Future of Accounting

In this special episode, I wanted to explore power in politics and what impact Vice President Kamala Harris will have on the collective experience of Black women in the United States. Today's guest is truthteller, Rita Forte. Rita Forte is the Founder of the marketing organization The Olive Street Agency (TOSA) in Oakland, overseeing all strategy and operations of offerings including Merchandising, Social Media Management, and Video Content Creation. Prior to TOSA, from 2001-2011, she was a DJ/On-Air Personality on Radio (106.1 KMEL & Sirius Satellite) and through Mixtape Projects. With her team at TOSA, she has delivered clients' marketing services across the spectrum of small businesses, non-profits, artists, and political candidates. Most recently in 2018, TOSA ran the social media and video efforts for the current mayor of East Palo Alto, Regina Wallace-Jones, and Contra Costa County District Attorney, Diana Becton. In 2019, Rita was the Bay Area Regional Field Coordinator for the Marianne Williamson for President Campaign. Rita is also a member and part of the leadership teams of national community organizations BWOPA (Black Women Organized for Political Action) and ADOS (American Descendants of Slavery). Rita has a B.A. in Psychology from Williams College, MA. Links and books mentioned: Rita's Twitter Rita's Instagram Rita's YouTube Rita's company: The Olive Street Agency Black Women Organized for Political Action Return to Love by Marianne Williamson Healing the Soul of America by Marianne Williamson The Law of Divine Compensation by Marianne Williamson This episode is brought to you by Money & Mimosas

Season 1 episodes drop every new and full moon, starting October 16th. Subscribe now to be the first to hear the first season. www.moneyandmimosas.com

In this episode, learn how to elevate your sales skills with the master of sales, Joel. Joel Lacayo is the Lead Channel Account Executive with Rippling, a modern employee management platform for Payroll, HR, and IT. In the 16 years within the Financial Services Industry, he has worked with entrepreneurs to start their businesses with sound financial structures towards financing/lending solutions, created strategic marketing plans, and coached them through their growth evolution. A former Xero Regional Sales Director, he supported accounting/bookkeeping owners in growing their models from client #1 to #2000. He has served as a board member of La Cocina, a local not for profit focused on low-income female food entrepreneurs looking to formalize their businesses, and Business Consultant with Working Solutions, a CDFI supporting underserved SF Bay Area entrepreneurs. Currently, he is a member of Accounting Salon, supporting the Nominations Committee and Diversity Initiative. Joel received his B.S. in Business with a concentration in Marketing from San Francisco State University. Loves playing all sports, traveling with his wife and 2 boys, and leveraging social capital with like-minded people.   This episode is brought to you by Money & Mimosas.

In this episode, I go through the nine steps freelance accountants can take to grow a successful practice without sacrificing the joys of life. To learn more about Money & Mimosas, visit www.moneyandmimosas.com Connect with me on Twitter or Instagram @danethadoe  

In this episode, learn the three simple yet profound steps you can take to create a global accounting practice. Resources mentioned: Future of Accounting episode 50 with Adam Nubern: https://www.moneyandmimosas.com/futureofaccounting/episode50 Nuventure CPA: https://www.nuventurecpa.com/ Scrubbed Accouting: https://scrubbed.net/ Money & Mimosas- www.moneyandmimosas.com 

After a six-month hiatus, I am back with a brand new episode. In this episode, I will catch you up on the projects I've been working on and then I'll share the ten traits every financial professional will need to adopt within their business to thrive in 2020 and beyond. Resources mentioned: Money & Mimosas- www.moneyandmimosas.com   

In this video, Katie and I discuss our journey around fears and fears we've faced. We provide tips on how you can dear with fear and overcome fear. If you're interested in learning how to deal with your fear and overcome your fears, then you'll want to listen to this entire episode.   Resources mentioned in this conversation: Judgment Detox- Marie Forelo and Gabrielle Bernsteinhttps://www.marieforleo.com/2017/12/gabrielle-bernstein-interview-judgment-detox/.   About Danetha: Danetha Doe is the creator of Money & Mimosas, a blog read by thousands of ambitious women in forty-four countries. She was named a personal finance expert by Fast Company and the Wall Street Journal. And is the star financial expert in the TV series, Going From Broke, produced by Ashton Kutcher. A former NFL cheerleader, Danetha loves to dance and host bottomless mimosa brunches. Let's hang out! Instagram:https://instagram.com/danethadoe/ LinkedIn: https://www.linkedin.com/in/danethadoe/ Email: hello@moneyandmimosas.com Website: www.moneyandmimosas.com

