innovation & change management

how do firm leaders learn?

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the four essential pillars for continuous learning

by w. michael hsu, cpa

as a firm leader, you know that you need new software, services, processes, and tactics…something that is going to take your firm to the next level. but how do you get there?

more w. michael hsu: seven principles to work less and achieve more | how do firm leaders learn? | why your approach to cas and cfo services is wrong | when it comes to pricing, it’s about ‘can’t afford not to’ | your client base is global |

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the tools and processes you use to get you to the next level have to come from or are signed off by you. so, who is teaching you? if you took the leap into a new service area and don’t know where you will land, you can’t turn to staff. they are looking to you for the answers.

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heather smith: try not growing your business

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heather smith: we are the oxygen for the businesses around us.

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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

heather smith has loved accounting since she was 14 and loves the flexibility the profession offers. since the mid-2000s she has been one of the original cloud accounting nomads, with an accounting business that she says fits in a lovely italian handbag.

more: 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

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in 2022, the anise consulting founder based in brisbane, australia, demonstrated that nomadic lifestyle by attending all three live xerocon events: london, new orleans and sydney. heather is a tireless advocate for her small business clients and a fan of technology to improve our lives, including staffing. read more →

jackie meyer: be a problem solver, not a number cruncher

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jackie meyer: redefine your boundaries and stop conforming to inappropriate behaviors.

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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

jackie meyer is a fan of value pricing and niching your practice. her favorite area is tax planning, which doesn’t require a huge investment of time to provide huge financial benefits for clients.

her own firm tripled revenues by focusing on tax planning.

more: 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

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firms that focus on low-volume, highly-niched areas solve several problems at once.

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dustin verity: keep an open mind and constantly learn

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tech allows small to mid-size firms to provide better cas.

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transformation talks
with bill penczak
center for accounting transformation

center for accounting transformation
center for accounting transformation

dustin verity admits to being cautious. he also admits to being a technophile.

in the latest episode of transformation talks, the cpa explained being conflicted between his obsession with playing with the latest technology and finding the right fit for his firm.

more: secret to success? a growth and abundance mindset | o.d. lanier: stepping into advisory | from tax to transformation | early adopters gain an edge in audit | why the future is in risk advisory | four strategies for a future ready firm
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“i’ve always been interested in technology and, and you know, efficiencies,” verity said, always wanting to know how his firm could produce more and work more efficiently. “that means less hours that we have to spend in the office ourselves.”  read more →

clayton oates: one way to keep clients for life

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play the infinite game and 11 more takaways

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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

“we’re ultimately in the people business. we’re in the relationship-building business. we just happen to do accounting.”

that’s how clayton oates, the founder of qa business, views the accounting profession.

more: 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

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oates also believes accountants can choose whether they are playing a finite, zero-sum game with clients or the infinite game, which continues forever and results in an abundance forever mindset with clients, who will then be your clients for life. 

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ron baker: monetize the relationship, not the transaction

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ron baker: the subscription model optimizes lifetime customer value.

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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

ron baker has been on a crusade to transform accounting firms for decades, first by pushing us to kill the billable hour and to implement value pricing. today, he’s advising accountants to switch to a radically different business model. his new book, co-authored with paul dunn, “time’s up! the subscription business model for professional firms,” explains the subscription model and why moving to this model aligns the values of firm owners with those of their customers.

more: 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

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this book began from ron’s obsession with the question “what would happen if disney started cpa firms?” accounting wouldn’t be a grudge purchase with low prices, but disney “would enhance the experience and you would pay a fortune and you would be delighted to do so.” in today’s world, your customers are no longer comparing your firm to the other cpa firms, but to “any organization that has the capacity of raising our customer’s expectations,” such as nordstrom or amazon. baker said, “we need to up our game as a profession.”

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randy crabtree: follow these 3 rules to keep employees happy

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randy crabtree: allow your employees freedom in two critical areas to win talent wars.

