art werner: strategies in charitable giving | quick tax tip
unveil financial and estate planning techniques.
quick tax tip
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accounting arc: where in the world are you seeing this?
from bullet trains to ski slopes, accountants embrace the freedom of remote work.
accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation
in an era where remote work is becoming increasingly prevalent, professionals are discovering the freedom and flexibility to work from virtually anywhere.
more: 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 |
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this episode of arc hosts liz mason, cpa, and byron patrick, cpa.citp and cgma; and donny shimamoto, cpa.citp and cgma, delve into their personal experiences of working from unique locations and discuss how this trend is reshaping the professional landscape.
accounting arc: decoupling deib – a nuanced approach with jina etienne
understanding the distinct elements of diversity, equity, inclusion, and belonging can help create more effective and inclusive workplaces.
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)..
accounting arc
with donny shimamoto
center for accounting transformation
jina etienne, cpa, cgma, cde, stands out as a beacon of change in the constantly evolving landscape of the accounting profession. as a cpa and certified diversity executive, etienne has dedicated her career to fostering inclusive cultures within accounting firms. in this accounting episode, etienne shares her journey and insights into the critical importance of diversity, equity, inclusion, and belonging (deib) in the workplace.
join: july 16 free webinar, “the dei journey of accounting professionals – a research study analysis.”
more: accounting arc: what tech-savvy accountants know | 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
etienne’s career trajectory is anything but conventional. after spending over two decades in traditional cpa roles, etienne pivoted toward a focus on deib. “i still think of myself as a recovering cpa,” she quips. today, she collaborates with accounting firms to create environments where all employees feel safe and valued, with a strong emphasis on psychological safety and intentionality.
accounting arc: what tech-savvy accountants know
redefining the accounting landscape.
accounting arc
with donny shimamoto and byron patrick
center for accounting transformation
integrating accounting and it expertise is becoming increasingly crucial in today’s rapidly evolving business landscape. in the latest episode of arc, hosts donny shimamoto, cpa, citp, cgma, and byron patrick, cpa, citp, cgma, explore the unique advantages of combining these two fields.
more: accoounting arc: remote work from the coolest locations and its impact on modern professionals | 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 |
their discussion highlights how professionals with dual expertise can navigate complex challenges, drive innovation, and achieve long-term success. read more →
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: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (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 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 |
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.
accounting arc: breaking barriers – how becky dupree’s love for data analytics and her identity shaped her professional path
“coming out was not an option at that time in public accounting.”
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).
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accounting arc
with donny shimamoto
center for accounting transformation
rebecca “becky” dupree, an experienced accountant and auditor, shares her compelling journey on the latest accounting arc, hosted by donny shimamoto, cpa.citp, cgma. with 17 years in public accounting and internal audit, dupree’s story highlights the diverse career paths in accounting and the importance of resilience and authenticity in navigating professional challenges.
more: 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 |
dupree’s career began in mercedes, texas, where she earned her degree in accounting from the university of texas rio grande valley, followed by an mba from sam houston state university. admitting she spent much time watching l.a. law, dupree says she initially aspired to be an attorney. however, her accounting talent led her to a fulfilling public accounting and internal audit career.
jody grunden: subscription pricing is a game changer
get rid of the noise of hourly billing and create value.
this video is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. the podcast version becomes available in a few days everywhere you get your podcasts.
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
part 1 of a two-part episode.
with liz farr
for over a decade, jody grunden, cpa, has been doing things that many firms are just now discovering. summit virtual cfo (now part of anders) offers weekly subscription-based pricing as a fully remote firm, and their main offering is virtual cfo services or, in today’s parlance, cas 2.0 services. he’s also the one you might spot at accounting conferences in his signature tommy bahama shirts instead of a suit and tie, not quite what you might expect from the leader of a $10 million firm.
jody grunden, coming in part 2, june 27: be different. make more money
grunden, the partner and co-founder of summit virtual cfo, got his start as a thought leader and virtual cfo (as well as his signature wardrobe) when he was invited to speak at a conference in new orleans. at the conference, he used an easel and pad of paper to walk a roomful of successful creative agency owners through the way they made money and how their decisions impacted the bottom line. he is the author of the best-selling building the virtual cfo firm in the cloud.
