innovation & change management

greg kyte: being a cpa is like being the marie kondo of numbers | accounting arc

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find your unique voice in the profession, and don’t be afraid to innovate. 

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accounting arc
with donny shimamoto.
center for accounting transformation

greg kyte defies every stereotype of the typical accountant. kyte, a licensed cpa and in-house accountant for a company managing medical office buildings, is also a stand-up comedian.

in a recent interview on accounting arc, hosted by donny shimamoto, cpa, citp, cgma, kyte discussed his unconventional journey and how he uses humor to engage audiences in the accounting field. 

more accounting arc: 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

before entering accounting, kyte spent over a decade teaching middle school math. reflecting on the shift, kyte recalls, “after 10 years, i realized i wasn’t enjoying teaching anymore, and i knew it was time for a change.” driven by his longstanding interest in numbers and the promise of stability, kyte made the leap to accounting. “i had always loved math and organization, so accounting was a natural fit,” he adds. 

kyte’s current role as an in-house cpa for a commercial real estate company involves a blend of accounting and property management, including overseeing financial operations, contract reviews, and even some maintenance oversight.

“i get to make up my title to fit whatever circumstance i’m in,” he says with a laugh. “if i want to flex on somebody, i’m the cfo. if i’d like to dodge responsibility, i’m an accounts payable clerk.” 

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rory henry: create the return on relationships | the disruptors

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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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rachel bashore: a lawyer’s case for reinventing accounting | accounting arc

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discover how nontraditional professionals leverage their skills to bring innovation and growth to the accounting profession. 

accounting arc
with donny shimamoto.
center for accounting transformation

the accounting profession is experiencing a wave of disruption, and nontraditional professionals are leading the charge. 

more accounting arc: 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 a recent episode of accounting arc, host donny shimamoto, cpa.citp, cgma, sits down with rachel bashore, the director of operations at herbein, to discuss her journey from attorney to accounting professional and the valuable perspective she brings to her firm. 

“accounting is ripe for change, and that’s what excites me,” bashore says, reflecting on how her varied career—from it consulting to trial law—helped prepare her for the challenges of modern accounting. bashore has a unique path into the industry. after years working with ibm, she transitioned into law, specializing in litigation before moving into banking and fintech. 
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mike maksymiw: be the leader you wish you had | the disruptors

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if no one’s complaining that your fees are too high, your fees are too low. 

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

mike maksymiw, the leader of aprio firm alliance, hates charge hours as a primary performance metric. he even left a firm where he was a partner because of a dispute over charge hours. although he exceeded his revenue goals by a healthy margin, he was penalized because he got the work done in fewer hours.

join liz farr at the linkedin 卡塔尔世界杯常规比赛时间 group | more liz farr | follow liz farr on the disruptors wherever you get your podcasts: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss. | more podcasts and videos: 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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“the main thing i was supposed to do, i was doing,” he tells liz farr in this episode of the disruptors. and if he hadn’t been meeting his revenue goals, that deficit in hours would have been something to remedy.  “so i don’t want people to think there’s no place for these metrics. we need to put them in the right order that makes sense for running a business.”

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bailey lenart: from ledger sheets to transformational change | accounting arc

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accountants must adapt to new value measures to remain relevant in a rapidly changing world. 

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more accounting arc here
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accounting arc
with byron patrick and donny shimamoto.
center for accounting transformation

accountants are often seen as guardians of financial records, working behind spreadsheets to balance books and ensure compliance. but bailey lenart, an entrepreneur based in new zealand, is breaking that mold. as the founder of world changing business and collective flow, lenart is redefining what it means to be an accountant by focusing on non-financial metrics—such as carbon emissions and biodiversity loss. 

more accounting arc: 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 a conversation with donny shimamoto, cpa.citp, cgma, on the accounting arc podcast, lenart recounts her transformation from a conventional accountant to a trailblazer in esg (environmental, social, and governance) accounting. “i realized early in my career that i wanted to do more than just prepare financial statements,” she shared. “i wanted to make a real impact, and that led me to look beyond numbers.” 
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terrell turner: build a solid business showing up as yourself | the disruptors

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your clients may need a great deal of empathy and not just tactical advice. plus 13 key takeaways.

