Stringent ethical oversight and proactive regulation are needed as AI becomes more integrated into daily life. Accounting ARC With Donny Shimamoto and Liz Mason Center for Accounting Transformation Hosts Liz Mason, CPA, and Donny Shimamoto, CPA/CITP, CGMA, explore the evolving role of artificial intelligence (AI) in the accounting profession, focusing on both its transformative potential and the ethical challenges it presents. EPISODE NOTES here...
Aug 01, 2024•31 min
Innovation Insights Center for Accounting Transformation With Donny Shimamoto Center for Accounting Transformation Managing change effectively is crucial for organizational success in a rapidly evolving business landscape. 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 E...
Aug 01, 2024•40 min
Merge to make a better business. The Disruptors With Liz Farr Ira Rosenbloom has worked in the M&A area 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. 9 MORE TAKEAWAYS: More Ira Rosenbloom Disruptor Notes MORE: Disruptors MORE CPA TRENDLINES PO...
Jul 30, 2024•1 hr 1 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 CPA Trendlines 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 with...
Jul 29, 2024•3 min
What if pipeline issues aren't related to education or experience, but rather just image? With Steven Sacks The NEW Fundamentals: Thriving in Disruption While firms and accountants continue to lament staffing challenges and research continues into finding workable solutions for firms and finance teams of all sizes, one idea that is beginning to gain more traction has less to do with education versus experience and more to do with marketing. David Bergstein, CPA, CITP, CGMA, discussed the profess...
Jul 28, 2024•15 min
From bullet trains to ski slopes, accountants embrace the freedom of remote work. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In an era where remote work is becoming increasingly prevalent, professionals are discovering the freedom and flexibility to work from virtually anywhere. EPISODE NOTES here...
Jul 27, 2024•45 min
Be unstoppable without sacrificing your soul. 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 hav...
Jul 23, 2024•1 hr 5 min
Humans are the most advanced supercomputers, but there’s no user manual. The Disruptors From the CPA Trendlines network With Liz Farr Like many who start out in public accounting, Vimal Bava didn’t initially question the status quo of our high-stress profession where long hours and little time for self-care are the norm. Part of that stress was a partner who would “chew us out” for mistakes on returns. But when Vimal’s doctor told him he needed to find ways to reduce his stress, he started his o...
Jul 23, 2024•37 min
With Seth Fineberg for CPA Trendlines Randy Crabtree, perhaps best known as the host of The Unique CPA Podcast, tells Seth Fineberg in this episode of Tax Chat '24 that tax practitioners can avoid tax-season burnout with just a few simple shifts in their workflows. MORE CRABTREE: Follow These 3 Rules to Keep Employees Happy More takeaways: – Practical steps you can take immediately to pause, recharge and focus during the busiest time. – The warning signs befre you go off track and hit the 'wall....
Jul 22, 2024•1 hr
Seth Fineberg With Eric Green Renowned tax attorney Eric L. Green delivers a roadmap for seizing tax resolution opportunities this tax season in the new video from last week's first Tax Chat of the year, hosted by Seth Fineberg. MORE TAX SEASON: FTC Nails TurboTax for ‘Free Filing’ Scam | Offer Your Tax Clients Other Services | Higher Fees to Start: Ten Ways to Make Your Tax Season Better | Tax Pros Handle 37.7% of E-filings | If Only the IRS’s Tax Pro Were Useful | Can Your Tax Reviewers Answer...
Jul 20, 2024•59 min
Quick Tech Talk With Steve Yoss CPE Today Today, most companies leverage six to 12 main systems inside their companies, including operations such as accounting, inventory, HR, payroll, and more. That's why it's critical to have a digital source of truth or a central system that can be trusted to deliver accurate information. Click here for more Steve Yoss Setting up your system correctly from the start is critical. Most enterprise deployments fail 40% of the time, which is an incredible amount. ...
Jul 20, 2024•3 min
Do the work you love for clients who value your expertise. The Disruptors With Liz Farr Geraldine Carter wants accountants to get off the treadmill of working too many hours for too little pay. Her new book – Down to 40 Hours – will help accountants achieve the “utterly reasonable” goal of working only 40 hours a week. 13 MORE TAKEAWAYS: More Geraldine Carter Disruptor Notes MORE PODCASTS and VIDEOS from CPA Trendlines here....
Jul 13, 2024•54 min
Accounting ARC With Donny Shimamoto Center for Accounting Transformation JOIN: July 16 free webinar, “The DEI Journey of Accounting Professionals – A Research Study Analysis.” Jina Etienne, CPA, CGMA, CDE, stands out as a beacon of change in the constantly evolving landscape of the accounting profession. As a CPA and Certified Diversity Executive, Etienne has dedicated her career to fostering inclusive cultures within accounting firms. In this Accounting episode, Etienne shares her journey and i...
