liz scott: bookkeepers may beat cpas in the race to advisory | the disruptors

the real value of accounting isn’t in the numbers but in the conversations we’re not having.

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

liz scott, like many other disruptors, prefers keeping her firm small. “i did try and grow my firm to this million-dollar firm. and i found myself in a spot where i was managing 10 team members, and that’s all that i had time for,” she recalls. “so i wasn’t able to do the thing that i actually really love, which is the tech development. i love that piece.”

more podcasts and videos:  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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her firm, accounting lifeline, serves as an incubator across various industries and technologies so she and her team can test different apps. at the same time, the consulting side of her business, liz scott training and consulting, dives in deeper to spend time testing apps and giving feedback to developers.

scott was attracted to accounting because she wanted to help other entrepreneurs in her family understand and grow their bottom lines. “if you’re going to be spending time working, how do you maximize your efforts? so how can you make the most money in the least amount of time?”

read more →

crypto, cash, or chaos in an irs-free america? | arc

if visions of the new administration come to fruition, the irs could also be on the chopping block.  

 

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

more arc: analysis, reaction, comedy

in this episode of accounting arc, donny shimamoto, cpa.citp, cgma; liz mason, cpa; and byron patrick, cpa.citp and cgma, explore the provocative question, “what if the irs was shut down?” 

more accounting arc: is agentic ai a game changer or game ender?kelly mann: thriving against all odds | 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

while the idea of eliminating the irs and simplifying the tax system may be appealing, any transition to a new system would require careful consideration of potential unintended consequences. and there are plenty. read more →

ashley francis: ai’s a partner, not a replacement | the disruptors

don’t be a vending machine for tax compliance.

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

ashley francis wants accountants to value their time and expertise. “i want accountants to stop thinking of themselves as just vending machines for tax knowledge and vending machines for tax compliance,” she says. “i’m not the default. you put a quarter in me, and i’m going to spit out an answer.”

more podcasts and videos: 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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on linkedin, and formerly on twitter, francis is well-known for generously sharing her expertise in trust and estate accounting and taxation, areas in which many accountants lack knowledge. many firms designate someone as the “trust person” simply because they’ve done it once before, but this specialized area requires deep expertise.

read more →

richard roppa-roberts: collaboration over competition | the disruptors

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

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the disruptors
with liz farr

richard roppa-roberts created roundtable labs by accident.

more podcasts and videos: ira 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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he had just started his consulting firm, quasar cowboy, “and i had one spot available for a new client, and i had nine prospects, and i didn’t know what to do,” roppa-roberts explains. “i was new at this whole thing, and i’m like, well, i’m gonna put them all in a room together and see what shakes out. and what shook out was the first cohort of roundtable labs.”

read more →

is agentic ai a game changer or game ender? | arc

“we’ve underestimated how quickly ai is changing our profession.” 

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

more arc: analysis, reaction, comedy

in a world where artificial intelligence is rapidly evolving, agentic ai is emerging as a powerful tool that could redefine the accounting profession. unlike traditional ai applications, agentic ai doesn’t just respond to prompts—it actively coordinates multiple ai models to complete complex workflows. but is this a breakthrough for efficiency, or does it pose risks for the industry? 

more accounting arc: kelly mann: thriving against all odds | 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

in a recent episode of accounting arc, hosts byron patrick, cpa.citp, cgma; donny shimamoto, cpa.citp, cgma; and liz mason, cpa, break down the meaning, potential, and risks of agentic ai in accounting. 

read more →

brian hock: qualifications matter more than ever | accounting influencers

“it’s a five-year degree for accounting versus four years for finance, and finance graduates often earn more.”

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accounting influencers
with rob brown

brian hock, founder of hock international, argues that accounting certifications and qualifications are more important than ever in an era of automation and artificial intelligence.

hock says the rapid shift in accounting standards is spawning a host of new specialty skills, including data analytics, cybersecurity, and automation.

“when i took the cpa exam almost 30 years ago, it was paper-and-pencil,” hock recalls. “now, technology is embedded in every aspect of accounting.”

read more →

kelly mann: women in leadership, thriving against all odds | arc

“i’d go through cancer again before i’d go back to not having confidence.”

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accounting arc
with arpan grewal
center for accounting transformation

more arc: analysis, reaction, comedy

when kelly mann left her public accounting job, she had no clients, no roadmap, and no guarantee of success. but what she did have was a vision—and a willingness to take risks. today, she is the ceo of auditminer, a groundbreaking software company that simplifies 401(k) audits for cpa firms across the country. 

more accounting arc: 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

“i was always told to stop being a bull in a china shop,” mann recalls. “but i realized i was okay with being a bull—i just needed to leave the china shop.” that realization set her on the path to entrepreneurship. 

in 2020, mann was preparing to launch auditminer when she was diagnosed with stage 3 breast cancer. facing both a global pandemic and a personal health battle, she nearly gave up.

read more →

roman villard: ditch the suit & shine | the disruptors

dress for the job you want, not the job you have. seriously.

