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allison schlegelmilch: leadership lessons from firm mergers | capstone conversations

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

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with jean caragher
for 卡塔尔世界杯常规比赛时间

i was delighted to have a capstone conversation with allison schlegelmilch, director of marketing at rkl llp and an association for accounting marketing marketer of the year.

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 friuday with gear up for growth here |

why was allison named marketer of the year? well, let me give you an idea. read more →

rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc

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don’t just follow the traditional path; seek mentors and learn constantly.  

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accounting arc
with donny shimamoto.
center for accounting transformation

for many accounting professionals, the big four firms represent the pinnacle of success—a destination for those with high aspirations. but for rubik yeriazarian, cpa, cfe, cff, they were just the beginning. specializing in forensic accounting, yeriazarian knew from his college days that this was the path he wanted to follow. “back when i was in college, big four were the only firms that offered forensic accounting,” he recalls. “i knew that was my ticket in.” 

more accounting arc

at the big four, yeriazarian was exposed to complex forensic cases that shaped his career. he learned the ropes in an environment that offered vast resources and support, but something was missing. “you have a lot of support at a big four, but i felt like i needed more hands-on experience,” yeriazarian says. this realization led him to a boutique firm—a move that many of his peers questioned. 

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steve yoss: charting, graphing, and mapping data made easy | quick tech talk

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depending on the information you’re sharing, you’ll want to select the right imagery. 

quick tech talk
with steve yoss
cpe today

tools like microsoft excel, power bi, tableau, and others are loaded with different visualizations that you can use: charts, bar graphs, maps, just to name a few. in fact, excel probably has at least two dozen different types of charting and graphing formats.

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

did you know different charts tell different stories? for example, a pie chart compares parts against the whole. it’s important that we choose the right chart for the analysis we’re doing. if we wanted, for example, to analyze revenue by different business units, that pie chart would be really effective, but something like a scatterplot might not be.

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ai will steal your job. and that’s a good thing | accounting arc

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ai’s integration into accounting is an opportunity to elevate the profession and enhance job satisfaction.

stream, listen, download, subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy.

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

few industries are poised for as dramatic a transformation as accounting in the rapidly advancing world of artificial intelligence. the latest episode of accounting arc, “ai will take your job—and that’s a good thing,” explores this impending shift, offering a fresh and optimistic perspective on ai’s role in the profession.

more accounting arc

the episode’s hosts, liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma; delve into the implications of ai with a bold assertion: ai will indeed take over many accounting jobs, but this is a development that should be welcomed, not feared.

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the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

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arc hosts discuss redefining efficiency in the accounting profession and when it pays to ‘slack off.’ 

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

in a recent episode of the popular accounting arc podcast, hosts liz mason, cpa, and donny shimamoto, cpa.citp, cgma; and byron patrick, cpa.citp, cgma; discussed an unconventional yet powerful concept: the right kind of lazy. this idea, which involves strategically optimizing workflows to eliminate non-value-adding tasks, offers a fresh perspective on efficiency and productivity in the accounting profession.

more accounting arc

mason, founder and ceo of high rock accounting, shared an anecdote from her early career at grant thornton. faced with the monotonous task of processing paper tax returns, mason decided to automate the process. she spent over 100 hours developing a script that streamlined data entry and document generation. although initially time-consuming, the solution saved significant time when implemented across multiple offices. “it was fun and a great learning experience,” mason remarks. “at scale, it saved a ton of time for people.”

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how we solve the accounting talent pipeline problem | accounting influencers

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“it’s not just debits and credits.”

 

accounting influencers
with rob brown

look into potential solutions for the alarming talent shortage with sue coffey, ceo of public accounting at the aicpa, and lexy kessler, partner at aprio and chair of the aicpa’s national pipeline advisory group, in this episode of accounting influencers, hosted by rob brown.

more accounting influencers with rob brown here

coffey and kessler discuss the overwhelming evidence pointing to a significant talent pipeline issue in accounting, including declining enrolment in accounting programs, fewer students pursuing the cpa credential, and challenges in retaining young professionals in their first five years of employment. but can the profession overcome this challenge?

read more →

accountants in pop culture: myths, realities, and stereotypes – accounting arc

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from “the office” to “parks and recreation,” listen in on how tv and movies shape our view of accountants.

