video

ellison-taylor: small firms’ fix for talent crisis | gear up for growth

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they’re not leaving the firm. they’re leaving you.

originally published jan. 10, 2025.
sponsored by max: maximize productivity, profitability, and client retention by august j. aquila  – 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

what’s driving talent out of accounting firms? according to kimberly ellison-taylor, cpa, cgma, citp, cisa, everything from outdated leadership to untold success stories is pushing promising professionals away. in this episode of gear up for growth, powered by 卡塔尔世界杯常规比赛时间, host jean caragher sits down with the powerhouse behind ket solutions to explore how the profession can—and must—change to attract and retain the next generation.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth | more capstone conversations with jean caragher | 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

ellison-taylor, former chair of both the aicpa and the maryland association of cpas, started her journey into accounting as a third grader inspired by a career-day presentation. that spark led to decades of leadership—and now, a mission to transform the narrative around what it means to be a cpa.

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the hidden reason you’re exhausted | arc

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discover the link between triggers, burnout, and the power of saying “not right now.”

originally published may 29, 2025.
sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more. go pro!  – see today’s special offer

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

more arc: analysis, reaction, comedy

let’s be honest: the accounting profession isn’t exactly known for work-life balance. long hours, tax season sprints, and “just one more thing” emails can leave even the most seasoned pros teetering on the edge of burnout.

in this episode of arc, hosts liz mason, cpa; donny shimamoto, cpa.citp, cgma; and byron patrick, cpa.citp, cgma, confront that edge—and explain why healthy boundaries are more than just trendy jargon. they’re essential tools for staying sane, productive, and professionally respected.

more accounting arc: your identity is not a liability | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | 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 |

“burnout is basically professional depression,” says mason, ceo of high rock accounting. “if you find yourself triggered, angry, or exhausted at work all the time, there’s a good chance your boundaries are being violated—and you might not even realize it.”

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hannah munro: real reasons change fails | accounting influencers

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from unclear goals to digital missteps, this episode outlines what it takes to transform with confidence.

this was originally published april 19, 2025.
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

change isn’t slowing down. it’s speeding up. and according to hannah munro, that’s precisely why finance professionals can’t afford to treat transformation as a one-time event.

in this episode of accounting influencers, munro—managing director of itas solutions and host of the cfo 4.0 podcast—discusses driving successful change in accounting and finance. she dives into why so many transformation initiatives fail and outlines a smarter path forward for firms looking to adapt, evolve, and thrive.

“the pace of change is accelerating,” munro explains. “that volatility and uncertainty are forcing finance professionals to elevate their role.”

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chris vanover: audit, now with 100% less misery | the disruptors

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cpaclub is doing what few dared: killing the billable hour, shrinking the workweek, and proving that audit doesn’t have to suck.

originally published oct. 4, 2023.

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see the disruptors

the disruptors
with liz farr

public accounting has long had a reputation for being slow to change, but in the world of audit, that pace has been glacial. chris vanover, cpa, founder and president of cpaclub (formerly auditclub), is here to challenge that status quo. in this episode of the disruptors, vanover shares how he’s rebuilding audit from the ground up—ditching billable hours, crushing burnout, and making accounting cool (and flexible) again.

卡塔尔世界杯常规比赛时间 celebrates: the 100th episode of the disruptors

more streaming: erica goode: build a $200k firm in 15 hours a week | randy crabtree: live at the intersection of passion & skill | mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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

and the transformation doesn’t stop with audit. cpaclub has expanded into tax and advisory, now offering a broader array of subscription-based solutions for cpa firms.

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koebnick: freedom from federal taxes? the tribal credit that’s sparking fireworks | the concierge cpa

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advisors are learning how a federally registered tribal credit could mean big tax savings and big tax controversy.

this is a preview. the complete episode is first available exclusively to pro members | go pro here

update: this episode was originally recorded in early 2025 and appears here as part of the 卡塔尔世界杯常规比赛时间 special independence week series. please be advised that the tribal tax credit is currently under increased scrutiny by the irs, with concerns about potential misuse and fraudulent claims. the perspectives shared in this episode reflect the understanding at the time of recording and do not align with the most recent regulatory guidance or enforcement actions. listeners are strongly encouraged to consult a qualified tax advisor and review the latest irs guidance before considering any strategies discussed herein. 

the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

as americans celebrate independence, a lesser-known federal tax credit tied to native american tribal negotiations is offering its own version of financial freedom—up to 40 percent off federal tax liability, no clawbacks, and five years to use it.

more jackie meyer

on this special independence week episode of the concierge cpa show, host jackie meyer, cpa, sits down with chad koebnick, vice president of specialized tax services at nepsis, to explore a strategy that could permanently reduce taxes—and permanently change the way we think about advisory.

