innovation & change management

seth fineberg: your classic business model won’t allow growth

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the disruptors: billable hours – demeaning and demoralizing or useful measurement?

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

anyone who has been in the accounting profession–or legal profession–for any length of time knows how revered the billable hour is. however, plenty of firms are ditching the billable hour–a move that many professionals say is long overdue.

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

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seth fineberg, a business journalist specializing in the accounting profession, says the billable hour can’t be a significant part of the business model of the future.

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the great resignation or a reshuffling?

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how many in-person days make sense for your firm… and who decides?

by steven e. sacks

the concept of “quiet quitting” is now mainstream thought. summer 2022 is over, and with it, for many companies and their workers, their remote work arrangements.

more: four accountability steps for firm success | how to build a standout team | five keys to becoming a high-performing firm | assessing your firm | the 4 traits of great cpa leaders | why leaders must ensure clarity | incremental vs. exceptional success
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many recognizable companies have sought to get back to some normality. some want workers to return to the office full-time, some have asked for a two- to three-day in-office arrangement, and some have viewed remote work as successful and see no reason to change anything for the foreseeable future.

workers will not easily accept these changes.

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the six pillars for fp&a transformation

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chris ortega reveals his blueprint for success.

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career reflections
with amy welch

after years in public accounting, chris ortega decided he wanted something different.

the indianapolis native knew he wanted to be an accountant when sarbanes oxley was making headlines and accountants were in high demand. “also,” ortega said, “i always loved numbers.”

more: the 10 financial controls that’ll make you a hero | why you can be a virtual cfo | clients would switch for portals | csr for cpas: the missing ingredient | o.d. lanier: stepping into advisory | secret to success? a growth and abundance mindset
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he continued, “i started the first six years of my career in both public and corporate accounting then moved into finance and fp&a while getting my mba.”

armed with his mba in corporate finance from the university of indianapolis and a stellar resume, ortega said something was missing.

“after 17 plus years of experience in accounting, fp&a, finance and leadership, i felt there needed to be a fresh perspective on finance,” he said. “so, that is why i started fresh fp&a, which is fresh perspective on financial partnership & advising.”

and, while many business owners start with dreams and plans, ortega said his company operates with six key pillars in mind.

“think of it as the foundation of a house,” ortega explained.

those six “ps,” as ortega coined them, are:

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quiet quitting: are employers culturally aware?

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a fad or a movement?

david bergstein and steven sacks chat about quiet quitting and how it may impact the accounting profession.

by steven sacks
the new fundamentals: practical guidance for today’s accounting firms

employees are not keen about returning to their offices after an almost two-and-a-half year (for some) hiatus from the hassle of commuting and balancing child care and other personal responsibilities. what are company leaders to do?
employees want to strike a balance between their work life and their family life (or life outside the office). the common employee refrain has been, “i want to find my life’s passion, and i need work flexibility to accomplish this.”

hmm.

more: don’t overlook office relationships | how to deliver authentic value | making the jump from small to mid-sized firm | what sets your firm apart … if anything? | why deadlines get missed | too busy? you may need to reprioritize | is it time to outsource? | five reasons you’re not swot-ready | who needs another meeting? | 4 questions for cpa firm boards
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what about creating value and finding purpose and meaning from work? more to the point: can meaning and purpose be derived from a job?

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secret to success? a growth and abundance mindset

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transformation talks: mike maksymiw, cpa, cgma, says the secret to success and transformation in accounting is to be willing to learn, believe there’s enough work for everyone…and allow yourself to be vulnerable.

^ click to play video | > play the podcast and follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.


transformation talks
with bill penczak
center for accounting transformation

center for accounting transformation
center for accounting transformation

after 16 years of working in firms, mike maksymiw, cpa, cgma, was done.

he went to his employer with his concerns about wanting to do something else. instead of encouragement to pursue another area in the firm, he was persuaded to remain on the partner track he was on. maksymiw decided he’d rather move on.

more on aprio: why tax work yearns to be free | the fintechflood: accounting will never be the same | top issues for 2022: talent, time and transformation | what’s in a (firm) name?

more: five lead generation mistakes to avoid | five post-tax season growth ideas | five better ways to say no | are you solving your clients’ problems? | five ways to grow: talent new service lines | business development and sales aren’t scary
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“i didn’t have anywhere to go when i left. i just knew i needed to go,” he said. “so, after, you know, a couple pandemic busy seasons, learning about the cares act, being a national leader at the firm at that, like i was toast. so, my family and i just went to hawaii stayed there for two weeks.”

