carl peterson: succession or stagnation? | gear up for growth
aicpa’s peterson sounds the alarm for small firms.
gear up for growth
with jean caragher
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video
23 insights from 100 episodes of the disruptors
there are as many ways to be an accounting firm as there are accountants.
by liz farr
your identity is not a liability | accounting arc
silence, shame, and outdated policies still shape the profession—but we rise anyway.
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accounting arc
with liz mason and donny shimamoto
center for accounting transformation
in a stirring pride month episode of the accounting arc podcast, liz mason, cpa, and donny shimamoto, cpa.citp, cgma, confront what it really means to belong in a profession still wrestling with how to talk about identity.
“bringing your whole self to work is still a radical act,” says shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation.
for much of his career, it was one he avoided.
more accounting arc: 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 |
both mason, ceo of high rock accounting, and shimamoto spent years hiding parts of themselves to navigate professional expectations. for mason, that meant letting assumptions stand unchecked. “it was easier not to correct people,” she says. “because the stakes were too high.” read more →
write your way to the top: the career move most overlook | accounting influencers
what’s the best professional step in accounting? it’s free, powerful—and you’re probably not doing it.
sponsored by radical pricing: optimize profits, delight clients, and build a top-value firm by jody padar, cpa, mst – see today’s special offer
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accounting influencers
with rob brown
want to stand out in your firm? build a loyal client base? attract speaking gigs, promotions, or even media opportunities? in this episode of accounting influencers, the answer isn’t more certifications or hours—it’s writing. publicly.
rob brown makes a bold claim: writing publicly is the most effective, accessible move accounting professionals can make to shape their careers—and almost no one is doing it. not because it’s hard, but because they’re afraid.
“this one habit can take you from being another face in the crowd to a trusted voice in your field,” he says. “and trust me, it’s a lot easier than you think.”
technical competence alone is no longer enough. clients and firms are looking for accountants who can lead, communicate, and inspire confidence. public writing—on linkedin, blogs, newsletters, or industry sites—is one of the most efficient ways to showcase your expertise and build trust at scale.
randy crabtree: live at the intersection of passion & skill | the disruptors
abandon rigid roles and redefine success on your own terms.
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
randy crabtree believes the biggest shift accounting needs isn’t in technology or tax law—it’s in mindset. for decades, the profession has prized consistency and predictability.
but in a time of demographic disruption and rapid innovation, crabtree argues that clinging to “same as last year” thinking is holding the profession back.
“we have to embrace change,” he says. “this is a massive opportunity to start thinking differently.”
and for crabtree, that change is deeply personal. a stroke more than a decade ago sparked a transformation that reshaped his life, leadership, and mission. now, he champions vulnerability, passion, and purpose as the new pillars of a thriving accounting career—and he believes the profession’s best days are just beginning.
卡塔尔世界杯常规比赛时间 celebrates: the 100th episode of the disruptors
more streaming: 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 |
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crabtree’s vision for accounting starts with reimagining relationships—both with clients and with ourselves.
“it’s not just about shifting services. it’s about shifting how we see our role,” he explains. “we have to stop thinking of ourselves as just technicians and start thinking of ourselves as partners in our clients’ futures.”
justin baker: save $8m in estate taxes in one move (before 2026) | the concierge cpa
even clients under $30 million could face a surprise tax hit in 2026—here’s how to protect them.
this is a preview. the complete episode is first available exclusively to pro members | go pro here
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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
as the 2026 sunset of the tax cuts and jobs act looms, one of the least discussed yet most consequential shifts in tax policy is about to hit: the estate tax exemption is set to be cut in half. for high-net-worth individuals—and the cpas who advise them—the clock is ticking.
on the latest episode of the concierge cpa, host jackie meyer welcomes justin baker, general counsel at baker wealth strategies, to explain how the looming estate tax changes present both a threat and an opportunity. “if congress does nothing, the current $14 million per-person exemption drops to around $7 million,” baker warns. “for married couples, that’s a potential $14 million reduction in tax-free estate value—and a real risk of a 40% tax on anything above that.”
brannon poe: pe drives prices–and change | accounting influencers
what forces drive firm sales—and what separates sellable from the stagnant?
accounting influencers
with rob brown
phil whitman: no pe? no problem. stay fiercely independent | gear up for growth
firms can still stay independent—but only if they get serious.
gear up for growth
with jean caragher
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what happens in vegas… gets reported on a tax return | arc
you can serve brothels, cannabis firms, and poker pros—just don’t cross the legal line.
