sean duncan: discover your own genius | the disruptors

there aren’t enough of us to help everyone who needs our help.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members. 

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the disruptors
with liz farr

what would work look like if it reflected your passions? “imagine,” says sean duncan, cpa, “if you worked with the people that you loved working with, talking about the things that you love talking about, and you made a living and helped them?” as duncan says, “that’s just freakin’ awesome!”

more podcasts and videos:  caleb jenkins: firm growth requires owners to shift roles | chris hervochon: be the leader you want to work for | ira rosenbloom: don’t merge for the moneyadam lean: get out of the accountant’s trapgeraldine carter: charging more is better for your clients |

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duncan was working at a large regional firm back in 2006 when he noticed that many small business clients were asking him for advice, but they couldn’t afford the fees of a large firm. so he started his firm out of “kind of this gut feel” of wanting to help those small business clients. over the years, his firm, smd consulting and accounting, has developed a specialty in working with video game developers, a special passion of duncan’s.

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ingrid edstrom: true wealth is not financial | the disruptors

work-life balance means integrating work and life so that the work we choose to do expresses who we want to be in the world.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members. 
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the disruptors
with liz farr

ingrid edstrom wants accounting to be not just a more sustainable profession but one that’s regenerative. “this idea of sustainability is really operating from the idea that things can continue to perpetuate as they are,” she explains. a firm may be financially sustainable, “but at what cost to our families, to our personal health?”

more podcasts and videos: caleb jenkins: firm growth requires owners to shift roles | chris hervochon: be the leader you want to work for | ira rosenbloom: don’t merge for the moneyadam lean: get out of the accountant’s trapgeraldine carter: charging more is better for your clientsvimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking itjason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill morekaren reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusionbill penczak: stop forcing smart people to do stupid worksandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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the regenerative approach recognizes “that we’ve already passed a threshold of harm that needs to be healed,” edstrom says. “regenerative accounting is starting to reframe those ideas around ‘what does it look like to go about business in a different way that is truly life-supporting for all peoples and our planet, rather than being extractive of our planet and exploitative of our peoples?'”

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caleb jenkins: firm growth requires owners to shift roles | the disruptors

leave the stone age behind. join the new paradigm.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. 

the disruptors
with liz farr

when caleb jenkins was eight, he started selling cookies to his dad’s firm during tax season. his dad told him, “for me to pay you, i need you to create an invoice for me.” so jenkins set up his own quickbooks file and has been playing with quickbooks ever since, and eventually joined his dad’s firm.

more podcasts and videos: ira rosenbloom: don’t merge for the moneyadam lean: get out of the accountant’s trapgeraldine carter: charging more is better for your clientsvimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking itjason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill morekaren reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusionbill penczak: stop forcing smart people to do stupid worksandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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like most small firms, rlj financial focuses on the fundamentals of tax, bookkeeping, and payroll, but, as jenkins says, “in the eyes of the beholder, there’s really not a whole lot of value there.” however, shifting into advisory – a big talking point in recent years for the profession – is where accountants can bring “incredible value …beyond the baseline of traditional compliance services,” jenkins says. shifting into advisory also means “there’s way more work that happens all year round.”

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chris hervochon: be the leader you want to work for

avoid the mental gymnastics required to switch between customers in different industries and niche your services.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members. 

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the disruptors
with liz farr

chris hervochon is building his firm, better way cpa, “in a very specific way, for our tribes.” he explains, “not everyone needs to be our customer, not everybody’s our tribe, not everybody needs to be our employee.” leading with their core values, the process for bringing on new customers and new employees “weeds out the bad or the potentially poor fit customers,” which, in turn, helps with managing their time, the most valuable thing they have.

more podcasts and videos: ira rosenbloom: don’t merge for the moneyadam lean: get out of the accountant’s trapgeraldine carter: charging more is better for your clientsvimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking itjason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill morekaren reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusionbill penczak: stop forcing smart people to do stupid worksandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

his tribe includes marketing agencies, which he started working with by accident. then, one day, he realized that “i like working with these people. they need help. their model fits into what i’m doing. they’re professional services. they work roughly the same way that i do.” so he leaned into his niche.

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rosenbloom: don’t merge for the money

merge to make a better business.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members. 

the disruptors
with liz farr

ira rosenbloom has worked in m&a with accounting firms for years, but things are changing today. the community of buyers is shrinking, so firms are being more selective about with whom they partner. rosenbloom is also seeing more creativity in transactions, and acquiring firms are looking closer at the clients they may be adding.

more podcasts and videos: adam lean: get out of the accountant’s trapgeraldine carter: charging more is better for your clientsvimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking itjason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill morekaren reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusionbill penczak: stop forcing smart people to do stupid worksandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

“we’re bringing in more clients. are they the right clients?” he asks. “and if we bring in clients from this other firm, and we do some cutting, how do we let that other firm earn some money back?”

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adam lean: get out of the accountant’s trap

be unstoppable without sacrificing your soul.

this is a video preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegooglespotifyiheartdeezer, amazon music and audibleplayer fmaudacygaana (india), and boomplay (africa).

the disruptors
with liz farr

like many of today’s younger accountants, adam lean didn’t want to be relegated to the back office recording history and focused on compliance but wanted to have an impact by helping businesses grow. “i didn’t want to just be that person that just recorded the fact that the titanic was sinking. i wanted to help the titanic not sink.” younger people “want to make waves,” lean says. “they want to make more money without having to sacrifice their soul.”

more podcasts and videos: geraldine carter: charging more is better for your clientsvimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking itjason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill morekaren reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusionbill penczak: stop forcing smart people to do stupid worksandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

lean, the ceo and co-founder of the cfo project, had an epiphany.

instead of being “at the whim of my clients or government deadlines, or bookkeeping deadline,” lean discovered that by helping business owners understand their numbers, he could do something bigger and better. most business owners don’t understand their numbers, but as lean says “that’s a skill that if harnessed in the right way, you can be unstoppable.”

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geraldine carter: why charging more is better for your clients

do the work you love for clients who value your expertise.

this is a video preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. 

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegooglespotifyiheartdeezer, amazon music and audibleplayer fmaudacygaana (india), and boomplay (africa).

the disruptors
with liz farr

geraldine carter wants accountants to get off the treadmill of working too many hours for too little pay. her new book – down to 40 hours – will help accountants achieve the “utterly reasonable” goal of working only 40 hours a week.

more podcasts and videos: vimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking itjason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill morekaren reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusionbill penczak: stop forcing smart people to do stupid worksandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

carter helps accountants solve the problem of overwork with a three-pronged approach: creating value for clients, pricing effectively, and delivering services efficiently. a key to this approach is focusing on a niche. by focusing on a particular type of client, you see the patterns that help you create value for clients, “and you’re likely going to be one of the few with that expertise.” providing more value “enables you to increase your prices for the same work,” she says.

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vimal bava: when working smarter, not harder, is the only option

humans are the most advanced supercomputers, but there’s no user manual.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. 
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegooglespotifyiheartdeezer, amazon music and audibleplayer fmaudacygaana (india), and boomplay (africa).

the disruptors
with liz farr

like many who start out in public accounting, vimal bava didn’t initially question the status quo of our high-stress profession where long hours and little time for self-care are the norm. part of that stress was a partner who would “chew us out” for mistakes on returns.

more podcasts and videos: dawn brolin says grow your firm by shrinking itjason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill morekaren reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusionbill penczak: stop forcing smart people to do stupid worksandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

but when vimal’s doctor told him he needed to find ways to reduce his stress, he started his own firm. another wake-up call for vimal came in 2017 when one of his accountant friends suddenly passed away.

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