podcast

byu students launch accounting tech platform | know how korner

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free online learning platform offers real-world challenges in software solutions.

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know how korner
with donny shimamoto
center for accounting transformation

in a world where technology evolves at lightning speed, staying ahead of the curve is crucial for professionals in any field, especially accounting.

more: center for accounting transformation

recognizing this need, a group of ambitious students from brigham young university has created techhub.training — a free online learning platform designed to help users from all skill levels master essential software tools and applications used in the accounting industry. read more →

nancy mcclelland: be the one your clients ask first | the disruptors

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rely on your professional network for answers you don’t know. plus 13 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

nancy mcclelland never intended to start a firm, but after leaving a toxic work environment, she took on a few part-time gigs. because she’d never worked at a cpa firm, she built it “the way it made sense” without bumping up against the traditions of “this is how it should be done.”

more podcasts and videos:  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 | geraldine carter: charging more is better for your clients | vimal bava: when working smarter, not harder, is the only option | 

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

the name of her firm – the dancing accountant – reflects her passion for dancing and membership in several dance troupes, including one where she wears miniskirts and go-go boots. sharing that passion with her clients means putting herself “out there” and having faith that her clients respect her work as an accountant. “and you hope that they don’t laugh too hard at your dancing or that they’re not disappointed to find out that you’re just doing silly, fun stuff.”

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carrie steffen: leaders in accounting need these two superpowers | capstone conversations

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capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.

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

being a managing partner is tough enough, but now accounting firm leaders must master two new superpowers and cpe won’t help.

according to carrie steffen, co-founder and president of the whetstone group, a cpa firm growth strategy agency based in cedar rapids, iowa, managing partners always needed myriad skills. but today, a new generation of cpa firm leaders needs two more.

get more capstone conversations every monday. |  follow jean caragher on 卡塔尔世界杯常规比赛时间.  |  get caragher’s international best-seller, the 90-day marketing plan for cpa firms.  |  catch jean caragher with gear up for growth every friday.  |  and browse all the shows on the 卡塔尔世界杯常规比赛时间 podcast channel

“two of the characteristics that are in my mind, sort of leadership superpowers that maybe weren’t talked about in the last generation of leaders or even 10 years ago, are vulnerability and generosity,” steffen tells jean caragher in this episode of capstone conversations.

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how future-proof is the accounting profession? | accounting influencers

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next-gen talent, technology, rebranding, business models, private equity. 

accounting influencers
with rob brown

is the accounting profession facing an identity crisis? can it adapt to meet the demands of a rapidly changing business landscape? rob brown brings together a panel of industry experts to discuss the future of accounting. jeff phillips, maureen dillmore, samantha louis, and sandra wiley share their perspectives on the profession’s challenges and opportunities.

more accounting influencers with rob brown

the panelists share their thoughts on various topics, including the talent shortage, the impact of technology, the changing business model, and the need to rebrand the accounting profession.

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tom hood: when your mindset is your biggest problem | gear up for growth

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“identify the critical competencies you need for each practice area in your firm.”

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

investing in learning and development is essential for retaining and attracting staff. developing a curriculum that includes both technical and success skills can help firms address the current talent shortage and prepare their employees for higher-value roles. 

gear up for growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. each episode focuses on a topic crucial for accounting firms aiming for smart growth in today’s competitive landscape.

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 | and watch for jean caragher’s other show, capstone conversations, with leading growth strategists from the nation’s most dynamic firms, also available on 卡塔尔世界杯常规比赛时间

more gear up for growth: mark koziel: transforming the cpa firm business model | gear up for growth  |. allan koltin: how small firms can thrive against pe-powered competitors | gear up for growth  |  joey havens: how culture makes or breaks your future | gear up for growth

more 卡塔尔世界杯常规比赛时间 podcasts here | more jean caragher here | more capstone conversations

“we’re going to see automation making a big impact on our staff in the near term,” says tom hood, cpa, cgma, citp, executive vice president of business engagement and growth, aicpa, appearing on gear up for growth, a hosted by jean caragher, president, capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

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in-person conferences still essential | accounting arc

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despite the rise of virtual events, live conferences remain essential for career growth and relationship-building in the accounting industry. 

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

in a world where virtual conferences have become the norm, it’s easy to question the value of attending in-person events. however, professionals like donny shimamoto, liz mason, and byron patrick argue that face-to-face interactions still hold immense importance in building meaningful, lasting relationships. 

more accounting arc: 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

the trio share their experiences attending conferences over the years, reflecting on why meeting people in person makes all the difference. patrick, vice president of client success at the b3 method institute and ceo of verifyiq, emphasizes the power of spontaneous connections, saying, “the number of people that i have met and built relationships with from those random moments…that does not happen virtually.” 

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joey havens: how culture makes or breaks your future | gear up for growth

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what you think you know about your firm’s culture is probably all wrong.

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

“it’s probably impossible to have exponential growth without a strong culture,” says joey havens, author of the amazon bestseller, “leading with significance: how to create a magnetic people-first culture,” appearing on gear up for growth, hosted by jean caragher, president, capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

gear up for growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. each episode focuses on a topic crucial for accounting firms aiming for smart growth in today’s competitive landscape. find more episodes here, including:

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 | and watch for jean caragher’s other show, capstone conversations, with leading growth strategists from the nation’s most dynamic firms, also available on 卡塔尔世界杯常规比赛时间

“leaders have to be more intentional about connecting and showing that they care,” havens continues, “and when you do that, then your team members do that with each other, and then they do it with clients, and all of a sudden clients turn into real raving cheerleaders, and all of a sudden this firm has double-digit growth every year.”

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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 |

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

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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art werner: post-mortem estate planning | quick tax tip

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it’s never too late.
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quick tax tip
with art werner

so, ladies and gentlemen, what does post-mortem mean? you know, it means after death.

more art werner quick tax tips here

so, how can you do an estate plan after a person dies?

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steve yoss: an accountant’s detailed guide on databases, integration, and data sharing | quick tech talk

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data integration allows you to offer clients a 360 view of their businesses.

quick tech talk
with steve yoss
cpe today

what’s the primary purpose of accounting? it’s decision usefulness. we’re in the business of interpreting information in a way to help business leaders make decisions.

more steve yoss
more tech
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in today’s complex business environment, we’ve got data coming from all over the place: inventory, accounting, hr, payroll, and more. depending on your business, you can have upwards of 10 different systems inside your organization.

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