podcast

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.

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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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sean duncan: discover your own genius | the disruptors

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there aren’t enough of us to help everyone who needs our help.

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

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the disruptors
with liz farr

what would work look like if it reflected your passions? “imagine,” says sean duncan, cpa, “if you worked with the people that you loved working with, talking about the things that you love talking about, and you made a living and helped them?” as duncan says, “that’s just freakin’ awesome!”

more podcasts and videos:  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 |

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

duncan was working at a large regional firm back in 2006 when he noticed that many small business clients were asking him for advice, but they couldn’t afford the fees of a large firm. so he started his firm out of “kind of this gut feel” of wanting to help those small business clients. over the years, his firm, smd consulting and accounting, has developed a specialty in working with video game developers, a special passion of duncan’s.

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allison schlegelmilch: leadership lessons from firm mergers | capstone conversations

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

stream, listen, download, and subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, rss


with jean caragher
for 卡塔尔世界杯常规比赛时间

i was delighted to have a capstone conversation with allison schlegelmilch, director of marketing at rkl llp and an association for accounting marketing marketer of the year.

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 every friuday with gear up for growth here |

why was allison named marketer of the year? well, let me give you an idea. read more →

rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc

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don’t just follow the traditional path; seek mentors and learn constantly.  

stream, listen, download, subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy.

accounting arc
with donny shimamoto.
center for accounting transformation

for many accounting professionals, the big four firms represent the pinnacle of success—a destination for those with high aspirations. but for rubik yeriazarian, cpa, cfe, cff, they were just the beginning. specializing in forensic accounting, yeriazarian knew from his college days that this was the path he wanted to follow. “back when i was in college, big four were the only firms that offered forensic accounting,” he recalls. “i knew that was my ticket in.” 

more accounting arc

at the big four, yeriazarian was exposed to complex forensic cases that shaped his career. he learned the ropes in an environment that offered vast resources and support, but something was missing. “you have a lot of support at a big four, but i felt like i needed more hands-on experience,” yeriazarian says. this realization led him to a boutique firm—a move that many of his peers questioned. 

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ingrid edstrom: true wealth is not financial | the disruptors

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work-life balance means integrating work and life so that the work we choose to do expresses who we want to be in the world.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members. 
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).

the disruptors
with liz farr

ingrid edstrom wants accounting to be not just a more sustainable profession but one that’s regenerative. “this idea of sustainability is really operating from the idea that things can continue to perpetuate as they are,” she explains. a firm may be financially sustainable, “but at what cost to our families, to our personal health?”

more podcasts and videos: 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.

the regenerative approach recognizes “that we’ve already passed a threshold of harm that needs to be healed,” edstrom says. “regenerative accounting is starting to reframe those ideas around ‘what does it look like to go about business in a different way that is truly life-supporting for all peoples and our planet, rather than being extractive of our planet and exploitative of our peoples?’”

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allan koltin: how small firms can thrive against pe-powered competitors | gear up for growth

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how to remain independent when private equity comes knocking.

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

“more than half of the cpa firms in the country won’t qualify to be part of private equity,” says allan koltin, ceo of koltin consulting, appearing on gear up for growth, a new show hosted by jean caragher, president of 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

part of the discussion explores the criteria private equity companies look for and the challenges firms may face in qualifying for pe funding. koltin believes that more than half of the cpa firms in the country don’t make enough excess profitability to create earnings before interest, taxes, depreciation, and amortization (ebitda) to calculate an acceptable enterprise value.

“leaders of these firms tell me they’ll go back and get more profitable,” says koltin. “how’s about, let’s stay as an independent firm. let’s put a level of governance in. let’s make the tough decisions we’ve been talking about forever, and let’s really run it like a business. let’s not be a 501(c)(3) anymore. let’s just pretend we’re in business to make money.”

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ai will steal your job. and that’s a good thing | accounting arc

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ai’s integration into accounting is an opportunity to elevate the profession and enhance job satisfaction.

stream, listen, download, subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy.

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

few industries are poised for as dramatic a transformation as accounting in the rapidly advancing world of artificial intelligence. the latest episode of accounting arc, “ai will take your job—and that’s a good thing,” explores this impending shift, offering a fresh and optimistic perspective on ai’s role in the profession.

