podcast

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

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

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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

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

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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.

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steve yoss: automating data entry reconciliations with ai | quick tech talks

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save time and reduce errors with automated transaction mapping. 

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quick tech talk
with steve yoss
cpe today

artificial intelligence is a game-changing technology. its ability to take on tedious processes allows accountants to focus on higher-value work. a prime example is bank feeds in applications like quickbooks, xero, and other accounting platforms.

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more tech
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bank feeds already streamline workflows by pulling transaction data directly into accounting systems, but ai takes it further. it can automatically match transactions to existing entries, intelligently categorize expenses, and continuously improve its accuracy based on user input and patterns from other businesses.

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ron baker: visions for the accounting profession | arc

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

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more arc: analysis, reaction, comedy

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. 

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jackie meyer: earn more with fewer clients | the disruptors

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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 |

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

“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.” 

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lauren clemmer: confidence, collaboration, and the future of accounting marketing | capstone conversations

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firms that embrace marketing as a strategic priority unlock better opportunities.

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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

the world of accounting marketing is one of transformation, resilience, and adaptability. few individuals embody these qualities as profoundly as lauren clemmer, the former executive director of the association for accounting marketing (aam) and one of its most recent hall of fame inductees. in a recent capstone conversation, clemmer shared her journey, insights, and advice for navigating the challenges and opportunities in accounting marketing.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, on fridays here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

clemmer’s career began outside the accounting industry, which initially presented challenges. she emphasized the importance of understanding accounting firm dynamics and building relationships with firm partners. “i had to learn how to communicate in a way that resonated with accountants,” she explains, citing her decision to invest in executive coaching to bridge communication gaps.

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

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

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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.”

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angie grissom: next gen inspo for accountants | arc

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

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more arc: analysis, reaction, comedy

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.” 

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

by

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 |

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

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.”  

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sarah dobek: how curiosity and problem-solving propel success | capstone conversations

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understanding buyer behavior is the toughest—and most rewarding—part of the job.

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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

a trailblazer in the field, sarah dobek was recently inducted into the association for accounting marketing (aam) hall of fame, cementing her status as a bruce w. marcus lifetime fellowship member. with over two decades of experience in accounting and professional services marketing, sarah shares her insights, challenges, and strategies that have shaped her remarkable career.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, on fridays here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

dobek reflects on her unexpected journey into the accounting marketing profession, which began as an internship at an accounting firm in 2002. since then, she has been at the forefront of shaping marketing strategies for public accounting firms, serving on the aam board of directors, and being recognized multiple times as one of accounting today’s top 100 most influential people in accounting.

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art werner: turn tax prep into tax advisory | quick tax tip

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show clients the value of tax planning.

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quick tax tip
with art werner
cpe today

every cpa and ea, as well as other tax professionals, should attend at least one federal tax update program annually. it’s like stretching or warming up before intense exercise.

click here for more art werner

a tax update serves two main purposes and demonstrates your value:

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ed kless: accounting must innovate beyond technology | accounting influencers

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

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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.

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august aquila: when marketing drives profit | gear up for growth

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“every client interaction is a marketing opportunity.”

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

marketing has evolved from a client acquisition tool to a vital part of a firm’s overall strategy. “when we first started marketing firms, it was all about bringing in the client and not worrying about anything else,” says august aquila of aquila global advisors and author of the new 卡塔尔世界杯常规比赛时间 practice manual, “max: maximize productivity, profitability and client retention”

sample aquila’s newly released “max: maximize productivity, profitability and client retention” | buy now | learn more | more august aquila

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more capstone conversations with jean caragher every monday | more 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

“marketing today should be so integrated into a firm that it can help the firm increase its enterprise value by making the firm more valuable if you decide to sell,” he says. marketing activities, such as pricing strategies and enhancing client experiences, are essential for firms to differentiate and stay competitive.

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