In this episode, Katie and I discuss money mindset blocks we have faced previously and money mindset blocks we are currently working through. We share our journeys with money, provide tips for helping you improve your money mindset, and help you let go of any money mindset blocks you might be facing. Now we want to hear from you, what is one money block that you are currently working through? Let us know in the comments below! Danetha Doe is the creator of Money & Mimosas, a blog read by thousands of ambitious women in over forty countries. She was named a personal finance expert by Fast Company and is the star financial expert in the TV series, Going From Broke, produced by Ashton Kutcher. A former NFL cheerleader, Danetha loves dance and bottomless mimosa brunches. Let's hang out! Instagram:https://instagram.com/danethadoe/ LinkedIn: https://www.linkedin.com/in/danethadoe/ Email: hello@moneyandmimosas.com Website: www.moneyandmimosas.com    

In this episode, we share stories around our journey with fashion. We discuss the impact fashion has on how you feel about yourself and how others perceive you. Additionally, we provide you tips on how you can dress to the nines without hurting your bank account. If you enjoy fashion, want to learn how to improve your fashion, or want to know how you can dress fashionably on a budget, you won’t want to miss this episode. Now we want to hear from you. How would you describe fashion style? Be sure to let us know in the comments below! For more resources, be sure to check out: 1. Study mentioned wearing a doctor’s coat versus a painter’s coat https://www.nytimes.com/2012/04/03/science/clothes-and-self-perception.html?mtrref=www.youtube.com&gwh=CF55504F304918CA621E88DD50638677&gwt=pay&assetType=REGIWALL 2. https://www.moneyandmimosas.com/lifestyle/how-to-clean-out-your-closet 3.https://beingboss.club/podcast   Danetha Doe is the creator of Money & Mimosas, a blog read by thousands of ambitious women who are unapologetic about wanting to be rich and sexy. She was named a personal finance expert by Fast Company and is the star financial expert in the TV series, Going From Broke, produced by Ashton Kutcher. A former NFL cheerleader, Danetha loves dance and bottomless mimosa brunches. Let's hang out! Instagram:https://instagram.com/danethadoe/ LinkedIn: https://www.linkedin.com/in/danethadoe/ Email: hello@moneyandmimosas.com Website: www.moneyandmimosas.com

In this episode, we share our stories around developing a personal brand and discuss the importance of executive presence. We break down what executive presence is, why you need it, and how to get it. Now we want to hear from you. How would you describe your current personal brand or where you want it to be? Be sure to let us know in the comments below!  For more resources, be sure to check out: The Science of Influence: The Three Dimensions of Executive Presence by Suzanne Bates (https://www.bates-communications.com/articles-and-newsletters/articles-and-newsletters/bid/57930/The-Science-of-Influence-The-Three-Dimensions-of-Executive-Presence), and Executive Presence: What Is It, Why You Need It And How To Get It by Gerry Valentine (https://www.forbes.com/sites/forbescoachescouncil/2018/07/31/executive-presence-what-is-it-why-you-need-it-and-how-to-get-it/#58c75e366bc7)   This episode is brought to you by Money & Mimosas.

   In this episode, we chat about how to build and nurture your community. We share tips on how we built our communities using social media and finding “our people” when we move to a new city. The question we’d like to leave with you is “What traits do you look for you in your community?” Let us know in the comments, below!   For more resources, check out: Why Everyone Needs a Tribe To Belong To by Steven Handel (https://www.theemotionmachine.com/why-everyone-needs-a-tribe-to-belong-to/) and Rally Health’s research on the rise of loneliness and its connection to mental health issues: https://www.rallyhealth.com/mood/how-to-make-friends-as-an-adult-and-why-its-so-important.   This episode is brought to you by Money & Mimosas.

Welcome to the second episode of Candid Conversations with Katie and Danetha. In this episode, we discuss what it’s like to be a woman working in a traditionally male-dominated field. Learn steps you can take to powerfully own your career and achieve your utmost potential. We’d love to hear from you: Have you ever been in a situation where you felt you were approaching a glass ceiling, or have you worked in a space where your gifts were not truly valued? Let us know in the comments below.Some of the resources referenced during our discussion include: AICPA 2017 CPA Firm Gender Survey https://www.aicpa.org/content/dam/aicpa/career/womenintheprofession/downloadabledocuments/wiec-2017-cpa-firm-gender-survey-brochure.pdf and AICPA CPA FirmSponsorshipp SuccessToolkit: https://www.aicpa.org/content/dam/aicpa/career/womenintheprofession/downloadabledocuments/sponsorship-toolkit.pdf.   This episode is brought to you by Money & Mimosas.

