Capstone Conversations By Jean Caragher For CPA Trendlines The greatest challenge in marketing CPA firms is understanding the role of technology and how different generations of clients and prospects want to engage, Joe Kovacs, marketing and biz dev director at Councilor, Buchanan & Mitchell, tells Jean Caragher in this episode of Capstone Conversations. Show notes here | Follow Jean Caragher on CPA Trendlines here . | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, h...
Sep 23, 2024•39 min
Gear Up for Growth With Jean Caragher For CPA Trendlines Demand for tax services emboldens CPAs to fire clients and deliberate about the clients they choose to work with. Two practitioners share their strategies for accepting new clients through structured intake forms and firing clients who are not a good fit for their firms in this episode of Gear Up for Growth, with Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines Research. “It just took firing 7 percent of our cl...
Sep 20, 2024•37 min
Know How Korner With Donny Shimamoto. Center for Accounting Transformation In a world where technology evolves at lightning speed, staying ahead of the curve is crucial for professionals in any field, especially accounting. Recognizing this need, a group of ambitious students from Brigham Young University has created TechHub.training — a free online learning platform designed to help users from all skill levels master essential software tools and applications used in the accounting industry More...
Sep 19, 2024•32 min
Rely on your professional network for answers you don't know. The Disruptors With Liz Farr Nancy McClelland never intended to start a firm, but after leaving a toxic work environment, she took on a few part-time gigs. Because she’d never worked at a CPA firm, she built her firm “the way it made sense” without bumping up against the traditions of “This is how it should be done.” The name of her firm – The Dancing Accountant – reflects her passion for dancing and membership in several dance troupe...
Sep 17, 2024•1 hr 32 min
Plus: The marketing myths that plague accounting firms. Capstone Conversations. With Jean Caragher For CPA Trendlines Being a managing partner is tough enough, but now accounting firm leaders must master two new superpowers. And CPE won't help. Complete show notes here . | Get more Capstone Conversations every Monday . | Follow Jean Caragher on CPA Trendlines . | Get Caragher's international best-seller , The 90-Day Marketing Plan for CPA Firms. | Catch Jean Caragher with Gear Up for Growth ever...
Sep 16, 2024•35 min
Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. With Jean Caragher For CPA Trendlines Brenda Sleeper reflects on her path to the Association for Accounting Marketing Hall of Fame, where she joins an elite few as Bruce W. Marcus Lifetime Fellowship Members. Brenda is a Business Resource Network Relationship Director for the BDO Alliance, working with BDO alliance firms nationwide. Follow Jean Caragher on CPA Tre...
Sep 16, 2024•28 min
Accounting Influencers with Rob Brown Is the accounting profession facing an identity crisis? Can it adapt to meet the demands of a rapidly changing business landscape? Rob Brown brings together a panel of industry experts to discuss the future of accounting. Jeff Phillips, Maureen Dillmore, Samantha Louis, and Sandra Wiley share their perspectives on the profession's challenges and opportunities. More episode notes here More Accounting Influencers with Rob Brown here The panelists share their t...
Sep 15, 2024•55 min
Gear Up for Growth With Jean Caragher Capstone Marketing Investing in learning and development is essential for retaining and attracting staff. Developing a curriculum that includes both technical and success skills can help firms address the current talent shortage and prepare their employees for higher-value roles. Complete show notes here More CPA Trendlines podcasts here More Jean Caragher here Mor e Gear Up for Growth More Capstone Conversations "We're going to see automation making a big i...
Sep 13, 2024•34 min
Despite the rise of virtual events, live conferences remain essential for career growth and relationship-building in the accounting industry. Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation Join Donny Shimamoto, Liz Mason, and Byron Patrick as they dive into the importance of attending in-person events versus virtual conferences. In this lively discussion, they explore how in-person connections, casual coffee line chats, and random encounters...
Sep 12, 2024•27 min
The firms that shift from billable hours to value outcomes will win. The Disruptors With Liz Farr Alan Whitman wants to break the mold of public accounting. He wants to put an end to the billable hour and the siloed practices that characterize the way many firms have operated for decades. As Whitman says, “we’re here to serve clients, we’re here to deliver great value. But do we really need to do it the way we’ve been doing it since before my father was in the workforce?” While “most firms belie...
Sep 10, 2024•58 min
Capstone Conversations With Jean Caragher What fun it is speaking with Bethany Silvis, marketing supervisor for Kerkering, Barberio & Co., who was named the Association for Accounting Marketing Rookie of the Year. Follow Jean Caragher on CPA Trendlines here . | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher every Friuday with Gear Up for Growth here | Bethany joined her firm in 2018 as the marketing coordinator. Since then, Bethany: Has tak...
Sep 09, 2024•19 min
Gear Up for Growth With Jean Caragher Capstone Marketing “It's probably impossible to have exponential growth without a strong culture,” says Joey Havens, author of the Amazon bestseller, " Leading with Significance: How to Create a Magnetic People-First Culture ," appearing on Gear Up for Growth, hosted by Jean Caragher, president, Capstone Marketing, and powered by CPA Trendlines. More CPA Trendlines podcasts here | More Jean Caragher here “Leaders have to be more intentional about connecting ...
Sep 06, 2024•29 min
Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner , JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd . Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.
Sep 05, 2024•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 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...
