"Clients want value, and now, with these tools, you can give them more value." Gear Up for Growth With Jean Caragher For CPA Trendlines “AI and ChatGPT-type tools can become your advisory services assistant,” says John Higgins, founder and CEO of Higgins Advisory. “It can help CPAs communicate better as an advisor and help identify the things CPAs should focus on for the type of client they're advising.” Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's...
Nov 15, 2024•36 min
Quick Tax Tip With Art Werner CPE Today As the end of 2024 draws closer, tax advisors and taxpayers should prepare for major changes that could significantly impact tax bills. Art Werner highlights an upcoming challenge: the scheduled expiration of the Tax Cuts and Jobs Act (TCJA), which was signed into law in 2017 and brought significant tax breaks and lower tax rates. Show notes here | More Art Werner here Like many tax laws, the TCJA was designed to "self-destruct," meaning its provisions wil...
Nov 14, 2024•3 min
From free speeches to paid engagements, thought leaders discuss breaking into the speaking circuit and what they’ve learned along the way. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation In this episode of Accounting ARC, Donny Shimamoto, Liz Mason, and Byron Patrick dive into the world of paid speaking engagements. They share their experiences, the evolution from free to paid gigs, and how speaking has become a key part of their careers. L...
Nov 13, 2024•52 min
Find your unique voice in the profession, and don’t be afraid to innovate. Accounting ARC With Donny Shimamoto. Center for Accounting Transformation Greg Kyte defies every stereotype of the typical accountant. Kyte, a licensed CPA and in-house accountant for a company managing medical office buildings, is also a stand-up comedian. In a recent interview on Accounting ARC, hosted by Donny Shimamoto, CPA, CITP, CGMA, Kyte discussed his unconventional journey and how he uses humor to engage audience...
Nov 12, 2024•37 min
The future of accounting will be strategy, communication, analysis, and proactive support. The Disruptors With Liz Farr Rebecca Driscoll went out on her own at a young age when a partner at the CPA firm where she was working encouraged her. “You're not cut out for this path that we have in a traditional accounting firm,” Driscoll recalls him telling her. “You're different, so you should go be different.” She already had a book of business as a staff accountant, but on the traditional path at tha...
Nov 12, 2024•56 min
Challenging the CPA mindset. Capstone Conversations With Jean Caragher Rea & Associates is transitioning from a traditional CPA-centric model to a broader advisory role, aiming to offer services such as IT consulting and wealth management. Becca Johns, director of practice growth, tells Jean Caragher in this episode of Capstone Conversations that the move demands major shifts in the firm’s internal mindset and culture, including redefining roles, retraining staff, and effectively communicati...
Nov 11, 2024•27 min
Prune your existing portfolio to create a revenue pipeline. Accounting Influencers with Rob Brown Ed Warren, a veteran sales executive in the accounting industry, shares expert insights on growing accounting firms through client advisory services and leveraging technology to stay ahead of the competition in this episode of the Accounting Influencers Podcast with host Rob Brown. Full Show Notes Here | More Accounting Influencers with Rob Brown here Warren shares his insights on how the accounting...
Nov 09, 2024•29 min
Be a client-centric human in a world of AI and technology. The Disruptors With Liz Farr Several years ago, Rory Henry asked himself, “Why don’t financial advisors and CPAs work together?” It boggled his mind because both work with the client’s finances but are not always in sync. “We’re advising them on their businesses, and then the wealth advisor takes over and manages the finances,” Henry says. “But really, one decision affects another.” The ultra-wealthy have long used the family office mode...
Nov 05, 2024•55 min
With Jean Caragher For CPA Trendlines Lucas LaChance brings an auditor’s eye to marketing as the partner in charge of practice growth at Dallas-based Lane Gorman Trubitt, where he drives digital strategies that have fueled 143 percent revenue gains. More Capstone Conversations here | 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 Friday with Gear Up for Growth here | But the bigger challenge...
Nov 04, 2024•39 min
How nontraditional professionals leverage their skills to bring innovation and growth to the accounting profession. A ccounting ARC With Donny Shimamoto Center for Accounting Transformation The accounting profession is experiencing a wave of disruption, and nontraditional professionals are leading the charge. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sits down with Rachel Bashore, the director of operations at Herbein, to discuss her journey from attorney to ac...
