podcast

nick huber: strategic marketing requires elevated content | accounting influencers

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“have fun. make it accurate, clear, and interesting.”

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accounting influencers
with rob brown

on this episode of accounting influencers, nick huber, a journalist and content strategist, explores how accounting firms can transform their content into a powerful tool for growth. known for his work with the financial times and expertise in thought leadership, huber shares actionable strategies to help firms navigate the ever-evolving digital landscape.

huber emphasizes that content creation is more than a marketing task—it’s an opportunity to showcase authority and build trust. from blogs to white papers, he stresses the importance of creating material that is clear, engaging, and relevant.

“thought leadership, done well, isn’t just about promoting your firm,” huber explains. “it’s also about building your personal profile and advancing your career.”

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amy vetter: strategies for transforming workplace culture | gear up for growth

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failure to address corporate climate can critically impact talent recruitment and retention.

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

amy vetter, ceo of the b3 method institute, discusses how accounting firms can transform workplace culture, reduce stress, and empower leaders to create a thriving work environment on the latest gear up for growth episode.

“a thriving workplace culture starts with strong leadership, clear communication, and a commitment to values,” vetter says. “when leaders empower employees and lead with transparency, firms can create an environment where people feel supported and engaged.” 

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

vetter highlights the importance of setting boundaries to reduce stress. “we carry belief systems from when we started our careers—like feeling guilty for leaving the office at a reasonable hour,” vetter explains, “but no one is actually judging you for setting healthy boundaries. communicating expectations and structuring your day can help reduce unnecessary stress.” 

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the research imperative: why data drives accounting success| arc

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“it’s not about what’s happening today, but about staying ahead of what’s coming next.”

 

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

more arc: analysis, reaction, comedy

“without research, we’re just guessing,” says donny shimamoto, cpa.citp, cgma, setting the tone for a compelling discussion on the latest episode of accounting arc. alongside fellow thought leaders liz mason, cpa, and byron patrick, cpa.citp, cgma, shimamoto explores the vital role of research in modernizing and transforming the accounting profession. 

more accounting arc: how coaching can unlock professional success | demystifying accounting governance |  top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | 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 education

research, they agree, is the backbone of informed decision-making. “data allows us to see what’s truly happening, not just what we assume,” says mason, ceo of high rock accounting. for the panel, evidence-based strategies are essential to keeping pace with rapid industry changes. 

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art werner: you can still help clients reduce tax burden | quick tax tip

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look for silver linings in tough situations.

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quick tax tip
with art werner
cpe today

with tax season in full swing, many accountants are deep in the trenches, sorting through clients’ paperwork and preparing returns. while proactive tax planning is ideal, there are still opportunities to help clients optimize their tax situation—even in february and march.

tax expert art werner stresses that while year-end planning is crucial, tax professionals can still take strategic steps to ensure clients don’t overpay.

click here for more art werner

“sometimes, we have to make the best of bad situations,” werner explains. “if something unexpected happened to a client—whether it’s a financial loss, a major expense, or a shift in income—there may be ways to maneuver the tax code to lighten the load.”

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tina mcgill: how to create lasting client impact | the disruptors

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meet your clients where they are.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “holistic guide to wealth management,” by rory henry – see today’s special offer

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the disruptors
with liz farr

when tina mcgill, founder of mmas cpa, transitioned from working as an assistant cfo at a university to public accounting, she first noticed “how segmented we were from the client experience.” she was delivering the data the partners told her needed to be delivered, “but the client didn’t necessarily understand what i was delivering.” for seven years, in her conversations with clients, she followed the “checklist of what i’m supposed to give you.” while she felt good about achieving what she was supposed to do, she realized that she “wasn’t creating meaningful impact.” 

more podcasts and videos: stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours | mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | 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 |

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that insight inspired her to start her advisory journey to provide clients with the information they need for success. “what business owners are really looking for are actionable insights,” says mcgill. she points out that, as accountants, “there’s so much value that we can bring to the table with these numbers and analytics and data, but we’re not providing it in a way that’s efficient and effective for them to make decisions.”   read more →

steve yoss: master excel integration and enhance productivity | quick tech talks

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level up your skills with powerful lookup formulas.

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quick tech talk
with steve yoss
cpe today

for professionals wrestling with massive datasets, finding specific information in excel can feel like searching for a needle in a haystack. whether it’s a customer id, transaction number, or check number, pinpointing related details like totals, names, or dates can be daunting without the right tools. enter excel’s powerful lookup formulas.

more steve yoss
more tech
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among the trio of essential lookup functions—vlookup, index-match, and the modern xlookup—the latter emerges as the star. while vlookup and index-match have long been staples for data retrieval, xlookup combines their strengths with enhanced features, offering users a faster, more versatile solution.

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mark fritz: leadership lessons for today | accounting influencers

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“you don’t get to choose the leader you need to be. your people tell you who you need to be to get the best out of them.”

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accounting influencers
with rob brown

leadership is in the spotlight like never before. in a recent episode of the accounting influencers podcast, global leadership expert mark fritz shares his insights on how leaders can navigate today’s complex environment. fritz emphasizes that the core principles of leadership remain timeless, but their application must adapt to the rapidly changing demands of the modern world.

drawing from his early career implementing enterprise systems globally, fritz highlights how his international experience shaped his understanding of business operations and leadership dynamics. “the principles of leadership are universal,” he explains. “but the key is adapting them to the specific needs of your people.”

fritz underscores that effective leaders must evolve based on the situation. “your people tell you who you need to be to get the best out of them,” he notes, stressing the importance of flexibility and understanding diverse team dynamics.