Welcome to the first episode of Candid Conversations with Katie & Danetha. In this video and audio series, we discuss the challenges and opportunities for women in the accounting profession.   In this episode, we explore what feminine power means to each of us. Learn how tapping into our creativity helped us build powerful careers and step into our “womanhood”. For more resources, check out: Teal Swan at https://tealswan.com/resources/articles/how-to-awaken-the-divine-feminine-within-you/  Ayesha K. Faines at http://www.womenlovepower.com/2016/12/real-meaning-feminine-energy/.    To learn more about Katie, visit www.katiethomascpa.com.  This episode is brought to you by Money & Mimosas. 

In this episode, you'll meet Jill Sturm, the Executive Director at Tax-Aid.  About Tax-Aid:  Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community. We were founded in 1988 by accountants and lawyers who wanted to lend a hand. Tens of millions of dollars in tax refunds later, we are still going strong, providing year-round expert tax assistance.    Mentioned in this episode: Tax-Aid Jill Sturm's LinkedIn This episode is brought to you by Money & Mimosas.

In this episode I interview, Thera Wright about her career journey, her role as Manager of Strategic Relations at the Ohio of Society of CPAs and what she sees as the future of accounting.   Resources mentioned: Ohio Society of CPAs website Ohio Society of CPAs LinkedIn Ohio Society of CPAs Instagram Women, Wealth and Wellness conference   This episode is brought to you by Money & Mimosas

In this episode, learn the three areas of self-care and how to slowly wind down out of the stressful tax season. Resources mentioned: Women, Wealth & Wellness conference with the Ohio Society of CPAs Money & Mimosas

In this episode, learn why it's important for your physical health to define success on your own terms and a step by step process on how to determine what success means to you. Resources mentioned: Women, Wealth & Wellness conference with the Ohio Society of CPAs Money & Mimosas

In this episode I explore the question I receive often from financial professionals, "How do I combine my passions with my career?" After some reflection, I came to a conclusion that surprised myself.   Mentioned in this episode: Women, Wealth & Wellness conference with the Ohio Society of CPAs Money & Mimosas

In this episode, I announce the Women, Wealth & Wellness conference I am hosting with the Ohio Society of CPAs.   Click here to learn more about the event!   To learn more about sponsorship opportunities, email me at danetha@danethadoe.com

In this episode, Rachel Bitz shares how she has seamlessly integrated her passion for fitness with her accounting career. Learn about her path from working in public accounting, to going to industry to leading her own practice based in Silicon Valley. Resources mentioned: Website Accodex Rachel's LinkedIn Rachel's Instagram Tools Rachel uses: Mindbody Online, Push Press This episode is brought to you by Money & Mimosas. 

This episode features Dan Nicholson, CPA who is the CEO of Nth Degree CPAs. Dan founded Nth Degree CPAs in 2008 with the objective of building a successful practice by helping small business owners to achieve their financial goals. A Northwest native, Dan grew up in Renton and attended Seattle University where he graduated Summa Cum Laude with emphases in both Accounting and E-Commerce Information Systems. Upon graduation, Dan was selected out of a pool of nominees from the nation’s top 50 accounting programs for an exclusive fellowship with the Governmental Accounting Standards Board (GASB). As a member of the GASB team, he was responsible for managing all technical inquiries and assisted what has become Statement No. 53, "Accounting and Financial Reporting for Derivative Instruments." (For those who don’t speak CPA, accountants consider setting a national standard to be a big deal).   In this episode you will learn how Dan has built a multi-million dollar firm while balancing time with family and personal development.  To learn more about Dan's firm, visit Nth Degree CPAs.    This episode is brought to you by Money & Mimosas. 

Happy New Year! In this episode I share a little behind the scenes of what I've been working on in my business, and what you can expect from this season on the Future of Accounting podcast.   A couple of links that I mention in the show: If you'd like to be a guest on the show, click the link to submit your application:http://www.moneyandmimosas.com/podcastapplication If you would like to contribute an article to MoneyandMimosas.com, send an email to support@danethadoe.com with 2-3 topics that you wish to cover and we will get back to you. Thanks for tuning in and let's make 2019 your best year, yet!

