Ron Baker is a pioneer in the field of modern accounting. He joins John Randolph for this first installment of a special two part episode of CPA Life , and the two delve deep into the groundbreaking topics of value and subscription-based pricing and client advisory services that are reshaping the landscape of public accounting. An advocate for getting free of traditional timekeeping since 1989, Ron has written eight books on this and other topics, and given his experience at a Big Four firm earl...
Jun 26, 2024•30 min•Season 2Ep. 42
On Episode 41 of CPA Life , rejoin host John Randolph for part two of his conversation with Jeff Bartsch of Story Greenlight, as they delve deeper into the significance of storytelling within the accounting industry. Learn about the impact of crafting authentic narratives about you and your firm, and discover the benefits of being personal and intentional in your communication, with a focus on social media and creating human connection. Jeff shares invaluable insights into the learning processes...
Jun 12, 2024•30 min•Season 2Ep. 41
Jeff Bartsch began his career in Hollywood before founding Story Greenlight, where he coaches CPA firms on how best to present the story of who they are. He joins John Randolph on Episode 40 of CPA Life , part one of a two part episode, to discuss how accounting professionals can differentiate themselves through communication and thought leadership, stressing the power of storytelling. Jeff emphasizes the importance of connecting with others and elevating messages from the ordinary to the extrao...
Jun 05, 2024•32 min•Season 2Ep. 40
John Randolph resumes his conversation with Jason Blumer of Thriveal and Blumer CPAs on Episode 39 of CPA Life . Continuing their focus on strategies for firm growth, they tackle the complex problem of team management in the modern, often remote-based accounting world, stressing that leadership comes from the relationship leaders have with their charges, and that time spent cultivating that relationship has a far better return on investment in most cases than client work. Niching also plays a ke...
May 22, 2024•32 min•Season 2Ep. 39
Jason Blumer, CEO of Blumer CPAs and Thriveal, joins John Randolph for part one of their conversation on Episode 38 of CPA Life . Discussing his journey of building a sustainable CPA firm and the importance of intentional leadership, Jason explains that the entire concept behind Thriveal is that he made a lot of mistakes and had a lot of wrong ideas about entrepreneurship, and he wants to guide entrepreneurs with intentionality so they don’t make those same mistakes. Jason stresses, and John agr...
May 15, 2024•27 min•Season 2Ep. 38
Jennifer Wilson of ConvergenceCoaching returns for part 2 of her conversation with John Randolph on Episode 37 of CPA Life . She delves into the intricacies of employee motivation, hiring practices, and compensation in CPA firms, and they discuss the vital role culture plays in everything a firm does, from hiring, to acquisitions, to turnover. Jen highlights the importance of learning from cultural mistakes, with John pointing out the rose-colored glasses that certain clients and partnerships ca...
May 01, 2024•33 min•Season 2Ep. 37
John Randolph welcomes Jennifer Wilson to a two part conversation starting with CPA Life episode 36. Jennifer discusses her journey from BDO to founding ConvergenceCoaching, her deep history of driving technological innovation in business and accounting, and her understanding of the evolution of and challenges within the accounting industry. With a focus on the dynamics of remote work, they also explore the importance of establishing a compelling mission which your employees can feel like they a...
Apr 24, 2024•34 min•Season 2Ep. 36
Host John Randolph continues his conversation with David Hartley on Episode 35 of CPA Life. They delve into ditching billable hours in favor of value billing, the potential for AI to vastly improve efficiency within CPA firms, and the importance of recruiting the next generation through values that appeal to them. Innovation is a key focus according to David, host of the But Who's Counting? podcast, who has plenty of insight into what’s coming for firms around the country and the globe and what ...
Apr 10, 2024•33 min•Season 2Ep. 35
David Hartley joined Anders CPAs + Advisors when they were looking to establish an Advisory practice, demonstrating how even a large firm can “steer its ship” in an active, anticipatory way. David talks to John Randolph on Episode 34 of CPA Life in part 1 of their two part conversation about the strategic planning and growth of the Advisory practice under his watch, and David delves into how to have a forward-thinking approach, remote work experiences, and strategies for managing both remote and...
Mar 27, 2024•34 min•Season 2Ep. 34
In Part 2 of this special CPA Life episode, John Randolph returns as the guest to talk to producer Justin Grant about many of the key concepts in talent acquisition and advisory that CPA firms simply don’t know that they don’t know. John explains this as the basis behind his Talent + Advisory model, which integrates value-based pricing, strategic discussions, managing a firm’s talent brand, online reputation management, the importance of relationships in accounting, and more. Above all, it is cl...
