archos advisors: a structured approach to change management

innovation insights: effective change management strategies include understanding human nature, scaling and ranking people dependence, and addressing resistance. 

center for accounting transformation
center for accounting transformation

innovation insights
with donny shimamoto

center for accounting transformation

in a rapidly evolving business landscape, managing change effectively is crucial for organizational success. in the latest episode of innovation insights, donny shimamoto, cpa.citp, cgma, hosts diane brown, managing principal, and david graham, principal, from archos advisors, to explore the importance of change management in driving performance and innovation.

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“organizations don’t change; it’s the people within them that change,” says brown. this statement encapsulates the essence of change management, which brown defines as applying a structured approach to transition an organization from its current state to a desired future state to achieve specific outcomes.

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it’s time for accounting to play the infinite game

agents of transformation, the time is now.

by donny c. shimamoto, cpa, citp, cgma
center for accounting transformation

every day, i see or hear criticisms of the accounting profession: everyone is burning out, the partners are only in it to get rich, everyone is leaving the profession, and students don’t want to be accountants anymore. it wrenches my heart to hear this because i love my work. i’ve had a wonderful career that lets me help others succeed, and the broader accounting profession has opened up opportunities that i would never have dreamed possible. is accounting really on the decline? ask the pundits, and you get a resounding “yes!” 

more: harper & co. cpas: the perspective of a non-accountant is imperative | menlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis |

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yet, reading simon sinek’s book, the infinite game, shed some light on what the profession is doing wrong—the current leaders of the profession are playing a finite game. one of the key concepts that sinek explains in his book is that of an existential flex. he described an existential flex as something that “recreates that passion for something new at a time when the company is already enjoying success.” this is where the accounting profession is now. we’ve enjoyed decades of success, and accounting firm partners and cfos have been enjoying the riches of that success, but our profession has lost the connection to our just cause.  

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accounting arc: unraveling the collapse of silicon valley bank

delving into financial disarray and what contributes to the shutdown of community banking institutions

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).
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accounting arc 
with donny shimamoto, liz mason, and byron patrick
center for accounting transformation

in the labyrinth of financial intricacies, the collapse of a bank sends shockwaves through the economic landscape, leaving stakeholders scrambling for answers. in this episode, “accounting arc: unraveling the collapse of silicon valley bank” dissects the demise of silicon valley bank to unravel the intricate web of factors that precipitated its downfall.

more: harper & co. cpas: the perspective of a non-accountant is imperativemenlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis |

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hosted by seasoned financial experts, this accounting arc episode, featuring terry sherrill, cpa, a managing director with tps thayer in sugar land, texas, dives deep into the underlying causes of bank collapses while offering invaluable insights for cpas, auditors, and financial professionals to fortify against such catastrophes.

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transformation talks: scharrell jackson: lead with diversity of thought

every smart leader knows to look for blind spots. 

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).

transformation talks
with donny shimamoto
center for accounting transformation

center for accounting transformation
center for accounting transformation

in the latest episode of transformation talks, renowned international speaker, leadership coach, and business consultant scharrell jackson emphasizes the pivotal role of diversity, equity, and inclusion (dei) in ensuring the sustainability of businesses across diverse industries. jackson delves into the profound benefits of dei, extending beyond business culture to impact recruiting and the overall bottom line.

more transformation talks: harper & co. cpas: the perspective of a non-accountant is imperativemenlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis |

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

the discussion unveils a critical factor contributing to the failure of many organizations in implementing dei initiatives – the lack of a clear definition of success. according to jackson, organizations often struggle because they fail to articulate specific outcomes tied to business success. she advocates for a shift from merely increasing diversity percentages to a more focused approach, urging organizations to identify and commit to the desired outcomes.

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six steps to battle cybersecurity risks

what cost or time investment would you pay to protect your firm and your clients?

by donny shimamoto
cybersecurity for accountants

when it comes to cybersecurity, one risk aspect to consider is whether or not the steps you’ve taken to protect clients’ pii will stand up in court in the event of litigation related to a data breach or damages to a client because of a cybersecurity issue caused by your firm. during litigation, opposing counsel will often bring in cybersecurity experts to describe cybersecurity best practices—which are often a higher level of controls than just compliance.

more: understanding the full cost of a data breachthe 7 categories of of cybersecurity solutions firms needfuture firm growth requires a mindshift | donny shimamoto explains how ‘agile’ applies to cpa firms | ai, ocr, nlp & cpas: oh my!   |  accounting nerds, unlock your super powers  | early adopters gain an edge in audit | dustin wheeler: for serious cas success, hire tech teams | csr for cpas: the missing ingredient | donny shimamoto explains how ‘agile’ applies to cpa firmsstaff retention for remote workers | why the future is in risk advisory |  ready for non-cpa “cpa” firms?
goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

be sure to consult with both your cybersecurity advisor and legal counsel to determine which controls you may still want to implement even if you qualify for some of the exemptions. many controls, like the ones identified in the ftc exception, do not cost much to implement and can demonstrate that you still fulfilled your professional obligation to protect clients’ data—reducing your litigation risk.

