podcast

michelle golden-river: break the billable hour | gear up for growth

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firms that price for time rather than value are holding themselves back.

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

for decades, accountants have relied on billable hours, tracking time spent on client work and invoicing accordingly. however, according to michelle golden-river, ceo of fore llc, this model is fundamentally flawed.

“accountants have taken their cost structure—allocating hours to clients and projects—and turned that into their revenue model,” she explains. “they’re not supposed to be the same thing.”

gear up for growth spotlights the best strategies for smart and effficient 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

despite the evident inefficiencies, many firms remain resistant to change. david yeghiaian, chief strategy officer for kerberrose, noted that the biggest hurdle is uncertainty: “they’re just not used to it. there’s a fear of getting the pricing wrong—what if i estimate too low? what happens if a client expects more than i anticipated?”

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doug slaybaugh: coaching unlocks professional success | arc

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“coaching isn’t about fixing people—it’s about helping them unlock their full potential.” 

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accounting arc
with donny shimamoto
center for accounting transformation

for many accountants, career progression follows a predictable path—graduate, gain experience, and work toward a leadership role. however, as the industry transforms, many cpas find themselves seeking something beyond technical expertise: personal growth, leadership skills, and work-life integration. 

that’s where doug slaybaugh, cpa (a.k.a., the cpa coach), comes in.

more arc: analysis, reaction, comedy

 

more accounting arc: 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

a former big four auditor and regional firm partner, slaybaugh now dedicates his career to helping accountants thrive through professional coaching. 

slaybaugh’s journey into coaching wasn’t a straight line. after spending years in public accounting, rising through the ranks at arthur andersen and later price waterhouse, he realized his passion wasn’t just in financial statements—it was in people. 

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art werner: the godfather and tax issues | quick tax tip

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the corleone family’s quest for legitimacy mirrors modern business succession planning.

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quick tax tip
with art werner
cpe today

imagine a tax class inspired by “the godfather” by mario puzo. beyond its thrilling narrative of crime and family loyalty, this iconic novel is surprisingly rich in business succession and adaptation lessons. while such a class might remain hypothetical, its concept offers a fascinating lens for understanding contemporary tax issues like the corporate transparency act (cta).

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at its core, “the godfather” chronicles the corleone family’s struggle to transition their empire from illegal activities to legitimate business ventures. this narrative mirrors the challenges many businesses face in succession planning: ensuring smooth continuity while navigating regulatory landscapes. for tax professionals, the story underscores the importance of understanding compliance and transparency requirements, particularly as they pertain to ownership structures.

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steve evans: why traditional hiring methods fail | the disruptors

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redefine how you hire and develop top accounting 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

in 2012, steve evans’ friend giles pearson, a big four accountant in new zealand, needed help. pwc kept making the same hiring mistakes because they had no way to assess a candidate’s technical accounting skills. steve, an expert in psychometric testing, thought it might take half a day to scour the marketplace for appropriate tests but found nothing useful.   

more podcasts and videos: 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.

“they’re all rubbish,” he recalls telling giles. “they’re out of date. they’re not country-specific. they’re not really accounting-specific. they’re just math questions dressed up as an accounting test.” out of that failure, accountests was born.  

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steve yoss: how powered bi connects data | quick tech talks

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unlock insights quickly, from quickbooks to custom systems.

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quick tech talk
with steve yoss
cpe today

microsoft’s power bi revolutionizes how professionals and businesses interact with their data. this cutting-edge tool, designed for business intelligence and dashboarding, is user-friendly, highly versatile, and incredibly powerful. whether you’re working with sales, marketing, accounting, inventory, payroll, or other datasets, power bi seamlessly connects to nearly 100 native cloud resources—including quickbooks online—bringing your data to life through interactive dashboards, charts, maps, and graphs.

more steve yoss | more tech

one of power bi’s standout features is its ease of use. by simply entering your username and password, you can connect directly to quickbooks online without the need for third-party integrations or extra fees. moreover, its support for odbc (open database connectivity) makes it possible to integrate virtually any system, from inventory management to payroll and hr, or even external web data requiring login credentials.

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diversity and technology take center stage in accounting debate | accounting influencers

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firms must embrace ai, digital tools, and diversity to remain competitive.

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accounting influencers
with rob brown

in the latest episode of accounting influencers, an international panel of distinguished accounting professionals gathered to discuss the profession’s challenges, opportunities, and future. featuring dr. anton lewis, kelly mann, sabby gill, and eriona bajrakurtaj and hosted by rob brown, the conversation delves into the pressing issues shaping the accounting landscape and the innovative solutions driving transformation.

the panelists from diverse professional backgrounds shared insights into the industry’s evolution. dr. anton lewis, associate professor of accounting at governor state university, highlights the acute shortage of accounting professionals, particularly in the u.s., and its implications on talent development and diversity. he emphasizes the need for greater collaboration between academia and the profession to better equip students for the modern workplace.

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kristen rampe: accountability and simplicity in partner comp drive success | gear up for growth

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“compensation is one tool, not the tool, to change behaviors and outcomes.”

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

kristen rampe, managing partner of rosenberg associates, spotlights two key drivers for cpa firm success: accountability and simplicity in partner compensation systems. 

