Podcasts about Accounting

How does the recent C.H. Robinson lawsuit actually impact your day-to-day carrier selection policies? Bryan Nelson is back to deliver the straightforward facts on freight broker liability and negligent selection! We break down the massive $100M+ settlement, exploring how exerting too much control over drivers can trigger vicarious liability and why relying on publicly removed FMCSA SMS safety scores won't necessarily save you in a courtroom. Bryan lays out exactly what a reasonable carrier selection policy should look like in today's litigation-heavy freight market, equipping you with the vital, no-nonsense insights you need to manage risk, revamp your broker-carrier operations, and protect your bottom line without overstepping your bounds!   About Bryan Nelson Bryan J. Nelson is a transportation and logistics attorney assisting clients in the development and review of transportation agreements, the resolution and mitigation of cargo claims, and the establishment of corporate compliance strategies in accordance with state and federal regulations.  Prior to joining Taylor Nelson, Bryan practiced as general counsel and served as a chief administrative officer in the transportation industry for over a decade, representing a family of companies that included a motor carrier, a third-party logistics corporation, and a transportation management system (TMS) provider. Bryan graduated from Stetson University earning his juris doctorate and his master's degree in business administration. He received his undergraduate degrees in Accounting and Finance from Florida State University.  With his hands-on experience in the transportation industry, Bryan recognizes and understands the unique challenges and opportunities facing transportation companies throughout the supply chain.   Connect with Bryan LinkedIn: https://www.linkedin.com/in/bryan-j-nelson-esq-mba-59876b1b/  Email: bnelson@taylorlawpl.com  

David Richter, author of Profit First for Real Estate Investing and founder of Simple CFO, walks through how to onboard a fractional CFO the right way so the relationship pays off from day one. He explains what makes a CFO relationship different from working with a bookkeeper or CPA and what both sides need to bring to the table.This solo episode covers the prep work that gets you clarity faster, why every relevant person on your finance team belongs in the process, and how being honest about your money mindset shapes the whole engagement. If you're about to bring on a CFO or thinking about it, this one shows you exactly what to prepare and what to expect.Timeline Summary[0:26] – David sets up the episode on how to make your CFO relationship the best right off the bat[0:44] – The difference between onboarding well and just showing up unprepared[1:08] – Why total honesty during onboarding matters more with a CFO than any other money person[1:26] – How a CFO relationship differs from a bookkeeper's transactions or a CPA's tax focus[1:47] – The reluctant spouse problem and why all relevant people need to be on the early calls[2:24] – Book recommendation on money mindset from Morgan Housel for anyone struggling with it[2:59] – Accounting for the Numberphobic for owners intimidated by balance sheets and P&Ls[3:16] – Doing the groundwork yourself so less foundation has to be laid during onboarding[3:38] – Bring your existing bookkeeper and CPA into the process to make the handoff seamless[4:16] – You're the orchestra conductor, so connect the right people to the right systems[4:32] – Why owners avoid looking at finances most when money is tightest[4:54] – Telling your CFO how you actually feel about money instead of hiding it[5:10] – What the CFO should be doing: prepping you, starting where you are, asking good questions[5:47] – Why the relationship has to be two sided, a yin and yang, not one person pouring in[6:05] – Facing hard things, building reserves, and putting systems in place for better decisions5 Key TakeawaysLead With Total Honesty — A CFO relationship works only if you share what you actually want and where you're struggling. Hiding your money mindset just slows down the results you came for.A CFO Is Not A Bookkeeper Or CPA — Bookkeepers handle transactions and CPAs handle taxes. A CFO focuses on how money affects you, how much you keep, and the mindsets holding you back.Get Everyone On The Call — If a spouse or partner shares the finances, they belong on the early calls too. A reluctant participant who checks out undermines the whole engagement.Do The Groundwork First — Reading up on Profit First, balance sheets, and money psychology before you start means less foundation to lay. You get to clarity and better decisions faster.Bring Your Whole Finance Team — You're the conductor, so introduce your existing bookkeeper and CPA to your new CFO. Connecting the right people and systems makes the handoff seamless.Links & ResourcesSimple CFO — https://simplecfo.comProfit First for Real Estate Investing by David Richter — https://profitfirstrei.comThe Psychology of Money by Morgan Housel — https://www.morganhousel.comThe Art of Spending Money by Morgan Housel — https://www.morganhousel.comAccounting for the Numberphobic by Dawn Fotopulos — https://www.harpercollinsleadership.comEnjoyed This Episode?If this gave you a clear picture of what to prepare before your first CFO call, put it to work before you sit down with anyone. Share this episode with a business owner who's been avoiding their finances, and follow the show and leave a rating and review so more real estate investors can build the kind of money relationship that actually keeps them in control.