This episode features Randy Joseph of Randy Joseph Consulting. She is a CPA based in Seattle. I met her during my Future of Accounting tour sponsored by Avalara, during our visit to speak with the Accounting Financial Women’s Alliance Seattle chapter. Randy first launched her tax practice around 1987, grew it successfully and sold it in 2011. Then, her daughter Deva, decided she wanted to start her accounting business and mom thought “hey, let’s do this together!”. So in 2014, they launched their accounting consulting practice and have successfully grown it with a niche focus on employees with stock options. In this episode, Randy shares her career journey. How technology and marketing has changed with her second practice versus her first accounting firm, the billing adjustments she’s made in order to improve cash flow and her advice on how to build confidence when talking about your pricing and feeds.  Resources mentioned: Randy Joseph's website ShareFile

This tech spotlight episode features is Markus Mantere with Arkimera Robotics.  They are based in Sweden and have created a robot to automate the mundane tasks that financial professionals have had to endure. Some tasks that used to take 2-3 hours, will now be reduced to a mere five minutes. So awesome! could be reduced to 5 minutes. In this episode we’ll learn about his unique career journey, why he decided to retire with chickens and then come out of retirement to enter the accounting tech world. And how Arkimera Robotics is adding to the evolution and future of accounting. This episode is brought to you by Money & Mimosas.  

Today’s guest is Amanda Matthews. Amanda is a controller for Piaggio Fast Forward a tech company based in Boston. Amanda and I met at an accounting conference a few years ago. Amanda is an incredibly skilled accountant, tech savvy and has created a career that allows her the flexibility to pursue outside passions. In this episode, you’ll learn about Amanda’s career journey, a day in the life of a Controller, the systems her company uses to automate accounting processes and how she sees the future of accounting helping companies with their social responsibilities initiatives- through what she calls Social Accounting.  Resources mentioned: SAP- Concur Mineral Tree Netsuite Trello Avalara This episode is brought to you by Money & Mimosas. 

Adam Nubern is the founder of Nuventure CPA, an accounting practice dedicated to helping digital nomads, travel bloggers, and location independent folks manage their finances. He and his wife launched Nuventure CPA and Nuventure Travels four years ago after they decided to pack up, leave everything they knew to travel the world. The two of them saved up $30K to travel the world for two years. That two years turned into four, and they have visited New Zealand, Germany, Greece, Australia, Singapore, Malaysia, Jamaica…to name a very short few.   They have been featured on HGTV and are truly living the dream of loving what you do, doing what you love, and building a lifestyle business. In this episode you will learn why Adam pursued a career in accounting and when he realized that traditional CPA work was not for him. How he prices his services, the tools he uses to run a remote practice and his marketing strategies for building a successful business where he is now turning away clients.   Resources Mentioned: Adam's LinkedIn and Instagram NuventureCPA.com Duet Roost Stand Quickbooks Online Xero TSheets Tomato Timer Skype and GoTo Meeting TooManyAdapters.com This episode is brought to you by Money & Mimosas. Click here to learn about our 2019 CPA Partner Program.

In this tech spotlight episode, I'm highlighting a disruptive product that helps accounting professionals provide exceptional service to their clients. Today's episode highlights Suneera Madhani, the CEO of FattMerchant. FattMerchant is disrupting the payments ecosystem with their simple yet robust and affordable technology. In four short years, they have processed over $2 billion in payments and work with thousands of merchants. By eliminating hidden processing fees and introducing a subscription based model for their clients, they are saving small business owners thousands of dollars. And saving accountants several hours of reconciliation nightmares. In this episode, you learn about: Suneera's career journey from studying finances to launching her own business What makes FattMerchant so innovative and cutting-edge How FattMerchant saved one client $70,000 in credit card processing fees in one year Resources mentioned: Suneera's Twitter, Instagram and LinkedIn FattMerchant This episode is brought to you by Money & Mimosas. Click here to learn about our 2019 CPA Partner Program.

Ingrid Edstrom is a self-proclaimed nerd and the CEO of the award winning bookkeeping firm, Polymath LLC based in Ashland, Oregon. She is the creator of AskABookkeeper.com, an online education series, a member of Profit First Professionals, and founder of the Southern Oregon Bookkeepers Association. She has been recognized as one of the top 40 under 40 accounting professionals by CPA Practice Advisor and Most Powerful Women in Accounting.   In this episode, Edstrom shares: Why, and how, she started her practice in 2008 Her marketing strategy for growing her practice Key tips on how to network as an introvert Her thoughts on value-based pricing and how her practice structures their fees How she found her niche and became a recognized expert within her niche's industry Resources mentioned: BNI Scaling New Heights conference Ron Baker on value pricing Les McKeown on predictable success Polymath's questionnaire for onboarding a new client This episode is brought to you by Money & Mimosas. Click here to learn about our 2019 CPA Partner Program.

