CPA Trendlines Podcasts

Kenji Kuramoto: Kill the 40-hr work week, online pricing and other archaic accounting etiquettes.

Chad Davis: You have an infinite canvas of opportunities to add more joy to your firm.

"...Clients who have started their own businesses are looking for a combination of “money, time and freedom.” However, Damery said, we’re selling them dashboards, KPIs and cash flow forecasting without explaining why that’s important and what that’s going to do for them. "Clients are looking for an advisor who's going to listen to me, understand my hopes, my fears, my vision, what the challenges a...

Erik Solbakken: Create a firm you'd love working in. The Disruptors With Liz Farr for CPA Trendlines Erik Solbakken, a.k.a. “The Heavy Metal CPA,” is on a mission to free accountants from an oppressive business model. Solbakken spent 18 years working his way up to be a partner in a firm in Canada, but when the partnership fell apart, he was liberated to create a new kind of firm, where he and his...

The Disruptors With Liz Farr Donny C. Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC , a specialized CPA firm dedicated to helping small businesses and middle market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced organizational growth and development.  Donny also works with l...

The Disruptors With Liz Farr for CPA Trendlines Subscribe to CPA Trendlines podcasts anywhere: Apple , Google , Spotify , iHeart , Deezer, Amazon Music and Audible , Player FM , Audacy , Gaana (India) , and Boomplay (Africa) .  More: https://cpatrendlines.com/?p=105184

Training can triumph over textbooks in the talent wars. The Disruptors With Liz Farr for CPA Trendlines Mike Whitmire wants to transform the role of accountants in industry from mere counting beans (though that’s not a bad skill to have) to an operational role that leverages accountants’ knowledge of company finances and operations to drive efficiency throughout an entire organization. More here:...

Too busy? Raise your prices. The Disruptors With Liz Farr for CPA Trendlines What do clients – or, as Ed Kless prefers, customers – want from their accountants? It’s not the tax return or the financial statement but the outcome for the customer, which is most often peace of mind. To remain relevant in disruptions like online tax preparation and automated bookkeeping tech firms like Pilot, accounta...

The Disruptors: Billable Hours - Demeaning and Demoralizing or Useful Measurement? With Liz Farr More here: https://cpatrendlines.com/2022/10/25/seth-fineberg-your-classic-business-model-wont-allow-growth/

Career Reflections With Amy Welch After years in public accounting, Chris Ortega decided he wanted something different. Armed with his MBA in corporate finance from the University of Indianapolis, as well as multiple years of experience, Ortega created Fresh FP&A to provide CFO services to companies, helping them transform their finance departments and businesses. And, while many business owne...

Transformation Talks: Corporate social responsibility reporting all starts with transparency, and leaders should prioritize this, not just for communities but also for sustainability. James Ross, the CSR leader at Buzzacott, a 500-person accounting firm based in London, talks to Donny Shimamoto, for the Center for Accounting Transformation. Published by CPA Trendlines .  

Transformation Talks: A leader at one of the fastest growing firms in the country describes transforming his career, pros and cons of building versus buying and the four (or five) steps to becoming a consulting firm. Transformation Talks With Bill Penczak, Center for Accounting Transformation More here: https://cpatrendlines.com/2022/09/28/rick-thisthe-four-or-five-steps-to-moving-into-the-consult...

The Disruptors With Liz Farr for CPA Trendlines Any accountant who has ever met Hector Garcia will likely use the adjective ‘generous’ to describe him. Since 2011, he’s been sharing his encyclopedic knowledge of QuickBooks on a YouTube channel that has generated millions of views. Because of that YouTube channel, he hasn’t printed business cards for two years. In this discussion, he shares tips fo...

Transformation Talks With Bill Penczak <a href="https://improvetheworld.net/">Center for Accounting Transformation</a></em> After 16 years of working in firms, Mike Maksymiw, CPA, CGMA, was done. Or, so he thought. Maksymiw discussed his career path in the latest episode of Transformation Talks with Bill Penczak, the chief transformation officer for the Center for Accounting Tran...

