podcast

accounting tech doesn’t have to be daunting

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getting unstuck on the tech stack and how to use ai today.

by seth fineberg
analysis & commentary

you’ve probably realized by now that the accounting profession has reached an inflection point. professionals’ trust in the vendors that create and distribute the essential technology they use is strained at best. and with automation once again at the forefront, the very nature of accountant tasks is up for debate.

live chat: watch or listen to the entire flash briefing here.

in short, we needed a non-sponsored, real chat with actual practitioners who, by all accounts, know what it’s like to be a tech-forward accountant. moreover, they know that’s not what the profession is comprised of and, despite being innovative, have struggled with tech adoption over the years. this is what our recent flash briefing, “getting real: the accounting tech decisions you need to make today,” was all about.

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the disruptors: al anderson on the new manifesto for accountants

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change your firm or go extinct.

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the disruptors
with liz farr

al anderson has been trying to change audit for nearly his entire career and has always been “willing to try things differently.” while he’s always loved auditing – and thinks to this day that auditing can be fun – what he didn’t love was “auditing by doing it the same way every year.” however, he sees far too many firms performing audits the same way they have for decades. anderson believes that “the firms that are unwilling to change eventually are going to be history.”

instant download: al anderson’s “the new manifesto for accountants.“

more podcasts and videos:  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.

in an effort to combat the rising tide of commoditization of audit and assurance services, anderson has been teaching a revolutionary framework for audit leadership to auditors around the world and has now written a book (to be released later this year by 卡塔尔世界杯常规比赛时间) that describes the five attributes of this framework.

these five attributes include:

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scott scarano: first, grow people. then firm growth can follow

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we need the machines to do as much of this as we can.

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the disruptors
with liz farr

when scott scarano lost a few good people at his firm, he had an epiphany that he needed to change things. instead of continuing to grow for the sake of growth, he overhauled his management approach.

more podcasts and videos:  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.

“and things are better now at the firm, because we’re not focused on growth,” but instead on “growing everybody,” including himself, scarano said. by building better habits and finding better ways to do things, his team is growing its bottom line, and a few of the people who left earlier have now returned. “that’s the growth i like to see.” read more →

jody padar: build a practice that works for you, not vice-versa. 

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if you can’t change your pricing or your customers, it doesn’t matter how efficient you are

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

jody padar, the author of the radical cpa, has been shaking things up in the accounting world for years. but today, firms are at a boiling point, limited by supply and demand. “you only have so many people doing the work. and what are you going to do? you can’t make the work up. it’s got to get done,” padar said.

more: jody padar here

podcasts and videos:  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.

the old business model was taking whoever walked in and billing by the hour. but today, we don’t have the capacity. “there’s so much work out there,” she explained.  “i have not heard any accountants say that they are looking for work. they’re all saying, ‘stop, go away. i don’t have the resources to serve you.’”
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ira rosenbloom: with m&a, nobody wants a fixer-upper

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buyers want sellers who invest in the long game.

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

ira rosenbloom has been working in the m&a space for accounting firms for over a decade and says it’s a complicated and exciting time in the m&a space today. “we’re seeing a lot of things that make sense, and a lot of things that are frustrating because they make sense, and a lot of things that make no sense,” he said.

staffing problems on both sides are forcing buyers to be far more selective about the firms they consider buying.

see also: the seller’s guide to getting the best price for your firm

more: 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.

today’s buyers are different in many ways than the sellers. first, rosenbloom explained, baby boomer sellers tend to like to talk to people, while the younger generations looking to buy firms are “more selective in their communication.” younger buyers tend to be more entrepreneurial, and “the more that the seller comes across as an entrepreneur, the more interested the buyer is going to be in what’s going on,” he added. buyers are also interested in firms making a break with old methodologies and sellers who “want to invest in the long game,” rosenbloom said.
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peter margaritis: the power skills every accountant needs

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your eq is just as important as your iq. and seven more take-aways.

^ unmute for sound and adjust the volume
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the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

peter margaritis, who also calls himself the accidental accountant, grew up in the gregarious environment of restaurants, “where everybody communicated, not well, sometimes, but they communicated.” so it was a shock when he went to work at price waterhouse, and he “felt that all the air got sucked out of the office, and nobody was communicating at all, and they looked at me like i was crazy.”

more: 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.

his crusade for the last decade or so has been to help accountants improve what we often call soft skills, but which he calls power skills: the ability to communicate clearly and effectively with others. “there’s nothing that will slow you down more in your career than a poorly written memo or email or a presentation that you were poorly prepared for,” margaritis said.
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joe montgomery: find the sweet spot of the right clients, right services and right prices

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an engaged team with a great culture is better than landing at the perfect ratio of payroll to revenue.