Mar 13, 2024•37 min•Season 2Ep. 33
The tables are turned as CPA Life producer Justin Grant takes the role of host to interview John Randolph, founder and principal of Benaiah Consulting Group —not just your regular host!—on Episode 32. John delves into his history in the recruiting and accounting space and the lessons he’s learned from his vast and diverse experience: the importance of finding a niche, the role of private equity in firm growth, the impact of company culture on the employee experience, and more. Through it all, Jo...
Feb 28, 2024•42 min•Season 2Ep. 32
Marcus Mire is the founder of Mire Group CPAs and the host of the Make It Count podcast. He joins John Randolph for Episode 31 of CPA Life to discuss the impact of cloud accounting on his accounting practice, the effect of COVID-19 on firm operations, and more. Marcus shares his advice for new firm owners and talks about the growth and core values of the Mire Group, exploring the transition to a subscription-based model, community involvement, and the role of faith-based leadership. Get the full...
Feb 14, 2024•47 min•Season 1Ep. 31
John Randolph finishes his conversation with Accounting Today Top 100 influencer Randy Crabtree on Episode 30 of CPA Life, where they discuss non-traditional leadership in remote, but also in-office culture, the importance of building relationships, and of making your people understand you care about them as human beings. They both into the financial advantage imparted by low turnover due to healthy employee work-life balance and the power of saying “no.” They round out their chat by discussing ...
Jan 31, 2024•30 min•Season 1Ep. 30
Randy Crabtree is an Accounting Today Top 100 Influencer, the co-founder of Tri-Merit Specialty Tax, and the host of The Unique CPA podcast. On part one of a two part conversation, he joins John Randolph on Episode 29 of CPA Life to talk about the benefits of a niche focus within a firm and the good that comes from being intentional in creating a place people want to work. Related to these elements are allowing remote work, using value-based billing, and maintaining a strong company culture duri...
Jan 17, 2024•34 min•Season 1Ep. 29
Mike Payne of BOSS Advisors rejoins host John Randolph for part two of their conversation about building a modern CPA firm on Episode 28 of CPA Life. They pick up on their discussion of how BOSS is breaking the traditional firm mold through a subscription-based pricing model, prioritizing employees over billable hours, and more. Mike details practical strategies for attracting and retaining top talent, delighting clients with proactive service, and creating a culture of open communication. In an...
Jan 03, 2024•28 min•Season 1Ep. 28
Mike Payne, founder and CEO of BOSS Advisors, had an atypical path into his career as he holds both a CPA license and is a member of the State Bar of Arizona. On Episode 27 of CPA Life, Mike talks to John Randolph about his unique educational journey, and his experience working at a Big Four firm, before striking out on his own. Mike had a number of experiences that highlighted the need for change in public accounting, and he has built a firm focused on client service, that breaks from the tradi...
Dec 20, 2023•27 min•Season 1Ep. 27
Episode 26 is the second of a two part episode of CPA Life, and Henry Huie rejoins John Randolph to talk about his new firm and its subscription model where clients pay for ongoing advice rather than billable hours. A focus on building deeper client relationships puts the value in “value billing,” and empowers clients to ask for the help they need without worrying about fees. Further, by leveraging technology, Henry’s ideas represent a way for firms to beat the staffing shortage as a job in acco...
Dec 06, 2023•27 min•Season 1Ep. 26
In another two part special episode of CPA Life, John Randolph interviews Henry Huie about his journey from working long hours at top 25 firms to opening his own practice, Chrome Accounting, in October, 2023. Henry shares some of the lessons he’s already learned, like thorough planning, having enough savings so you need not take on undesirable clients, and niching down your services. Henry prepared methodically over a year before launching his firm, during which time Henry learned practical tips...
Nov 22, 2023•28 min•Season 1Ep. 25
Episode 24 is a CPA Life Rewind, where we look back on a topic relevant to the accounting world right now. Today, having just gotten through another fall busy season, we feature John Randolph's conversation with John Mark Prewitt, Managing Member at Cohesion Companies, which he founded over a decade ago. John Mark's experience in the Big Four led him to choosing a radically different approach to running his own firm, with a strong focus on work-life balance and low employee turnover, thanks to C...
Oct 25, 2023•32 min•Season 1Ep. 24
Tired of endless 80-hour weeks? Chris Vanover, President and Chief Auditor at AuditClub, talks to John Randolph about AuditClub’s subscription model which aims to give firms flexible access to audit experts on demand. Listen in to learn how AuditClub’s transparent bonus system and sustainable four-day workweek attracts top talent while prioritizing work-life balance. Chris also reveals how AuditClub is designed to meet the audit needs of sole practitioners and top ten firms alike. Get the full s...