In this episode, Brannon Poe shares the key steps a CPA needs to take in order to sell their firm. Poe is the founder of Poe Group Advisors and the author of “Accountant’s Flight Plan, Best Practices for Today’s Firms. A consultancy that facilitates the buying and selling of CPA firms. He began his career as an auditor at Ernst & Young, before launching his business in 2003. For the past 15 years, he and his team have helped CPAs successfully exit their firms. In this conversation you will learn: Why underpricing your services may be holding you back from building a successful practice.  Why taking time off to relax actually helps your bottom line How to build a practice that is sellable and how much you can expect to earn from the sale Resources mentioned: Kolbe Assessment Poe Group Advisors blog This episode is brought to you by Money & Mimosas. Click here to learn about our 2019 CPA Partner Program.

In this episode, Scott Wiley, the president and CEO of Ohio Society of CPAs, shares insights on trends his organization is seeing across their members. In this episode, you will learn: The business practices of successful CPA firms Why firms are being faced with succession planning and skills gap challenges now more than ever How the OSCPA is helping their members meet those challenges through the strategy the developed called, "Pipeline to Finishline"  Resources mentioned in this episode: Scott's LinkedIn Scott's Twitter Ohio Society of CPAs This episode is brought to you by Money & Mimosas. Learn how you can join our 2019 CPA Partner Program.

In this week's Future of Accounting podcast episode, Hitendra Patil shares insights on how AI and Big Data are shifting the accounting profession. Hitendra Patil is the Director of Practice Development at Accountant's World and the author of ACCOUNTANEUR: The Entrepreneurial Accountant Insights into Today's Emerging Opportunities. In this episode you will learn: What exactly is Big Data and AI Practical applications of Big Data and AI for accountants to better serve their clients Affordable tools that any firm can implement now to automate advanced functions Resources mentioned: Receipt Bank MindBridge- the first AI auditor X.AI- virtual email assistant  ACCOUNTANEUR by Hitendra Patil Presentation by Hitendra Patil describing the entrepreneurial accountant Accountant's World This episode is brought to you by Money & Mimosas. Click here to learn more about our CPA Partner Program.

In this episode, Sophia Loh walks us through her career journey from studying accounting + finance at UC Berkeley, to exploring various roles within accounting including being CEO of her own accounting software company, before landing a Partner role at Frank, Rimerman + Co. One of the top 10 accounting firms in the San Francisco Bay Area and one of the top 100 in the nation. If you have the goal of becoming partner, this is the episode for you! You will learn: The skillset it takes to jump from manager to partner Sophia's guidance on how to effectively manage overwhelm during the busy season Why the future of accounting means you have to be able to think big picture and how to start practicing that now Resources mentioned in this episode: Wharton Business Radio podcast Sophia Loh's LinkedIn Frank, Rimerman + Co website This episode is brought to you by Money & Mimosas. 

In this episode, Damien Martin shares his career journey to becoming National Tax Assistant Director at BKD.  He began his career as a music major at UC Berkeley, before going on to finish his Masters in Taxation at Golden Gate University. Before becoming a director at BKD, he cultivated an expertise in working with high-net worth individuals on estate planning. In this episode you will learn, 1. Why Damien chose tax as his focus in accounting 2. How he is positioning his firm as a place of value as tax filing becomes more automated Resources mentioned: 1. Damien's LinkedIn 2. Annette Nellen 3. Damien's Twitter 4. Simply Tax podcast 5. Trusted Advisor by David Maister   This episode is brought to you by Money & Mimosas.

The Future of Accounting episode is back! In this episode, I share what I've been up to these last couple of months and insights I've learned from the hundreds of accountants I've met during the Future of Accounting podcast roadshow with Avalara. During Season 3, I'll be covering three major themes with interview guests. The importance of updating technology within your firm Thinking outside the box in terms of how you market your firm and the services you provide to your clients The importance of developing a brand I am so excited to introduce you to amazing guests and share the opportunities I have for your firm through the Money & Mimosas community. This episode is brought to you by Money & Mimosas.

In this episode, Danetha answers some of your biggest questions about the future of accounting. In April and May, we hosted two webinars sponsored by Avalara on CPA Academy. Nearly 2,500 of you signed up for them. A lot of you asked questions that Danetha didn't have time to answer on the webinar, so we created two episodes to answer your questions about the future of accounting and how to find your niche. In this episode, the questions Danetha answered: Do you recommend a specific CRM platform to organize the companies we are targeting   I currently work within a great niche (digital nomads) and am growing very rapidly. However, I'm having trouble hiring some help because it is specialized. Any advice here?  Danetha, the theory seems easy, however I struggle with defining a niche for me.  What are the most interesting niches you have seen people create in the accounting field?  Can we get a list of the web sites to write monthly articles you just mentioned? What did you do for this 60 year old? I have a similar problem.  Resources mentioned in this episode: Episode 16- Jeff Maddux, founder of the Lifestyle Accountant Dubsado Zoho TravelBank- use the promo code Future50 for $50 in rewards credit when you book your next flight This episode is brought to you by TravelBank, the app that helps you find the best flights at a lower cost than other platforms. They are giving the Future of Accounting community (YOU!), $50 in rewards credit with the next flight you purchase. All you have to do is click here to download the app, and use Future50 in the promo code to get $50 in rewards with your next flight.  