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

accountants are often depicted in popular culture in ways that range from humorous to downright exaggerated. in a recent episode of arc, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, delve into these portrayals, discussing their favorite fictional accountants and the stereotypes that come with them. 

more accounting arc

patrick, vice president of client success at the b3 method institute, starts the conversation with “the office,” where characters like oscar, kevin, and angela offer a comedic take on the profession. “the beauty of ‘the office’ is in its exaggerated realism,” patrick explains. angela’s strict, by-the-book approach and kevin’s more laid-back attitude reflect common perceptions of accountants. “they were the butt of many jokes, but also some of my favorite accountants to watch,” he adds. 

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chris hervochon: be the leader you want to work for

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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. 

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

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

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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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archos advisors: a structured approach to change management

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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.

more donny shimamoto

“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.

read more →

navigating the challenges and opportunities of a global workforce – accounting arc

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accounting firms can thrive in an international economy by leveraging remote work and offshoring.  

accounting arc
with donny shimamoto
center for accounting transformation

in a recent episode of accounting arc, hosts byron patrick, liz mason, and donny shimamoto took a deep dive into the pros and cons of remote work and offshoring in the accounting profession. as experienced professionals who have successfully navigated the shift to remote environments, they provide key insights into the benefits and challenges of this new working landscape. 

more accounting arc

patrick, vice president of client success at the b3 method institute, has embraced remote work for over a decade. he shares his personal preference for the flexibility and efficiency it offers. “i can’t imagine a world in which i don’t work remote,” he confesses, highlighting how ingrained this mode of work has become in his professional life. read more →

accounting arc: following a different game plan with vince lorusso

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“keep learning, keep your eyes open, and play with technology.”

accounting arc
with donny shimamoto
center for accounting transformation

as a seasoned cpa and founder of trueup, vince lorusso offers a fresh perspective on the accounting profession by merging traditional roles with pioneering educational technology.

more: regenerative accounting: ingrid edstrom pioneers a holistic approach to financial practices | accounting arc: decoupling deib: a nuanced approach with jina etienne | accounting arc: what tech-savvy accountants know |accounting arc: where in the world are you seeing this? | accounting arc:breaking barriers – how becky dupree’s love for data analytics and her identity shaped her professional path

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lorusso began his career at pwc, where he spent three years in audit. this foundational experience provided him with essential technical and soft skills. “the few years of audit propelled me to apply my accounting and audit knowledge to various projects,” lorusso tells donny shimamoto, cpa.citp, cgma, in this episode of accounting arc. his subsequent roles in private equity and venture-backed companies allowed him to specialize in streamlining accounting processes and preparing firms for growth.

read more →

regenerative accounting: ingrid edstrom pioneers a holistic approach to financial practices

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non-traditional thought leaders discuss innovative strategies for aligning values and professional work.

accounting arc
with donny shimamoto
center for accounting transformation

donny shimamoto, cpa, citp, cgma, hosts ingrid edstrom and matthew heggem, two accountants who are redefining the boundaries of their profession. their discussion provides a deep dive into innovative approaches to accounting that emphasize social impact, equity, and sustainability.

more: accounting arc: decoupling deib: a nuanced approach with jina etienne | accounting arc: what tech-savvy accountants know |accounting arc: where in the world are you seeing this? | accounting arc:breaking barriers – how becky dupree’s love for data analytics and her identity shaped her professional path |  accounting arc: forecasting finance & the 2034 accounting landscape | accounting arc: top 10 strategies for managing growth | accounting arc: busting the big 4 myth | accounting arc: exploring ai’s role in modern accounting | accounting arc: unraveling the collapse of silicon valley bank | on a mission: introducing accounting, reaction, comedy (arc) | 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 |

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

edstrom, founder of priestess of profits, has transitioned from traditional accounting to business strategy, consulting, and coaching. her firm focuses on helping accounting professionals shift their limiting beliefs and align their work with their values. edstrom explains, “i no longer work for a living; i show up in my highest self in service, whether i’m getting paid for it or not.”

read more →

adam lean: get out of the accountant’s trap

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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: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (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 clients | vimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra 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.”

read more →