video

kopelman: culture and capital fuel aprio’s rapid growth | gear up for growth

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pe doesn’t have to strip your culture.


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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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

on a recent episode of gear up for growth, powered by 卡塔尔世界杯常规比赛时间, aprio ceo richard kopelman offered a behind-the-scenes look at what’s powering his firm’s remarkable trajectory—from a traditional cpa firm to a diversified advisory powerhouse. in conversation with jean caragher, president of capstone marketing, kopelman credited aprio’s sustained momentum to two key drivers: a relentlessly reinforced culture and a bold leap into private equity.

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

since stepping into the ceo role in 2013, kopelman has steered aprio into the ranks of the top 25 u.s. accounting firms. at the heart of that rise? a set of “31 fundamentals” that shape everything from team interactions to client engagements.

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the ultimate business hack you’re probably ignoring | arc

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“leaders should model respect, not just expect it.”

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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

more arc: analysis, reaction, comedy

in the age of digital disruption and hybrid work, professional etiquette often feels like an afterthought. but in the latest episode of accounting arc, hosts liz mason, cpa; donny shimamoto, cpa.citp, cgma; and byron patrick, cpa.citp, cgma, argue the opposite: manners are more relevant—and strategic—than ever. 

more accounting arc: resilience, real talk, and the road to mental wellness | blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service | ron baker: surviving tariff turmoil | are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting success | how coaching can unlock professional success | demystifying accounting governance |  top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education

“manners make a difference,” says patrick, ceo of verifyiq and co-founder of tb academy. “they impact hiring, client service, team dynamics—everything.” 

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donny shimamoto: reimagine diversity and belonging in the profession | move like this

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“the real question isn’t whether a firm is diverse enough. it’s whether the people in that firm feel like they truly belong there.”

 

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

in this episode of move like this, host bonnie buol ruszczyk and guest donny shimamoto, cpa.citp, cgma, explore the complex landscape of diversity, equity, and inclusion (dei) in the accounting profession, specifically in the current political climate.

shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation, shares insights into the challenges faced by underrepresented professionals, drawing from his personal experiences as an asian male in leadership roles. they discuss the persistent barriers that prevent women and people of color from advancing to top leadership positions despite making up a significant portion of accounting graduates.  

more move

the discussion delves into the current political climate surrounding dei efforts, acknowledging the pushback and misconceptions about diversity initiatives. shimamoto emphasizes that these efforts are not about quotas or tokenism but about creating genuine opportunities and a sense of belonging for all professionals. the conversation highlights the importance of moving beyond mere inclusion to fostering an environment where every team member feels they truly belong and can contribute meaningfully.  

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jean zick: happy team = happy clients | the disruptors

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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

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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 |

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“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.”

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

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“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

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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.”

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

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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

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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.

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matt criss: forget the grind; grow intentionally | gear up for growth

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stop drifting and start leading.


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

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

 

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in a high-stress profession like accounting, intentional growth isn’t just helpful—it’s necessary. in this episode of gear up for growth, business coach and author matt criss joins host jean caragher to share how accountants can build resilience, reflection, and renewed purpose by growing with intention.

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

as the author of conscious growth, moss adams executive criss brings decades of insight and a refreshing perspective: that growth shouldn’t be accidental. in this inspiring conversation, criss dives deep into the principles behind his book and shares how cpas and firm leaders can grow consciously—not just to advance their careers but to lead more fulfilling lives.

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resilience, real talk, and the road to mental wellness | arc

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from mindful walking to redefining worth, this conversation reveals what it really takes to thrive.

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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accounting arc
with arpan grewal
center for accounting transformation

more arc: analysis, reaction, comedy

in the latest student-led conversations episode of accounting arc, high school business student arpan grewal steps in as guest host for a raw, reflective episode centered on mental health and resilience. in conversation with jina etienne, cpa, cgma, cde, ceo of etienne consulting; rafael casas, senior consultant with workday; and kiera speed, inspiration logistician for the center for accounting transformation, the episode marks a powerful contribution to mental health awareness month. 

more accounting arc: blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service | ron baker: surviving tariff turmoil | are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting success | how coaching can unlock professional success | demystifying accounting governance |  top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education

“mental health is something we all struggle with, whether we’re students or seasoned professionals,” says grewal. “it’s not talked about enough, especially in accounting.” 

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okorie ramsey: diversity’s about building bigger tables | accounting influencers

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“…not just filling seats.”
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accounting influencers
with rob brown

as past chair of aicpa and cima, okorie ramsey represented nearly 700,000 members worldwide. but in his view, leadership isn’t about wielding power—it’s about partnership, innovation, and service to the public.

in a wide-ranging conversation on the accounting influencers podcast, ramsey reflects on his tenure, the profession’s most significant challenges, and what excites him most about the future.

“it’s a huge role,” ramsey says, “but it’s also a wonderful opportunity.”
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