CPA Trendlines Podcasts

The accounting firm's business model isn’t broken yet, but the pyramid is crumbling. With Liz Farr for CPA Trendlines More here: https://cpatrendlines.com/?p=96758 Podcaster and enfant terrible Blake Oliver says the accounting firm is a pyramid scheme destined for collapse. The system is simple and simply devious: Bring in staff, work them a ton of hours, and the profits flow to the top, Blake say...

With Liz Farr for CPA Trendlines More here: https://cpatrendlines.com/?p=96260   To win the staffing wars, accountants must develop a talent pipeline, practice advisor Martin Bissett tells Liz Farr in this exclusive interview.   The firms winning in recruiting and retention are using a portfolio approach to nurture prospects who might be ready to join the firm at some point in the future, a world-...

The Disruptors: Brannon Poe A Special Series with Liz Farr for CPA Trendlines Brannon Poe is the founder of Poe Group Advisors and the creator of Accounting Practice Academy. He began facilitating successful accounting practice transitions in 2003. Today he is pioneering a consulting-based approach to transitioning accounting firms, culminating in Poe Group Advisors’ proprietary process for a “sea...

 Geni Whitehouse shows how to shift from a focus on mere data to priceless wisdom. With Liz Farr for CPA Trendlines COVID showed us that we can do more than traditional services and that we can respond to change even when we don’t have all the information, CPA Geni Whitehouse tells Liz Farr in an exclusive interview for CPA Trendlines. COVID has given the profession the opportunity to impact clien...

Changing the way firms are structured, operated, and financially managed With Steven Sacks For CPA Trendlines The CPA profession is entering another period of shifts in how firms will attain growth levels – the main force being the influx of private capital entering the accounting profession, according to David Bergstein, CPA, CITP, CGMA. See more here New, external investments will change the way...

Venture capital and private equity are pouring billions into financial technology start-ups. And this business will never be the same.  Here CPA Trendlines founder, publisher, and editor Rick Telberg tells an audience of conference-goers what it means for the future of the profession, including: The real meaning of the "pandemic pivot" for accountants and small businesses. Why the accounting indus...

The Disruptors with Liz Farr More here: https://cpatrendlines.com/?p=94950 Matt Wilkinson’s Take-Aways Part of your marketing is attracting new talent. Make yourself look good talent as they do their due diligence. Update your website and make sure your social media is engaging. Business owners like Matt have been asking accountants for predictable monthly billing and help with KPIs for their busi...

With Rick Telberg For CPA Trendlines The changes wrought by COVID are still rolling through the business world, pushing many of them into online commerce and cross-border sales, according to Liz Armbruester, senior VP of global compliance at Avalara. In the U.S. states are gearing up to crack down on the new sources of revenues, leaving many businesses and their accountants still ill-equipped to h...

The Disruptors with Liz Farr See more here: https://cpatrendlines.com/?p=94934 Corey Schmidt's Take-Aways Offer your staff different paths to being successful. Pinpoint the talents you have on your staff, and nurture those special skills. Carve out time for people to work on those skills, not just the backlog. Challenge your people earlier in their careers so they have three years of experience ra...

The Disruptors with Liz Farr Geraldine Carter is on a mission to make accounting more attractive as a profession, and to make accountants more profitable, particularly soloists and small firms. In this episode of The Disruptors with Liz Farr, Carter explains the trouble with "orphan 1040s," how to "level up" your firm, the priceless value of emotional intelligence, and why giving your all is too m...

With accounting talent so scarce, tax and accounting firms may be surprised to find untapped talents within their current staff, according to Tyler Anderson, partner and director of A&A innovation at Accountability Plus tells Liz Farr for CPA Trendlines. More here: https://cpatrendlines.com/2022/01/28/disruptors-tyler-anderson/

With Sarah Dobek and Ty Hendrickson for CPA Trendlines More here: https://cpatrendlines.com/2022/01/17/close-the-sale-getting-across-the-finish-line/ Negotiating the terms of a new engagement can be intimidating and downright scary. However, it’s the most important – and last – step to securing new revenue. When you can learn what you need to have ready for the discussion, know what questions to a...

“Process, process, process” and other lessons in scaling an accounting business. With Liz Farr More here: https://cpatrendlines.com/2022/01/13/the-disruptors-new-padgett-coo-amanda-aguillard-explains-how-to-scale/ To beat the staffing shortage, tax and accounting firms will need to rank technology skills as important as accounting skills, Padgett COO Amanda Aguillard says in this episode of The Di...

Matt Solomon interviews Shawn Parikh about the world of Offshoring and Outsourcing in a Covid world and a post-Covid world.

Matt Solomon, for CPA Trendlines, interviews Brian Suthoff of Tally Street, to explore Diving for Dollars with Data. 

Featuring John Shaw interviewed by Steven Sacks for CPA Trendlines. In Blockchain Basics for Business, Steve Sacks interviews Jack Shaw on the elements of the technology, its early beginnings, the industries impacted, and the practical business applications. Key takeaways: Bitcoin is only an application of Blockchain which is the platform Decentralized nodes eliminate the possibility of hacking Bl...

What do clients really want? Mostly, it’s not what you’re giving them now. Seventy percent of clients are barely aware of the extra services you can provide, and 80 percent want something specific that you, in fact, provide. They just don’t know that they can go to you for help. See the video here

In this interview, Richard Rothstein (Founder of Rothstein Consulting) speaks with Josh Fisher (District Partners) about what recruiting looks for accounting firms in 2021, and how Covid has affected things. This is a little different episode in that we are talking to a recruiting professional about hiring in the accounting world  Here Josh talks about his experience in recruiting and recruiting f...

In this interview, Richard Rothstein (Founder of Rothstein Consulting) speaks with Pasha Malik (Founder and Principal of Thyor) about what recruiting looks for accounting firms in 2020, and how Covid has affected things. Thyor started out virtual so the remote element of this situation hasn’t thrown them at all. They also have a division that works in data science so they can provide actionable in...

In this interview, Richard Rothstein, Founder of Rothstein Consulting, speaks with Lee Cohen, Founder and Managing Partner of LM Cohen, about what recruiting looks like for accounting firms, and how Covid has affected things. Here Lee talks about his change of heart regarding remote work and how things are changing for everyone in the accounting community right now.

Richard Rothstein of Rothstein Consulting interviews Todd Hockenberry from Top Line Results for CPA Trendlines

In this interview, Richard Rothstein (Founder of Rothstein Consulting) speaks with Dan Tyer (Author of Inbound Organization, Hubspot) about what recruiting looks like for accounting firms in 2021, and how Covid has affected things. This is a little different episode in that we are talking to a marketing professional about organizational trends and how that is affecting hiring in the accounting wor...

With Sarah Johnson Dobek and Ty Hendrickson Inovautus Consulting Sales is sometimes presented as this abstract notion of convincing someone to buy your product, but it actually follows a simple framework. It may seem like an obvious answer, but there’s some science behind the why. Key Takeaways: What makes a good business developer. The skills professionals need for business development. The profe...

In this interview, Ronald Kranzler, Managing Partner of HKMP, talks about what recruiting looks like for accounting firms these days, and how Covid has affected things. Ronald talks about retention is at a boutique blue-chip tech-forward firm like HKMP, that has a focus on companies worth over a billion dollars and works hand in hand with Big Four firms HKMP has been remote for some time and has e...

After a brief pandemic pause, new lease accounting rules will start to hit hard in 2022. With Ane Ohm CEO, Founder of LeaseCrunch More at CPA Trendlines here