loren fogelman: stop undercharging and start being client-centered
stop letting your business and career “suck the life out of you.”
this video is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. the podcast version will be available everywhere you get your podcasts.
the disruptors
with liz farr
loren fogelman is on a mission to help accountants and bookkeepers build businesses that “don’t suck the life out of you.” as fogelman says, “how much can you actually give up your personal life before it’s not sustainable any longer?”
more podcasts and videos: 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 |
according to fogelman, a keynote speaker and one of america’s top-ranked business coaches for business success solution, “at least 57% of firm owners are undercharging for their services.” she encourages professionals to double or even triple their fees, which frees up time so they can provide client-centered services and “go back to the gym or spend more time with your family or take that much-needed vacation.”
the highly-sought business coach has several methods her clients use to earn more, work less, and have more quality time for themselves.
accounting arc: forecasting finance & the 2034 accounting landscape
be ready to embrace ai and blockchain innovations, the rise of boutique firms, and the surge of specialized credentials.
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).
accounting arc
with donny shimamoto, liz mason, and byron patrick
center for accounting transformation
hosts byron patrick, cpa.citp, cgma; liz mason, cpa; and donny shimamoto, cpa.citp, cgma, explore the future of the accounting profession, making bold predictions about what the next decade holds. their conversation covers a wide range of topics, from technological advancements to diversity, equity, and inclusion, offering a comprehensive look at how accounting might evolve by 2034.
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 |
one of the central themes of the discussion is the rapid pace of technological change. patrick, vice president of client success at the b3 method institute, emphasizes that technology will continue to accelerate, fundamentally altering the landscape of accounting. “technology is not slowing down, it’s accelerating exponentially,” he says. “and 10 years from now, there is going to be even more need for integrity within the technology that we are using.”
accounting arc: busting the big 4 myth
the realities and opportunities beyond big 4 firms.
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere
accounting arc
with donny shimamoto, liz mason, and byron patrick
center for accounting transformation
the latest episode of accounting arc, “busting the big 4 myth,” offers various perspectives on careers in accounting.
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 |
hosts donny shimamoto, cpa, citp, cgma; byron patrick, cpa, citp, cgma; and liz mason, cpa, share their unique experiences, challenging the notion that success in accounting is synonymous with working for one of the big four firms.
brannon poe: grow your business by preparing to let it go
the two big metrics and 12 more takeaways.
this video is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. the podcast version is available everywhere you get your podcasts.
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
after helping people buy and sell accounting firms for years, brannon poe realized he was sitting on a treasure trove of valuable information that could help firm owners who were “motivated to change their practices for the better.” he’s leveraged those insights into a coaching program for accountants (accounting practice academy) and several books. his latest book, prepare your cpa firm for sale, describes the process of transforming a firm into one that buyers willingly pay top dollar for.
more podcasts and videos: 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 |
poe recommends that firm owners start planning for an eventual sale well before they’re ready to leave. “i think the biggest mistake that i see often is they don’t do any planning,” poe says. starting the planning process three to five years ahead gives firm owners time to change things, including getting alignment on the timetable and price with other partners, which may be a tricky issue.
steve yoss, quick tech talk: the power in microsoft power bi for tax, accounting and finance professionals
steve yoss, quick tech talk: the power in microsoft power bi for tax, accounting and finance professionals
quick tech talk
with steve yoss
cpe today
geni whitehouse: conquer client communication chaos
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).
with seth fineberg
卡塔尔世界杯常规比赛时间 research
geni whitehouse, cpa.citp, the “countess of communication” for brotemarkle, davis & co., llp (bdco), says you must meet your clients where they are and understand their personalities to better communicate with them.
doing so, she says, will provide the ultimate value for your clients.
more whitehouse: geni whitehouse: unlock your accountant super powers
in this episode of tax chat, whitehouse discusses strategies for improving client communication and efficiency in tax preparation, emphasizing the importance of productivity tools, workflows, and shared files. whitehouse highlights the need to tailor communication methods to meet client preferences and leverage new tools and technologies to provide interactive and insightful financial information. she also explores the crucial role of communication in tax consulting and accounting, emphasizing the need for empathy, understanding, and adaptability in addressing clients’ needs.
6 more takeaways: