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kless: profit is a result. flourishing is the purpose | the disruptors

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in the age of ai, conversations, not calculations, will define the future of the profession.

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the disruptors
with liz farr

ed kless believes accountants can do much more than monitor the numbers. together with ron baker, their latest venture, threshold, is a community that aims to support professionals in facilitating transformations in their customers. as kless explains, transformations occur when someone makes lasting changes in one or more of the domains of human flourishing.  

more streaming: whitman: build culture on ‘progress,’ not change | shein: no pe? no m&a? no problem | hood and weber: time to rise | proctor: turn dumb ideas into brilliant solutions | carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years | telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week |

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“the purpose of business is to promote human flourishing. profit is the result of a business. and there’s nothing wrong with that,” kless says. “i think profit is good, but it’s the result. it’s not the purpose.” drawing from benjamin franklin and economist russ roberts, kless explains that human flourishing has four domains: making people healthier, wealthier, wiser, or helping them live with more purpose.  

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how to fix the broken education systems | accounting influencers

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“the classroom is no longer a pipeline for work-ready professionals.”

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accounting influencers
with rob brown

today’s accounting leaders are facing an alarming truth: the next generation of recruits may be the least “work-ready” in decades.

they know their algebra, their shakespeare, and their chemistry formulas—but not how to introduce themselves in a job interview, meet a deadline, or handle feedback. that’s the provocative premise explored in the latest episode of accounting influencers podcast, where host rob brown tackles the widening gap between what schools teach and what firms need.

“the classroom is no longer a pipeline for work-ready professionals,” brown warns. “and accounting firms are starting to feel the pain.”

brown, a former high school math teacher, speaks from experience. he spent years coaching students to pass tests—not preparing them for the real world. “the curriculum is built for exams, not for the workplace,” he says. “no one’s teaching children how to build trust, handle tough feedback, or develop emotional intelligence.”

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pirolli: you can’t “declare” independence — you have to earn it | gear up for growth

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firms that want to stay independent must transform how they operate, lead, and plan for succession.

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sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. 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

“the problem that a lot of firms have is they just don’t pay attention to what succession really is until they get to the last few years,” explains william “bill” pirolli, executive vice president of firm services at succession institute, llc, on gear up for growth, hosted by jean caragher of capstone marketing. “it has to happen all throughout the lifetime of the firm in order to be properly established at the end.” 

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

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pirolli, a former aicpa chair and longtime cpa firm partner, emphasizes that succession planning must begin on day one, not five years before retirement. he cautions that too many firms wait until it’s too late to build future leaders or transfer client relationships effectively. 

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don’t get fired by your own automation | arc

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“waiting this one out is not an option. the rate of change is too fast.”

sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms.
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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

artificial intelligence is not replacing accountants; it is replacing the parts of accounting that accountants least want to do. that is the consensus of liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, who devote the latest accounting arc to reframing ai as an accelerant for professional judgment rather than a threat to jobs.

more accounting arc: what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes |more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it | your identity is not a liability | burnout, be gone: accounting needs a boundary breakthrough

patrick, ceo of verifyiq and founder and instructor for tb academy, begins with a familiar refrain from social media: ai will put accountants out of business. mason, ceo of high rock accounting, answers with little patience. if a practitioner’s value is “typing numbers into a screen,” she says, then replacement is inevitable. the hosts argue that firms win when they let technology handle the typing and redeploy human time to analysis, communication, and decision support.

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studley: navigating the adult industry accounting niche | big 4 transparency

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“you can write off lingerie?” learn how one accountant built a judgment-free firm for the adult industry. 

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.
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big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

when katherine studley posted a short tiktok in 2021 with the line “boobs aren’t a write-off,” she wasn’t trying to build a firm – she was trying to prove a point. now, the founder of the only consultant and prisma tax is one of the most in-demand accountants for adult industry professionals across north america, having helped thousands of creators, dancers, and sex workers file taxes, get compliant, and navigate financial systems that too often shut them out. 

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in this episode of big 4 transparency, host dominic piscopo speaks with studley about how she carved out one of the most unusual and underserved niches in accounting and scaled it to a fully remote, growing firm with a waitlist and a social following that fuels constant inbound interest. studley’s journey started after leaving the cpa firm grind, working in coffee shops, and being recruited into a government intelligence role. but it was a viral conversation during the pandemic that unlocked a huge market: onlyfans creators and exotic dancers who were suddenly earning six figures with no idea how to file taxes or whom to trust to help them. 

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