podcast

caleb jenkins: firm growth requires owners to shift roles | the disruptors

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leave the stone age behind. join the new paradigm.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. 

the disruptors
with liz farr

when caleb jenkins was eight, he started selling cookies to his dad’s firm during tax season. his dad told him, “for me to pay you, i need you to create an invoice for me.” so jenkins set up his own quickbooks file and has been playing with quickbooks ever since, and eventually joined his dad’s firm.

more podcasts and videos: ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap | geraldine carter: charging more is better for your clients | vimal bava: when working smarter, not harder, is the only option | 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 |

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

like most small firms, rlj financial focuses on the fundamentals of tax, bookkeeping, and payroll, but, as jenkins says, “in the eyes of the beholder, there’s really not a whole lot of value there.” however, shifting into advisory – a big talking point in recent years for the profession – is where accountants can bring “incredible value …beyond the baseline of traditional compliance services,” jenkins says. shifting into advisory also means “there’s way more work that happens all year round.”

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steve yoss: advanced techniques in powerpoint for financial presentations | quick tech talk

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save time and reduce errors by linking data across applications.

quick tech talk
with steve yoss
cpe today

did you know that you can link data from excel into powerpoint, word, and other microsoft office applications?

more steve yoss
more tech
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

you can prepare your financial information, balance sheet, income statement, or whatever else inside excel. you could then paste it directly into your next powerpoint presentation, word document, or anything else. but the trick is not to paste and leave it there but to paste and link it.

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how we solve the accounting talent pipeline problem | accounting influencers

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“it’s not just debits and credits.”

 

accounting influencers
with rob brown

look into potential solutions for the alarming talent shortage with sue coffey, ceo of public accounting at the aicpa, and lexy kessler, partner at aprio and chair of the aicpa’s national pipeline advisory group, in this episode of accounting influencers, hosted by rob brown.

more accounting influencers with rob brown here

coffey and kessler discuss the overwhelming evidence pointing to a significant talent pipeline issue in accounting, including declining enrolment in accounting programs, fewer students pursuing the cpa credential, and challenges in retaining young professionals in their first five years of employment. but can the profession overcome this challenge?

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accountants in pop culture: myths, realities, and stereotypes – accounting arc

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from “the office” to “parks and recreation,” listen in on how tv and movies shape our view of accountants.

accounting arc
with liz mason, byron patrick, and donny shimamoto.
center for accounting transformation

accountants are often depicted in popular culture in ways that range from humorous to downright exaggerated. in a recent episode of arc, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, delve into these portrayals, discussing their favorite fictional accountants and the stereotypes that come with them. 

more accounting arc

patrick, vice president of client success at the b3 method institute, starts the conversation with “the office,” where characters like oscar, kevin, and angela offer a comedic take on the profession. “the beauty of ‘the office’ is in its exaggerated realism,” patrick explains. angela’s strict, by-the-book approach and kevin’s more laid-back attitude reflect common perceptions of accountants. “they were the butt of many jokes, but also some of my favorite accountants to watch,” he adds. 

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chris hervochon: be the leader you want to work for

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avoid the mental gymnastics required to switch between customers in different industries and niche your services.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members. 

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

chris hervochon is building his firm, better way cpa, “in a very specific way, for our tribes.” he explains, “not everyone needs to be our customer, not everybody’s our tribe, not everybody needs to be our employee.” leading with their core values, the process for bringing on new customers and new employees “weeds out the bad or the potentially poor fit customers,” which, in turn, helps with managing their time, the most valuable thing they have.

more podcasts and videos: ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap | geraldine carter: charging more is better for your clients | vimal bava: when working smarter, not harder, is the only option | 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 |

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

his tribe includes marketing agencies, which he started working with by accident. then, one day, he realized that “i like working with these people. they need help. their model fits into what i’m doing. they’re professional services. they work roughly the same way that i do.” so he leaned into his niche.