Oct 11, 2023•48 min•Season 1Ep. 23
Donny Shimamoto, CEO of IntraPrise TechKnowlogies, is a thought leader in public accounting who is transforming the industry through his focus on technology, people, and culture. On Episode 22 of CPA Life, Donny talks to John Randolph about how firms can address the staffing crisis through demand management, outsourcing, and automation. He also shares the results of surveys conducted by his Center for Accounting Transformation on what makes firms successful, and the importance of advisory servic...
Sep 27, 2023•40 min•Season 1Ep. 22
Yuri Kapilovich started #thefunCPA movement to change the stale, grueling culture of public accounting. On Episode 21 of CPA Life, he talks to John Randolph about his journey through seven different firms, including time spent in the Big Four, until he finally settled on starting his own firm, with a focus on a better work-life balance. Yuri understands that with the availability of information on the internet, the accounting industry must adapt to retain top talent. He is making it happen throu...
Sep 13, 2023•54 min•Season 1Ep. 21
Host John Randolph continues his thought-provoking conversation with Geraldine Carter about transforming accounting firms on Episode 20 of CPA Life. Geraldine stresses the importance of understanding what clients truly value, explaining that all too often, clients don’t actually understand the product you’re selling them. She also takes issue with the oft-heard refrain that “CPAs are risk-averse,” arguing that in fact, CPAs take calculated risks all the time, and they take unnecessary risks thro...
Aug 30, 2023•38 min•Season 1Ep. 20
Geraldine Carter’s background in engineering and adventure travel informs her gusto and skill for identifying and solving problems, and her experience in founding her own business led her to realize the challenges many CPAs face as business owners themselves. She talks to John Randolph on part 1 of this two-part episode of CPA Life about those challenges, and her coaching of CPAs on how to simplify their practices, focus on value creation, and get their hours and stress under control. Geraldine ...
Aug 23, 2023•41 min•Season 1Ep. 19
Zane Stevens co-founded Protea Financial, an accounting firm focused on the wine industry, and it was remote from the beginning. He talks to John Randolph on Episode 18 of CPA Life about how this allowed him to treat employees like adults and provide flexibility in their roles. He also emphasizes the benefits of niche focus, arguing that firms that try to be everything to everyone often underdeliver. Zane notes that communication is often the biggest challenge for remote teams, requiring purpose...
Aug 02, 2023•47 min•Season 1Ep. 18
Shannon Badger, co-founder of Badger CPA, joins John Randolph on Episode 17 of CPA Life. A fast-growing accounting firm founded in 2015, Badger has been recognized as one of the best firms to work for by Accounting Today and as one of the fastest growing businesses by Inc. Shannon discusses how they have achieved this rapid growth while prioritizing people over profits. They started small and built up gradually, emphasizing the importance of fixed fee pricing, managing workloads down to a 2,200 ...
Jul 19, 2023•47 min•Season 1Ep. 17
Michael Meihaus, founder of Meihaus CPA, returns to CPA Life for episode two of this special series. John Randolph picks back up on Michael’s social media post of the 16 things he wishes he’d known when he started his accounting career, and Michael talks more about the lessons he learned from founding his own firm after ten years in public accounting. Of utmost importance is building relationships and having advocates both inside and outside your firm—an overarching framework. Within this framew...
Jul 12, 2023•48 min•Season 1Ep. 16
Michael Meihaus started Meihaus CPA in 2022. He had many motivations, but a particularly unpleasant experience with a client where his wellbeing was pitted against the client’s dollars was among the major reasons. In part one of this special two part episode of CPA Life, Michael talks to John Randolph about the insights he's gained in his ten years in accounting—things he knows now that he wishes he knew when he started. They include that imposter syndrome is common, even for senior managers, th...
Jul 05, 2023•59 min•Season 1Ep. 15
Tram Le took a unique path to becoming an accounting professional, passing up an opportunity to play tennis professionally and becoming an attorney along the way. On Episode 14 of CPA Life, she tells John Randolph more about TaxOps, where she serves as State and Local Tax Manager and the theme of a different approach to accounting continues. SALT is an oft-forgotten practice area but, Tram explains, one with enormous opportunity. At TaxOps, which has been recognized as a “best firm to work for,”...
Jun 21, 2023•47 min•Season 1Ep. 14
John Briggs had his first taste of Big Four accounting life while he was still in college, and he immediately saw so many ways in which the traditional firm model didn’t work. On Episode 13 of CPA Life, he discusses how this and other experiences made him set out to create a distinctive, human-focused firm by founding Incite Tax. An advocate of scientific, results-based techniques for getting the job done, John talks about Incite’s licensee model, some of the work principles he outlines in his f...
Jun 07, 2023•50 min•Season 1Ep. 13
