podcast

chris hervochon: be the leader you want to work for

by

avoid the mental gymnastics required to switch between customers in different industries and niche your services.

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

chris hervochon is building his firm, better way cpa, “in a very specific way, for our tribes.” he explains, “not everyone needs to be our customer, not everybody’s our tribe, not everybody needs to be our employee.” leading with their core values, the process for bringing on new customers and new employees “weeds out the bad or the potentially poor fit customers,” which, in turn, helps with managing their time, the most valuable thing they have.

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 |

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his tribe includes marketing agencies, which he started working with by accident. then, one day, he realized that “i like working with these people. they need help. their model fits into what i’m doing. they’re professional services. they work roughly the same way that i do.” so he leaned into his niche.

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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.

more donny shimamoto

“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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navigating the challenges and opportunities of a global workforce – accounting arc

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accounting firms can thrive in an international economy by leveraging remote work and offshoring.  

accounting arc
with donny shimamoto
center for accounting transformation

in a recent episode of accounting arc, hosts byron patrick, liz mason, and donny shimamoto took a deep dive into the pros and cons of remote work and offshoring in the accounting profession. as experienced professionals who have successfully navigated the shift to remote environments, they provide key insights into the benefits and challenges of this new working landscape. 

more accounting arc

patrick, vice president of client success at the b3 method institute, has embraced remote work for over a decade. he shares his personal preference for the flexibility and efficiency it offers. “i can’t imagine a world in which i don’t work remote,” he confesses, highlighting how ingrained this mode of work has become in his professional life. read more →

accounting arc: following a different game plan with vince lorusso

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“keep learning, keep your eyes open, and play with technology.”

accounting arc
with donny shimamoto
center for accounting transformation

as a seasoned cpa and founder of trueup, vince lorusso offers a fresh perspective on the accounting profession by merging traditional roles with pioneering educational technology.

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

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

lorusso began his career at pwc, where he spent three years in audit. this foundational experience provided him with essential technical and soft skills. “the few years of audit propelled me to apply my accounting and audit knowledge to various projects,” lorusso tells donny shimamoto, cpa.citp, cgma, in this episode of accounting arc. his subsequent roles in private equity and venture-backed companies allowed him to specialize in streamlining accounting processes and preparing firms for growth.

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rosenbloom: don’t merge for the money

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merge to make a better business.

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

the disruptors
with liz farr

ira rosenbloom has worked in m&a with accounting firms for years, but things are changing today. the community of buyers is shrinking, so firms are being more selective about with whom they partner. rosenbloom is also seeing more creativity in transactions, and acquiring firms are looking closer at the clients they may be adding.

more podcasts and videos: 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.

“we’re bringing in more clients. are they the right clients?” he asks. “and if we bring in clients from this other firm, and we do some cutting, how do we let that other firm earn some money back?”

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steve yoss, quick tech talk: creating powerful and effective presentations using microsoft powerpoint

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knock your next presentation out of the park with powerpoint tools and tricks.

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).


quick tech talk
with steve yoss
cpe today

powerpoint is incredibly useful for crafting a message and getting that point across to your audience. i use powerpoint all the time to design and curate content to present to audiences to help them understand how to better use accounting and technology in their day-to-day work.

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adam lean: get out of the accountant’s trap

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be unstoppable without sacrificing your soul.

this is a video preview. the complete 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

like many of today’s younger accountants, adam lean didn’t want to be relegated to the back office recording history and focused on compliance but wanted to have an impact by helping businesses grow. “i didn’t want to just be that person that just recorded the fact that the titanic was sinking. i wanted to help the titanic not sink.” younger people “want to make waves,” lean says. “they want to make more money without having to sacrifice their soul.”

more podcasts and videos: 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.

lean, the ceo and co-founder of the cfo project, had an epiphany.

instead of being “at the whim of my clients or government deadlines, or bookkeeping deadline,” lean discovered that by helping business owners understand their numbers, he could do something bigger and better. most business owners don’t understand their numbers, but as lean says “that’s a skill that if harnessed in the right way, you can be unstoppable.”

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geraldine carter: why charging more is better for your clients

by

do the work you love for clients who value your expertise.

this is a video preview. the complete 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

geraldine carter wants accountants to get off the treadmill of working too many hours for too little pay. her new book – down to 40 hours – will help accountants achieve the “utterly reasonable” goal of working only 40 hours a week.

more podcasts and videos: 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.

carter helps accountants solve the problem of overwork with a three-pronged approach: creating value for clients, pricing effectively, and delivering services efficiently. a key to this approach is focusing on a niche. by focusing on a particular type of client, you see the patterns that help you create value for clients, “and you’re likely going to be one of the few with that expertise.” providing more value “enables you to increase your prices for the same work,” she says.

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

by

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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accounting arc: what tech-savvy accountants know

by

redefining the accounting landscape.  


accounting arc 
with donny shimamoto and byron patrick
center for accounting transformation

integrating accounting and it expertise is becoming increasingly crucial in today’s rapidly evolving business landscape. in the latest episode of arc, hosts donny shimamoto, cpa, citp, cgma, and byron patrick, cpa, citp, cgma, explore the unique advantages of combining these two fields. 

more: accoounting arc: remote work from the coolest locations and its impact on modern professionals | 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.

their discussion highlights how professionals with dual expertise can navigate complex challenges, drive innovation, and achieve long-term success. read more →

vimal bava: when working smarter, not harder, is the only option

by

humans are the most advanced supercomputers, but there’s no user manual.

this is a preview. the complete 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

like many who start out in public accounting, vimal bava didn’t initially question the status quo of our high-stress profession where long hours and little time for self-care are the norm. part of that stress was a partner who would “chew us out” for mistakes on returns.

more podcasts and videos: 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.

but when vimal’s doctor told him he needed to find ways to reduce his stress, he started his own firm. another wake-up call for vimal came in 2017 when one of his accountant friends suddenly passed away.

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