Stephen M. Yoss, Jr. , is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today . Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology w...
May 05, 2024•2 min
Stephen M. Yoss, Jr. , is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today . Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology w...
May 03, 2024•3 min
On a Mission: Introducing Accounting ARC With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Accounting Transformation In a universe where financial chaos threatens to overwhelm even the bravest souls, our trio of accounting change agents emerge to restore order, one ledger at a time. These stewards of integrity are uniting to serve the integrated ecosystem of families, businesses, and communities and aligning their efforts to unlock the power of the accounting profession with their un...
Apr 29, 2024•1 hr 2 min
Intentionality can bring freedom and joy. The Disruptors With Liz Farr When Jason Blumer and Julie Shipp joined forces to build Blumer CPAs more than a decade ago, they eschewed the traditional partnership structure, where decision-making power depends on ownership percentage. Instead, Blumer said, “We figured out the ownership is a legal reflection of the companies, but they do not reflect anything we do together in our roles.” 10 MORE TAKEAWAYS: Blumer CPAs show notes here MORE: Disruptors MOR...
Mar 07, 2024•51 min
Transformation Talks With Donny Shimamoto Center for Accounting Transformation In the latest episode of Transformation Talks, renowned international speaker, leadership coach, and business consultant Scharrell Jackson emphasizes the pivotal role of Diversity, Equity, and Inclusion (DEI) in ensuring the sustainability of businesses across diverse industries. Jackson delves into the profound benefits of DEI, extending beyond business culture to impact recruiting and the overall bottom line. MORE: ...
Mar 05, 2024•36 min
Try for a 10-15% margin. The Disruptors With Liz Farr Brandon Hall says that the reason accountants have such long and grueling busy seasons is that “firms try to make way too much money at tax prep.” Firms don’t have enough capacity to deliver on services, so everyone – including the partners – ends up working a ton of hours. 14 MORE TAKEAWAYS: Brandon Hall show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: James Graham: Drop the Billable Hour and You'll Bill More | Karen...
Mar 03, 2024•51 min
Safety's knowing you can pay the bills. Purpose is knowing there's something more. The Disruptors With Liz Farr Amber Setter, the chief enlightenment officer for Conscious Public Accountants, started out as a Type A overachiever CPA, but after a few busy seasons, she realized that she "didn’t want to be an accountant anymore.” Today she’s an executive leadership coach for accountants, helping them transform their lives and careers. 11 MORE TAKEAWAYS: Amber Setter show notes here MORE: Disruptors...
Feb 29, 2024•51 min
Where there are unmet needs, there are opportunities. The Disruptors With Liz Farr James Graham’s firm, Richtr Financial Studio, gave up the billable hour 10 or 15 years ago, and points to that choice as something that made the biggest difference in his firm. 10 MORE TAKEAWAYS: James Graham show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: Karen Reyburn: Fix Your Marketing and Fix Your Business | Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education ...
Nov 02, 2023•59 min
Fix Your Marketing and Fix Your Business. The Disruptors With Liz Farr Karen Reyburn wants accountants to stop thinking “about marketing as this one-off thing where you tick little boxes,” but instead about how to use your marketing to connect to the human experience. 17 MORE TAKEAWAYS: Karen Reyburn show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education | Jina Etienne: Practice Fearless Inclusion | Bi...
Oct 30, 2023•1 hr 4 min
The Disruptors With Liz Farr Getting the word out about client accounting services could help solve the staffing shortage, says Giles Pearson, CEO and co-founder of Accountests, an online knowledge-testing company that focuses on recruitment, selection and development assessments for chartered accountants, accounting graduates and candidates. EIGHT MORE TAKEAWAYS: Giles Pearson show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: Jina Etienne: Practice Fearless Inclusion | B...
Oct 23, 2023•57 min
Twyla Verhelst explains 'collaborative accounting.' With Seth Fineberg At Large for CPA Trendlines FreshBooks is taking another step to evolve from being a cloud-based invoicing solution for gig workers to being more strongly considered a true accounting solution that accountants could use to collaborate with clients as their business needs evolve. MORE FINEBERG: Your Classic Business Model Won’t Allow Growth | Accounting Tech Decisions You Need to Make Today | You’re Doing Email Wrong | When Li...
Oct 19, 2023•20 min
Transformation Talks With Donny Shimamoto Center for Accounting Transformation Glen Harper, CPA, says businesses should be willing to reinvent themselves and that diverse perspectives can be a valuable asset. The owner of Harper & Company CPAs should know: He's had to embrace both philosophies to become successful. MORE: Harper & Company CPAs show notes here MORE CPA TRENDLINES PODCASTS and VIDEOS: Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet Peo...
Oct 16, 2023•44 min
The Disruptors With Liz Farr Jina Etienne wants accountants to stop hiding behind our green eyeshades and all the stereotypes we share as CPAs. She practices “fearless inclusion,” which is the freedom to be yourself and to create the space for others to do the same. MORE: Jina Etienne show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: Heather Satterley: You've Got To Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staf...
Oct 06, 2023•1 hr 20 min
The Disruptors With Liz Farr By age 35, Jason Deshayes, CPA/PFS, CFP, CKA, was already co-owner of a CPA firm in Albuquerque. He “hit the magic Shangri La that we’re all working for.” But it wasn’t right for him. He was bored with the long hours and felt he wasn’t growing. He wasn’t able to think about his firm the way he wanted to. So he and his partner sold their firm. MORE: Jason Deshayes show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: Heather Satterley: You've Got t...