In this episode, Danetha answers some of your biggest questions about the future of accounting. In April and May, we hosted two webinars sponsored by Avalara on CPA Academy. Nearly 2,500 of you signed up for them. A lot of you asked questions that Danetha didn't have time to answer on the webinar, so we created two episodes to answer your questions about the future of accounting and how to find your niche. In this episode, Danetha answers the following questions:  With so many advancements in IT, is there a high risk that technology will cause a decline in future employment?  What criteria do you use to establish value pricing?  Any recommendation for industry information in the exercise clothing industry? How should I go about setting my fees , value based pricing What is a good tool for communicating with remote employees?  Do you still recommending using time billing software to track time as a tool even if value billing?  How do you find and retain clients? What app would you recommend for expenses?  Can you recommend tools for finanical statement presentations for the board? Are recent accounting graduates getting an education in consulting? Do you have advise for posting on your websites. I need to start to get traffic on my site but I do not usually use facebook etc.  Is there a simple way I can get started? How can I know which apps like SLACK vs CamScan are secure for confidential information. Do you advise value based billing for Tax work? Resources mentioned in this episode: Canva Time-tracking article Slack Sumo Reviews of Practice Management Tools by CPA Practice Advisor The Future of Work by BBC Ashley Kaltwasser TravelBank- use the promo code Future50 for $50 in rewards credit when you book your next flight This episode is brought to you by TravelBank, the app that helps you find the best flights at a lower cost than other platforms. They are giving the Future of Accounting community (YOU!), $50 in rewards credit with the next flight you purchase. All you have to do is click here to download the app, and use Future50 in the promo code to get $50 in rewards with your next flight.

In this episode, Barbara Torzewski gives us insight into how her firm, BDO, is using bots to transform their client's tax processes. After completing her Masters in Taxation, Torzewski's career journey has included roles as a Cost and Budget analyst, International Tax Analyst, and Corporate Tax Manager. Her current role is as the National Tax Transformation Leader, a manager role, at BDO. In this episode you will learn: How Torzewski landed her role as an International Tax Analyst without prior tax knowledge  Real-life examples of how automation and bots are changing the roles of tax accountants to become more like consultants Why collaboration and data analytics are equally important skills for accountants to develop Resources mentioned in this episode: Barbara Torzewski's LinkedIn BDO- Tax Transformation Services TravelBank- use the promo code Future50 for $50 in rewards credit when you book your next flight This episode is brought to you by TravelBank, the app that helps you find the best flights at a lower cost than other platforms. They are giving the Future of Accounting community (YOU!), $50 in rewards credit with the next flight you purchase. All you have to do is click here to download the app, and use Future50 in the promo code to get $50 in rewards with your next flight.    

In this episode, Darryl Ucheya gives an insider look into how he and KPMG are incorporating machine learning and AI into their tax services. Ucheya completed his undergraduate in accounting in 2015, then went on to get his Masters in Taxation before landing a role with KPMG as a tax associate. Originally from Nigeria, Ucheya learned early on of the importance of nurturing relationships in order to land internships, jobs and other career opportunities. In this episode you will learn: How Ucheya landed his first internship, even without having the best grades from his class The role machine learning plays in his day to day job Why project management is one of the top skills that accountants from tax to audit to consulting need to learn Resources mentioned in this episode: Darryl Ucheya's LinkedIn Shrewd CPA Beta Alpha Psi TravelBank- use the promo code Future50 for $50 in rewards credit when you book your next flight This episode is brought to you by TravelBank, the app that helps you find the best flights at a lower cost than other platforms. They are giving the Future of Accounting community (YOU!), $50 in rewards credit with the next flight you purchase. All you have to do is click here to download the app, and use Future50 in the promo code to get $50 in rewards with your next flight.    

In this episode, Dr. Chandra Bhansali, recognized as one of the Top 100 influential people within the accounting profession by Accounting Today, shares how his company revolutionized the accounting profession by introducing computerized tax filing and payroll as a revenue stream.  With a Ph.D. in Engineering and his wife with an advanced degree in Mathematics, together they co-founded AccountantsWorld. Together they introduced the first Windows-based professional tax system in the 1990s and continue to be at the forefront of technology within the accounting profession. In this episode you will learn: The beginnings of computerized tax filing before it became mainstream Why the technology of today has created revolutionary opportunities for accountants to generate revenue Why passion is the key to a successful career (and the fountain of youth) Resources mentioned in this episode: Chandra Bhansali's LinkedIn TravelBank- use the promo code Future50 for $50 in rewards credit when you book your next flight This episode is brought to you by TravelBank, the app that helps you find the best flights at a lower cost than other platforms. They are giving the Future of Accounting community (YOU!), $50 in rewards credit with the next flight you purchase. All you have to do is click here to download the app, and use Future50 in the promo code to get $50 in rewards with your next flight.  

