cpas; and

  • jamie thomas, principal, growth and marketing at bdo usa

together, they offer a behind-the-scenes look at how accounting marketing has transformed from simple communications and event planning to a strategic, growth-driving powerhouse within firms—and where it’s heading next.

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blockchain could still reshape accounting | arc

technologies like ai and web3 could eventually unlock blockchain’s full potential. 

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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

more arc: analysis, reaction, comedy

is blockchain dead? in a thought-provoking accounting arc, hosts liz mason, cpa, and donny shimamoto, cpa.citp, cgma; and byron patrick, cpa.citp, cgma; tackle the pressing question and brainstorm other blockchain applications. 

the short answer is no—but the landscape has changed. 

more accounting arc: what gen z wants from business | firm differentiation depends upon client service | ron baker: surviving tariff turmoil | are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting successhow coaching can unlock professional successdemystifying accounting governancetop 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accountingaccounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting professionangie grissom: next gen inspo for accountantsdoes accounting belong in stem?rose wang: where numbers meet strategy and creativitytiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbersrachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education

when blockchain first entered mainstream conversation, it was hailed as a transformative tool capable of revolutionizing financial reporting, auditing, and recordkeeping. however, according to mason, ceo of high rock accounting, the execution challenges are enormous.

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tricia bencich: how mental load undermines career progress | move like this

mental load includes the invisible cognitive effort that goes into even the smallest tasks—and it’s constant.

 

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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move like this
with bonnie buol ruszcyk
for 卡塔尔世界杯常规比赛时间

in the latest episode of move like this, tricia bencich, inclusion and social responsibility associate director at moss adams, returns to the show to tackle a topic that resonated deeply with attendees of the 2024 move mini summit: mental load. with more than 1,000 attendees at her session alone, it’s clear that the idea of “invisible labor” is striking a chord, especially with women in the workplace.

more move

mental load, bencich explains, isn’t just about the physical tasks we perform but the cognitive effort involved in managing them. it’s not driving to the soccer game; it’s remembering the cleats, checking the weather, packing snacks, ensuring the uniforms are clean, and being an emotionally available parent – all before the car leaves the driveway. it’s this invisible, persistent, often unnoticed thinking and planning that women disproportionately carry. and, as she emphasizes, “mental load affects everyone, but research shows women continue to shoulder more of it, even if their partners work less or not at all.”

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art werner: economic optimism? | quick tax tip

despite uncertainties, accountants have an opportunity to lead clients with confidence, expertise, and a forward-looking strategy.

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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quick tax tip
with art werner
cpe today

in the latest episode of quick tax tip, seasoned tax expert art werner brings a refreshing perspective: optimism.

click here for more art werner

even amid constant regulatory changes, economic fluctuations, and the looming possibility of new tax legislation, werner argues that tax professionals have never been better positioned to help clients navigate complexity—and thrive.
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dominic piscopo: clear pay=bargaining power | the disruptors

“if you can’t afford fair salaries, it’s time to fix your machine—not squeeze your people.”

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro  – see today’s special offer

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the disruptors
with liz farr

like many accountants, dominic piscopo, the founder of big4transparency.com, was frustrated by the lack of transparency in salary data. “i’d found it really, really frustrating trying to get good quality data on what to expect, looking ahead for my salary,” piscopo explains. before creating the platform, piscopo discovered his firm offered the lowest starting salaries in his city. by gathering compensation data from peers and presenting it to leadership, he secured “a little bit under a 10% pay bump” for his entire cohort.

more podcasts and videos: debbie kilsheimer: stop thinking small | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competitionira rosenbloom: m&a numbers are easy – culture fit is hardroman villard: ditch the suit & shinemonique swansen: align firm values with servicestina mcgill: how to create lasting client impactstefan van duyvendijk: develop operational mindsetsteve 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 nosalim 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 relationshipsmike maksymiw: be the leader you wish you had |

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“data is so powerful,” he says. “if you can advocate for yourself and show real objective numbers, then it becomes a real conversation, versus just like, ‘oh, my employee is throwing a fit.’”

what began as a simple spreadsheet shared on reddit “went really, really viral, kind of right away,” confirming a significant need in the accounting community.

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heidi henderson: impactful tax plans | the concierge cpa

pivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

in the latest episode of the concierge cpa, host dr. jackie meyer sits down with heidi henderson, executive vice president of engineered tax services (ets), to discuss elevating accounting practices through specialty tax incentives and advisory partnerships.

more jackie meyer

henderson, a self-proclaimed “reformed accountant,” shares her journey from traditional accounting roles into strategic consulting, where she now helps cpas and their clients unlock substantial tax savings through advanced planning techniques. from leveraging cost segregation studies for real estate owners to navigating lucrative energy credits like 45l and 179d, henderson explains how accountants can tap into specialized knowledge to deliver high-value results—and why firms must shift beyond compliance work.

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