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 “holistic guide to wealth management,” by rory henry – see today’s special offer

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the disruptors
with liz farr

traditional accounting firms are undergoing a seismic shift, and at the forefront of this transformation is roman villard, founder of full send accounting. in this episode of the disruptors podcast, liz farr sits down with villard to explore his unconventional approach to running an accounting and data consultancy. from redefining firm culture to embracing technology, villard shares how his firm is reshaping what it means to be a modern accountant.

more podcasts and videos: monique 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 hadterrell turner: build a solid business showing up as yourselfkelly mann: be the bull in the china shopalicia katz pollock: create a human-centric businessnancy 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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many in the accounting industry grew up hearing, “dress for the job you want.” but for villard, that meant rethinking what kind of job—and firm—he actually wanted. tired of the rigid expectations of traditional accounting firms, he built full send to foster authenticity, allowing professionals to bring their whole selves to work. from casual attire to a brand identity inspired by adventure sports, full send is a firm built on passion, energy, and going all in.

read more →

expert panel: are you risking obsolescence? | accounting influencers

innovation, ai, and next-gen leaders must successfully adapt to constantly changing landscapes.

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accounting influencers
with rob brown

industry leaders bobby lane, ceo of factotum; tony szczepaniak, ceo of lea global; randy wootton, ceo of maxio; and rick richardson, ceo & founder of richardson media & technologies, probe the state of accounting, the biggest threats facing the profession, and the opportunities ahead.

szczepaniak sees hope in the pressing issue of talent shortages, noting that regulatory bodies are exploring new ways to accelerate certifications and attract non-traditional candidates. he acknowledges that while some firms are innovating, others remain stagnant. “the firms that can clearly articulate their value proposition and adapt to strategic conversations internally will thrive,” he asserts.

read more →

are we ready for the hidden risks of ai in accounting? | arc

“without ai literacy, we’re all at risk.” 

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

more arc: analysis, reaction, comedy

artificial intelligence is revolutionizing accounting, automating everything from bookkeeping to tax preparation. but as ai advances, accountants must ask: can we trust it? 

in this accounting arc episode, donny shimamoto, cpa.citp, cgma; byron patrick, cpa.citp, cgma; and liz mason, cpa, explore the growing risks ai poses to the profession, including deepfake fraud, financial market manipulation, and the loss of data privacy. 

more accounting arc: 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

traditionally, software was designed and programmed by humans, making its logic transparent. now, ai writes its own code, making its decisions harder to audit. as patrick, ceo of verifyiq and co-founder and educator for tb academy, notes, “if we don’t know how ai arrives at conclusions, how can we verify its accuracy?” 

read more →

monique swansen: align firm values with services | the disruptors

do the work that fulfills you.

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 “holistic guide to wealth management,” by rory henry – see today’s special offer

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the disruptors
with liz farr

cannabis accounting is not for the faint of heart, says monique swansen, owner of accounting for green, which provides accounting services to cannabis businesses. first, there’s a big inventory component, so “if you’re an accounting professional that does not want to deal in inventory, cannabis is not your space,” swansen says. cannabis inventory is further complicated by federal law, which disallows tax deductions for anything but the cost of goods sold. this means meticulous tracking of all direct costs to get the maximum possible tax deduction. compliance with state laws also requires “documentation for every single movement of inventory or money,” says swansen. banking is also challenging because “no federal banks will bank cannabis.”  

more podcasts and videos: tina 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 hadterrell turner: build a solid business showing up as yourselfkelly mann: be the bull in the china shopalicia katz pollock: create a human-centric businessnancy 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 |

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

cannabis business owners tend to know less about running a business than many other types of businesses. so you really have to start that relationship early and really try to talk with those people and understand those people where they’re at so that you can really help them,” swansen recommends. her personal sweet spot is starting to work with cannabis businesses three to six months before they become operational. read more →

the research imperative: why data drives accounting success| arc

“it’s not about what’s happening today, but about staying ahead of what’s coming next.”

 

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

more arc: analysis, reaction, comedy

“without research, we’re just guessing,” says donny shimamoto, cpa.citp, cgma, setting the tone for a compelling discussion on the latest episode of accounting arc. alongside fellow thought leaders liz mason, cpa, and byron patrick, cpa.citp, cgma, shimamoto explores the vital role of research in modernizing and transforming the accounting profession. 

more accounting arc: how 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

research, they agree, is the backbone of informed decision-making. “data allows us to see what’s truly happening, not just what we assume,” says mason, ceo of high rock accounting. for the panel, evidence-based strategies are essential to keeping pace with rapid industry changes. 

read more →

tina mcgill: how to create lasting client impact | the disruptors

meet your clients where they are.

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 “holistic guide to wealth management,” by rory henry – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss.

the disruptors
with liz farr

when tina mcgill, founder of mmas cpa, transitioned from working as an assistant cfo at a university to public accounting, she first noticed “how segmented we were from the client experience.” she was delivering the data the partners told her needed to be delivered, “but the client didn’t necessarily understand what i was delivering.” for seven years, in her conversations with clients, she followed the “checklist of what i’m supposed to give you.” while she felt good about achieving what she was supposed to do, she realized that she “wasn’t creating meaningful impact.” 

more podcasts and videos: stefan 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 hadterrell turner: build a solid business showing up as yourselfkelly mann: be the bull in the china shopalicia katz pollock: create a human-centric businessnancy 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 |

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

that insight inspired her to start her advisory journey to provide clients with the information they need for success. “what business owners are really looking for are actionable insights,” says mcgill. she points out that, as accountants, “there’s so much value that we can bring to the table with these numbers and analytics and data, but we’re not providing it in a way that’s efficient and effective for them to make decisions.”   read more →