In this episode, Sharell King shares how technology is reshaping the role of the tax accountant. And why it is now no longer enough to just be technically good at your job, but emerging leaders also need to think more like consultants for their clients. King originally thought she wanted to be a math teacher, but quickly realized that with her analytical mind, she would feel more at home as a tax accountant. After getting her Masters in Taxation from Golden Gate University, she worked for two of the Big 4 firms before venturing into the private sector, working for companies such as McKesson, Uber and now Upwork. In this episode you will learn: How King landed a role at a Big 4 firm shortly after graduating from Golden Gate University Why technology has changed her role as a tax accountant, and how she has managed to adapt to these changes The importance of developing your executive presence and why that is going to be key to your success as an accountant Resources mentioned in this episode: Sharell King's LinkedIn - she loves mentoring, so feel free to reach out to her and mention this podcast TravelBank- use the promo code Future50 for $50 in rewards credit when you book your next flight This episode is brought to you by TravelBank, the app that helps you find the best flights at a lower cost than other platforms. They are giving the Future of Accounting community (YOU!), $50 in rewards credit with the next flight you purchase. All you have to do is click here to download the app, and use Future50 in the promo code to get $50 in rewards with your next flight.    

In this episode, Guy Vadish shares why adopting technology is now the biggest determination for success for accountants.  Vadish is the co-founder of Artiffex, a platform that automates investment tracking for accounting professionals.  Artiffex is a spin-off from Ndex Systems.The Ndex platform supports over $100 billion dollars in managed assets, is utilized by over 350 investment firms in North America and extracts information from over 700 supported financial institutions globally. In this episode you will learn: Why clients are demanding that their accountants use up-to date technology How automation is eliminating low-value tasks for accountants The biggest challenge that face CPA firms- from sole practitioners to the Big 4 Resources mentioned in this episode: Guy Vadish's LinkedIn  Artiffex's website TravelBank- use the promo code Future50 for $50 in rewards credit when you book your next flight This episode is brought to you by TravelBank, the app that helps you find the best flights at a lower cost than other platforms. They are giving the Future of Accounting community (YOU!), $50 in rewards credit with the next flight you purchase. All you have to do is click here to download the app, and use Future50 in the promo code to get $50 in rewards with your next flight.    

In this episode, Jina Etienne shares why it is important for accounting firms to create an environment where accountants can be their authentic selves at work.  Etienne began her accounting career as a Senior Tax Consultant for Deloitte before launching her own CPA practice which she ran for seventeen years. She then become the Director- Taxation for the American Institute of Certified Public Accountants (AICPAs) where she led the Taxation team that was responsible for implementing tax and regulatory changes. After that role, Etienne assumed the President & CEO position for the National Association of Black Accountants (NABA) where she led the organization for two years. And now, Jina Etienne and her husband have launched EtiennePartners. In September 2017, the dynamic couple took their life partnership to another level and established a company dedicated to helping executive teams leverage the diversity of their teams. In this episode you will learn: How Jina overcame the imposter syndrome The process for integrating motherhood and career (even if you are not a parent, her advice is spot on for anyone who wants a life outside of work!) The new value proposition that all accountants need to embrace in order to remain successful Resources mentioned in this episode: Jina Etienne's LinkedIn and Twitter Etienne Partners website TravelBank- use the promo code Future50 for $50 in rewards credit when you book your next flight This episode is brought to you by TravelBank, the app that helps you find the best flights at a lower cost than other platforms. They are giving the Future of Accounting community (YOU!), $50 in rewards credit with the next flight you purchase. All you have to do is click here to download the app, and use Future50 in the promo code to get $50 in rewards with your next flight.  

In this episode, Frank Tsai shares his career journey to becoming the Head of Finance for TravelBank. Prior to TravelBank, Frank spent the majority of his career at Facebook managing financial forecasting, budgeting and analysis. In this episode, Frank dives into how AI and machine learning are creating a new type of accountant. The new accountant will need to understand process improvement and provide strategic insights for company growth. In this episode you will learn: How to put yourself out there to attract amazing career opportunities... even while playing volleyball How TravelBank is using machine learning to improve expense management Frank's advice on how to achieve what he calls a work-life blend, even as a busy financial professional This episode is brought to you by TravelBank, the app that helps you find the best flights at a lower cost than other platforms. They are giving the Future of Accounting community (YOU!), $50 in rewards credit with the next flight you purchase. All you have to do is click here to download the app, and use Future50 in the promo code to get $50 in rewards with your next flight.

