the disruptors

kelly mann: be the bull in the china shop | the disruptors

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stop following saly. think about what you are trying to accomplish. plus 17 key takeaways.

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

kelly mann wants firms to stop relying on saly – same as last year – for everything: “everything is same as last year, the way we give bonuses to people, the way we split partner compensation, the way we monitor hours, the way we prepare a work paper, the way we plan an audit,” she says.

more podcasts and videos: 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 | caleb jenkins: firm growth requires owners to shift roles | chris hervochon: be the leader you want to work for | ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap

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when she started in audit, mann was told to “try not to be such a bull in a china shop.”  she saw many opportunities for improvement by departing from saly, but leadership told her, “don’t have crazy ideas, don’t mix everything up, because change is hard and change disrupts.”

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alicia katz pollock: create a human-centric business | the disruptors

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give your team the resources they need to do the work that makes them happy. plus eight key takeaways.

[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

“alicia katz pollock proves that you don’t need to begin with an accounting degree or formal bookkeeping training to be a hugely helpful resource for the quickbooks community.”

more podcasts and videos:  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 | caleb jenkins: firm growth requires owners to shift roles | chris hervochon: be the leader you want to work for | ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap |

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

pollock started teaching computers and microsoft products and used quickbooks in her business. then, people started asking her to teach them quickbooks. she ran her quickbooks set-up and methodology past a few bookkeepers, who told her, “alicia, you have a knack for this.” so she dove in to learn as much as she could and is today one of the go-to experts for quickbooks.

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nancy mcclelland: be the one your clients ask first | the disruptors

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rely on your professional network for answers you don’t know. plus 13 key takeaways.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

the disruptors
with liz farr

nancy mcclelland never intended to start a firm, but after leaving a toxic work environment, she took on a few part-time gigs. because she’d never worked at a cpa firm, she built it “the way it made sense” without bumping up against the traditions of “this is how it should be done.”

more podcasts and videos:  alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles | chris hervochon: be the leader you want to work for | ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap | geraldine carter: charging more is better for your clients | vimal bava: when working smarter, not harder, is the only option | 

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

the name of her firm – the dancing accountant – reflects her passion for dancing and membership in several dance troupes, including one where she wears miniskirts and go-go boots. sharing that passion with her clients means putting herself “out there” and having faith that her clients respect her work as an accountant. “and you hope that they don’t laugh too hard at your dancing or that they’re not disappointed to find out that you’re just doing silly, fun stuff.”

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alan whitman: stop accepting the status quo | the disruptors

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the firms that shift from billable hours to value outcomes will win. plus 10 key takeaways.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

the disruptors
with liz farr

alan whitman wants to break the mold of public accounting. he wants to end the billable hour and the siloed practices that characterize how many firms have operated for decades. as whitman says, “we’re here to serve clients, we’re here to deliver great value. but do we really need to do it the way we’ve been doing it since before my father was in the workforce?”

more podcasts and videos:  sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles | chris hervochon: be the leader you want to work for | ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap | geraldine carter: charging more is better for your clients | vimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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

while “most firms believe that billable hours are the holy grail,” whitman points out that “the client isn’t necessarily buying billable hours.” instead, clients buy the outcomes and “the intellectual capital you’re delivering to them.” he believes that “the firm that can shift from production, from billable hours to outcomes, is going to win.”

as ceo of baker tilly, he pushed through changes that tripled the firm’s size and increased collaboration. like law, medicine, and architecture, accounting is a technician-based profession, and “most of your identity is based on what you do,” which can lead to siloes within a practice. but whitman argues that to deliver the appropriate solutions, “your responsibility is to not only deliver what you can deliver, it’s also to deliver what other people in the organization can deliver,” so the client is “getting what they need to prosper.”

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sean duncan: discover your own genius | the disruptors

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there aren’t enough of us to help everyone who needs our help.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members. 

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the disruptors
with liz farr

what would work look like if it reflected your passions? “imagine,” says sean duncan, cpa, “if you worked with the people that you loved working with, talking about the things that you love talking about, and you made a living and helped them?” as duncan says, “that’s just freakin’ awesome!”

more podcasts and videos:  caleb jenkins: firm growth requires owners to shift roles | chris hervochon: be the leader you want to work for | ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap | geraldine carter: charging more is better for your clients |

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

duncan was working at a large regional firm back in 2006 when he noticed that many small business clients were asking him for advice, but they couldn’t afford the fees of a large firm. so he started his firm out of “kind of this gut feel” of wanting to help those small business clients. over the years, his firm, smd consulting and accounting, has developed a specialty in working with video game developers, a special passion of duncan’s.

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ingrid edstrom: true wealth is not financial | the disruptors

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work-life balance means integrating work and life so that the work we choose to do expresses who we want to be in the world.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members. 
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the disruptors
with liz farr

ingrid edstrom wants accounting to be not just a more sustainable profession but one that’s regenerative. “this idea of sustainability is really operating from the idea that things can continue to perpetuate as they are,” she explains. a firm may be financially sustainable, “but at what cost to our families, to our personal health?”

more podcasts and videos: caleb jenkins: firm growth requires owners to shift roles | chris hervochon: be the leader you want to work for | ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap | geraldine carter: charging more is better for your clients | vimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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the regenerative approach recognizes “that we’ve already passed a threshold of harm that needs to be healed,” edstrom says. “regenerative accounting is starting to reframe those ideas around ‘what does it look like to go about business in a different way that is truly life-supporting for all peoples and our planet, rather than being extractive of our planet and exploitative of our peoples?’”

