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donny shimamoto: defining accounting transformation | accounting influencers

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“this is a new area for accountants, but it’s an evolving area, and i think it represents a great opportunity for us…”

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accounting influencers
with rob brown

rob brown and donny shimamoto discuss reform, transformation, and change in the accounting profession at individual accountant and cpa plus practice levels.

more accounting influencers with rob brown here

in 2001, donny founded intraprisetechknowlogies llc, a specialized cpa firm dedicated to helping small businesses and middle-market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced organizational growth and development. donny also works as a trusted business advisor with larger organizations, facilitating organizational strategic planning and execution, it governance and planning, enterprise architecture, information architecture and assurance, business process improvement, and business intelligence initiatives.

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alex drost: firms get scrappy against pe-backed competitors | gear up for growth

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as private equity gains momentum in the accounting industry, firms face a decision: embrace external investment or double down on independence.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in this episode of gear up for growth, alex drost, managing principal of connection builders, discusses the growing interest in private equity in the accounting sector. hosted by jean caragher, president of capstone marketing, the conversation delves into the driving forces behind pe investments, the challenges investors and accounting firms face, and how firms can prepare for the evolving landscape.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

the accounting profession is no stranger to change, but according to drost, recent shifts are reshaping the industry more dramatically than ever before. “we’re seeing changes not just in technology but in the makeup of the profession itself,” he says. “the aging partner base and different generational approaches to firm ownership are creating gaps that private equity sees as opportunities.”

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bailey lenart: from ledger sheets to transformational change | accounting arc

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accountants must adapt to new value measures to remain relevant in a rapidly changing world. 

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more accounting arc here
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accounting arc
with byron patrick and donny shimamoto.
center for accounting transformation

accountants are often seen as guardians of financial records, working behind spreadsheets to balance books and ensure compliance. but bailey lenart, an entrepreneur based in new zealand, is breaking that mold. as the founder of world changing business and collective flow, lenart is redefining what it means to be an accountant by focusing on non-financial metrics—such as carbon emissions and biodiversity loss. 

more accounting arc: leadership for the future: stakeholders, sustainability, and strategic vision | in-person conferences still essential | non-accountants in accounting: a game-changer for the profession | rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc | ai will steal your job. and that’s a good thing | accounting arc | the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

in a conversation with donny shimamoto, cpa.citp, cgma, on the accounting arc podcast, lenart recounts her transformation from a conventional accountant to a trailblazer in esg (environmental, social, and governance) accounting. “i realized early in my career that i wanted to do more than just prepare financial statements,” she shared. “i wanted to make a real impact, and that led me to look beyond numbers.” 
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terrell turner: build a solid business showing up as yourself | the disruptors

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your clients may need a great deal of empathy and not just tactical advice. plus 13 key takeaways.

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

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the disruptors
with liz farr

terrell turner started his “journey of doing things differently” on april 1, 2020, during the pandemic. while “2020 was the reset button for everyone,” that reset offered turner a tremendous opportunity to create a new kind of firm. “we don’t have any history in doing this,” turner recalls thinking. “so how would we do this in this new environment that we’re in?”

more disruptors | more 卡塔尔世界杯常规比赛时间 podcasts and videos: kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business | nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius |

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

his path to founding a firm was unusual – from public accounting to industry and back to public accounting. he credits his time in industry with providing a “really solid foundation” in connecting processes with the impact on the financial statements. “i think being able to connect those dots is something i would have never been able to do had i not worked in industry for some time,” turner says.

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kristen lewis: why ‘bold’ wins in accounting | capstone conversations

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capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.

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

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with jean caragher
for 卡塔尔世界杯常规比赛时间

in a business not always comfortable with notoriety, it takes bold ideas to position an accounting firm in the marketplace, according to kristen lewis, managing director in charge of marketing at eisneramper and a member of the association for accounting marketing hall of fame.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | find jean caragher’s capstone conversations every monday here. | catch jean caragher every friday with gear up for growth here |

“cpa firms are conservative,” lewis tells jean caragher in this episode of capstone conversations. “they’re compliance-driven environments. they generally want to see what other people are doing before they take a leap. and that makes the bold ideas that will help differentiate you a harder sell.”

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tim brackney: don’t blame private equity. blame the accountants | accounting influencers

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the profession’s problems are the profession’s own fault.

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accounting influencers
with rob brown

tim brackney, ceo of a private equity-backed accounting and advisory firm, is challenging the widespread notion that private equity harms the accounting industry.

“private equity is not killing public accounting,” brackney tells rob brown in this episode of accounting influencers. “public accounting was killing public accounting.” read more →

richard kopelman: aprio’s plans for global conquest | accounting influencers | part 2 of 2

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from $70 milliion to $450 million: the power of positivity, strategic planning, and going international.