Kelly Bistriceanu is the CEO of Kelly B Consulting, and is a business development guru in the accounting space. She helped her last company launch their accountant partner program, growing it from zero to nearly 20,000 members, and has worked with thousands of accountants from solo practitioners to Big 4 staff members.  In this episode, she shares: Why being efficient or adequate at your job is no longer enough How to craft your personal elevator pitch How to leverage technology to expand your personal brand This episode is brought to you by TravelBank, the app that helps you find the best flights at a lower cost than other platforms. They are giving the Future of Accounting community (YOU!), $50 in rewards credit with the next flight you purchase. All you have to do is click here to download the app, and use Future50 in the promo code to get $50 in rewards with your next flight.

In this week's episode, I chat with Jennifer Dymond, the CEO of Spire Consulting Services. In this episode, you will learn: The process for landing a job at a Top 100 accounting firm right after college How Dymond used networking events and conferences to build her career If you're thinking about launching your own practice, why it's important to start before you have earned all of your credentials This episode is brought to you by Avalara.  

In this week's Future of Accounting podcast episode, I chat with Tyler Skelton, the Business Development Manger for the Pacific Northwest at Roger CPA Review.  In this episode, you will learn: The biggest mistakes college students and emerging leaders make in their accounting career How Twitter helped Tyler land his job and how social media can help you stand out in the profession Tyler's five steps for standing out as an accountant Resources mentioned in this episode: Roger CPA Review Tyler's LinkedIn Connect with Tyler on Twitter This episode is brought to you by Avalara.  

In this week's episode, Scott Peterson, Director of Governmental Affairs at Avalara, provides more insight on the future of indirect tax. You can check out Part I of this conversation on Episode 28 with Marshal Kushniruk.  In this episode, you will learn: Scott Peterson's depth of experience with indirect tax regulations Is Twix a candy or cookie? And why this makes it so hard for states' to change their tax policies  Trends that accountants should pay attention to Resources mentioned in this episode: Avalara Avalara's sales tax blog Scott's LinkedIn  

In this week's Future of Accounting podcast episode, I chat with Marshal Kushniruk the EVP of Global Business Development for Avalara. In this episode, you will learn: Why technology is impacting indirect tax regulations. The global trends within indirect tax regulations. Specifically within Brazil, India and the United States.  How you can take full advantage of these shifts to create lucrative career opportunities. Resources mentioned in this episode: Avalara Background on the Quill vs. North Dakota sales tax ruling Marshal's LinkedIn

In this episode, Terry Pierce shares the key steps every college student needs to take to land an awesome job at a Top 100 accounting firm. Terry Pierce began his career as part of the audit staff at Arthur Anderson. As an auditor, he traveled around throughout Asia. He then worked for Ernst & Young as the National Diversity Recruiter before taking his current role, Regional Recruiting Manager for Moss Adams- a Top 100 accounting firm. In this episode, you will learn the seven core characteristics recruiters are looking for in college students, resume tips and how to put your best foot forward during the interview.

On this week's Future of Accounting episode, we chat with Accounting Today's Technology Editor, Ranica Arrowsmith.  Based in New York, Ranica keeps a close eye on the research that Big 4 firms are doing within blockchain and emerging technology platforms. In her words, blockchain and its impact is "not here yet" within accounting firms. Once it is, it will have a profound impact on cybersecurity and the role of the accountant. So, what does this mean for accountants? Ranica believes blockchain, and other technological advances, will require accountants to get really good at being human.  In this episode, Ranica shares with us: Blockchain and it's role in cybersecurity The trends she is seeing within firms as it relates to work-life balance for their employees  Why being human is the #1 skill an accountant needs to learn

Amanda Wilkie is widely regarded within the profession as a blockchain and emerging platforms expert. As the former Chief Information Officer for a Top 20 firm, she redefined the role of Information Technology within the organization and transformed a disengaged IT team into a proactive task force of strategic business partners capable of supporting projected 67% revenue growth to $250M. Now as a consultant for Boomer Consulting, she advises accounting firms on how to best leverage technology. In this episode, Amanda shares with us: Why and how technology is changing the accounting professional's role The steps you need to take to thrive in your career Her #1 tip for building a successful career as an accounting professional This episode is brought to you by Avalara.