innovation & change management

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.

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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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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 |

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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.”

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accounting arc: where in the world are you seeing this?

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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. 

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accounting arc: decoupling deib – a nuanced approach with jina etienne

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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

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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. 

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accounting needs a ‘rethink’ not a ‘rebrand’

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two women talking while seated at a table

your value is in the knowledge you have and the relationships and trust you’ve built.

by seth fineberg
at large

the field of accounting, and being an accountant, is challenged on many sides – none more so than the very act of being an accountant. in short, given the demand for new services and the growth in automation for nearly all “tasks,” what does accounting or being an accountant mean anymore?

more: big change comes with deep reflection | three ways to raise the bar for your business | randy crabtree: stress management for overworked accountants | tax chat: eric green reveals the tax rep guide to tax season  | it’s time to do the uncomfortable  | three ways to improve next tax season  | meet basis, the new ai bookkeeper on the block | is this when accountants start taking freshbooks seriously?
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let’s be clear: accounting’s literal and metaphorical face is, and needs to be, changing if it is to grow and thrive. this, however, isn’t necessarily a bad thing. but, as we well know, change is not easy or quick. what should encourage accounting professionals is that at this very moment in time, they have the ability to have a say in what accounting, and being an accountant, actually is and could be.
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disruptors: chase birky builds the anti-cpa firm

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don’t reinvent the wheel. join a better wheel. 

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the disruptors
with liz farr

chase birky wanted “a better way to cpa,” so he and co-founder max fritz created dark horse – the “anti-cpa firm,” which would be “the opposite of what a client would expect of a cpa firm, of what talent expects of a cpa firm.” dark horse democratizes access to the resources, tools, and technology available to larger firms so sole practitioners and small firms have an easier path to the modern cpa firm.

more podcasts and videos: 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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dark horse was born out of the realization that small businesses were underserved by their accountants. many small business owners have “these horror stories about the large firm that deprioritizes them and charges them an arm and a leg, or the one-off practitioner or micro firm that wouldn’t return their emails or phone calls, and never provides advice, just tells them to sign on the dotted line,” birky says.

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six steps to battle cybersecurity risks

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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 breach | the 7 categories of of cybersecurity solutions firms need | future 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 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.

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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is audit in crisis because of definitions?

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auditors, accountants and businesses need to agree on expectations and deliverables in audits.

by alan anderson
transforming audit for the future

instant download:
“the new manifesto for accountants.“

do the banks and investors get useful information from historical audited financials? in their book, “the end of accounting and the path forward for investors and managers,” baruch lev and feng gu researched the relationship between changes in stock prices and the dates that corporate financial reports were released.

more: three fundamental questions to ask in audit | how auditors can beat ai | the big issues in audit: frustration, inconsistency and technology | five ways to increase audit efficiency | early adopters gain an edge in audit | talent retention: five tips for an audit adjustment | six benefits of an internal audit | the ten financial controls that’ll make you a hero | five cash reports you can’t live without | when an audit is a great thing
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in the 1950s and 1960s, roughly 90 percent of the market value of public companies could be directly attributed to the earnings and book value reported in their financials. by 2013, that percentage had dropped to just 50 percent. personally, i’m surprised it’s even that high. the historical financial statement does not serve the needs of the users of those statements.
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disturb the present to improve the future

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eight excited office workers around conference table

five suggestions to help you compete.

by marc rosenberg
the rosenberg practice management library

to thrive in today’s tough and fast-changing market, accounting firms must become more agile and adaptable than ever before. but what are the characteristics of an agile, adaptable, quick-learning cpa firm? and how do you get that way?

more: new partners must be impact players | why partners can’t shirk performance reviews | what firms should address in partner agreements | 11 best practices for partner compensation | why buying into a firm is such a great investment | the business side of cpa firms | it shouldn’t take so long to make partner | three types of skills you need to become a partner
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my initial, somewhat amusing (probably just to me) thought was the credo for little league umpires (who in many communities are 14-18 years old):

be mobile.

be assertive.

be loud.

it may have more relevance to what follows than either of us might initially think.

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chris vanover: question the why or stay with the status quo

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challenge yourself to do things differently.

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see the disruptors

the disruptors
with liz farr

chris vanover is on a mission “to make accounting and auditing better.”

initially, auditclub helped firms mainly with quality control, but over time that grew into offering fractional support on a subscription basis to audit firms that can’t find the talent they need.

more podcasts and videos: jason deshayes: what we’re doing isn’t working | heather satterley: you’ve got to meet people where they are | 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 | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | 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  | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson

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

audit firms are challenged to plan a year or even a month out, so auditclub offers members weekly access. this weekly flexibility allows auditclub to take a concierge approach to help their member firms out a week at a time. plus, vanover may have the secret sauce to getting employees to perform at their optimum levels daily.

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it’s okay to say no to clients (even the large ones)

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working with “smaller” clients can often be more rewarding – and profitable – than “big” clients.

by frank stitely
the relentless cpa

there’s a reason you aren’t actively training clients to allow you to work efficiently. you’re afraid that you’ll lose clients.

i guarantee that you will.

more: control your time: avoid ambush meetings and calls | get clients to bring tax docs early … yes, early | why time tracking still matters | make fewer mistakes, increase revenue and capacity | six ways to create a millennial-friendly firm | do you know your turnaround time?
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clients have trained you to be inefficient. they’ll resist retraining. some of them will leave and infect someone else’s practice.

the reason you fear losing clients is that you fear you can’t replace them.

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heather satterley: you’ve got to meet people where they are

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stop saying yes to everything and start saying yes to yourself.

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).

see the disruptors

the disruptors
with liz farr

heather satterley is well-known for being an accounting tech expert. but tech isn’t the only skill accountants need today and for the future. “you can have great technology skills, but if you don’t have people skills and those softer skills, that’s going to be a problem,” she said.   

more podcasts and videos: 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 | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | 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  | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson

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

one of those softer skills that will be a key skill for the future is problem-solving, which requires keeping an open mind to “look at not just facts and figures, but look at tools, resources, people and pull them all together,” she explained. no one can be an expert at everything, so having “a wide network of really awesome professionals” is vital for filling in any gaps “to get the job done.”  

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are you ready to become a data analyst?

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the right dashboards can optimize your data … and your value.

by bonnie buol ruszczyk

business leaders are constantly called upon to make snap – yet important – decisions. yet, poring through spreadsheets, reports and financial statements can be a laborious and time-consuming process, especially for those who need to act on urgent matters.

more: survey: zoom, teams top meeting choices | are you using too many monitors? or not enough? | one in four firms replaces servers by schedule | you’re probably not reading this on an ipad | 52% of firms look outside for it support | pandemic? what pandemic? | today’s top 3 problems: staffing, workflow and tech
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this is where data visualization tools can be a tremendous boon to organizations. automatically pulling from various data sources, these cloud-based, interactive dashboards present business data visually using charts, graphs and other widgets. once designed, these repositories save precious time for analysts, managers and key decision-makers, allowing them to focus on the information and analysis rather than on the grueling process of gathering it and creating reports.

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