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early adopters gain an edge in audit

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innovation insights: paving the way for esg reporting.

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innovation insights
with donny shimamoto, cpa, citp, cgma
center for accounting transformation

those who hesitate to adopt mature technologies could find themselves too far behind to easily catch up, according to tech experts pete myers, ceo of auvenir, and donny shimamoto, founder and managing partner of intraprisetechknowlogies.

center for accounting transformation
center for accounting transformation

more: 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  | private equity vs. the cpa firm partnership the fintech flood: accounting will never be the same  |  think small to think big with matt wilkinson | your sales tax headaches are only just beginning | when financial statements go extinct with corey schmidt  |  can geraldine carter save accountants from themselves? |  re-inventing accounting with tyler anderson |  turning client service into new revenue

see also: deloitte develops audit technology for smaller firms

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myers and shimamoto discussed the latest developments in cloud technology for audit, specifically for small to mid-size firms, explaining that heightened security measures have allowed platforms to expand capabilities and deliver streamlined results that can be tailored to specific situations. however, shimamoto lamented that many auditors and firms are hesitant to bring on new technology, a mindset that could leave them clamoring to catch up.

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from tax to transformation

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transformation talks: paul mueller, cpa, took a leap of faith when he left a national accounting firm at the apex of his career to start a new firm serving small- and medium-sized businesses.

^ click to play video | > play the podcast and follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.

center for accounting transformation
center for accounting transformation

transformation talks
with bill penczak
center for accounting transformation

paul mueller was at a crossroads. as a national manager for the tax group of a large firm, he should have felt like leonardo dicaprio, yelling, “i’m the king of the world!” yet, something just wasn’t right.

more: five lead generation mistakes to avoid | five post-tax season growth ideas | five better ways to say no | are you solving your clients’ problems? | five ways to grow: talent new service lines | business development and sales aren’t scary
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today, he is the managing director of his own firm, mueller pye & associates, cpa llc in loveland, colo. his is a story of a late-life career transformation.

takeaways

  • there is life—a really fulfilling one—after a departure from a large national firm into a small firm in rural colorado.
  • in order to effect transformation either as a firm, or as a professional, it’s important to have a support network you can trust and open up to about your challenges
  • while firms do a great job of advising their clients on succession planning, that’s not always the case for themselves.

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rob brown: doing nothing is not an option | the disruptors

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the disruptors: if we don’t change, we’ll be irrelevant, says rob brown.

 

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with liz farr
for 卡塔尔世界杯常规比赛时间

it’s a changing world, and if we don’t change with it, we will cease to be relevant, u.k.-based accounting podcaster rob brown tells 卡塔尔世界杯常规比赛时间’ liz farr.

more disruptors: 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  | private equity vs. the cpa firm partnership the fintech flood: accounting will never be the same  |  think small to think big with matt wilkinson | your sales tax headaches are only just beginning | when financial statements go extinct with corey schmidt  |  can geraldine carter save accountants from themselves? |  re-inventing accounting with tyler anderson |  turning client service into new revenue

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a host of the accounting influencers podcast, brown says what got us here won’t get us there in the fight to be relevant in our practices, with our clients and in our careers. brown’s podcasting partner is martin bissett, a 卡塔尔世界杯常规比赛时间 contributor and world-renowned growth advisor to accounting firms.

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martin bissett: private equity shakes up u.k. firms

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martin bissett argues professionals must think like the business owners they are.

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

to win the staffing wars, you must develop a talent pipeline, globe-trotting practice advisor martin bissett tells liz farr in this exclusive interview.

the firms winning in recruiting and retention are using a portfolio approach to nurture prospects who might be ready to join the firm at some point in the future, a world-renowned sales and marketing consultant, a long-time contributor at 卡塔尔世界杯常规比赛时间, and, most recently, the co-host of the uk-based accounting influencers podcast.