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

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the disruptors
with liz farr

terrell turner started his “journey of doing things differently” on april 1, 2020, during the pandemic. while “2020 was the reset button for everyone,” that reset offered turner a tremendous opportunity to create a new kind of firm. “we don’t have any history in doing this,” turner recalls thinking. “so how would we do this in this new environment that we’re in?”

more disruptors | more 卡塔尔世界杯常规比赛时间 podcasts and videos: 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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his path to founding a firm was unusual – from public accounting to industry and back to public accounting. he credits his time in industry with providing a “really solid foundation” in connecting processes with the impact on the financial statements. “i think being able to connect those dots is something i would have never been able to do had i not worked in industry for some time,” turner says.

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alicia katz pollock: create a human-centric business | the disruptors

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give your team the resources they need to do the work that makes them happy. plus eight key takeaways.

[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

“alicia katz pollock proves that you don’t need to begin with an accounting degree or formal bookkeeping training to be a hugely helpful resource for the quickbooks community.”

more podcasts and videos:  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 | chris hervochon: be the leader you want to work for | ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap |

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pollock started teaching computers and microsoft products and used quickbooks in her business. then, people started asking her to teach them quickbooks. she ran her quickbooks set-up and methodology past a few bookkeepers, who told her, “alicia, you have a knack for this.” so she dove in to learn as much as she could and is today one of the go-to experts for quickbooks.

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alan whitman: stop accepting the status quo | the disruptors

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the firms that shift from billable hours to value outcomes will win. plus 10 key 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

the disruptors
with liz farr

alan whitman wants to break the mold of public accounting. he wants to end the billable hour and the siloed practices that characterize how many firms have operated for decades. as whitman says, “we’re here to serve clients, we’re here to deliver great value. but do we really need to do it the way we’ve been doing it since before my father was in the workforce?”

more podcasts and videos:  sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles | chris hervochon: be the leader you want to work for | ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap | geraldine carter: charging more is better for your clients | vimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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while “most firms believe that billable hours are the holy grail,” whitman points out that “the client isn’t necessarily buying billable hours.” instead, clients buy the outcomes and “the intellectual capital you’re delivering to them.” he believes that “the firm that can shift from production, from billable hours to outcomes, is going to win.”

as ceo of baker tilly, he pushed through changes that tripled the firm’s size and increased collaboration. like law, medicine, and architecture, accounting is a technician-based profession, and “most of your identity is based on what you do,” which can lead to siloes within a practice. but whitman argues that to deliver the appropriate solutions, “your responsibility is to not only deliver what you can deliver, it’s also to deliver what other people in the organization can deliver,” so the client is “getting what they need to prosper.”

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does firm culture still matter?

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a well-defined firm culture is key to building an irresistible employer brand.

by seth fineberg
at large

who you are and what you stand for as a firm can mean many things, but if you aren’t explicit about what you are about, you may as well say nothing.

more: seth fineberg

i know this is a bold statement, but over the years, i’ve heard the term “firm culture” tossed around so freely that i daresay, when pressed, that firm leaders will be challenged to have a legitimate answer when asked what it actually is.
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archos advisors: a structured approach to change management

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innovation insights: effective change management strategies include understanding human nature, scaling and ranking people dependence, and addressing resistance. 

center for accounting transformation
center for accounting transformation

innovation insights
with donny shimamoto
center for accounting transformation

in a rapidly evolving business landscape, managing change effectively is crucial for organizational success. in the latest episode of innovation insights, donny shimamoto, cpa.citp, cgma, hosts diane brown, managing principal, and david graham, principal, from archos advisors, to explore the importance of change management in driving performance and innovation.

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“organizations don’t change; it’s the people within them that change,” says brown. this statement encapsulates the essence of change management, which brown defines as applying a structured approach to transition an organization from its current state to a desired future state to achieve specific outcomes.