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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.

more donny shimamoto

“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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navigating the challenges and opportunities of a global workforce – accounting arc

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accounting firms can thrive in an international economy by leveraging remote work and offshoring.  

accounting arc
with donny shimamoto
center for accounting transformation

in a recent episode of accounting arc, hosts byron patrick, liz mason, and donny shimamoto took a deep dive into the pros and cons of remote work and offshoring in the accounting profession. as experienced professionals who have successfully navigated the shift to remote environments, they provide key insights into the benefits and challenges of this new working landscape. 

more accounting arc

patrick, vice president of client success at the b3 method institute, has embraced remote work for over a decade. he shares his personal preference for the flexibility and efficiency it offers. “i can’t imagine a world in which i don’t work remote,” he confesses, highlighting how ingrained this mode of work has become in his professional life. read more →

predicting the future with forecasts.ets statistical analytics in microsoft excel

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quick tech talk: financial forecasting the fun and easy way.

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).

quick tech talk
with steve yoss
cpe today

one of my favorite tools is microsoft excel, the swiss army knife of any financial professional. did you know that you can easily do budgeting and forecasting inside excel?

more steve yoss here

in fact, forecasting has never been easier than using the forecast ets function.

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accounting arc: following a different game plan with vince lorusso

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“keep learning, keep your eyes open, and play with technology.”

accounting arc
with donny shimamoto
center for accounting transformation

as a seasoned cpa and founder of trueup, vince lorusso offers a fresh perspective on the accounting profession by merging traditional roles with pioneering educational technology.

more: regenerative accounting: ingrid edstrom pioneers a holistic approach to financial practices | 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

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

lorusso began his career at pwc, where he spent three years in audit. this foundational experience provided him with essential technical and soft skills. “the few years of audit propelled me to apply my accounting and audit knowledge to various projects,” lorusso tells donny shimamoto, cpa.citp, cgma, in this episode of accounting arc. his subsequent roles in private equity and venture-backed companies allowed him to specialize in streamlining accounting processes and preparing firms for growth.

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rosenbloom: don’t merge for the money

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merge to make a better business.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members. 

the disruptors
with liz farr

ira rosenbloom has worked in m&a with accounting firms for years, but things are changing today. the community of buyers is shrinking, so firms are being more selective about with whom they partner. rosenbloom is also seeing more creativity in transactions, and acquiring firms are looking closer at the clients they may be adding.

more podcasts and videos: adam lean: get out of the accountant’s trap | geraldine carter: charging more is better for your clients | vimal bava: when working smarter, not harder, is the only option | 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 |

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

“we’re bringing in more clients. are they the right clients?” he asks. “and if we bring in clients from this other firm, and we do some cutting, how do we let that other firm earn some money back?”

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steve yoss, quick tech talk: creating powerful and effective presentations using microsoft powerpoint

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knock your next presentation out of the park with powerpoint tools and tricks.

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).


quick tech talk
with steve yoss
cpe today

powerpoint is incredibly useful for crafting a message and getting that point across to your audience. i use powerpoint all the time to design and curate content to present to audiences to help them understand how to better use accounting and technology in their day-to-day work.

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adam lean: get out of the accountant’s trap

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be unstoppable without sacrificing your soul.

this is a video preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members.

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

like many of today’s younger accountants, adam lean didn’t want to be relegated to the back office recording history and focused on compliance but wanted to have an impact by helping businesses grow. “i didn’t want to just be that person that just recorded the fact that the titanic was sinking. i wanted to help the titanic not sink.” younger people “want to make waves,” lean says. “they want to make more money without having to sacrifice their soul.”

more podcasts and videos: geraldine carter: charging more is better for your clients | vimal bava: when working smarter, not harder, is the only option | 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 |

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

lean, the ceo and co-founder of the cfo project, had an epiphany.

instead of being “at the whim of my clients or government deadlines, or bookkeeping deadline,” lean discovered that by helping business owners understand their numbers, he could do something bigger and better. most business owners don’t understand their numbers, but as lean says “that’s a skill that if harnessed in the right way, you can be unstoppable.”

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