Nov 03, 2024•28 min
Diversify your revenue streams with video and build a virtual accounting career. Accounting Influencers with Rob Brown Kate Josephine Johnson owns Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses across the United States. She is also the Chief Hustler at Bookkeeping Side Hustle, where she helps other accounting professionals build virtual accounting careers they love. Full Show Notes Here | More Accounting Influencers with Rob Brown here Johnson shares her ins...
Nov 02, 2024•28 min
“The difficulty isn’t identifying the ethical decision; it’s making the right choice with difficult implications." A ccounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accounting ethics training needs a major reboot, according to the latest episode of Accounting ARC. While traditional ethics training often feels like a check-the-box activity, hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, argue that the...
Oct 30, 2024•41 min
If no one’s complaining that your fees are too high, your fees are too low. The Disruptors. With Liz Farr. Mike Maksymiw, the leader of Aprio Firm Alliance, hates charge hours as a primary performance metric. He even left a firm where he was a partner because of a dispute over charge hours. Although he exceeded his revenue goals by a healthy margin, he was penalized because he got the work done in fewer hours. 21 MORE TAKEAWAYS: More Mike Maksymiw Disruptor Notes | MORE: Disruptors | MORE CPA TR...
Oct 29, 2024•1 hr 8 min
As private equity gains momentum in the accounting industry, firms face a decision: embrace external investment or double down on independence. Gear Up for Growth With Jean Caragher For CPA Trendlines In a recent episode of the Gear Up for Growth podcast, Alex Drost, managing principal of Connection Builders, discusses the growing interest of private equity (PE) in the accounting sector. Hosted by Jean Caragher, president of Capstone Marketing, the conversation delves into the driving forces beh...
Oct 27, 2024•42 min
Accounting Influencers with Rob Brown Rob Brown and Donny Shimamoto discuss reform, transformation, and change in the accounting profession at individual accountant and CPA plus practice levels. More Accounting Influencers with Rob Brown here In 2001, Donny founded IntrapriseTechknowlogies LLC, a specialized CPA firm dedicated to helping small businesses and middle-market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced org...
Oct 27, 2024•18 min
Accountants must adapt to new value measures to remain relevant in a rapidly changing world. A ccounting ARC With Donny Shimamoto Center for Accounting Transformation Join host Donny Shimamoto as he chats with Bailey Lenart, founder of World Changing Business and Collective Flow. Bailey shares her journey from traditional accountant to ESG advocate, tackling non-financial metrics like emissions and biodiversity. SHOW NOTES here | MORE Accounting ARC here Discover how her passion for sustainabili...
Oct 23, 2024•41 min
Your clients may need a lot of empathy and not just tactical advice. Plus 13 key takeaways. The Disruptors With Liz Farr Terrell Turner started his “journey of doing things differently” on April 1, 2020, in the midst of the pandemic. While “2020 was the reset button for everyone,” that reset offered Turner a tremendous opportunity to create a new kind of firm. “We don't have any history in doing this,” Turner recalls thinking. “So how would we do this in this new environment that we're in?” His ...
Oct 22, 2024•1 hr 20 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. In a business not always comfortable with notoriety, it takes bold ideas to position an accounting firm in the marketplace, according to Kristen Lewis, director of marketing at EisnerAmper and a member of the Association for Accounting Marketing Hall of Fame. Show notes here | Follow Jean Caragher on CPA Trendlines here . |...
Oct 21, 2024•27 min
The profession's problems are the profession's own fault. Accounting Influencers with Rob Brown Tim Brackney, CEO of a private equity-backed CPA and advisory firm, is challenging the widespread notion that private equity harms the accounting industry. Full show notes here | More Accounting Influencers with Rob Brown here "Private equity is not killing public accounting," Brackney tells Rob Brown in Accounting Influencers. "Public accounting was killing public accounting." Brackney says private e...
Oct 19, 2024•32 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 When the Covid pandemic hit Grassi CPAs, chief marketing officer Sarah Cirelli launched a "SWAT" program to stem the losses and reap an extra $2 million in new fees. Full show notes here | Follow Jean Caragher on CPA Trendlines here . | Get her best-selling handbook , The 90-Day Marketing Plan for CPA Firms, here | Catch Jean ...
Oct 15, 2024•31 min
From $70 milliion to $450 million: The power of positivity, strategic planning, and going international. Accounting Influencers with Rob Brown Richard Kopelman, CEO and managing partner of PE-owned Aprio, shares his philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision of truly global accounting firms. Complete show notes here, including takeaways, background, analysis and transcript | See Part 1: Richard Kopelman: Inside Aprio...