<b>The Disruptors</b> <em>With Liz Farr</em> <em>for CPA Trendlines</em> Jason Staats started doing videos at the beginning of the pandemic to quickly share information about the PPP and other relief programs with as many clients as possible. Now, he has an entertaining and informative YouTube channel where he shows how to use his favorite tech tools and a new m...

Innovation Insights: Paving the way for ESG reporting.   Innovation Insights With Donny Shimamoto, CPA, CITP, CGMA Center for Accounting Transformation Those who hesitate to adopt mature technologies could find themselves too far behind to easily catch up, according to tech experts Pete Myers, CEO of Auvenir, and Donny Shimamoto, founder and managing partner of IntrapriseTechKnowlogies. More here:...

Transformation Talks Paul Mueller, CPA, is the managing director of Mueller Pye & Associates, CPA LLC in Loveland, Colorado. with Bill Penczak Center for Accounting Transformation Paul Mueller was at a crossroads. As a national manager for the tax group of a large firm, he should have felt like Leonardo DiCaprio, yelling, "I'm the king of the world!" Yet, something just wasn't right. Today, he...

With Liz Farr for CPA Trendlines The accounting profession has faced staffing issues for years now and, especially post-pandemic, the problem has compounded. Penny Breslin, CPA Trendlines contributor and the founder of MoneyPenny, talks about how firms are facing the hiring challenges and popular solutions that seem to be working, including using predominantly cloud-based apps for collaboration an...

The intersection of technology and intentionality. The Disruptors With Liz Farr for CPA Trendlines An explosion of new tech tools is giving accounting firm owners the opportunity to improve efficiency, attract and retain talent, and serve their clients better, tech guru Byron tells Liz Farr in this exclusive interview. Not only do these tools help ease the pressure of capacity problems, but they m...

Innovation Insights With Donny Shimamoto Center for Accounting Transformation Today's Take-aways: Accountants were the pioneers of business use of database software with the accounting systems—the first wave of accounting technology. The second wave was the move into the cloud, and the third wave now uses AI in accounting technology. AI uses Optical Character Recognition (OCR), and Natural Languag...

Say Goodbye to Traditional Audit Innovation Insights With Donny Shimamoto CPA Trendlines presents a Center for Accounting Transformation production Because audit work is nonlinear and highly complex, disparate workflow systems in the audit are not only an IT risk, but they're also a project nightmare. Jin Chang, the founder of Fieldguide, explained to Donny Shimamoto that the end-to-end project ha...

Innovation Insights, w ith Donny Shimamoto. CPA Trendlines presents a Center for Accounting Transformation production Innovation Insights: Five clicks in five minutes? Sounds too good to be true – but automation can be simple and life-changing. With everyone going remote, it’s presenting auditors with new challenges. But technology can help, according to Colleen Knuff and Stefan Davis, in this int...

Jamie Lopiccolo with Steven Sacks for CPA Trendlines   Lopiccolo is the owner of a small Midwest firm that has been employing a subscription-based model to invoice clients for services rendered. The approach manages expectations by the client and ensures a normalized cash flow for the firm. Additional benefits include a more strategic approach to dealing with new clients because they are getting t...

If we don’t change, we'll be irrelevant, says Rob Brown. The Disruptors With Liz Farr for CPA Trendlines It’s a changing world, and if we don’t change with it, we will cease to be relevant, U.K.-based accounting podcaster Rob Brown tells CPA Trendlines' Liz Farr. More here: https://cpatrendlines.com/?p=97277 A host of the Accounting Influencers podcast, Brown says what got us here won’t get us the...

Featuring Ira Rosenbloom, CPA (LR), "The Merger Master," with Rick Telberg, CPA Trendlines. More here : https://cpatrendlines.com/?p=97102 Take-aways: Five Steps for Maximizing Your Sale Price. The ten signs your firm is headed for the exits. The ten factors for getting the best price when you sell. Calculate your firm's valuation strategy by considering: – Your strongest niches. – The metrics for...