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horton: burnout isn’t inevitable in audit | the disruptors

analytics, automation, and ai will reshape audit roles—and that should excite cpas.

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sponsored by tax season readiness: practical steps for a smoother busy season, dec. 10, 2 p.m., 1.5 cpe  | see today’s special offer

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the disruptors
with liz farr

audit is notorious for long hours, terrible work-life balance, reliance on endless checklists, and repeating the same mind-numbingly tedious procedures year after year. but some, like kathryn horton, are creating a different path for success as an auditor.  

 at her solo firm, kathryn k. horton cpa, she provides outsourced audit and analytics consulting services to firms nationwide. as “auditor on call,” she steps into manager and senior manager roles for local, regional, and national firms, helping them increase capacity while reducing staff burnout. 

more streaming: chang: killing saly, one agent at a time | vanover: 5-star firms don’t bill by the hourkless: profit is a result. flourishing is the purpose | whitman: build culture on ‘progress,’ not change | shein: no pe? no m&a? no problem | hood and weber: time to riseproctor: turn dumb ideas into brilliant solutionscarter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 yearstelka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnoutbrolin: the w.i.n. leadership formulagertrudes: 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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during her eight years in public accounting, horton says,i did struggle with burnout at various times, where the worklife balance really wasn’t a balance anymore.” a significant factor was the hyper-connectedness of today’s technology, where “we’re essentially on call 24/7” responding to emails and calls, which made it “really hard to unplug and just recharge the batteries.” 

another factor was demanding clients. “i realized that 80% of my stress was coming from 20% of my clients,” horton recalls.  

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five procedures to simplify your tax season

three young businessmen in office training session

yes, there are checklists.

by ed mendlowitz
tax season opportunity guide

one way to guarantee extra work is to have everything always done differently each time it is done.

more by ed mendlowitz
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not establishing uniform procedures is bad business and unnecessarily consumes part of your life. consistency in performance reduces work and review time and creates a greater reliance on the staff people.
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are you overlooking these 36 consulting services?

business meeting of a woman and two men

watch for the 38 events that trigger those needs.

by domenick j. esposito
8 steps to great

in today’s business world, the greatest growth and margin opportunities for a cpa firm are in the consulting area, as clients outsource specialized skills to deal with business challenges that they cannot handle internally.

more by domenick j. esposito
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presented below is a summary of the most typical cpa firm service offerings, together with opportunity triggers and market trends.
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stein smith: blockchain, ai, and the future of advisory | holistic guide to wealth management

firms that translate ai-driven data into clear insight will lead the next era of advisory. 

sponsored by tax season readiness: practical steps for a smoother busy season, dec. 10, 2 pm, 1.5 cpe  | see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss
is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure.

by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

few people have been able to bridge the gap between emerging technology and the accounting profession the way dr. sean stein smith does. a cpa, researcher, forbes contributor, and professor at lehman college, stein smith serves on the advisory board of the wall street blockchain alliance and has spent more than a decade helping practitioners make sense of blockchain, crypto, and artificial intelligence. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

more dr. sean stein smith | crypto tax planning – beyond the basics & what practitioners need to know going forward | dec. 11, 12:30 p.m. et | on-demand

“the whole blockchain conversation has moved from the back burner to the front [burner],” he says. “every major financial institution is entering the on-chain space.”

and cpas can no longer afford to ignore it.  

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