steve yoss, quick tech talk: a.i. automation tools for tax, accounting, and finance professionals
steve yoss, quick tech talk: a.i. automation tools for tax, accounting, and finance professionals
quick tech talk
with steve yoss
cpe today
podcast
accounting arc: busting the big 4 myth
the realities and opportunities beyond big 4 firms.
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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 |
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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.
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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
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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:
steve yoss, quick tech talk: cloud computing, anywhere, everywhere, all at once
now you can work anywhere, and anywhere can work for you.
quick tech talk
with steve yoss
cpe today
accounting arc: top 10 strategies for managing growth
the takeaways crucial to ensuring business sustainability and continuous improvement.
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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation
when a cpa realizes his business-owner client has never paid sales tax, it can be a jaw-dropping moment.
when they realize the client has owned and operated a successful business for years and is nearing 100 years old, it could cause an aneurysm.
more: accounting arc: exploring ai’s role in modern accounting | accounting arc: unraveling the collapse of silicon valley bank | accounting arc: introducing accounting, reaction, comedy | 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 |
byron patrick, cpa/citp, cgma, vice president of client success at the b3 method institute, kicks off the fourth episode of accounting arc by explaining how his experience in this real-world example illuminates the often-overlooked complexities of sales tax compliance. patrick recounts how the scenario underscores the necessity of keeping accurate records and the potential disasters of neglect, emphasizing the long-term impact on business operations.
steve yoss, quick tech talk: data integrity in a digital world
data integrity has never been more important than it is now.
quick tech talk
with steve yoss
cpe today
disruptors: dawn brolin says grow your firm by shrinking it
make life at work better for yourself, your team, and your clients.
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the disruptors
with liz farr
dawn brolin, cpa, cfe, intentionally shrank her firm, powerful accounting, from 11 to three team members, the opposite of the way most firms grow. she also drastically cut her client list, while nearly tripling her fees from a select group of just 19 clients.
“i decided i wanted to change my life,” brolin says. “i want to change my staff’s life. and i want to change the way my clients work with me where they weren’t worried about getting a bill because they called me and asked me a question.”
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 |
part of that change in dawn’s life was her passion for coaching college softball, where she serves as the team’s designated motivator. because softball season overlaps with tax season, she leaves the office at 2 pm, five days a week. no one in her firm works more than 35 hours a week.
accounting arc: exploring ai’s role in modern accounting
stringent ethical oversight and proactive regulation are needed as ai becomes more integrated into daily life.
accounting arc
with donny shimamoto and liz mason
center for accounting transformation
in the latest episode of the accounting arc podcast, hosts liz mason, cpa, and donny shimamoto, cpa/citp, cgma, explore the evolving role of artificial intelligence (ai) in the accounting profession, focusing on both its transformative potential and the ethical challenges it presents.
more: accounting arc: unraveling the collapse of silicon valley bank | accounting arc: introducing accounting, reaction, comedy | 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 conversation sheds light on the history of ai in accounting, the distinction between different types of ai, and the implications for professional ethics and regulatory standards.
“generative ai is different than machine learning, but machine learning has been in the accounting space for a long time,” says mason, the ceo and founder of high rock accounting. “our code of ethics should be considered at every point in time, and we need to understand the tech, review it, and manage it appropriately, making sure that we’re ahead of the regulatory environment and we’re advising on what it looks like for the future of our profession.”
disruptors: nicole davis & jw davis show how to create your own pipeline
change your business model, change your life.
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
what would an accounting firm look like if you had never worked in public accounting? because nicole davis, cpa, and jw davis, a registered investment advisor, didn’t follow the traditional path to firm ownership. they reimagined what a firm could look like, starting from a blank canvas instead of the regimented, structured, paint-by-numbers design of traditional accounting firms.
more podcasts and videos: dawn brolin: 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 |
nicole is the founder and principal of butler-davis tax & accounting in the atlanta area, while jw is the ceo.
like many disruptor-led firms, jw explains that ”one of the really big things we focus on was work-life balance.” nicole adds, “if your culture is one of stress and long hours, then you really need to rethink your business model.”
steve yoss, quick tech talks: when a.i. does the heavy lifting for tax, accounting and finance professionals
let ai do your heavy lifting. focus on delivering client value.
quick tech talk
with steve yoss
cpe today
steve yoss, quick tech talk: automation for accountants
it’s crucial for accountants to embrace adaptation and growth in the face of technological disruption
quick tech talk
with steve yoss
cpe today