special

jean zick: happy team = happy clients | the disruptors

by

flexible schedules, remote culture, and ‘durable skills’ are reshaping the accounting profession.

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 卡塔尔世界杯常规比赛时间 pro membership  – see today’s special offer

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

the disruptors
with liz farr

the traditional accounting firm model is under pressure—and the disruptors podcast is highlighting the pioneers who are rewriting the rules. in this episode, host liz farr talks with jean zick, ceo and co-founder of juna financial, about how she’s building a different kind of accounting firm: remote, people-first, and future-ready.

more podcasts and videos: breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | 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 |

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

“we wanted to create a company we would have wanted to work for earlier in our careers,” says zick, who launched juna in 2016 to fill what she saw as a gap in the market: companies paying cfo-level fees for basic bookkeeping tasks. “every company deserves great accounting, no matter their size.”

read more →

make supervision and review personal for real impact

by

man and woman looking down at document

“do you believe that the person who worked with you on this job could run this job next year?”

by alan anderson, cpa
transforming audit for the future

over the last year, we’ve noticed that firms are grappling with a new problem left over from the pandemic: the audit staff who became seniors during covid-19 missed out on a critical key to success.

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

 

while supervision and review of new staff has never been great, covid-19 made it worse. most firms focused primarily on getting the work done remotely and neglected professional skills. then, firms hired many new people because of the massive turnover.

now that firms are in their 50th month of busy season, everyone has settled into some form of hybrid. however, most firms still haven’t tried to seriously resurrect the importance of supervision, review and holding people accountable.
read more →

david podell: build net worth in retirement planning | the concierge cpa

by

“if you’re not putting your clients into retirement plans, you’re missing one of the biggest value-adds in tax advisory.”

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro  – see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

in a recent episode of the concierge cpa, host dr. jackie meyer welcomes back david podell, ceo and founder of business benefits consultants, for a deep-dive on retirement strategies that are often overlooked by small business owners, cpas, and even seasoned financial professionals.

more jackie meyer

kicking off with sharp-witted tax news, meyer touches on irs free file expansions, refund reductions, and the hiring of thousands of new auditors—before jumping into a topic that directly connects tax strategy to future financial health: retirement planning.

podell, with more than two decades of experience designing retirement plans, returns to emphasize a crucial point: “if you’re not putting your clients into retirement plans, you’re missing one of the biggest value-adds in tax advisory.”

read more →

expert panel: answers for talent gaps, tech disruption, and evolving business models | accounting influencers

by

global accounting leaders call for mindset shifts, better storytelling, and a redefined brand.

sponsored by “max: maximize productivity, profitability, and client retention” by august j. aquila  – see today’s special offer

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

 

accounting influencers
with rob brown

in this edition of accounting influencers, four of the profession’s most prominent voices gather for a candid discussion on the challenges and opportunities facing the accounting world. from evolving business models to deep talent shortages, the conversation explores how firms must adapt—or risk irrelevance.

the panel includes randy johnston, co-founder of k2 enterprises and a long-time tech strategist for cpas; trevor greenway, ceo of interval, a software firm helping accountants uncover real-time advisory opportunities; harry blum, managing partner at rsm canada; and jennifer o’carroll, ceo of erp vendor hansaworld and former tax advisor.

“the knowledge is there,” says greenway. “the question is—do firms have the people and bandwidth to act on it?” he warns that while accountants understand the changes required—like the shift to advisory services and the adoption of ai—the labor shortage is the primary obstacle.

blum agrees, calling today’s environment “an experiment in change management,” where firms have never had more opportunity but also never faced more complexity. “the mindset shift needed to transform is the biggest challenge,” he says.

read more →