chad davis: don’t like it? don’t do it!
chad davis: gone remote and not coming back.
the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间
the disruptors
yes, technology disrupts – but for the better
hitendra patil: celebrate the pandemic’s silver lining.
the disruptors 
with liz farr for 卡塔尔世界杯常规比赛时间
technology is disrupting the profession, but for the good.
hitendra patil, cpa, long the head of customer success at accountantsworld by iris and an independent advisor, says that the silver lining of the pandemic is that it forced accountants to move to the cloud and to develop distributed labor models–changes that are here to stay.
more: donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson
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“we can’t fight the rapid technological changes – we can only leverage them to provide better service and insights to our clients,” patil said. “technology puts advisory services within the financial reach of more small business owners. but the superpower that accountants still have is the ability to connect our clients’ goals and aspirations with what’s happening in accounting,” he added, saying that it enables conversations on a higher level. “instead of pestering them for bank statements and receipts, we can ask about trends we see in the financials,” patil said.
yes, you can work less and make more
erik solbakken: build the firm of your dreams.
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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间
q: why did the accountant cross the road?
a: because they did it last year.
erik solbakken, a.k.a. “the heavy metal cpa,” is on a mission to free accountants from an oppressive business model. solbakken spent 18 years working his way up to be a partner in a firm in canada, but when the partnership fell apart, he was liberated to create a new kind of firm, where he and his staff never worked overtime and he made more money. today, he acts as the guide he wishes he’d had when he started out, empowering accountants to create firms they love working in.
more: donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson
how do you get away from the commoditization trap? simple, deliver to the client the transformation that they want for themselves.
solbakken said the profession has brainwashed us into believing three lies:
hitendra patil: no new tech. no new growth.
technology is disrupting the profession, but for the better.
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 for 卡塔尔世界杯常规比赛时间
the silver lining of the pandemic is that it forced accountants to move to the cloud and to develop distributed labor models, changes that are here to stay, hitendra patil, author of client accounting services: the definitive success guide, tells cpa trendines in the latest episode of the disruptors.
more: mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson
we can’t fight the rapid technological changes – we can only leverage them to provide better service and insights to our clients, patil says.
pro members always get all nine top takeaways, patil’s bona fides, and the full transcript.
read more →
donny shimamoto: future firm growth requires a mindshift
we can’t keep going the way we’re going.
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 for 卡塔尔世界杯常规比赛时间
donny shimamoto, cpa.citp, cgma, says that one of the covid pandemic’s benefits is accelerating technology adoption.
more: jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson
with the ongoing talent crunch, technology is one of the ways firms can get the work done with fewer people, as firm owners seek to create a sustainable balance “because we can’t keep going the way that we’re going.”
pro members always get all the top takeaways, details on the guest, and the full transcript.
jennifer wilson: empower young workers to build the firm everyone loves
jennifer wilson: wanna grow? employ the 10% x three rule
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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间
jennifer wilson has been advising and coaching firms on better ways to run their firms for years, so she has had an inside view of how firms perform well or perform badly. wilson said that building a sustainable firm that attracts and retains the best people and that the younger generation wants to own will require changes from how many traditional firms have operated.
more: mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson
though firms quickly switched to remote work at the pandemic’s peak to create a culture of “anytime, anywhere work,” many are now moving backward. some firms are giving wishy-washy messages about returning to the office, which makes remote team members feel they have little chance of promotion. “smart firms are not rolling backward right now,” wilson said. they are finding ways to do “mass customization and personalization of schedules and workplaces” to make everything work for team members, work for clients and work for the firm.
this may mean making tough decisions to let clients or underperforming staff go.
pro members always get all the top takeaways, details on the guest, and the full transcript.
mike whitmire: re-think your hiring and training practices
the disruptors: training can triumph over textbooks in the talent wars.
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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间
mike whitmire wants to transform the role of accountants in industry from mere counting beans (though that’s not a bad skill to have) to an operational role that leverages accountant’s knowledge of company finances and operations to drive efficiency throughout an entire organization.
more: hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson
whitmire, ceo, and co-founder of accounting software company floqast, inc., knows a thing or two about talent acquisition and development. before founding floqast, he managed the accounting team at cornerstone ondemand, a saas company in los angeles.
ed kless: clients don’t want outputs. they want outcomes
the disruptors: too busy? raise your prices.
