CPA Trendlines Podcasts

The Disruptors With Liz Farr Sandra Wiley has been speaking with firm owners and leaders for nearly three decades and clearly sees the need for change in the profession. MORE: Sandra Wiley here MORE CPA TRENDLINES PODCASTS and VIDEOS:   Peter Margaritis: The Power Skills Every Accountant Needs | Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices | Marie Green...

The 150-hour rule is facing harsh criticism in the accounting staffing crisis. With Steven Sacks The NEW Fundamentals: Thriving in Disruption There is a movement afoot by the state CPA societies to reconsider whether the fifth year of an accounting program that offers the student a Master’s in Accounting is worth the cost, not to mention the increased complexity of business requiring as much expos...

What to Start Doing Today to Be Fully Prepared for Next Tax Season... and Beyond.  A CPA Trendlines Flash Briefing Hosted by Seth Fineberg of AccountantsForward for CPA Trendlines   TOP TAKEAWAYS Artificial intelligence. Work smarter, not harder. Managing tech expenses. The fast track to rapid adoption. Choosing the right tech for your firm's needs today and tomorrow. YOUR PANEL OF EXPERTS Chad Da...

The Disruptors With Liz Farr CPA Trendlines Al Anderson is out to change audit as accountants know it. Auditors, he declares, are spending too much time being busy instead of being valuable.  Get the free preview of his forthcoming handbook:  “The New Manifesto for Accountants," Instant Download (PDF) Anderson is preaching a revolutionary framework for audit leadership, described in his forthcomin...

The Disruptors with Liz Farr for CPA Trendlines When Scott Scarano lost a few good people at his firm, he knew he needed to change things.  Instead of continuing to grow for the sake of growth, he overhauled his management approach  More CPA Trendlines podcasts here . “And things are better now at the firm, because we're not focused on growth,” but instead on “growing everybody,” including himself...

The Disruptors With Liz Farr For CPA Trendlines Ira Rosenbloom has been working in the M&A space for accounting firms for over a decade and says it’s a complicated and exciting time in the M&A space today. “We’re seeing a lot of things that make sense, and a lot of things that are frustrating because they make sense, and a lot of things that make no sense,” he said. Staffing problems on bo...

The Disruptors With Liz Farr CPA Trendlines   Jody Padar, the author of The Radical CPA, has been shaking things up in the accounting world for years. But today, firms are at a boiling point, limited by supply and demand. “You only have so many people doing the work. And what are you going to do? You can’t make the work up. It’s got to get done," Padar said.  More here: https://cpatrendlines.com/?...

The Disruptors With Liz Farr for CPA Trendlines   Peter Margaritis, who also calls himself The Accidental Accountant , grew up in the gregarious environment of restaurants, “where everybody communicated, not well, sometimes, but they communicated.” So it was a shock when he went to work at Price Waterhouse, and he “felt that all the air got sucked out of the office, and nobody was communicating at...

With Rick Telberg For CPA Trendlines Private equity takeovers of accounting firms are changing the rules for the CPA business, impacting succession plans, shifting talent strategies, and reshaping the competition, according to Robert Fligel, CEO and founder of RF Resources, one of the nation's leading advisors. More about this episode here See all CPA Trendlines and Podcasts and Videos here  In th...

The Disruptors With Liz Farr for CPA Trendlines Before Joe Montgomery started his firm, he had an epiphany.  He asked himself, “Why would I ever want to own a firm, if that’s what it looks like?”  He saw firm leaders chained to their desks, working long hours and dealing with waves of turnover.  “There’s got to be a different way to do it,” he thought.  More here: https://cpatrendlines.com/?p=1119...

The Disruptors   With Liz Farr for CPA Trendlines Ryan Lazanis started his previous firm, Xen Accounting, a 100% online accounting firm because he thought he could have a better life if he started his own business. Now, he teaches firm owners from around the world how to build firms that support their lifestyles. More here: https://cpatrendlines.com/?p=111660 “Your business is there to serve your...

The Disruptors With Liz Farr Marie Greene founded Connected Accounting in 2019 out of a desire to create a new kind of accounting firm where firm culture and “reliable, reliable, reliable” customer service were the highest priorities. MORE HERE: https://cpatrendlines.com/?p=111335 “What is your culture? Who do you want to have on your team?” are questions leaders need to consider when seeking out...