Sep 11, 2023•1 hr 8 min
The Disruptors With Liz Farr Heather Satterley is well-known for being an accounting tech expert. But tech isn’t the only skill accountants need today and for the future. “You can have great technology skills, but if you don't have people skills and those softer skills, that's going to be a problem,” she said. MORE: Heather Satterley show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem...
Sep 04, 2023•33 min
Innovation Insights With Donny Shimamoto Adrian Hong's journey into the realm of environmental, social, and governmental (ESG) reporting has been nothing short of inspiring. As the founder of Hong Consulting, LLC, his dedication to assisting companies with ESG reporting stems from a rich tapestry of experiences, all pointing to one common thread – the desire to help. MORE Adrian Hong's conversation with Donny Shimamoto here MORE DONNY SHIMAMOTO: Cybersecurity Exemptions for Orgs with Less than 5...
Aug 29, 2023•31 min
The Disruptors With Liz Farr Too many accounting firms have “smart people doing stupid work,” according to Bill Penczak, a veteran sales and marketing professional. Think about the effort it takes to get an accounting degree and get your CPA, and contrast that with the years of mindless work that many new hires are required to do, especially if they go into audit, he said. MORE: Bill Penczak here MORE CPA TRENDLINES PODCASTS and VIDEOS: Sandra Wiley: Staffing Problem? Check Your Culture | Scott ...
Aug 28, 2023•1 hr 20 min
The Disruptors With Liz Farr Sandra Wiley has been speaking with firm owners and leaders for nearly three decades and clearly sees the need for change in the profession. MORE: Sandra Wiley here MORE CPA TRENDLINES 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 | C...
Aug 21, 2023•49 min
The 150-hour rule is facing harsh criticism in the accounting staffing crisis. With Steven Sacks The NEW Fundamentals: Thriving in Disruption There is a movement afoot by the state CPA societies to reconsider whether the fifth year of an accounting program that offers the student a Master’s in Accounting is worth the cost, not to mention the increased complexity of business requiring as much exposure and experience as necessary to groom the younger professionals. FULL SHOW NOTES: here MORE STEVE...
Aug 13, 2023•16 min
What to Start Doing Today to Be Fully Prepared for Next Tax Season... and Beyond. A CPA Trendlines Flash Briefing Hosted by Seth Fineberg of AccountantsForward for CPA Trendlines TOP TAKEAWAYS Artificial intelligence. Work smarter, not harder. Managing tech expenses. The fast track to rapid adoption. Choosing the right tech for your firm's needs today and tomorrow. YOUR PANEL OF EXPERTS Chad Davis, CPA, CMA, Owner, LiveCA Chad Davis is a CPA and a co-founder of LiveCA LLP in Canada. He co-hosted...
Aug 08, 2023•1 hr 1 min
The Disruptors With Liz Farr CPA Trendlines Al Anderson is out to change audit as accountants know it. Auditors, he declares, are spending too much time being busy instead of being valuable. Get the free preview of his forthcoming handbook: “The New Manifesto for Accountants," Instant Download (PDF) Anderson is preaching a revolutionary framework for audit leadership, described in his forthcoming handbook from CPA Trendlines. Auditors, he says, should be looking closer at transactions, instead o...
Jul 23, 2023•1 hr
The Disruptors with Liz Farr for CPA Trendlines When Scott Scarano lost a few good people at his firm, he knew he needed to change things. Instead of continuing to grow for the sake of growth, he overhauled his management approach More CPA Trendlines podcasts here . “And things are better now at the firm, because we're not focused on growth,” but instead on “growing everybody,” including himself. By building better habits and finding better ways to do things, his team is growing their bottom lin...
Jul 17, 2023•1 hr 10 min
The Disruptors With Liz Farr For CPA Trendlines 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. More here...
Jul 13, 2023•57 min
The Disruptors With Liz Farr CPA Trendlines 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 here: https://cpatrendlines.com/?p=113007 The old business model was taking whoever walked in and billing by the hour. But today, we don...
Jul 10, 2023•55 min
The Disruptors With Liz Farr for CPA Trendlines 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 here: https://cpatrendlines.com/?p=112394 His crus...
Jun 19, 2023•43 min
With Rick Telberg For CPA Trendlines Private equity takeovers of accounting firms are changing the rules for the CPA business, impacting succession plans, shifting talent strategies, and reshaping the competition, according to Robert Fligel, CEO and founder of RF Resources, one of the nation's leading advisors. More about this episode here See all CPA Trendlines and Podcasts and Videos here In this exclusive interview with CPA Trendlines, Fligel, a veteran dealmaker in the vast and active New Yo...
Jun 05, 2023•1 hr 1 min
The Disruptors With Liz Farr for CPA Trendlines 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. More here: https://cpatrendlines.com/?p=111981 After too many 100-hour weeks with a wife and three kids he never saw, he reached his breaking point ...
May 31, 2023•48 min
The Disruptors With Liz Farr for CPA Trendlines 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. More here: https://cpatrendlines.com/?p=111660 “Your business is there to serve your lifestyle. We often lose sight of that,” Lazanis says. Instead, firm owners should think about what ma...
May 22, 2023•47 min
The Disruptors With Liz Farr 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. MORE HERE: https://cpatrendlines.com/?p=111335 “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 messa...
May 16, 2023•56 min
Staff and employee annual reviews help assess where teams need additional help, guidance and development. If only they weren't so painful... 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.
May 08, 2023•41 min