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caleb jenkins: firm growth requires owners to shift roles | the disruptors

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leave the stone age behind. join the new paradigm.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. 

the disruptors
with liz farr

when caleb jenkins was eight, he started selling cookies to his dad’s firm during tax season. his dad told him, “for me to pay you, i need you to create an invoice for me.” so jenkins set up his own quickbooks file and has been playing with quickbooks ever since, and eventually joined his dad’s firm.

more podcasts and videos: ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap | geraldine carter: charging more is better for your clients | vimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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

like most small firms, rlj financial focuses on the fundamentals of tax, bookkeeping, and payroll, but, as jenkins says, “in the eyes of the beholder, there’s really not a whole lot of value there.” however, shifting into advisory – a big talking point in recent years for the profession – is where accountants can bring “incredible value …beyond the baseline of traditional compliance services,” jenkins says. shifting into advisory also means “there’s way more work that happens all year round.”

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chris hervochon: be the leader you want to work for

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avoid the mental gymnastics required to switch between customers in different industries and niche your services.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members. 

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

the disruptors
with liz farr

chris hervochon is building his firm, better way cpa, “in a very specific way, for our tribes.” he explains, “not everyone needs to be our customer, not everybody’s our tribe, not everybody needs to be our employee.” leading with their core values, the process for bringing on new customers and new employees “weeds out the bad or the potentially poor fit customers,” which, in turn, helps with managing their time, the most valuable thing they have.

more podcasts and videos: ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap | geraldine carter: charging more is better for your clients | vimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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

his tribe includes marketing agencies, which he started working with by accident. then, one day, he realized that “i like working with these people. they need help. their model fits into what i’m doing. they’re professional services. they work roughly the same way that i do.” so he leaned into his niche.

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rosenbloom: don’t merge for the money

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merge to make a better business.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members. 

the disruptors
with liz farr

ira rosenbloom has worked in m&a with accounting firms for years, but things are changing today. the community of buyers is shrinking, so firms are being more selective about with whom they partner. rosenbloom is also seeing more creativity in transactions, and acquiring firms are looking closer at the clients they may be adding.

more podcasts and videos: adam lean: get out of the accountant’s trap | geraldine carter: charging more is better for your clients | vimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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

“we’re bringing in more clients. are they the right clients?” he asks. “and if we bring in clients from this other firm, and we do some cutting, how do we let that other firm earn some money back?”

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adam lean: get out of the accountant’s trap

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be unstoppable without sacrificing your soul.

this is a video preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

the disruptors
with liz farr

like many of today’s younger accountants, adam lean didn’t want to be relegated to the back office recording history and focused on compliance but wanted to have an impact by helping businesses grow. “i didn’t want to just be that person that just recorded the fact that the titanic was sinking. i wanted to help the titanic not sink.” younger people “want to make waves,” lean says. “they want to make more money without having to sacrifice their soul.”

more podcasts and videos: geraldine carter: charging more is better for your clients | vimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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

lean, the ceo and co-founder of the cfo project, had an epiphany.

instead of being “at the whim of my clients or government deadlines, or bookkeeping deadline,” lean discovered that by helping business owners understand their numbers, he could do something bigger and better. most business owners don’t understand their numbers, but as lean says “that’s a skill that if harnessed in the right way, you can be unstoppable.”

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geraldine carter: why charging more is better for your clients

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do the work you love for clients who value your expertise.

this is a video preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. 

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

the disruptors
with liz farr

geraldine carter wants accountants to get off the treadmill of working too many hours for too little pay. her new book – down to 40 hours – will help accountants achieve the “utterly reasonable” goal of working only 40 hours a week.

more podcasts and videos: vimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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

carter helps accountants solve the problem of overwork with a three-pronged approach: creating value for clients, pricing effectively, and delivering services efficiently. a key to this approach is focusing on a niche. by focusing on a particular type of client, you see the patterns that help you create value for clients, “and you’re likely going to be one of the few with that expertise.” providing more value “enables you to increase your prices for the same work,” she says.

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vimal bava: when working smarter, not harder, is the only option

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humans are the most advanced supercomputers, but there’s no user manual.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. 
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

the disruptors
with liz farr

like many who start out in public accounting, vimal bava didn’t initially question the status quo of our high-stress profession where long hours and little time for self-care are the norm. part of that stress was a partner who would “chew us out” for mistakes on returns.

more podcasts and videos: dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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

but when vimal’s doctor told him he needed to find ways to reduce his stress, he started his own firm. another wake-up call for vimal came in 2017 when one of his accountant friends suddenly passed away.

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jody grunden: be different. make more money

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prove the naysayers wrong.

this video is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. the podcast version becomes available in a few days everywhere you get your podcasts.

the disruptors
with liz farr

in 2013, jody grunden’s firm, summit virtual cfo, became one of the first financial firms in the world to go fully remote. at the same time, they narrowed their focus to creative agencies. those two changes, combined with a weekly subscription pricing model they’ve been using since 2007, resulted in a “hockey slope type ramp up.”

jody grunden, part 2 of 2: see part 1, june 20 – jody grunden: subscription pricing is a game changer

more podcasts and videos: dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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

since then, they’ve been doubling in size every three years, reaching $10 million in revenue by 2022 while maintaining a profit margin of 10-25%. they also ditched the suits and ties back in 2004 and “decided to go against the norm…it really changed the way that people thought about accounting,” grunden says. he is the author of the best-selling building the virtual cfo firm in the cloud.

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