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carla mccall: find your authentic leadership style | gear up for growth

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“just having a title or a position doesn’t make you a leader. you have to earn the trust and respect of the team that you’re leading.”
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in the latest episode of gear up for growth, carla mccall, cpa, cgma, managing partner of aaf cpas, and chair of the aicpa, shares valuable insights into leadership transitions within cpa firms. as the industry faces a generational shift—with 75% of current cpas expected to retire in the next 15 years—mccall’s experience highlights the importance of planning for the next wave of firm leadership.
gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here
coming next week mitch reno: client experience advantage goes to small firms, with mitch reno, director of client experience at rehmann
mccall recounts her journey, beginning when she joined aaf in 1995, becoming a partner in 2003 and eventually a co-managing partner in 2011. she emphasizes the importance of having a firm-wide succession mindset, where every leader is responsible for mentoring and developing their potential successor. one key factor in aaf’s smooth transition was a structured managing partner in training program designed to prepare future leaders for the complexities of running a cpa firm.

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steve yoss: the big tech issues accountants need to follow today | quick tech talks

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staying ahead requires adaptability and a focus on delivering value beyond the tasks that traditionally defined accounting.

quick tech talk
with steve yoss
cpe today

as technology advances at a breakneck speed, accountants must rethink how they add value to their clients and organizations.

more steve yoss | more tech
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

“back in the 50s, accounting was incredibly manual, requiring a virtual army to produce records,” yoss explains, highlighting the drastic evolution of the field. by the 80s, spreadsheets like visicalc and excel began to ease the burden. the 90s brought us small business accounting systems like quickbooks. today, automation and ai-driven solutions can perform low-value tasks—such as general bookkeeping, accounts payable, and more—with little oversight and near error-free execution.

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beyond the basics in ethics education | accounting arc

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“the difficulty isn’t identifying the ethical decision; it’s making the right choice with difficult implications.”

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

accounting ethics training needs a major reboot, according to the latest episode of accounting arc. while traditional ethics training often feels like a check-the-box exercise, hosts liz mason, byron patrick,  and donny shimamoto argue the profession must move toward a more engaging and comprehensive approach. 

more accounting arc: leadership for the future: stakeholders, sustainability, and strategic vision | in-person conferences still essential | non-accountants in accounting: a game-changer for the profession | rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc | ai will steal your job. and that’s a good thing | accounting arc | the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

“ethics education in accounting has become stale,” says patrick, ceo and founder of verifyiq and vice president of client success at the b3 method institute, reflecting on his 80-plus hours of ethics training over his 22-year career. “the right decisions are usually obvious, but it’s the process of making them that’s difficult. unfortunately, none of my training has equipped me to handle that challenge.” 
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mike maksymiw: be the leader you wish you had | the disruptors

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if no one’s complaining that your fees are too high, your fees are too low. 

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

mike maksymiw, the leader of aprio firm alliance, hates charge hours as a primary performance metric. he even left a firm where he was a partner because of a dispute over charge hours. although he exceeded his revenue goals by a healthy margin, he was penalized because he got the work done in fewer hours.

join liz farr at the linkedin 卡塔尔世界杯常规比赛时间 group | more liz farr | follow liz farr on the disruptors wherever you get your podcasts: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss. | more podcasts and videos: terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles |

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

“the main thing i was supposed to do, i was doing,” he tells liz farr in this episode of the disruptors. and if he hadn’t been meeting his revenue goals, that deficit in hours would have been something to remedy.  “so i don’t want people to think there’s no place for these metrics. we need to put them in the right order that makes sense for running a business.”

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sarah cirelli: launching the ‘swat’ plan at grassi cpas | capstone conversations

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capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.

[preview] pro members always get the full video, and all the analysis, commentary and transcripts | go pro here

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more capstone conversations here

with jean caragher
for 卡塔尔世界杯常规比赛时间

when the covid pandemic hit grassi cpas, chief marketing officer sarah cirelli launched a “swat” program to stem the losses and reap an extra $2 million in new fees.

tune in to capstone conversations every monday | follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher every friday with gear up for growth here

in this episode of capstone conversations with jean caragher, cirelli explains the swat toolset, which stands for “special weapons and tactics,” an automated dashboard with the firm’s crisis response and recovery services, all the marketing data, and every prospect and client who attended a webinar or called their hotline, the questions they asked, the industry they operate in, and where they were in the lead generation process.

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donny shimamoto: defining accounting transformation | accounting influencers

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“this is a new area for accountants, but it’s an evolving area, and i think it represents a great opportunity for us…”

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accounting influencers
with rob brown

rob brown and donny shimamoto discuss reform, transformation, and change in the accounting profession at individual accountant and cpa plus practice levels.

more accounting influencers with rob brown here

in 2001, donny founded 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 as a trusted business advisor with larger organizations, facilitating organizational strategic planning and execution, it governance and planning, enterprise architecture, information architecture and assurance, business process improvement, and business intelligence initiatives.