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accounting arc
with liz mason and byron patrick
center for accounting transformation
accountants are often seen as the gatekeepers of financial integrity, but what happens when the client operates a strip club, sells cannabis, or works in legal sex work?
in the latest episode of accounting arc, liz mason, cpa, and byron patrick, cpa.citp, cgma, challenge the idea that “sin” industries are off-limits for ethical professionals. their message: legality, transparency, and harm reduction matter more than personal judgment.
more accounting arc: 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 |
mason, founder and ceo of high rock accounting, has worked with legal sex workers and cannabis companies. she says she doesn’t shy away from these clients. “all companies have a right to good advice,” she says, stressing that ethical boundaries depend more on legality and transparency than personal judgment.
patrick, ceo of verifyiq and educator and co-founder of tb academy, echoes the sentiment. “is it legal, or is it not?” he asks. “that’s a pretty clear ethical line.”
but not all ethical questions are so simple. mason shares a cautionary tale about walking away from a fintech client offering predatory lease agreements. “it was all legal,” she says. “but it was abusive. and that crossed a line for me.”
turn conference season into career gold | accounting influencers
break down the strategy behind smart networking, brand building, and true roi at live events.
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accounting influencers
with rob brown
do you really know how to work a conference?
sure, you’ve been to plenty—shook hands, sat through sessions, grabbed some swag. but in an era when time, travel, and training budgets are tight, attending a conference without a strategy can cost you more than just money. it can cost you momentum.
in the latest episode of the accounting influencers podcast, host rob brown issues a wake-up call for accounting professionals: conferences are back, and they’re your best opportunity this year to build real influence—if you know how to do it right.
“are you prepared to waste time, money, and opportunities? or are you ready to maximize every ounce of value?” he challenges listeners.
jennifer harrity: the business case for doing good: esg, b corp & real returns | move like this
“we don’t need a few companies doing everything perfectly, we need everyone doing something. that’s how real change happens.”
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 ruszczyk
for 卡塔尔世界杯常规比赛时间
in this episode of move like this, jennifer harrity, director of sustainability at sensiba, talks about how b corp certification and esg (environmental, social, and governance) frameworks are reshaping accounting firms from the inside out. originally sensiba’s head of marketing, jennifer pivoted to lead the firm’s sustainability efforts after spearheading its b corp certification in 2018. this move led to the creation of a full-fledged esg practice that now supports clients in areas ranging from greenhouse gas (ghg) reporting to impact assessments and fractional chief sustainability officer services.
harrity explains that b corp certification is a rigorous third-party process that measures a company’s environmental and social performance, governance, and accountability. for accounting firms like sensiba, it not only served as a differentiator but also proved to be a powerful talent magnet. students and experienced professionals increasingly seek out values-aligned workplaces, and the b corp logo on a recruiting booth helped sensiba stand out, even against big four competitors. she emphasizes that the certification aligns naturally with many of the profession’s existing values, such as a commitment to employee well-being and community engagement.
mcclelland and telka: rewrite the rules | the disruptors
representation isn’t symbolic. it’s essential for the profession’s future.
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
accounting pros nancy mcclelland, cpa, and questian telka, ea, are pulling back the curtain on what it really means to be a woman in the accounting world—with all the messy, maddening, and motivating moments that come with it.
their new podcast, she counts, is more than just a talk show—it’s a movement. aimed at ending the isolation so many women in accounting face, the show tackles taboo topics, ugly truths, and everything in between.
卡塔尔世界杯常规比赛时间 celebrates: the 100th episode of the disruptors
more streaming: 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 | 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
“we want to bring into the open those unspoken questions and challenges that women in accounting face every freaking day,” says mcclelland.
matt tait: make monthly close history | the concierge cpa
peek inside the firm powering real-time finance for 1,000+ companies with just 100 staff.
this is a preview. the complete episode is first available exclusively to pro members | go pro here
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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
on the latest episode of the concierge cpa, host dr. jackie meyer sits down with matt tait, ceo and co-founder of decimal, a fast-growing accounting firm that’s challenging conventional norms in accounting operations, client service, and firm structure.
despite not being a cpa—tait is a self-described “recovering attorney”—he has led decimal from a startup within a traditional accounting firm to a 100-person operation managing accounting services for more than 1,000 high-growth businesses.
but the firm’s real differentiator?
“we’re not an ai firm,” tait explains. “we’re a service firm that leverages technology to deliver a better client experience.”