CPA Trendlines Podcasts

CPA Trendlines Podcasts

Exclusive information. Extraordinary insight. CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

Episodes

January 31, 2023 38 min

Technology and offshoring can be the tools a firm needs to move to CAS and perform more comprehensive and accurate audits.

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

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

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"...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 are, and be able to be t...

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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 staff never worked overtime, and...

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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 larger organizations as a trusted busin...

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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

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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: https://cpatrendlines.com/?p=103950


...

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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, accountants need to think about other ancillary...

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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/

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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 owners start with dreams and plans, Ortega...

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October 6, 2022 31 min

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.

 

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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-consulting-business/


 

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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 for transitioning to value pricing, prov...

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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 Transformation. Maksymiw, who i...

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<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 mission to drive accountants into the f...

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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: cpatrendlines.com/?p=100196

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August 26, 2022 32 min

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 is the managing direct...

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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 and engagement and taking a true evalua...

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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 may also provide firms with a new revenu...

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