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
for 卡塔尔世界杯常规比赛时间

before joe montgomery started his firm, he had an epiphany.

he asked himself, “why would i ever want to own a firm, if that’s what it looks like?”

he saw firm leaders chained to their desks, working long hours and dealing with waves of turnover.

“there’s got to be a different way to do it,” he thought.

after too many 100-hour weeks with a wife and three kids he never saw, he reached his breaking point and exited his family firm to start his own firm and his coaching business, groupup.  

more: 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.

his focus in his accounting firm and in groupup is finding that sweet spot of the right clients, right services and right prices. the first step is “making sure we have the right people in the right structure with the right motivators behind it. those three components can build an unstoppable team,” montgomery explained. next, he said, “on the client side, we do the right service that’s in our wheelhouse, that we can consistently deliver to the right client…and for the right price, so we have enough money coming in the door.”

with that structure in place, montgomery said, firm owners “can get out of production and lead the firm,” changes that can lead to “you running a firm that gives you more freedom.”

a key to making those changes is to be willing to delegate and empower. “we advise our clients to outsource and grow and scale their business,” montgomery said. but many firm owners fail to practice what they preach. by failing to build out an empowered team, he explained, “we have a bunch of worker bees, and we become extremely busy, too.”

12 more takeaways from joe montgomery

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ryan lazanis: how to build the firm that suits your lifestyle

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bigger isn’t better if it creates headaches.

^ unmute for sound and adjust volume
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apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

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

ryan lazanis started his previous firm, xen accounting, a 100% online accounting firm because he thought he could have a better life if he started his own business. now, he teaches firm owners from around the world how to build firms that support their lifestyles.

“your business is there to serve your lifestyle. we often lose sight of that,” lazanis says. instead, firm owners should think about what makes them happy and how their business will help them get there.

more: 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.

“growing your firm should start with that concrete end in mind. work backward to see what you should be doing next and how big you want your firm to be. “a lot of firms are able to grow, but to the detriment of someone’s work-life balance,” he said. adding to the top line can also mean “we’re driving ourselves into the ground.”

instead, lazanis wants  “to help firm owners create a business model that can scale, where we can add to the top line, but in a more reasonable fashion where we’re not adding to our existing workload.”

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marie greene: your bad apples are ruining you

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don’t be afraid to fire poor performers to appreciate great performers.

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the disruptors

with liz farr for 卡塔尔世界杯常规比赛时间

marie greene founded connected accounting in 2019 out of a desire to create a new kind of accounting firm where firm culture and “reliable, reliable, reliable” customer service were the highest priorities.

“what is your culture? who do you want to have on your team?” are questions leaders need to consider when seeking out new team members or deciding who to fire, says greene. she advises firm owners to remember the message it sends when poor performers are retained because “the good people also leave because you keep the bad apples.”

more: 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.

greene recognized that not everyone in a firm wants to be a partner, especially today when “we see partners work crazy hours” and rarely enjoy the benefit of a lighter workload that used to come with becoming a partner.
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menlo innovations: improve office culture by overhauling internal reviews

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focus on strengths and talents to determine areas of growth.

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 donny shimamoto
center for accounting transformation

center for accounting transformation
center for accounting transformation

staff and employee annual reviews help assess where teams need additional help, guidance and development. if only they weren’t so painful…

more: dustin verity: keep an open mind and constantly learn | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

enter menlo innovations, an it consulting firm and custom software development firm that appears to have found a better way to analyze team performance and deliver constructive feedback. in the latest episode of transformation talks, dan roman and andy burns discuss menlo innovation’s prosperity project, an innovative employee-driven performance review process.

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megan genest tarnow: hire for curiosity rather than compliance

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flip the org chart and put staff at the top.

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
for 卡塔尔世界杯常规比赛时间

megan genest tarnow is well-known in accounting circles as the go-to expert in using quickbooks for the fund accounting required by nonprofit entities.  

more: 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.

many of the best accountants she knows have come from non-traditional backgrounds like dance or philosophy. megan herself worked in theater for several years before she was thrust into a finance role. like her, these non-traditional accountants apply their native curiosity to understand how the pieces fit together. by leaning into the work and asking questions, they uncover an unknown aptitude for accounting, suggesting that perhaps we should hire for curiosity rather than compliance knowledge.  

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dustin wheeler: for serious cas success, hire tech teams

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and six more success tips.

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

transformation talks
with donny shimamoto
center for accounting transformation

center for accounting transformation
center for accounting transformation

many accounting graduates dream of joining large firms right out of college. that dream became a reality for dustin wheeler. however, it didn’t last long.

more: dustin verity: keep an open mind and constantly learn | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

“right out of college, i moved to las vegas and got a job with the largest local firm,” wheeler explained. “and my job there was pretty much strictly tax.”

“after a short stay there, i left for an opportunity with a smaller firm of about 16 people, which was a good change for me. it allowed me to develop some other talents that i couldn’t use at the previous firm,” he explained.

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