innovation & change management archives - page 4 of 21 - 卡塔尔世界杯常规比赛时间

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

january 7, 2025

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.”

accounting in transition: 2024 reflections & the road ahead | arc

december 29, 2024

by center for accounting transformation

accounting arc wraps 2024 with insights and bold 2025 predictions.

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

since its launch in may, the accounting arc podcast, hosted liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, has quickly gained traction as a thought leader in accounting. as the year concludes, the trio reflects on their journey and the pressing issues reshaping the industry.

more accounting arc: ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok 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 numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision |

mason, ceo and founder of high rock accounting, notes that one of the year’s standout discussions centered on ethics. “it’s fascinating to see how ethical theories apply to our decisions as accountants,” she says. “these frameworks aren’t just academic—they directly impact our role as trusted advisors.”

what accountants can learn from t-ball

december 20, 2024

by liz farr

chaotic, crazy, and utterly joyful.

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 |

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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.

ron baker: visions for the accounting profession | arc

december 18, 2024

by center for accounting transformation

“i’d rather have questions i can’t answer than answers i can’t question.”

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accounting arc
with donny shimamoto.
center for accounting transformation

ron baker discusses his revolutionary journey in accounting, his challenge to the status quo, and how accountants can lead transformation.

in the latest episode of accounting arc, baker, founder of the verasage institute, shares his insights into the accounting profession’s evolution. a pioneer in value pricing, baker’s career is defined by a relentless pursuit of better client relationships and innovative business models.

more accounting arc: angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok 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 numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision |

“i knew i wanted to be a cpa in high school,” baker says. this passion led him to a big eight firm, but it wasn’t long before he began questioning traditional practices like the billable hour. “the billable hour was a lousy customer experience,” he explains.

jackie meyer: earn more with fewer clients | the disruptors

december 17, 2024

by liz farr

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 |

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“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.”

angie grissom: next gen inspo for accountants | arc

december 11, 2024

by center for accounting transformation

“leadership and culture define the future of accounting firms.”

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accounting arc
with donny shimamoto.
center for accounting transformation

when angie grissom first stepped into a nashville-based consulting firm, she likely didn’t foresee owning and transforming it. yet, over two decades later, she leads the rainmaker companies, a firm dedicated to empowering accounting professionals through leadership development, business growth strategies, and culture-building initiatives.

more accounting arc: does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok 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 numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision |

“selling is helping,” grissom says in accounting arc. “business development is about uncovering opportunities and serving clients holistically. it’s about being a true advisor.”

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

december 10, 2024

by liz farr

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

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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 |

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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.”

does accounting belong in stem? | accounting arc

december 4, 2024

by center for accounting transformation

accounting experts debate stem designation and its implications for the accounting field.

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

as accounting evolves into a technology-driven profession, a question looms: does accounting qualify as a stem (science, technology, engineering, and math) field? on the latest episode of accounting arc, thought leaders hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, tackle this provocative question.

more accounting arc: rose wang: where numbers meet strategy and creativity | tiktok 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 numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision |

“stem is about applying rules-based knowledge in real-world scenarios,” explains mason, ceo of high rock accounting. “accounting fits because we apply principles and make ethical decisions just like other stem professions.”

but not everyone agrees with mason.

rose wang: where numbers meet strategy and creativity | accounting arc

november 27, 2024

by center for accounting transformation

the cpa, entrepreneur, and now author demonstrates how accounting can drive creativity and innovation.

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accounting arc
with donny shimamoto.
center for accounting transformation

as the accounting profession expands beyond its traditional boundaries, rose wang represents a new wave of cpas who bring strategic thinking and entrepreneurial savvy to the table. with roles as a principal consultant at both intraprisetechknowlogies llc and apaira group llc, wang has carved a career path that spans accounting, business strategy, and now, authorship.

more accounting arc: how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision |

“i’ve always approached accounting as more than just numbers,” says wang. “it’s about translating those numbers into a business strategy that makes sense for the client.” based in hawaii and california, wang launched her career with a cpa firm focused on supporting small businesses. rather than just managing books, she partnered with clients to drive business growth. her approach involves analyzing financial statements and identifying strategic opportunities for improvement.

greg adams: from finance to storytelling | the disruptors

november 26, 2024

by liz farr

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 |

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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.

tiktok fraud exposes gaps in financial literacy | accounting arc

november 20, 2024

by center for accounting transformation

social media users jumped on a chase atm “free money” scheme—but the consequences were severe.

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

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

in the age of social media, financial misinformation can spread as rapidly as it’s created, and the recent chase bank atm scam exemplifies this.

more accounting arc: how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision |

a supposed “glitch” that allowed users to deposit checks and withdraw amounts above the federally set limit for immediate withdrawals became a viral trend on tiktok, leading many to commit fraud unknowingly. in a recent accounting arc episode, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma; analyze the scam’s implications and highlight the lack of financial literacy that may have facilitated its spread.

how accounting pros own the stage in public speaking | accounting arc

november 13, 2024

by center for accounting transformation

from free speeches to paid engagements, thought leaders discuss breaking into the speaking circuit and what they’ve learned along the way.

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

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

public speaking is not for the faint of heart, especially in the accounting world.

in a recent episode of accounting arc, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma; share how their speaking careers transitioned from volunteer gigs to paid engagements. they delve into their varied approaches to preparation, overcoming imposter syndrome, and learning from feedback, painting a picture of how they influence the profession from the stage.

more accounting arc: greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision | in-person conferences still essential | non-accountants in accounting: a game-changer for the profession | rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc | ai will steal your job. and that’s a good thing | accounting arc | the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

in their early speaking years, shimamoto, mason, and patrick often presented free of charge, primarily as a way to share knowledge and establish credibility. “when it’s a paid gig, there’s a different level of responsibility,” says patrick, ceo of verifyiq and vice president of client success at the b3 method institute®. today, these professionals are in high demand for keynotes and panels, representing a new, evolving face of the accounting profession.

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

november 12, 2024

by liz farr

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

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

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 |

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

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.