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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

randy crabtree talks to a lot of other accountants and admits that he “steals ideas from everybody else.” imitation, after all, is the sincerest form of flattery.

more: 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 topic he’s been talking about a lot lately is the issue of mental health in the profession, which he feels is largely self-induced. although he’s been asked to talk about mental health without mentioning burnout–don’t be a downer–crabtree says it’s impossible. “i’m like, i’m sorry, but i can’t do that. it doesn’t go away if i don’t talk about it,” he said.  

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marchternity: just say ‘no’

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whether marchternity continues depends entirely upon you.

more on marchternity:
the solution is community, by liz farr

by seth fineberg
at large

after nearly three years of what many tax pros consider one of the longest tax seasons on record –- a.k.a. ‘marchternity’ –- one would think this season would be different.

more fineberg: what bogs down accountants | your classic business model won’t allow growth

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to be sure, plenty of tax practitioners in late 2022 did indeed call the end of marchternity and look forward to some sense of normalcy, as much of what caused the extended tax season in the first place appears to have subsided. so, do tax pros expect this season to be different?

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kenji kuramoto: rules? what rules?

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kill the 40-hr work week, online pricing, and all the other archaic accounting conventions. 

with liz farr for 卡塔尔世界杯常规比赛时间

yes, you can work less and make more

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erik solbakken: build the firm of your dreams.

 

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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

q: why did the accountant cross the road?

a: because they did it last year.

erik solbakken, a.k.a. “the heavy metal cpa,” is on a mission to free accountants from an oppressive business model. solbakken spent 18 years working his way up to be a partner in a firm in canada, but when the partnership fell apart, he was liberated to create a new kind of firm, where he and his staff never worked overtime and he made more money. today, he acts as the guide he wishes he’d had when he started out, empowering accountants to create firms they love working in.

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

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how do you get away from the commoditization trap? simple, deliver to the client the transformation that they want for themselves.

solbakken said the profession has brainwashed us into believing three lies:

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donny shimamoto: future firm growth requires a mindshift

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we can’t keep going the way we’re going.

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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

donny shimamoto, cpa.citp, cgma, says that one of the covid pandemic’s benefits is accelerating technology adoption.

more: 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.

with the ongoing talent crunch, technology is one of the ways firms can get the work done with fewer people, as firm owners seek to create a sustainable balance “because we can’t keep going the way that we’re going.”

pro members always get all the top takeaways, details on the guest, and the full transcript.

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jennifer wilson: empower young workers to build the firm everyone loves

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jennifer wilson: wanna grow? employ the 10% x three rule

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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

jennifer wilson has been advising and coaching firms on better ways to run their firms for years, so she has had an inside view of how firms perform well or perform badly. wilson said that building a sustainable firm that attracts and retains the best people and that the younger generation wants to own will require changes from how many traditional firms have operated.

more:  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.

though firms quickly switched to remote work at the pandemic’s peak to create a culture of “anytime, anywhere work,” many are now moving backward. some firms are giving wishy-washy messages about returning to the office, which makes remote team members feel they have little chance of promotion. “smart firms are not rolling backward right now,” wilson said. they are finding ways to do “mass customization and personalization of schedules and workplaces” to make everything work for team members, work for clients and work for the firm.

this may mean making tough decisions to let clients or underperforming staff go.

pro members always get all the top takeaways, details on the guest, and the full transcript.

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mike whitmire: re-think your hiring and training practices

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the disruptors: training can triumph over textbooks in the talent wars. 

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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

mike whitmire wants to transform the role of accountants in industry from mere counting beans (though that’s not a bad skill to have) to an operational role that leverages accountant’s knowledge of company finances and operations to drive efficiency throughout an entire organization.

more:  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.

whitmire, ceo, and co-founder of accounting software company floqast, inc., knows a thing or two about talent acquisition and development. before founding floqast, he managed the accounting team at cornerstone ondemand, a saas company in los angeles.

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