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

rampe shares insights from rosenberg associates’ recent report, “partner compensation: why accountability matters,” revealing a strong correlation between accountability and firm profitability. according to the report, firms with high accountability systems reported an average income per partner of $617,000, compared to $411,000 in firms with low accountability. 

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demystifying governance | arc

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from state societies to the aicpa, the hosts shed light on the collaborative ecosystem guiding cpas. 

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

the accounting profession operates within a complex framework of governance, where state and national organizations play critical roles in shaping standards, supporting professionals, and maintaining public trust. in a recent episode of accounting arc, donny shimamoto, cpa.citp, cgma; byron patrick, cpa.citp, cgma; and liz mason, cpa, dive deep into the often misunderstood relationships between state societies, boards of accountancy, and national entities like the aicpa and nasba. their discussion offers a candid look at how these organizations work together to regulate, educate, and advocate for cpas, while highlighting the importance of participation at every level. 

more arc: analysis, reaction, comedy

 

more accounting arc: 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 | election tax plans: what cpas need to know |

“many see state societies as just cpe organizers, but they’re also advocacy powerhouses,” explains patrick, ceo of verifyiq and co-founder of tb academy, who details maryland’s proactive society. state societies also facilitate specialized communities and foster advocacy efforts on behalf of cpas. 

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art werner: beneficial ownership and control | quick tax tip

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learn how a 1% owner can wield more power than a 99% shareholder under specific agreements.

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quick tax tip
with art werner
cpe today

in today’s complex regulatory environment, the term “beneficial ownership” might sound straightforward, but it encompasses far more than simply owning shares in a company. a beneficial owner holds a controlling interest in a business entity. this control might be linked to shared ownership, but it can also extend to individuals who influence decisions in other ways.

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for example, under the corporate transparency act, anyone owning 25% or more of a company is generally considered a beneficial owner. however, there are important exceptions that expand this definition.

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roger knecht: can you be an accountrepreneur? | the disruptors

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you don’t need all the answers, but you do need to ask the right questions.

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

about ten years ago, roger knecht, president of universal accounting, noticed that while accountants wanted to move into the advisory space, few had any idea how to make that transition. so he talked to business owners about what they’d like to see and developed a curriculum to help accountants develop those skills. “it’s game-changing,” knecht says, “because once you have the confidence as well as the competence to deliver cfo and advisory services, the world is your oyster bed.”

more podcasts and videos: 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.

as more accountants and bookkeepers move beyond compliance work into tax advising and planning, cash flow management, and cfo services, they can do work that knecht says is more fun and creative. “i think it moves the needle for our clients a lot more when we’re able to give them those insights and perspectives to run their businesses more profitably,” knecht says.

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katie tolin: what’s the market telling us? | capstone conversations

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understanding the story behind the data is critical to success.

sponsored by 
max: productivity, profitability and client retention, by august  aquila  
see today’s special offer

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

katie tolin, a veteran marketing strategist and the driving force behind cpa growth guides, recently sat down for a capstone conversation to share her expertise on navigating the complexities of marketing in the accounting industry. tolin, a decorated member of the association for accounting marketing (aam) and its volunteer of the year for 2023, offeres a candid exploration of current industry trends and the pivotal role of marketing in cpa firms.

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

tolin identifies the rapidly changing accounting landscape as the greatest challenge facing marketers today. from private equity’s entry into the industry to the emergence of alternative firm structures that don’t rely on traditional cpa models, tolin notes that uncertainty reigns.

“marketers must understand these shifts and anticipate their impact on our firms,” she explains. “whether it’s technology reshaping our strategies or new competitors entering the field, staying informed and adaptive is essential.”

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jennifer harrity: esg unlocks opportunities | gear up for growth

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uncover how regulations, investor demands, and market expectations are driving organizations to embrace sustainable practices.

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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 a world where sustainability is increasingly critical, environmental, social, and governance (esg) has emerged as a vital component of the accounting profession—described as the “fourth leg” of the accounting stool, alongside tax, audit, and consulting. esg integrates sustainability metrics with financial data, offering a holistic view of an organization’s health and strategic opportunities.

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

“esg is about measuring and quantifying sustainability-related data and aligning it with financial metrics,” explains jennifer harrity, esg and sustainability director for sensiba. “this approach not only provides a clearer picture of an organization’s health but also identifies strategic opportunities for growth.”

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top 10 red flags to watch for in accounting offices | arc

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outdated technology, unrealistic billable hours, and “unlimited pto” among key issues discussed. 

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

the accounting profession is undergoing significant change, and workplace culture is at the forefront of that transformation. in a recent episode of accounting arc, industry leaders donny shimamoto, cpa.citp, cgma; byron patrick, cpa.citp, cgma; and liz mason, cpa, explore the red flags professionals should watch for in accounting firms. 

more arc: analysis, reaction, comedy

 

more accounting arc: 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 | election tax plans: what cpas need to know |

“a firm that isn’t leveraging modern technology is a huge warning sign,” says mason, ceo of high rock accounting. she and the other panelists agreed that firms clinging to outdated systems often fail to create efficient work environments. “automated hr processes should be a baseline by now,” adds shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation. 

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