All about ESOPs
Michael Bannon of ESOP investment banking advisors CSG Partners explains which accounting firms might want to look into employee stock ownership plans -- and why.
Sep 09, 2024•20 min
Accounting Today Podcast
Accounting Today’s editors talk with thought leaders and changemakers from across the public accounting profession.
Last refreshed: ⓘ
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episodes
Building the profession together
AICPA chair Carla McCall talks about the opportunities and challenges facing the profession, and how accounting firms need to work together so they can all thrive separately.
Aug 26, 2024•26 min
Managing partners should only have one client
And that should be their firm, says David Wurtzbacher of PE-backed accounting firm platform Ascend, so they can spend the vast majority of their time working on the business, rather than in the business.
Aug 05, 2024•27 min
The practice leader's role in growth
Service line and practice offering leaders stand at the point where a firm's overall strategy meets the delivery of its actual services, and they have a unique role and set of responsibilities, says Sarah Dobek of Inovautus Consulting.
Jul 22, 2024•24 min
What's next in CAS
Client advisory services Kane Polakoff of CohnReznick looks into the future of this fast-growing service area, and outlines the steps firms need to take to succeed in CAS's next iteration.
Jul 15, 2024•25 min
Your client's retired. What now?
Many retirement plans are geared toward the specific date a person retires -- but clients will hopefully live long beyond that, and there are a lot of issues they'll need to consider, says John Napolitano , founder of Napier Financial.
Jun 24, 2024•26 min
Fixing the pipeline problem
The National Pipeline Advisory Group's recommendations cover a wide range of ways to attract more people to the profession, and NPAG facilitator and ConvergenceCoaching co-founder Jennifer Wilson walks us through what everyone can do to bring in the next generation. If you're interested in helping, you can take the Pipeline Pledge here .
Jun 17, 2024•42 min
Taking her firm forward
Laura Sprouse, the new CEO of Top 100 Firm Brown Edwards, shares her path to leadership, and where she's taking her firm in the future.
Jun 03, 2024•25 min
Is there a fiscal doctor in the house?
What it means to be an accountant is changing -- and that may be an important part of attracting more young people too the profession, says David Bergstein.
May 20, 2024•31 min
Your clients don't value what you do
What clients value and what accountants think they value are rarely the same thing, and Joe Woodard makes the case that it's accountants who need to change their ideas around value, not clients.
May 13, 2024•28 min
Work less, do more
Why work 80 hours a week when you can work 40? Why work 40 when you can work 25? Consultant Geraldine Carter explains why it's not the hours you work that matter, but what you and your clients get out of them, and shares strategies from her new book to help build accounting practices that take less of your time but deliver just as much value -- if not more.
Apr 22, 2024•27 min
Accounting's past — and future
The co-leaders of the Rosenberg Group, Marc Rosenberg and Kristen Rampe look back at three decades of change in the accounting profession — and what lies ahead.
Apr 08, 2024•38 min
AI and the firm of the future
Kelly Fisher , chief practice officer at Top 100 Firm Wipfli, offers a practical look at artificial intelligence, current use cases, and how accounting firms should be thinking about it.
Apr 01, 2024•27 min
The changing of the guard
The profession is seeing wholesale shifts in generational approaches across a range of areas, say Bob Lewis and Doug Lewis of the Visionary Group, as they dive into how best to navigate all those changes.
Mar 25, 2024•30 min
Building a more attractive profession
Accounting hought leader Seth Fineberg shares the three areas that public accounting needs to address: life-work balance, DEI and salaries.
Mar 18, 2024•30 min
No retreat from DEI
The AICPA's Crystal Cooke talks about why the perception that companies are scaling back their diversity efforts is wrong, and how accounting can move forward in its pursuit of diversity, equity and inclusion.
Mar 11, 2024•34 min
Growth factors for accounting firms
What goes into the recipe for accounting firm success? Randy Crabtree of TriMerit Specialty Taxes goes over the ingredients, and how best to combine them.
Mar 04, 2024•43 min
Making mentoring work
Okorie Ramsey, the chair of the AICPA and vice president of SOX at Kaiser Permanente, dives into how accounting firms can make the most of this important recruiting and career development tool, and the benefits it offers for both mentee and mentor.
Feb 26, 2024•32 min
The accountant's economic outlook for 2024
Nela Richardson, chief economist of ADP, shares her thoughts on what's in store economically for the year ahead, what accountants should be worried about, and why the new normal will be anything but normal.
Feb 19, 2024•31 min
What makes an accounting firm succeed?
The first step is defining 'success,' says Nerd Enterprises' Seth David , before diving into how modern accounting firms can thrive.
Jan 29, 2024•32 min
Everything accountants need to know about PEOs
It's not just hiring staff that's difficult -- managing them can be a major roadblock for growing businesses. One solution for that is the professional employer organization, and Kristen Appleman, senior vice president and general manager of ADP TotalSource, explains how they work and when they might be a good fit.
Jan 22, 2024•26 min
Get ready for tax season!
Frank Sands, president of the National Conference of CPA Practitioners, shares the major issues that tax pros should be paying attention to in the run up to April 15, as well as expectations around IRS responsiveness, and the latest small-business trends.
Jan 08, 2024•40 min
The new shape of the CPA exam
With a radically new version of the test launching in 2024, the American Institute of CPAs' vice president of CPA examination and pipeline, Mike Decker, details the major changes, and shares valuable insights for how candidates can approach it.
Dec 19, 2023•22 min
What should be in your tech stack?
Technology thought leader Randy Johnston of K2 Enterprises shares how firms should be building and thinking about their arsenal of tech tools.
Dec 11, 2023•29 min
A pipeline progress report
As the flow of young people into the profession slows, and more and more old accountants are leaking away, Sue Coffey, the CEO of public accounting at the AICPA, and Lexy Kessler , chair of the National Pipeline Advisory Group, share what's being done in the short term and the long term to address this major problem....
Nov 27, 2023•21 min
Is CRM worth it?
Customer and client relationship management systems have come a long way, says Sarah Dobek of Inovautus Consulting – and it's time for firms to give them a second look.
Nov 20, 2023•20 min
Construction for accountants
Construction companies love their accountants – and well they should, given the help they need on a range of compliance issues. Kit Dickinson of ADP shares the latest issues in the construction industry, and what they need from their CPAs.
Nov 13, 2023•17 min
The ERC nightmare
Lots of businesses have claimed the Employee Retention Credit who don't actually qualify for it — and in many cases it's going to be up to their accountants to set them right. Randy Crabtree of Tri-Merit Tax Specialty Tax Professionals and the Unique CPA podcast dives into how you can know if a client qualifies, as well as the intricacies of some other major tax credits.
Nov 06, 2023•34 min
What's holding the profession back?
AJ Johnson, Geoff Brown and Calvin Harris share their unique perspectives as African-Americans who lead three of the biggest state CPA societies (respectively, the New Jersey Society of CPAs, the Illinois CPA Society, and the New York State Society of CPAs) on the major challenges facing their members, the primacy of the pipeline problem as an issue, and the role diversity can play in alleviating it -- if the profession can find a way to diversify itself....
Oct 30, 2023•47 min
PE makes a big splash
The entry of private equity into public accounting has raised a lot of hopes and expectations and concerns – not all of which can pan out. Bob Lewis of the Visionary Group examines the opportunities, what it will mean for your firm, and how it will play out in the future.
Oct 23, 2023•36 min
Hosted on Libsyn
For the best experience, listen in Metacast app for iOS or Android