“this is one of those once-in-a-decade strategies,” says meyer. “but it’s new, and with that comes skepticism. that’s why we brought in chad to break it all down.”

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what career advice gets wrong for gen z—and how to fix it | arc

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today’s students want more than titles. here’s how to respond.

sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more. go pro.  – see today’s special offer

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accounting arc
with arpan grewal and harshita multani
center for accounting transformation

accounting arc: student-led conversations isn’t just another student podcast—it’s a cross-generational wake-up call.

in this episode, business students arpan grewal and harshita multani, both interns for the center for accounting transformation, lead a powerful dialogue with texlin usher quinney, cpa, pmp, ph.d., and byron patrick, cpa.citp, cgma. their topic? the flawed premise of “finding your passion.”

more accounting arc: your identity is not a liability | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | 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 |

“my daughter thought her first job out of college had to be her passion,” explains patrick, ceo of verifyiq and co-founder and educator for tb academy. “but passion isn’t a one-time decision—it’s an evolution.”
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angela oakley: right coaching fuels engagement | move like this

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“when people see their strengths clearly for the first time, they feel seen, and that changes everything.”

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. get more. 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.

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

at clark nuber, developing talent is more than a bullet point on a strategic plan; it’s woven into the fabric of how the firm operates. angela oakley, director of the firm’s talent advisor program, sits down with the move like this podcast to share how her team has successfully embedded the cliftonstrengths assessment into nearly every phase of the employee life cycle. from onboarding to performance conversations, strengths-based coaching has become a core tool for helping individuals grow and for building stronger, more connected teams.

more move

oakley describes how the initiative began in 2016, after one of the tax teams had already explored strengths to improve internal collaboration. that early success, along with a culture already committed to learning and people-first leadership, laid the foundation for broader adoption. with support from key influencers and her own certification in the assessment tool, oakley began integrating cliftonstrengths into the firm’s coaching framework, building buy-in organically, one conversation at a time. read more →

embrace the machines | accounting influencers

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forward-thinking firms transform disruption into dominance.

sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more. go pro.  – see today’s special offer

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accounting influencers
with rob brown

in a profession built on precision, trust, and timeless principles, a disruptive force has arrived—and it’s not just another regulation. it’s technology. automation, ai, and machine learning are redefining accounting at a rapid pace, sparking a pressing question: is technology a force for good, or the demise of accountants as we know them?

more accounting influencers with rob brown

in this episode of accounting influencers, host rob brown tackles this seismic shift head-on. with over 300,000 accountants having exited the profession since 2020—a 17% decline—brown cuts through the noise to examine whether accounting is facing an extinction event or a long-overdue evolution.

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erica goode: build a $200k firm in 15hrs/week | the disruptors

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thrive with a lean schedule, happy clients, and a calm home life.

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
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

 

the disruptors
with liz farr

erica goode was exhausted and burned out as a corporate accountant and mom of two young children. “i could not figure out a sane way to operate a 50-hour work week and raise two kids and have a spouse who worked a 50-hour work week,” goode explains. “i don’t think there is a great way to do it. it does not leave a lot of margin to be a full-time working parent.”

卡塔尔世界杯常规比赛时间 celebrates: the 100th episode of the disruptors
the disruptors

more streaming: randy crabtree: live at the intersection of passion & skill | mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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

so she quit to become a full-time mom. however, she missed accounting.  so when the owner of the fitness studio where one of her children took tae kwon do classes asked for help, she said yes, even though she had never touched quickbooks before.

read more →

experts call for industry overhaul | accounting influencers

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top minds in accounting push for systemic reform, smarter tech, and a human-first workplace.

sponsored by holistic guide to wealth management by rory henry, cfp, bfa  – see today’s special offer

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accounting influencers
with rob brown

while many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspiring career paths can sustain the future.

more accounting influencers with rob brown

in this episode of accounting influencers, host rob brown convenes a powerhouse panel to unpack the profession’s greatest opportunities—and its most pressing threats. joining him are:

  • sona akmakijian, cpa: global leader of strategic accountant partnerships at avalara

  • renee moelders: partner at convergence coaching

  • allison ball: vp of marketing & communications at bookkeep

  • andrew berg, cpa: managing partner of berg advisors

their consensus? the profession must evolve—fast.

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