Oct 12, 2024•13 min
Lessons from dozens of strategic mergers & acquisitions. Accounting Influencers with Rob Brown Richard Kopelman, CEO and managing partner of PE-owned Aprio, reveals the firm's dramatic transformation and rebranding into a global business advisory and accounting firm. See Part 2: Richard Kopelman: Aprio’s Plans for Global Conquest | More Accounting Influencers with Rob Brown here | Aprio Sells Majority Stake to Charlesbank Capital Partners here | Cited : Mindset: The New Psychology of Success...
Oct 12, 2024•19 min
Leveraging social media and other digital platforms allows firms to attract talent without relying on traditional job boards or recruiters. Gear Up for Growth. With Jean Caragher. For CPA Trendlines. " You actually have to be a good firm,” Katie Thomas, CPA, founder and owner, Leaders Online LLC, replied when asked about the factors needed for an organic inbound recruitment strategy to work. Full show notes here | Gear Up for Growth spotlights the best strategies for smart and effective growth i...
Oct 12, 2024•34 min
How will proposed tax reforms impact businesses and tax professionals in the 2024 election cycle? Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation The 2024 election is poised to bring significant changes to tax policy, and the accounting profession is bracing for the potential impact. SHOW NOTES here | MORE Accounting ARC: Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | In-Person Conferences Still Essential | N...
Oct 09, 2024•35 min
Beyond its ethical implications, CSR can bring tangible financial gains. Know-How Korner With Donny Shimamoto Center for Accounting Transformation In this episode of Know-How Korner, we interview Jeff Joireman, a professor of marketing at Washington State University, about his groundbreaking research on corporate social responsibility. COMPLETE SHOW NOTES here | MORE Donny Shimamoto Discover how CSR influences consumer behavior and what it means for businesses today. Tune in to uncover insights ...
Oct 03, 2024•35 min
Stop following SALY. Think about what you are trying to accomplish. Plus 17 key takeaways. The Disruptors With Liz Farr Kelly Mann wants firms to stop relying on SALY – same as last year – for everything: “Everything is same as last year, the way we give bonuses to people, the way we split partner compensation, the way we monitor hours, the way we prepare a work paper, the way we plan an audit,” she says. 17 MORE TAKEAWAYS: More Kelly Mann Disruptor Notes MORE: Disruptors MORE CPA TRENDLINES POD...
Oct 01, 2024•56 min
Capstone Conversations With Jean Caragher For CPA Trendlines According to Korby Boswell, Adams Brown's senior marketing and growth manager, successful accounting firm marketing lies in effective project management, smart content marketing, and producing solid sales leads. Full episode note here | More Capstone Conversations here | 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 Friday with Ge...
Sep 30, 2024•33 min
Balancing growth, profits, culture, and staff retention. Gear Up for Growth. With Jean Caragher. For CPA Trendlines. “Probably no surprise, the greatest challenge to growth in this industry is attracting and retaining talent,” said Kristin Murray, managing partner of Weinstein Spira. “Without that, there is no growth, and given the landscape of our industry right now, that's everybody's biggest challenge. If it's not, I'd be amazed.” Gear Up for Growth spotlights the best strategies for smart an...
Sep 27, 2024•34 min
Leadership beyond control means empowering others to succeed and, of course, eating last. A ccounting ARC With Byron Patrick and Donny Shimamoto Center for Accounting Transformation This episode of Accounting ARC offers a candid discussion on leadership with Byron Patrick, CEO and founder of VERIFYiQ, and vice president of Client Success at The B3 Method Institute. SHOW NOTES here | MORE Accounting ARC: In-Person Conferences Still Essential | Non-Accountants in Accounting: A Game-Changer for the...
Sep 25, 2024•31 min
The Disruptors With Liz Farr Alicia Katz Pollock proves that you don’t need an accounting degree or formal bookkeeping training to be a hugely helpful resource for the QuickBooks community. SHOW NOTES here | MORE PODCASTS and VIDEOS: Nancy McClelland: Be the One Your Clients Ask First | Alan Whitman: Stop Accepting the Status Quo | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True Wealth Is Not Financial | Caleb Jenkins: Firm Growth Requires Owners to Shift Roles | Chris Hervochon: Be...
Sep 24, 2024•59 min
