CPA Trendlines Podcasts

Be a client-centric human in a world of AI and technology.   The Disruptors With Liz Farr Several years ago, Rory Henry asked himself, “Why don’t financial advisors and CPAs work together?” It boggled his mind because both work with the client’s finances but are not always in sync. “We’re advising them on their businesses, and then the wealth advisor takes over and manages the finances,” Henry say...

With Jean Caragher  For CPA Trendlines  Lucas LaChance brings an auditor’s eye to marketing as the partner in charge of practice growth at Dallas-based Lane Gorman Trubitt, where he drives digital strategies that have fueled 143 percent revenue gains. More Capstone Conversations here | Follow Jean Caragher on CPA Trendlines here . | Get her best-selling handbook, The 90-Day Marketing Plan for CPA...

How nontraditional professionals leverage their skills to bring innovation and growth to the accounting profession. A ccounting ARC With Donny Shimamoto Center for Accounting Transformation The accounting profession is experiencing a wave of disruption, and nontraditional professionals are leading the charge. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sits down wi...

Diversify your revenue streams with video and build a virtual accounting career. Accounting Influencers with Rob Brown Kate Josephine Johnson owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses across the United States. She is also the Chief Hustler at Bookkeeping Side Hustle, where she helps other accounting professionals build virtual accounting careers they...

“The difficulty isn’t identifying the ethical decision; it’s making the right choice with difficult implications." A ccounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accounting ethics training needs a major reboot, according to the latest episode of Accounting ARC. While traditional ethics training often feels like a check-the-box activity, host...

If no one’s complaining that your fees are too high, your fees are too low. The Disruptors.  With Liz Farr. Mike Maksymiw, the leader of Aprio Firm Alliance, hates charge hours as a primary performance metric. He even left a firm where he was a partner because of a dispute over charge hours. Although he exceeded his revenue goals by a healthy margin, he was penalized because he got the work done i...

As private equity gains momentum in the accounting industry, firms face a decision: embrace external investment or double down on independence. Gear Up for Growth With Jean Caragher For CPA Trendlines In a recent episode of the Gear Up for Growth podcast, Alex Drost, managing principal of Connection Builders, discusses the growing interest of private equity (PE) in the accounting sector. Hosted by...

Accounting Influencers with Rob Brown Rob Brown and Donny Shimamoto discuss reform, transformation, and change in the accounting profession at individual accountant and CPA plus practice levels. More Accounting Influencers with Rob Brown here In 2001, Donny founded IntrapriseTechknowlogies LLC, a specialized CPA firm dedicated to helping small businesses and middle-market organizations leverage st...

Accountants must adapt to new value measures to remain relevant in a rapidly changing world. A ccounting ARC With Donny Shimamoto Center for Accounting Transformation Join host Donny Shimamoto as he chats with Bailey Lenart, founder of World Changing Business and Collective Flow. Bailey shares her journey from traditional accountant to ESG advocate, tackling non-financial metrics like emissions an...

Your clients may need a lot of empathy and not just tactical advice. Plus 13 key takeaways.    The Disruptors With Liz Farr   Terrell Turner started his “journey of doing things differently” on April 1, 2020, in the midst of the pandemic. While “2020 was the reset button for everyone,” that reset offered Turner a tremendous opportunity to create a new kind of firm. “We don't have any history in do...

Capstone Conversations. Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. With Jean Caragher.  For CPA Trendlines.  In a business not always comfortable with notoriety, it takes bold ideas to position an accounting firm in the marketplace, according to Kristen Lewis, director of marketing at EisnerAmper and a member of the Association fo...

The profession's problems are the profession's own fault. Accounting Influencers with Rob Brown Tim Brackney, CEO of a private equity-backed CPA and advisory firm, is challenging the widespread notion that private equity harms the accounting industry. Full show notes here | More Accounting Influencers with Rob Brown here "Private equity is not killing public accounting," Brackney tells Rob Brown i...

Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. With Jean Caragher For CPA Trendlines When the Covid pandemic hit Grassi CPAs, chief marketing officer Sarah Cirelli launched a "SWAT" program to stem the losses and reap an extra $2 million in new fees. Full show notes here | Follow Jean Caragher on CPA Trendlines...