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alex drost: firms get scrappy against pe-backed competitors | gear up for growth

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as private equity gains momentum in the accounting industry, firms face a decision: embrace external investment or double down on independence.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in this episode of gear up for growth, alex drost, managing principal of connection builders, discusses the growing interest in private equity in the accounting sector. hosted by jean caragher, president of capstone marketing, the conversation delves into the driving forces behind pe investments, the challenges investors and accounting firms face, and how firms can prepare for the evolving landscape.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

the accounting profession is no stranger to change, but according to drost, recent shifts are reshaping the industry more dramatically than ever before. “we’re seeing changes not just in technology but in the makeup of the profession itself,” he says. “the aging partner base and different generational approaches to firm ownership are creating gaps that private equity sees as opportunities.”

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bailey lenart: from ledger sheets to transformational change | accounting arc

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accountants must adapt to new value measures to remain relevant in a rapidly changing world. 

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more accounting arc here
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accounting arc
with byron patrick and donny shimamoto.
center for accounting transformation

accountants are often seen as guardians of financial records, working behind spreadsheets to balance books and ensure compliance. but bailey lenart, an entrepreneur based in new zealand, is breaking that mold. as the founder of world changing business and collective flow, lenart is redefining what it means to be an accountant by focusing on non-financial metrics—such as carbon emissions and biodiversity loss. 

more accounting arc: leadership for the future: stakeholders, sustainability, and strategic vision | in-person conferences still essential | non-accountants in accounting: a game-changer for the profession | rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc | ai will steal your job. and that’s a good thing | accounting arc | the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

in a conversation with donny shimamoto, cpa.citp, cgma, on the accounting arc podcast, lenart recounts her transformation from a conventional accountant to a trailblazer in esg (environmental, social, and governance) accounting. “i realized early in my career that i wanted to do more than just prepare financial statements,” she shared. “i wanted to make a real impact, and that led me to look beyond numbers.” 
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terrell turner: build a solid business showing up as yourself | the disruptors

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your clients may need a great deal of empathy and not just tactical advice. plus 13 key takeaways.

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

click here to load your apple podcast app. subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

the disruptors
with liz farr

terrell turner started his “journey of doing things differently” on april 1, 2020, during the pandemic. while “2020 was the reset button for everyone,” that reset offered turner a tremendous opportunity to create a new kind of firm. “we don’t have any history in doing this,” turner recalls thinking. “so how would we do this in this new environment that we’re in?”

more disruptors | more 卡塔尔世界杯常规比赛时间 podcasts and videos: kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business | nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius |

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

his path to founding a firm was unusual – from public accounting to industry and back to public accounting. he credits his time in industry with providing a “really solid foundation” in connecting processes with the impact on the financial statements. “i think being able to connect those dots is something i would have never been able to do had i not worked in industry for some time,” turner says.

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kristen lewis: why ‘bold’ wins in accounting | capstone conversations

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capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.

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

click here to load your apple podcast app. subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

with jean caragher
for 卡塔尔世界杯常规比赛时间

in a business not always comfortable with notoriety, it takes bold ideas to position an accounting firm in the marketplace, according to kristen lewis, managing director in charge of marketing at eisneramper and a member of the association for accounting marketing hall of fame.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | find jean caragher’s capstone conversations every monday here. | catch jean caragher every friday with gear up for growth here |

“cpa firms are conservative,” lewis tells jean caragher in this episode of capstone conversations. “they’re compliance-driven environments. they generally want to see what other people are doing before they take a leap. and that makes the bold ideas that will help differentiate you a harder sell.”

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tim brackney: don’t blame private equity. blame the accountants | accounting influencers

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the profession’s problems are the profession’s own fault.

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accounting influencers
with rob brown

tim brackney, ceo of a private equity-backed accounting and advisory firm, is challenging the widespread notion that private equity harms the accounting industry.

“private equity is not killing public accounting,” brackney tells rob brown in this episode of accounting influencers. “public accounting was killing public accounting.” read more →

richard kopelman: aprio’s plans for global conquest | accounting influencers | part 2 of 2

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from $70 milliion to $450 million: the power of positivity, strategic planning, and going international.

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accounting influencers
with rob brown

richard kopelman, ceo and managing partner of pe-owned aprio, shares his philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision of truly global accounting firms.

see part 1: richard kopelman: inside aprio’s bold makeover | more accounting influencers with rob brown | aprio sells majority stake to charlesbank capital partners  | cited: mindset: the new psychology of success

in the second part of a two-part accounting influencers series, kopelman tells rob brown that a growth mindset drives aprio’s tremendous revenue growth from $70 million to $450 million.

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