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accounting influencers
with rob brown

richard kopelman, ceo and managing partner of pe-owned aprio, shares his philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision of truly global accounting firms.

see part 1: richard kopelman: inside aprio’s bold makeover | more accounting influencers with rob brown | aprio sells majority stake to charlesbank capital partners  | cited: mindset: the new psychology of success

in the second part of a two-part accounting influencers series, kopelman tells rob brown that a growth mindset drives aprio’s tremendous revenue growth from $70 million to $450 million.

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katie thomas: how to recruit the best, organically | gear up for growth

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leveraging social media and other digital platforms allows firms to attract talent without relying on traditional job boards or recruiters.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“you actually have to be a good firm,” katie thomas, cpa, founder and owner of leaders online llc, replies when asked about the factors needed for an organic inbound recruitment strategy to work. “and that may seem obvious, but if you are doing the things that people aren’t attracted to, no, it doesn’t matter how great your marketing team is, they can’t make you stand out if you don’t have leading ideas and leading thoughts of things that you’re doing to change the firm or change the profession and have people actually want to come work with you.”

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 podcasts here

thomas is this week’s guest on gear up for growth, a new show hosted by jean caragher, president of capstone marketing, and powered by 卡塔尔世界杯常规比赛时间. the focus of her recruitment strategy is on how to get more accountants to stay in the profession and realize there are firms that are doing things differently.

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election tax plans: what cpas need to know | accounting arc

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how will proposed tax reforms impact businesses and tax professionals in the 2024 election cycle?

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

the 2024 election is poised to bring significant changes to tax policy, and the accounting profession is bracing for the potential impact.

more accounting arc:  leadership for the future: stakeholders, sustainability, and strategic vision | in-person conferences still essential | non-accountants in accounting: a game-changer for the profession | rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc | ai will steal your job. and that’s a good thing | accounting arc | the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

as political candidates propose tax reforms, professionals in the field must be prepared to understand and communicate the implications of these changes to their clients.

the latest episode of accounting arc brings to light the challenges and responsibilities that cpas face in navigating the intersection of politics and tax policy.  read more →

richard kopelman: inside aprio’s bold makeover | accounting influencers | part 1 of 2

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lessons from dozens of strategic mergers & acquisitions.

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accounting influencers
with rob brown

richard kopelman, ceo and managing partner of pe-owned aprio, reveals the firm’s dramatic transformation and rebranding into a global business advisory and accounting firm.

see part 2: richard kopelman: aprio’s plans for global conquest  | more accounting influencers with rob brown here | aprio sells majority stake to charlesbank capital partners here | cited: mindset: the new psychology of success

in this first part of a two-part accounting influencers with rob brown, kopelman analyzes the high demand for accounting services due to changes in business, regulatory requirements, and technology. according to kopelman, a key challenge for accounting firms often lies in mindset, requiring a shift from a risk-averse outlook to a more “positive,” entrepreneurial one.

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the new value pricing paradigm with david yeghiaian and michelle river | gear up for growth

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a 1,200% gain in billings.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

accountants struggle with moving from the traditional billable hour model because they have concerns about accurately estimating costs, managing expectations, and measuring work in progress. this change requires a shift in mindset and firm-wide accountability, which can be challenging but necessary to remain competitive.

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

david yeghiaian, chief strategy officer for kerberrose, and michelle river, ceo of fore, llc, and developer of advanced pricing methods®, show how pricing impacts profitability, client experience, cross-selling, and firm growth on gear up for growth, with jean caragher, president of capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

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jeff joireman: how csr drives consumer behavior | know-how korner

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beyond its ethical implications, csr can bring tangible financial gains, including increased sales and market share.  

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know-how korner
with donny shimamoto
center for accounting transformation

corporate social responsibility has become more than just a buzzword; it’s a critical component of modern business strategy.

more: donny shimamoto

in the latest episode of know-how korner, donny shimamoto hosts jeff joireman, a distinguished professor of marketing at washington state university, who shares his extensive research on csr and its profound impact on consumer behavior.  read more →

kelly mann: be the bull in the china shop | the disruptors

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stop following saly. think about what you are trying to accomplish. plus 17 key takeaways.

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

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the disruptors
with liz farr

kelly mann wants firms to stop relying on saly – same as last year – for everything: “everything is same as last year, the way we give bonuses to people, the way we split partner compensation, the way we monitor hours, the way we prepare a work paper, the way we plan an audit,” she says.

more podcasts and videos: alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial | caleb jenkins: firm growth requires owners to shift roles | chris hervochon: be the leader you want to work for | ira rosenbloom: don’t merge for the money | adam lean: get out of the accountant’s trap

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when she started in audit, mann was told to “try not to be such a bull in a china shop.”  she saw many opportunities for improvement by departing from saly, but leadership told her, “don’t have crazy ideas, don’t mix everything up, because change is hard and change disrupts.”

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