more videos and podcasts: brannon poe: the status quo must go | private equity vs. the cpa firm partnership | the fintech flood: accounting will never be the same | the disruptors: re-inventing accounting with tyler anderson |  the disruptors: how to scale with new padgett coo amanda aguillard | eat that frog: asking for a prospect meeting | growing revenue through client service | lease accounting is about to get very real | google ads for new tax season clients | exclusive: eisner ceo charly weinstein explains the private equity deal  | flash briefing: a “call to arms” after private equity deal | four ways to beat the staffing shortage, with pasha malik

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listen: follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.


more take-aways and transcript from martin bissett:

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the big issues in audit: frustration, inconsistency, and technology

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businessman pressing a "future" concept button

discussing audit transformation and innovations, one advisor said the field is ripe for technological solutions that allow team leaders to focus on advising clients and help team members streamline processes for automation.

by the center for accounting transformation
improvetheworld.net

in kicking off an inaugural meeting with audit industry experts, donny shimamoto, cpa, citp, cgma, asked the group, “what does the modern or leading-edge audit practice look like?”

related:  top issues: talent, time, and transformation

learn more about the center’s audit advisory board or view the center’s transformation courses.

the group, which met for the first time recently, is the center for accounting transformation’s audit advisory board. shimamoto, who created the center, brought together audit professionals with various backgrounds to help guide strategic direction, services, and program planning for the center, which helps professionals through the adoption and change required to step into the future of the accounting profession.

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the fintech flood: accounting will never be the same

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venture capital and private equity are pouring billions into financial technology start-ups. and this business will never be the same.

watch the video or listen to the podcast: follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts ,  or grab the rss feed here.

with rick telberg
for 卡塔尔世界杯常规比赛时间

a tsunami of venture capital and private equity is flooding into new tech startups, enough to swamp the entire tax, accounting, bookkeeping, and payroll sector, according to a new study by 卡塔尔世界杯常规比赛时间.

more: how private equity changes everything | the fintech flood: accounting will never be the same | the disruptors: re-inventing accounting with tyler anderson |  the disruptors: how to scale with new padgett coo amanda aguillard | eat that frog: asking for a prospect meeting | growing revenue through client service | lease accounting is about to get very real | google ads for new tax season clients | exclusive: eisner ceo charly weinstein explains the private equity deal  | flash briefing: a “call to arms” after private equity deal | four ways to beat the staffing shortage, with pasha malik

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download the slide deck here.

here, 卡塔尔世界杯常规比赛时间 founder, publisher, and editor rick telberg delivers the keynote at the new york finance & accounting show, explaining what it means for the future of the profession, including:

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the disruptors: when financial statements go extinct with corey schmidt

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watch the video or listen to the podcast.

 


follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.

the disruptors with liz farr

corey schmidt’s take-aways

  • offer your staff different paths to being successful.
  • pinpoint the talents you have on your staff, and nurture those special skills.
  • carve out time for people to work on those skills, not just the backlog.
  • challenge your people earlier in their careers so they have three years of experience rather than one year repeated three times.
  • create roles for the kinds of skills your people have.

more: the disruptors: re-inventing accounting with tyler anderson |  the disruptors: how to scale with new padgett coo amanda aguillard | eat that frog: asking for a prospect meeting | growing revenue through client service | lease accounting is about to get very real | google ads for new tax season clients | exclusive: eisner ceo charly weinstein explains the private equity deal  | flash briefing: a “call to arms” after private equity deal | four ways to beat the staffing shortage, with pasha malik

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  • a forgotten metric is client happiness. if we provide a service that makes them feel good about what they’re getting, they’re going to be willing to pay more and will stick around much longer.
  • firms should own who they are. a firm with a hard-driving culture that values working long hours should seek out team members who like that kind of work culture.
  • think about where you want to be in five years, and start hiring people who fit that kind of work culture. build in the people, processes and systems around that end goal.

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four ways to reboot for the new realities

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dollar being built of blockswhen things aren’t turning out the way you dreamed, it’s time to think about an overhaul. here’s how to start

by sandi leyva
the complete guide to marketing for tax & accounting firms

how does your current business look compared to the one you dreamed about before you started your entrepreneurial journey?

more: boost your cross-selling in two easy steps | why your social media is a flop | the biggest seo secret of all: google business listings | beyond bookkeeping: five value-add service areas
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do you now have clients you love, a dream team, the financial rewards you are comfortable with, and plenty of free time?

if not, don’t give up. you can still get there, and a little business clarity may help you get there even faster.

here are four steps:

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