video

whitman: build culture on ‘progress,’ not change | the disruptors

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language, collaboration, and leadership training turned competition into cohesion.

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

when alan whitman became baker tilly’s ceo, he was caught between two warring camps. on one side were the legacy partners who had built the organization and “wanted to continue doing things the way that we’ve always done them because we’ve been so successful.” that side was afraid of “losing what they had built.” in the other camp were the new partners who wanted to change “to what they were promised, what they signed on to by becoming part of baker tilly.” the newcomers wanted “to move faster and do it differently.” 

more streaming: 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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as whitman describes in his new book, “break the mold: how to achieve transformational change scale and grow simultaneously, the conflict was resolved over time, one conversation, one small meeting at a time. “it would be more evolution, not revolution,” whitman says.  

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elliott: embrace the ‘dimension of possible’ | move like this

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the profession’s newest partners may be the most vulnerable.

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 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.

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

move like this host bonnie buol ruszczyk sits down with sarah elliott, cpa, co-founder of intend2lead, to unpack what conscious leadership looks like in accounting—and why the profession’s newest partners may be the most vulnerable leaders in the firm.

elliott, a former audit partner who left public accounting in 2014 to become an executive coach, argues that real change happens in a precise order: mindset, then skill set, then habits. her “conscious leader” model centers on leaders who share power, elevate others, and stay curious, even when uncertainty invites fear.

“our best leaders are human-centric first,” elliott says. “in a world of accelerating tech and change, we have to start with people—always.”

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intend2lead recently surveyed 110 newly promoted partners (2023–2024). the results spotlight avoidable gaps that push rising leaders toward burnout—or out of public accounting altogether.
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toxic partners kill your firm’s future | accounting influencers

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gen z won’t fix your firm culture problem – they’ll leave it.

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

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

accounting influencers
with rob brown

when the youngest professionals in accounting start saying “no,” leaders should start listening.

in this episode of accounting influencers, the conversation turns to the one thing that could make or break your firm’s future: how you treat your people, specifically, how you treat gen z.

they’re qualified. they’re confident. and they’ve watched what the generations before them endured—burnout, long hours, micromanagement, and “be grateful you’ve got a job” culture. their conclusion? “no thanks.”

this isn’t softness. it’s a strategy.

gen z values mental health over martyrdom, meaning over money, and culture over compensation. they’ve seen the toll that toxic leadership takes, and they’re unwilling to sacrifice well-being for tradition.

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call and geraci: future-proofing without p.e. | gear up for growth

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reserves, credit lines, and leadership pipelines fuel expansion.

this is a preview. the complete episode 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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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“fiercely independent isn’t a strategy, it’s a stance,” says john geraci, managing partner of lga cpas & advisors. “to truly remain independent, firms must be strategic about how they differentiate themselves, understand the threats posed by private equity, and have the conviction to invest in their people and future leaders.” 

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

more 卡塔尔世界杯常规比赛时间 videos and podcasts here

geraci and jeff call, managing partner of bennett thrasher, were guests on gear up for growth, hosted by jean caragher of capstone marketing.  

as private equity continues to reshape the accounting profession, both leaders agree on two critical factors for firms choosing to remain self-owned: independence must be intentional, and culture is the ultimate differentiator. 

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what amazon doesn’t tell you | arc

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returns ripple through revenue recognition, inventory, and environmental reporting.

sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms.
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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

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

accounting arc hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, use a youtube investigation into amazon’s return ecosystem as a springboard to examine the financial realities behind frictionless refunds. they agree that returns are a strategic cost center that must be engineered into product pricing, platform choice, and tax compliance from the start.

more accounting arc: 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

higher return rates are the rule online. u.s. retailers estimated that 16.9% of 2024 sales—about $890 billion—were returned, according to the national retail federation and happy returns. the cost of reverse logistics, shrinkage, and fraud compounds the hit to gross margin. “if you want the increased revenue from amazon sales, it’s going to come with increased returns,” shimamoto says. “you can’t have the reach without the cost.”

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