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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间
what do clients – or, as ed kless prefers, customers – want from their accountants? it’s not the tax return or the financial statement but the outcome for the customer, which is most often peace of mind.
to remain relevant in disruptions like online tax preparation and automated bookkeeping tech firms like pilot, accountants need to consider other ancillary services they can provide above and beyond those basic services.
more: seth fineberg: your classic business model won’t allow growth | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson
“when you bill by the hour, when you have to measure your time, and when you tell the customer, ‘pay attention to my efficiency because that’s what i’m going to charge you,’ then they start looking at your efficiency instead of your effectiveness, which is the wrong thing to be looking at,” kless explained.
additionally, kless said cpas who are “too busy” need to raise their fees.
he said, “one of the mantras in pricing is innovating for growth, pricing for profit. when an organization wants to grow, the focus has to be on innovating, creating new things to offer, not necessarily what we used to be called rainmaking, which is getting more customers.”
kless maintains that accountants or cpas should strive to be the first person called, no matter what the customer wants, whether it’s super bowl tickets or a recommendation for the best medical team in an emergency. but experimenting with adding additional services or converting to a subscription-based business model will not be possible for firms that remain wedded to the timesheet, which, kess said, quoting ron baker, is cancer of the accounting profession.
seth fineberg: your classic business model won’t allow growth
the disruptors: billable hours – demeaning and demoralizing or useful measurement?
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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间
anyone who has been in the accounting profession–or legal profession–for any length of time knows how revered the billable hour is. however, plenty of firms are ditching the billable hour–a move that many professionals say is long overdue.
more: hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson
seth fineberg, a business journalist specializing in the accounting profession, says the billable hour can’t be a significant part of the business model of the future.
hector garcia: success strategies of a quickbooks youtube superstar
the disruptors: his secret recipe for attracting and retaining clients and employees.
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 for 卡塔尔世界杯常规比赛时间
any accountant who has ever met hector garcia will likely use the adjective “generous” to describe him. since 2011, he’s been sharing his encyclopedic knowledge of quickbooks on a youtube channel that has generated millions of views.
more: 2022年世界杯抽签 | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | private equity vs. the cpa firm partnership the fintech flood: accounting will never be the same | think small to think big with matt wilkinson | your sales tax headaches are only just beginning | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson | turning client service into new revenue
because of that youtube channel, he hasn’t printed business cards for two years.
disruptor: jason staats shakes up the status quo
the future is social.
^ click to play video | > play the podcast and follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.
the disruptors
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for 卡塔尔世界杯常规比赛时间
jason staats started doing videos at the beginning of the pandemic to quickly share information about the ppp and other relief programs with as many clients as possible.
more disruptors: how to face hiring challenges head-on with penny breslin | thinking smart about new tech: byron patrick | 2022年世界杯抽签 | blake oliver: why tax work yearns to be free | private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | private equity vs. the cpa firm partnership the fintech flood: accounting will never be the same | think small to think big with matt wilkinson | your sales tax headaches are only just beginning | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson | turning client service into new revenue
now, he has an entertaining and informative youtube channel where he shows how to use his favorite tech tools and a new mission to drive accountants into the future with collaborations and vision.
penny breslin: how to face hiring challenges head-on
the disruptors: penny breslin says don’t blame robots.
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with liz farr
for 卡塔尔世界杯常规比赛时间
the accounting profession has faced staffing issues for years now and, especially post-pandemic, the problem has compounded. penny breslin, 卡塔尔世界杯常规比赛时间 contributor and the founder of moneypenny, talks about how firms are facing the hiring challenges and popular solutions that seem to be working, including using predominantly cloud-based apps for collaboration and engagement and taking a true evaluation of the talents and skills needed for each position.
breslin says firms need to look at the talent they have and realize that not everyone has to be “a duplicate of yourself.”
byron patrick: thinking smart about new tech
the intersection of technology and intentionality.
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the disruptors
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for 卡塔尔世界杯常规比赛时间
an explosion of new tech tools is giving accounting firm owners the opportunity to improve efficiency, attract and retain talent, and serve their clients better, tech guru byron tells liz farr in this exclusive interview.
more disruptors: 2022年世界杯抽签 | blake oliver: why tax work yearns to be free |private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | private equity vs. the cpa firm partnershipthe fintech flood: accounting will never be the same | think small to think big with matt wilkinson | your sales tax headaches are only just beginning | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson | turning client service into new revenue
not only do these tools help ease the pressure of capacity problems, but they may also provide firms with a new revenue stream when they extend that expertise into their clients’ businesses.