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tim allen: serendipitous specialization leads to success | gear up for growth

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full commitment is critical in niche accounting.

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

in the world of accounting, niche specialization is often a deliberate strategy. for tim allen, cpa, however, his journey into winery finance was more serendipitous than strategic. with over 30 years of experience—including time at a big 4 firm, leadership roles at multiple wineries, and now managing a successful boutique firm exclusively dedicated to the wine industry—allen has carved out a unique space for himself and his team.

“i didn’t set out to specialize in wineries—it just happened,” allen says. “but looking back, every step led me here.”

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

allen’s accounting came unexpectedly during his tenure at deloitte’s san francisco office. while his colleagues gravitated toward high-profile clients, tim found himself drawn to wineries—clients that others overlooked. the opportunity allowed him to work closer to his family in santa rosa while developing a deep understanding of the industry’s financial intricacies.

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student turns tables on thought leaders | arc

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in a special episode, student arpan grewal asks questions future cpas and business leaders need answered.

 

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accounting arc
with liz mason, byron patrick, and donny shimamoto
introducing special guest arpan grewal
center for accounting transformation

in an episode that flips the script, accounting arc  features a fresh voice in business: arpan grewal, a high school junior and state officer for indiana business professionals of america. in this inaugural episode of arc: student-led conversations, grewal takes on the role of interviewer, leading a discussion with donny shimamoto, cpa.citp, cgma; liz mason, cpa; and byron patrick, cpa.citp, cgma—three industry leaders with diverse career paths in accounting. 

more arc: analysis, reaction, comedy

 

more accounting arc: how coaching can unlock professional success | demystifying accounting governance |  top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | 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

grewal comes prepared with questions that high school and college students often ask when considering careers in business. the conversation covers the realities of the profession, the importance of career flexibility, and why accounting is anything but boring. 

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alan anderson: applying jit concepts to the audit process

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reduce audit time by 20% without reducing quality.

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by alan anderson, cpa
transforming audit for the future

for most audit firms, the concept of “just in time” means that the audit was completed and the financials were delivered “just in time” to meet the deadline. but in this webinar, alan anderson explains how concepts from just-in-time manufacturing can be applied to make audits more efficient, reducing time by at least 15-20% while also improving quality and customer service. 

 

more alan anderson: are you using the right business model? | give advice while remaining independent | the new formula for an accounting business | don’t risk losing good employees for bad clients | four questions to make your firm more successful as a business | say adios to audit fee pressure | deliver more audit value by getting out of the conference room | six essential elements in audit planning | before the audit: more than just planning | five crucial attributes for successful audit leadership | put the ethics code to work for your clients and your firm | is audit in crisis because of definitions?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

just-in-time manufacturing was devised to reduce inventory costs, downtime, and waste by following four sequential steps for every manufacturing process: design, build, inspect, and delivery. by analogy, the four steps of jit manufacturing correspond to the four audit phases of planning, fieldwork, review, and delivery. the raw materials of an audit consist of the trial balance and schedules supplied by the client, and the final deliverable is the audit report.  

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stefan van duyvendijk: develop operational mindset | the disruptors

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don’t just check the boxes. provide benefits.

sponsored by holistic guide to wealth retention, by rory henry – see today’s special offer
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

stefan van duyvendijk, accounting operations evangelist at floqast, wants accountants in the industry to expand their roles.

in addition to the vital role of providing the basic requirements of accounting, he wants them to develop an operational mindset, as described in the book van duyvendijk co-authored with mike whitmire, ceo of floqast: shift happens: the rise of the operational mindset and how controllers can drive real value. liz farr served as a developmental editor.

more podcasts and videos: steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours | mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | 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 |

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

the operational mindset isn’t just about “making sure we make the product, and we move the product, and we get it to people,” but it means taking the discipline accountants already have for optimizing accounting processes and “taking that and applying it to our work and saying, ‘i’m going to track what i do in work. i’m going to measure what i do and work objectively so that i can go in and improve it and change it,’” van duyvendijk explains.  

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steve yoss: unlock business insight with power bis | quick tax tip

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 revolutionize how businesses visualize and interpret data.

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quick tech talk
with steve yoss
cpe today

businesses today are moving beyond traditional reporting methods to embrace the transformative potential of business intelligence tools. industry leaders emphasize the importance of platforms like tableau, qlik, and power bi, which allow companies to turn raw data into dynamic, interactive dashboards. these tools empower decision-makers to access real-time insights tailored to their specific needs, enabling them to make informed choices that drive success.

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

 

business intelligence tools go far beyond static financial reports like balance sheets and income statements. by integrating sales, marketing, inventory, e-commerce, and even email newsletter data, companies can create a comprehensive “heads-up display” of their operations. imagine transforming sales data into visual charts, mapping customer trends geographically, and combining diverse datasets into a single interactive platform. these tools enable businesses to manage proactively, focusing on forward-looking strategies rather than relying solely on retrospective analysis.

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jean caragher: fire clients who don’t fit | accounting influencers

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removing clients isn’t just about profitability—it’s a firm-wide morale booster.

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accounting influencers
with rob brown

with over 35 years of industry experience, jean caragher has witnessed the profession’s transformation, noting that marketing roles in accounting firms are now more strategic and influential than ever.

caragher describes her work at capstone marketing, where she serves as a fractional chief marketing officer for firms specializing in branding, content marketing, pricing, and client satisfaction strategies. “the foundation of marketing remains the same,” she explains, “but today, we have a wealth of digital tools and data to enhance how firms promote themselves.”

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