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regenerative accounting: ingrid edstrom pioneers a holistic approach to financial practices

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non-traditional thought leaders discuss innovative strategies for aligning values and professional work.

accounting arc
with donny shimamoto
center for accounting transformation

donny shimamoto, cpa, citp, cgma, hosts ingrid edstrom and matthew heggem, two accountants who are redefining the boundaries of their profession. their discussion provides a deep dive into innovative approaches to accounting that emphasize social impact, equity, and sustainability.

more: accounting arc: decoupling deib: a nuanced approach with jina etienne | accounting arc: what tech-savvy accountants know |accounting arc: where in the world are you seeing this? | accounting arc:breaking barriers – how becky dupree’s love for data analytics and her identity shaped her professional path |  accounting arc: forecasting finance & the 2034 accounting landscape | accounting arc: top 10 strategies for managing growth | accounting arc: busting the big 4 myth | accounting arc: exploring ai’s role in modern accounting | accounting arc: unraveling the collapse of silicon valley bank | on a mission: introducing accounting, reaction, comedy (arc) | harper & co. cpas: the perspective of a non-accountant is imperative | menlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis |

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

edstrom, founder of priestess of profits, has transitioned from traditional accounting to business strategy, consulting, and coaching. her firm focuses on helping accounting professionals shift their limiting beliefs and align their work with their values. edstrom explains, “i no longer work for a living; i show up in my highest self in service, whether i’m getting paid for it or not.”

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accounting arc: where in the world are you seeing this?

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from bullet trains to ski slopes, accountants embrace the freedom of remote work. 

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

in an era where remote work is becoming increasingly prevalent, professionals are discovering the freedom and flexibility to work from virtually anywhere. 

more: accounting arc:breaking barriers – how becky dupree’s love for data analytics and her identity shaped her professional path |  accounting arc: forecasting finance & the 2034 accounting landscape | accounting arc: top 10 strategies for managing growth | accounting arc: busting the big 4 myth | accounting arc: exploring ai’s role in modern accounting | accounting arc: unraveling the collapse of silicon valley bank | on a mission: introducing accounting, reaction, comedy (arc) | harper & co. cpas: the perspective of a non-accountant is imperative | menlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis |

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

this episode of arc hosts liz mason, cpa, and byron patrick, cpa.citp and cgma; and donny shimamoto, cpa.citp and cgma, delve into their personal experiences of working from unique locations and discuss how this trend is reshaping the professional landscape. 

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accounting arc: decoupling deib – a nuanced approach with jina etienne

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understanding the distinct elements of diversity, equity, inclusion, and belonging can help create more effective and inclusive workplaces. 

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa)..

accounting arc 
with donny shimamoto
center for accounting transformation

jina etienne, cpa, cgma, cde, stands out as a beacon of change in the constantly evolving landscape of the accounting profession. as a cpa and certified diversity executive, etienne has dedicated her career to fostering inclusive cultures within accounting firms. in this accounting episode, etienne shares her journey and insights into the critical importance of diversity, equity, inclusion, and belonging (deib) in the workplace. 

join: july 16 free webinar, “the dei journey of accounting professionals – a research study analysis.”

more: accounting arc: what tech-savvy accountants know | accounting arc:breaking barriers – how becky dupree’s love for data analytics and her identity shaped her professional path |  accounting arc: forecasting finance & the 2034 accounting landscape | accounting arc: top 10 strategies for managing growth | accounting arc: busting the big 4 myth | accounting arc: exploring ai’s role in modern accounting | accounting arc: unraveling the collapse of silicon valley bank | on a mission: introducing accounting, reaction, comedy (arc) | harper & co. cpas: the perspective of a non-accountant is imperative | menlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis

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

etienne’s career trajectory is anything but conventional. after spending over two decades in traditional cpa roles, etienne pivoted toward a focus on deib. “i still think of myself as a recovering cpa,” she quips. today, she collaborates with accounting firms to create environments where all employees feel safe and valued, with a strong emphasis on psychological safety and intentionality. 

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