Staff and employee annual reviews help assess where teams need additional help, guidance and development. If only they weren't so painful... Enter Menlo Innovations, an IT consulting firm and custom software development firm that appears to have found a better way to analyze team performance and deliver constructive feedback.

The Disruptors With Liz Farr for CPA Trendlines Megan Genest Tarnow is well-known in accounting circles as the go-to expert in using QuickBooks for the fund accounting required by nonprofit entities. Full episode notes here: https://cpatrendlines.com/?p=108914 See all CPA Trendlines multimedia productions here: https://cpatrendlines.com/category/video,podcast/ Many of the best accountants she know...

With Liz Farr Creating the firm you want means you have to be intentional about it, said Twyla Verhelst, CPA. The head of Accountant Channel at FreshBooks and creator of Women in Accounting Mentorship said the first step is getting clear on your why, your firm’s why and your team’s why so you can approach growth more intentionally. More from CPA Trendlines here: https://cpatrendlines.com/category/...

Donny Shimamoto, CPA.CITP, CGMA, says that one of the COVID pandemic’s benefits is accelerating technology adoption. With the ongoing talent crunch, technology is one of the ways firms can get the work done with fewer people, as firm owners seek to create a sustainable balance “because we can’t keep going the way that we’re going.”

 The silver lining of the pandemic is that it forced accountants to move to the cloud and to develop distributed labor models, changes that are here to stay, Hitendra Patil, author of Client Accounting Services: The Definitive Success Guide , tells CPA Trendines in the latest episode of The Disruptors. 

Produced by the Center for Accounting Transformation.  Presented by CPA Trendlines.  Entrepreneurs in the accounting profession are rare, according to Chase Birky, president and CEO of Dark Horse CPAs. And he should know. More here: https://cpatrendlines.com/2023/04/10/chase-birky-paralysis-by-analysis-plagues-the-profession/ He had to take an uncomfortable step outside of his own comfort zone to...

Transformation Talks With Donny Shimamoto Center for Accounting Transformation Many accounting graduates dream of joining large firms right out of college. That dream became a reality for Dustin Wheeler. However, it didn't last long. MORE: Dustin Verity: Keep an Open Mind and Constantly Learn | Secret to Success? A Growth and Abundance Mindset | O.D. Lanier: Stepping Into Advisory | From Tax to Tr...

The Disruptors With Liz Farr Heather Smith has loved accounting since she was 14 and loves the flexibility the profession offers. Since the mid-2000s she has been one of the original cloud accounting nomads, with an accounting business that she says fits in a lovely Italian handbag. More here: https://cpatrendlines.com/2023/03/27/heather-smith-try-not-growing-your-business/ In 2022, the ANISE Cons...

Jackie Meyer is a fan of value pricing and niching your practice. Her favorite area is tax planning, which doesn’t require a huge investment of time to provide huge financial benefits for clients. Her own firm tripled revenues by focusing on tax planning. Firms that focus on low-volume, highly-niched areas solve several problems at once. 

Dustin Verity admits to being cautious. He also admits to being a technophile. In the latest episode of Transformation Talks, the CPA explained being conflicted between his obsession with playing with the latest technology and finding the right fit for his firm. "I've always been interested in technology and, and you know, efficiencies," Verity said, always wanting to know how his firm could produ...

“We’re ultimately in the people business. We’re in the relationship-building business. We just happen to do accounting.” That's how Clayton Oates, the founder of QA Business, views the accounting profession. Oates also believes accountants can choose whether they are playing a finite, zero-sum game with clients or the infinite game, which continues forever and results in an abundance forever minds...

Ron Baker has been on a crusade to transform accounting firms for decades, first by pushing us to kill the billable hour and to implement value pricing. Today, he’s advising accountants to switch to a radically different business model. His new book, co-authored with Paul Dunn, "Time’s Up! The Subscription Business Model for Professional Firms," explains the subscription model and why moving to th...

Randy Crabtree: Follow These 3 Rules to Keep Employees Happy