marketers to ceos: the expanding role of growth leaders in accounting | gear up for growth

strategic thinking, curiosity, and innovation can turn traditional marketing roles into firm leadership opportunities.

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, where accounting pros go pro  – see today’s special offer

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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 special episode of gear up for growth, host jean caragher hands the mic to guest facilitator sarah dobek, president of inovautus consulting, to lead an inspiring conversation about career opportunities in accounting marketing.

joining the panel are four powerhouse leaders whose diverse journeys showcase just how far the profession has evolved:

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth heremore 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

  • julie tucek, marketing director at legacy professionals;

  • eric majchrzak, ceo of beachfleischman;

  • carrie steffen, co-founder and president of the whetstone group, recently announced as the next ceo of the iowa society of cpas; and

  • jamie thomas, principal, growth and marketing at bdo usa

together, they offer a behind-the-scenes look at how accounting marketing has transformed from simple communications and event planning to a strategic, growth-driving powerhouse within firms—and where it’s heading next.

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tricia bencich: how mental load undermines career progress | move like this

mental load includes the invisible cognitive effort that goes into even the smallest tasks—and it’s constant.

 

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 “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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move like this
with bonnie buol ruszcyk
for 卡塔尔世界杯常规比赛时间

in the latest episode of move like this, tricia bencich, inclusion and social responsibility associate director at moss adams, returns to the show to tackle a topic that resonated deeply with attendees of the 2024 move mini summit: mental load. with more than 1,000 attendees at her session alone, it’s clear that the idea of “invisible labor” is striking a chord, especially with women in the workplace.

more move

mental load, bencich explains, isn’t just about the physical tasks we perform but the cognitive effort involved in managing them. it’s not driving to the soccer game; it’s remembering the cleats, checking the weather, packing snacks, ensuring the uniforms are clean, and being an emotionally available parent – all before the car leaves the driveway. it’s this invisible, persistent, often unnoticed thinking and planning that women disproportionately carry. and, as she emphasizes, “mental load affects everyone, but research shows women continue to shoulder more of it, even if their partners work less or not at all.”

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ashley kostos: secret weapon = skills testing? | move like this

“accounting isn’t a ‘fake it ’til you make it’ job.”

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 “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

click to subscribe anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music and audibleplayer fmaudacygaana (india)boomplay (africa), or rss.

move like this
with bonnie buol ruszcyk
for 卡塔尔世界杯常规比赛时间

in a recent episode of move like this, ashley kostos, sales manager at accountests, joined host bonnie buol ruszczyk to explore how data-driven assessments are helping accounting firms hire smarter, retain top talent, and create clearer career paths. with ongoing staffing shortages and high turnover across the industry, testing may be the tool firms didn’t know they needed.

more move

accountests, founded by a former pwc partner and a psychometric testing expert, offers skills, ability, and personality assessments specifically designed for the accounting profession. these tools help employers move past resume claims and polished interviews to evaluate real-world competencies, including things like understanding financial statements, tax knowledge, and software fluency. “accounting isn’t a ‘fake it till you make it’ job,” kostos emphasizes. “you need to know how to do the work.”

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what millennial managing partners face

man seated at laptop talking on phone

plus six tips for those aspiring to the role.

by marc rosenberg
the rosenberg practice management library

cpa firm managing partners often serve for long periods of time. a tenure of 20 to 25 years is not uncommon. for managing partners to serve that long, they command the unwavering respect of the partners, often cling to old practices and, toward the end, may not be the visionary they once were.

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

 

when a new managing partner takes over, this presents the firm with tremendous opportunities to change and improve the firm. the worst mistake is for the new managing partner to carry on just like their predecessor.
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you need capable successors for a seamless transition

younger businesswoman and older businessman smiling and talking in office hallway

prepare now.

by jennifer wilson

as vince lombardi said, “contrary to the opinion of many people, leaders are not born. leaders are made, and they are made by effort and hard work.”

 to experience a seamless transition as your leaders grow up, and then eventually out of your organization, identifying and developing your up-and-comers must become a core competence. without these critical abilities, there won’t be anyone to carry out the vision of your firm, serve your clients, or pay your retirement benefits and/or buyout. in this article, we’ll share ideas for developing leaders in your firm, identifying your partner potentials, and preparing them to step in and lead when the time comes.

more: generosity: the root of great leadership
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the first step is to make a cultural commitment to develop leadership skills in your people. some firms offer a leadership development program that allows people at various levels and in different roles, including administrators, to enroll in the program to enhance their ability to lead.
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amy vetter: strategies for transforming workplace culture | gear up for growth

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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