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debbie kilsheimer: stop thinking small | the disruptors

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“too often, we’re stepping over dollars to pick up pennies.”

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

by age 25, debbie kilsheimer was already disrupting the traditional accounting mindset. at her first job, she questioned why clients were billed by the hour when speed and efficiency weren’t rewarded.

“the smarter i get, the more efficient i become, the less you make,” she told her boss. “i don’t understand that. plus, the clients don’t know what anything will cost—so they’re afraid to call.”

more podcasts and videos: 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 | 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 |

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her suggestion to switch to flat-rate pricing was met with disbelief, but she knew she was onto something. two decades later, kilsheimer and her husband, hal, run a million-dollar firm built on premium service, not time sheets.

“i’m going to be starbucks. i’m going to be louis vuitton,” she says. “i’m going to be the most expensive accountant they talk to—and i’m going to deliver on that promise.”

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use innovation to rethink client service

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businesswoman opens door to brick wall

six roadblocks to avoid.

by alan anderson, cpa
transforming audit for the future

“we cannot solve our problems with the same thinking we used when we created them.” – albert einstein

when most auditors hear the word “innovation,” they think it has to do with getting more technology. but that’s only a small part of what innovation means. innovation isn’t just throwing more technology at your audit processes. that approach is often just replicating with technology what you have done in paper for decades.

more by alan anderson
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according to an article in forbes, “innovation is the rethinking or reimagining of a business process that already exists.” applied to audit, innovation is reimagining what audit is and what audit can be. it’s the transformation of audit from a commoditized compliance-only function to a sought-after and highly valued service that produces benefits to the clients who use that service and to the firms who provide that service.
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chris farrell: id your hidden bottleneck | the concierge cpa

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optimizing the client experience is the real key to growth and profitability.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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

on a recent episode of the concierge cpa, liscio founder and ceo chris farrell joins host jackie meyer to challenge the conventional wisdom about workflow systems in accounting. his core message? firms don’t just need better systems—they need a client-first approach to technology.

“most of the problems firms are facing stem from one thing,” said farrell, a cpa and veteran software innovator. “you’re always waiting on the client.”

more jackie meyer

farrell knows both sides of the equation: as a former arthur andersen accountant and cfo, and as a serial entrepreneur who’s spent 15 years building tools specifically for accountants. with liscio, a client experience platform, he’s tackling a key pain point: fragmented communication. “when clients don’t know where to send documents or how to respond, the firm grinds to a halt.”

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