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the episode’s hosts, liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma; delve into the implications of ai with a bold assertion: ai will indeed take over many accounting jobs, but this is a development that should be welcomed, not feared.

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steve yoss: connect, transform, and analyze data like a pro with power query basic | quick tech talk

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integrate information systems, but don’t ignore your gut.

quick tech talk
with steve yoss
cpe today

how do you ensure data integrity when you’re working with multiple disparate systems that you want to ultimately pull together and have talked to each other?

you’ll always want to make sure that you have a system of record: one system inside your organization that’s kind of the master control over everything else inside your company. it could be quickbooks, your erp platform, a custom database, or something else. but ideally, all other systems inside your company take their cues from that one master system.

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the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

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arc hosts discuss redefining efficiency in the accounting profession and when it pays to ‘slack off.’ 

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

in a recent episode of the popular accounting arc podcast, hosts liz mason, cpa, and donny shimamoto, cpa.citp, cgma; and byron patrick, cpa.citp, cgma; discussed an unconventional yet powerful concept: the right kind of lazy. this idea, which involves strategically optimizing workflows to eliminate non-value-adding tasks, offers a fresh perspective on efficiency and productivity in the accounting profession.

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mason, founder and ceo of high rock accounting, shared an anecdote from her early career at grant thornton. faced with the monotonous task of processing paper tax returns, mason decided to automate the process. she spent over 100 hours developing a script that streamlined data entry and document generation. although initially time-consuming, the solution saved significant time when implemented across multiple offices. “it was fun and a great learning experience,” mason remarks. “at scale, it saved a ton of time for people.”

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caleb jenkins: firm growth requires owners to shift roles | the disruptors

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leave the stone age behind. join the new paradigm.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. 

the disruptors
with liz farr

when caleb jenkins was eight, he started selling cookies to his dad’s firm during tax season. his dad told him, “for me to pay you, i need you to create an invoice for me.” so jenkins set up his own quickbooks file and has been playing with quickbooks ever since, and eventually joined his dad’s firm.

more podcasts and videos: 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.

like most small firms, rlj financial focuses on the fundamentals of tax, bookkeeping, and payroll, but, as jenkins says, “in the eyes of the beholder, there’s really not a whole lot of value there.” however, shifting into advisory – a big talking point in recent years for the profession – is where accountants can bring “incredible value …beyond the baseline of traditional compliance services,” jenkins says. shifting into advisory also means “there’s way more work that happens all year round.”

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steve yoss: advanced techniques in powerpoint for financial presentations | quick tech talk

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save time and reduce errors by linking data across applications.

quick tech talk
with steve yoss
cpe today

did you know that you can link data from excel into powerpoint, word, and other microsoft office applications?

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

you can prepare your financial information, balance sheet, income statement, or whatever else inside excel. you could then paste it directly into your next powerpoint presentation, word document, or anything else. but the trick is not to paste and leave it there but to paste and link it.

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how we solve the accounting talent pipeline problem | accounting influencers

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“it’s not just debits and credits.”

 

accounting influencers
with rob brown

look into potential solutions for the alarming talent shortage with sue coffey, ceo of public accounting at the aicpa, and lexy kessler, partner at aprio and chair of the aicpa’s national pipeline advisory group, in this episode of accounting influencers, hosted by rob brown.

more accounting influencers with rob brown here

coffey and kessler discuss the overwhelming evidence pointing to a significant talent pipeline issue in accounting, including declining enrolment in accounting programs, fewer students pursuing the cpa credential, and challenges in retaining young professionals in their first five years of employment. but can the profession overcome this challenge?

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accountants in pop culture: myths, realities, and stereotypes – accounting arc

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from “the office” to “parks and recreation,” listen in on how tv and movies shape our view of accountants.

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

accountants are often depicted in popular culture in ways that range from humorous to downright exaggerated. in a recent episode of arc, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, delve into these portrayals, discussing their favorite fictional accountants and the stereotypes that come with them. 

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patrick, vice president of client success at the b3 method institute, starts the conversation with “the office,” where characters like oscar, kevin, and angela offer a comedic take on the profession. “the beauty of ‘the office’ is in its exaggerated realism,” patrick explains. angela’s strict, by-the-book approach and kevin’s more laid-back attitude reflect common perceptions of accountants. “they were the butt of many jokes, but also some of my favorite accountants to watch,” he adds. 

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