CPA Trendlines Podcasts
Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ 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
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.
...
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://cpat...
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 ...
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 ou...
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 ...
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/podcast/
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.
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 Consul...
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 produce more and ...
“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 mindset with clie...
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 this model aligns the values...
Randy Crabtree: Follow These 3 Rules to Keep Employees Happy
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 are, and be able to be ther...
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