Jul 09, 2024•36 min
Get rid of the noise of hourly billing and create value. The Disruptors With Liz Farr For over a decade, Jody Grunden, CPA, has been doing things that many firms are just now discovering. Summit Virtual CFO (now part of Anders) offers weekly subscription-based pricing as a fully remote firm, and their main offering is virtual CFO services or, in today’s parlance, CAS 2.0 services. He’s also the one you might spot at accounting conferences in his signature Tommy Bahama shirts instead of a suit an...
Jun 27, 2024•1 hr 15 min
"Coming out was not an option at that time in public accounting." Accounting ARC With Donny Shimamoto Center for Accounting Transformation Rebecca "Becky" DuPree, an experienced accountant and auditor, shares her compelling journey on the latest Accounting ARC, hosted by Donny Shimamoto, CPA.CITP, CGMA. With 17 years in public accounting and internal audit, DuPree’s story highlights the diverse career paths in accounting and the importance of resilience and authenticity in navigating professiona...
Jun 22, 2024•19 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...
Jun 19, 2024•3 min
Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In this episode of the Accounting ARC podcast, hosts Byron Patrick, Liz Mason, and Donny Shimamoto explore predictions for the accounting profession over the next decade. They discuss the accelerating pace of technological change, the rise of niche firms, the impact of AI and blockchain, and the evolving landscape of tax software. Program Notes: Dive deeper into this episode and browse the comp...
Jun 16, 2024•50 min
Stop letting your business and career "suck the life out of you." The Disruptors From the CPA Trendlines network With Liz Farr Loren Fogelman is on a mission to help accountants and bookkeepers build businesses that “don’t suck the life out of you.” As Fogelman says, “How much can you actually give up your personal life before it's not sustainable any longer?” Program Notes: Dive deeper into this episode and browse the complete network of CPA Trendlines podcasts, webinars and programs here....
Jun 15, 2024•49 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...
Jun 12, 2024•2 min
The realities and opportunities beyond Big 4 firms. With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Accounting Transformation The new episode of Accounting ARC, "Busting the Big 4 Myth," offers various perspectives on accounting careers. Hosts Donny Shimamoto, CPA, CITP, CGMA; Byron Patrick, CPA, CITP, CGMA; and Liz Mason, CPA, share their unique experiences, challenging the notion that success in accounting is synonymous with working for one of the Big Four firms. Program Notes: D...
Jun 11, 2024•49 min
The less you do, the more someone will want your firm. The Disruptors From the CPA Trendlines network With Liz Farr After helping people buy and sell accounting firms for years, Brannon Poe realized he had a treasure trove of valuable information that could help firm owners who were “motivated to change their practices for the better.” He’s leveraged those insights into a coaching program for accountants and several books. Program Notes: Dive deeper into this episode and browse the complete netw...
Jun 06, 2024•51 min
With Seth Fineberg for CPA Trendlines Genie Whitehouse, CPA.CITP, the "Countess of Communication" for Brotemarkle, Davis & Co., LLP (BDCo), says you must meet your clients where they are and understand their personalities to better communicate with them. Doing so, she says, will provide the ultimate value for your clients. In this episode, Whitehouse discusses strategies for improving client communication and efficiency in tax preparation, emphasizing the importance of productivity tools, wo...
Jun 05, 2024•56 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...
Jun 05, 2024•3 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 29, 2024•3 min
The takeaways crucial to ensuring sustainability and growth. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation When a CPA realizes his business-owner client has never paid sales tax, it can be a jaw-dropping moment. When a CPA realizes his business-owner client has never paid sales tax, it can be a jaw-dropping moment. When they realize the client has owned and operated a successful business for years and is nearing 100 years old, it could cau...
May 28, 2024•31 min
With Steve Yoss CPE Today Besides OpenAI, Microsoft, Google, Facebook and the others you know,there are a number of really interesting and useful niche AI applications that are popping up as well, says Steve Yoss in this Quick Tech Talk. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss These AI tools can leverage large language models, generative AI, machine learning, and more. They can do the heavy lifting for you. So you're still in the position, in the driver's seat...
May 22, 2024•2 min
Don't reinvent the wheel. Join a better wheel. The Disruptors With Liz Farr In the latest episode of "The Disruptors," host Liz Farr talks with Chase Birky, the trailblazing co-founder of Dark Horse, a firm designed to redefine the traditional CPA experience. Born from a vision of a more equitable and efficient CPA firm, Dark Horse provides sole practitioners and small firms access to the resources typically reserved for larger entities. This "anti-CPA firm" aims to support underserved small bus...
May 14, 2024•1 hr 9 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 ...
May 11, 2024•3 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 08, 2024•3 min
Accounting ARC: Unraveling the Collapse of Silicon Valley Bank With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Accounting Transformation In the labyrinth of financial intricacies, the collapse of a bank sends shockwaves through the economic landscape, leaving stakeholders scrambling for answers. The podcast "Accounting ARC: Unraveling the Collapse of Silicon Valley Bank" embarks on a compelling journey, dissecting the demise of Silicon Valley Bank (SVB) and unraveling the intricate...
May 06, 2024•50 min