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harper & co. cpas: the perspective of a non-accountant is imperative

“the perspective of a non-accountant is imperative.”

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).


transformation talks
with donny shimamoto
center for accounting transformation

center for accounting transformation
center for accounting transformation

glen harper, cpa, says businesses should be willing to reinvent themselves and that diverse perspectives can be a valuable asset. the owner of harper & company cpas should know: he’s had to embrace both philosophies to become successful. 

more transformation talks:  menlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis | dustin verity: keep an open mind and constantly learn | james ross: csr for cpas: the missing ingrediento.d. lanier: stepping into advisory | mike maksymiw: the secret to success? a growth and abundance mindset | paul mueller: from tax to transformation

more podcasts & videos: cas or caas? getting clarity | the seller’s guide to getting the best price for your firm | doing nothing is not an option  | why the future is in risk advisory | fine-tuning the subscription fee modelthinking smart about new tech: byron patrick | blake oliver: why tax work yearns to be free | private equity explodes in u.k. | brannon poe: the status quo must go  |  accounting nerds, unlock your super powers  | private equity vs. the cpa firm partnershipthe fintech flood: accounting will never be the same  |  think small to think big with matt wilkinson | your sales tax headaches are only just beginning | when financial statements go extinct with corey schmidt  |  can geraldine carter save accountants from themselves? |  re-inventing accounting with tyler anderson |  turning client service into new revenue | see all podcasts and videos here

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in a recent episode of transformation talks, harper tells host donny shimamoto, cpa, citp, cgma, who is also the founder and managing director of intraprise techknowlogies llc and the founder of the center for accounting transformation, that a good advisor can help you see your business from a different perspective and identify opportunities that you may have missed. he said after some self-reflection, he needed what his successful clients already had–a ceo.

enter julie smith.

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how much a data breach will cost you – directly and indirectly

for many, it could cost an entire business.

by donny shimamoto
cybersecurity for accountants

as quickly as the irs detects cyber schemes, fraudsters come up with other attack vectors. many are funded by rogue nation-states, so they have more resources available to them than we do.

more: future firm growth requires a mindshift | ai, ocr, nlp & cpas: oh my! | accounting nerds, unlock your super powers | early adopters gain an edge in audit | dustin wheeler: for serious cas success, hire tech teams | csr for cpas: the missing ingredient | donny shimamoto explains how ‘agile’ applies to cpa firms | staff retention for remote workers | why the future is in risk advisory | ready for non-cpa ‘cpa’ firms?
goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

however, this doesn’t mean that you can give up and let them run rampant. doing so leaves you vulnerable to litigation in the event of a data breach, and possible business disruption from ransomware.

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the 7 categories of cybersecurity solutions firms need

how important are wisp and employee awareness? just ask the irs or the ftc. 

by donny shimamoto, cpa, citp, cgma
on cybersecurity for accountants
center for accounting transformation

historically, finding cybersecurity solutions “right-sized” for the small and mid-sized business space was difficult. most of the technologies were expensive and difficult to implement, and their price points weren’t reasonable for organizations with under 25 people. it’s only been within the last five years that we’ve seen solutions mature and evolve enough to be delivered via the cloud at a price point that makes sense for smaller organizations.

more: how hacker-proof is your firm?donny shimamoto: future firm growth requires a mindshift | ai, ocr, nlp & cpas: oh my!   |  accounting nerds, unlock your super powers  | early adopters gain an edge in audit | dustin wheeler: for serious cas success, hire tech teams | csr for cpas: the missing ingredient | donny shimamoto explains how ‘agile’ applies to cpa firmsstaff retention for remote workers | why the future is in risk advisory |  ready for non-cpa “cpa” firms?
goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

to check if your policy addresses all of the requirements, take our cybersecurity compliance self-assessment for tax practitioners at: improvetheworld.net/cyberselfassessfortaxbook

with the covid-19 pandemic and the adoption of remote work increased cybersecurity threats, the cybersecurity industry has stepped up and made solutions much more affordable and easier to implement. these solutions still require some technical knowledge to install, but there is much less maintenance, and they now make economic sense even for sole practitioners. read more →