Sep 05, 2024•2 min
Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation In this episode of Accounting ARC, Donny Shimamoto, Byron Patrick, and Liz Mason dive into the often overlooked but crucial role of non-accountants in the accounting industry. Discover how non-accountants contribute to the evolution of accounting firms into holistic business service providers. EPISODE NOTES Here From IT experts to HR consultants, learn how diverse professionals are shaping the f...
Sep 04, 2024•26 min
There aren’t enough of us to help everyone who needs our help. The Disruptors With Liz Farr What would work look like if it reflected your passions? “Imagine,” says Sean Duncan, CPA, “if you worked with the people that you loved working with, talking about the things that you love talking about, and you made a living and helped them?” As Duncan says, “That’s just freakin' awesome!” Duncan was working at a large regional firm back in 2006 when he noticed that many small business clients were aski...
Sep 03, 2024•1 hr 17 min
Accounting ARC With Donny Shimamoto Center for Accounting Transformation For many accounting professionals, the Big Four firms represent the pinnacle of success—a destination for those with high aspirations. But for Rubik Yeriazarian, CPA, CFE, CFF, they were just the beginning. Specializing in forensic accounting, Yeriazarian knew from his college days that this was the path he wanted to follow. "Back when I was in college, Big Four were the only firms that offered forensic accounting," he reca...
Aug 29, 2024•28 min
Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. By Jean Caragher For CPA Trendlines I was delighted to have a Capstone Conversation with Allison Schlegelmilch, director of marketing at RKL LLP and an Association for Accounting Marketing Marketer of the Year. Follow Jean Caragher on CPA Trendlines here . Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here And catch Jean Caragher's other ...
Aug 26, 2024•31 min
Gear Up for Growth With Jean Caragher For CPA Trendlines “More than half of the CPA firms in the country won't qualify to be part of private equity,” says Allan Koltin, CEO of Koltin Consulting, appearing on Gear Up for Growth, a new show hosted by Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines. Follow Jean Caragher on CPA Trendlines here . Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here And catch Jean Caragher's other show, Gear Up for...
Aug 23, 2024•39 min
Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner , JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd . Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.
Aug 22, 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...
Aug 22, 2024•2 min
Work-life balance means integrating work and life so that the work we choose to do expresses who we want to be in the world. The Disruptors With Liz Farr Ingrid Edstrom wants accounting to be not just a more sustainable profession but one that’s regenerative. “This idea of sustainability is really operating from the idea that things can continue to perpetuate as they are,” she explains. A firm may be financially sustainable, “but at what cost to our families, to our personal health?” The regener...
Aug 22, 2024•54 min
Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation Few industries are poised for a dramatic transformation as accounting in the rapidly advancing world of artificial intelligence. This episode of the Accounting ARC show, "AI Will Take Your Job—And That's a Good Thing," explores the impending shift, offering a fresh and optimistic perspective on AI's role in the profession. EPISODE NOTES HERE The episode's hosts, Liz Mason, CPA, and Byron Patrick...
Aug 21, 2024•33 min
Leave the stone age behind. Join the new paradigm. The Disruptors With Liz Farr When Caleb Jenkins was eight, he started selling cookies to his dad’s firm during tax season. His dad told him, “For me to pay you, I need you to create an invoice for me.” So Jenkins set up his own QuickBooks file and has been playing with QuickBooks ever since, and eventually joined his dad’s firm. Like most small firms, RLJ Financial focuses on the fundamentals of tax, bookkeeping, and payroll, but, as Jenkins say...
Aug 15, 2024•43 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...
Aug 15, 2024•2 min
ARC hosts discuss redefining efficiency in the accounting profession and when it pays to 'slack off.' Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP and CGMA discuss an unconventional yet powerful concept: the right kind of lazy. This idea, which involves strategically optimizing workflows to eliminate non-value-adding tasks, offers a fresh perspective on eff...
Aug 14, 2024•31 min
From "The Office" to "Parks and Recreation," listen in on how TV and movies shape our view of accountants. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accountants are often depicted in popular culture in ways that range from humorous to downright exaggerated. In a recent episode of ARC, hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, delve into these portrayals, discussing their favorite fictiona...
Aug 08, 2024•25 min
Prove the naysayers wrong. The Disruptors With Liz Farr In 2013, Jody’s firm, Summit Virtual CFO, became one of the first financial firms in the world to go fully remote. At the same time, they narrowed their focus to creative agencies. Those two changes, combined with a weekly subscription pricing model they’ve been using since 2007, resulted in a “hockey slope type ramp up.” 13 MORE TAKEAWAYS: More Jody Grunden Disruptor Notes MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: Jason Blu...
Aug 03, 2024•57 min
Make life at work better for yourself, your team, and your clients. The Disruptors With Liz Farr Dawn Brolin, CPA, CFE, intentionally shrank her firm, Powerful Accounting, from 11 to three team members, the opposite of the way most firms grow. She also drastically cut her client list, while nearly tripling her fees from a select group of just 19 clients. “I decided I wanted to change my life," Brolin says. "I want to change my staff's life. And I want to change the way my clients work with me wh...
Aug 02, 2024•1 hr 18 min
Build a firm for your tribe. The Disruptors With Liz Farr Chris Hervochon is building his firm, Better Way CPA, “in a very specific way, for our tribes.” He explains, “Not everyone needs to be our customer, not everybody’s our tribe, not everybody needs to be our employee.” Leading with their core values, the process for bringing on new customers and new employees “weeds out the bad or the potentially poor fit customers,” which, in turn, helps with managing their time, the most valuable thing th...
Aug 02, 2024•56 min