From $70 milliion to $450 million: The power of positivity, strategic planning, and going international. Accounting Influencers with Rob Brown Richard Kopelman, CEO and managing partner of PE-owned Aprio, shares his philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision of truly global accounting firms. Complete show notes here, i...

Lessons from dozens of strategic mergers & acquisitions. Accounting Influencers with Rob Brown Richard Kopelman, CEO and managing partner of PE-owned Aprio, reveals the firm's dramatic transformation and rebranding into a global business advisory and accounting firm. See Part 2: Richard Kopelman: Aprio’s Plans for Global Conquest | More Accounting Influencers with Rob Brown here | Aprio Sells...

Leveraging social media and other digital platforms allows firms to attract talent without relying on traditional job boards or recruiters. Gear Up for Growth. With Jean Caragher. For CPA Trendlines. " You actually have to be a good firm,” Katie Thomas, CPA, founder and owner, Leaders Online LLC, replied when asked about the factors needed for an organic inbound recruitment strategy to work. Full...

How will proposed tax reforms impact businesses and tax professionals in the 2024 election cycle? Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation The 2024 election is poised to bring significant changes to tax policy, and the accounting profession is bracing for the potential impact. SHOW NOTES here | MORE Accounting ARC: Leadership for the Fu...

Beyond its ethical implications, CSR can bring tangible financial gains. Know-How Korner With Donny Shimamoto  Center for Accounting Transformation In this episode of Know-How Korner, we interview Jeff Joireman, a professor of marketing at Washington State University, about his groundbreaking research on corporate social responsibility. COMPLETE SHOW NOTES here | MORE Donny Shimamoto Discover how...

Stop following SALY. Think about what you are trying to accomplish. Plus 17 key takeaways. The Disruptors With Liz Farr  Kelly Mann wants firms to stop relying on SALY – same as last year – for everything: “Everything is same as last year, the way we give bonuses to people, the way we split partner compensation, the way we monitor hours, the way we prepare a work paper, the way we plan an audit,”...

Capstone Conversations With Jean Caragher For CPA Trendlines According to Korby Boswell, Adams Brown's senior marketing and growth manager, successful accounting firm marketing lies in effective project management, smart content marketing, and producing solid sales leads. Full episode note here | More Capstone Conversations here | Follow Jean Caragher on CPA Trendlines here . | Get her best-sellin...

Balancing growth, profits, culture, and staff retention. Gear Up for Growth. With Jean Caragher. For CPA Trendlines. “Probably no surprise, the greatest challenge to growth in this industry is attracting and retaining talent,” said Kristin Murray, managing partner of Weinstein Spira. “Without that, there is no growth, and given the landscape of our industry right now, that's everybody's biggest ch...

Leadership beyond control means empowering others to succeed and, of course, eating last. A ccounting ARC With Byron Patrick and Donny Shimamoto Center for Accounting Transformation This episode of Accounting ARC offers a candid discussion on leadership with Byron Patrick, CEO and founder of VERIFYiQ, and vice president of Client Success at The B3 Method Institute. SHOW NOTES here |  MORE Accounti...

The Disruptors With Liz Farr Alicia Katz Pollock proves that you don’t need an accounting degree or formal bookkeeping training to be a hugely helpful resource for the QuickBooks community. SHOW NOTES here  |  MORE PODCASTS and VIDEOS:   Nancy McClelland: Be the One Your Clients Ask First | Alan Whitman: Stop Accepting the Status Quo | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True W...

Capstone Conversations By Jean Caragher For CPA Trendlines The greatest challenge in marketing CPA firms is understanding the role of technology and how different generations of clients and prospects want to engage, Joe Kovacs, marketing and biz dev director at Councilor, Buchanan & Mitchell, tells Jean Caragher in this episode of Capstone Conversations. Show notes here | Follow Jean Caragher...

Gear Up for Growth With Jean Caragher For CPA Trendlines Demand for tax services emboldens CPAs to fire clients and deliberate about the clients they choose to work with.  Two practitioners share their strategies for accepting new clients through structured intake forms and firing clients who are not a good fit for their firms in this episode of Gear Up for Growth, with Jean Caragher, president of...