In this special edition of the Darden Admissions podcast, we share a recent installment in our ongoing ‘Office Hours' faculty spotlight series, a conversation with Professor Shane Dikolli. Dikolli is a member of the Darden's Accounting faculty, and his primary research interests focus on the performance evaluation of CEOs spanning both analytical modeling and empirical analysis. We talk with Dikolli about his background, what led him to Darden, why he's so interested in CEO performance, the Darden Worldwide Course he leads to Australia, his Strategic Costing elective and more. For more insights, tips, and stories about the Darden experience, be sure to check out the Discover Darden Admissions blog and follow us on Instagram @dardenmba. 

In this special edition of the Darden Admissions podcast, we share a recent installment in our ongoing ‘Office Hours' faculty spotlight series, a conversation with Professor Shane Dikolli. Dikolli is a member of the Darden's Accounting faculty, and his primary research interests focus on the performance evaluation of CEOs spanning both analytical modeling and empirical analysis. We talk with Dikolli about his background, what led him to Darden, why he's so interested in CEO performance, the Darden Worldwide Course he leads to Australia, his Strategic Costing elective and more. For more insights, tips, and stories about the Darden experience, be sure to check out the Discover Darden Admissions blog and follow us on Instagram @dardenmba. 

Send us Fan MailIf you think you don't have to worry about duplicate vendors because your Accounting System or ERP catches them – just know – that you probably have duplicate vendors.  Keep listening. Check out my website www.debrarrichardson.com if you need help implementing authentication techniques, internal controls, and best practices to reduce the potential for fraudulent payments, compliance fines or bad vendor data. Check out the Vendor Process Training Center for 173+ hours of weekly live and on-demand training for the Vendor team. Links mentioned in the podcast + other helpful resources:    Free Training Session:  8 Steps to Clean Your Vendor Master File Customized Vendor Validations Session: https://debrarrichardson.com/vendor-validation-sessionFree Download:  Vendor Validation Reference List with Resource Links https://debrarrichardson.com/vendor-validation-downloadVendor Process Training Center - https://training.debrarrichardson.comCustomized Fraud Training:  https://training.debrarrichardson.com/customized-fraud-training Free Live and On-Demand Webinars: https://training.debrarrichardson.com/webinarsVendor Master File Clean-Up:  https://training.debrarrichardson.com/cleanupYouTube Channel:  https://www.youtube.com/channel/UCqeoffeQu3pSXMV8fUIGNiw More Podcasts/Blogs/Webinars www.debrarrichardson.comMore ideas?  Email me at debra@debrarrichardson.com Music Credit:  www.purple-planet.com

From vendor demonstrations to hallway conversations, this year's conference season highlights both excitement and uncertainty across the profession.Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationEvery summer, accounting professionals pack conference centers looking for the next big idea. They attend breakout sessions, visit vendor booths, compare notes with peers and return to their firms with pages of ideas.This year, however, the conversations feel different.Artificial intelligence still dominates the agenda, but the Accounting ARC hosts notice a subtle shift beneath the excitement. The biggest takeaway isn't simply that AI is everywhere. It's that many accountants are struggling to separate innovation from marketing, capability from hype, and opportunity from risk. MORE Accounting ARC: The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting's Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet In this episode of Accounting ARC, hosts Byron Patrick, CPA.CITP, senior product manager for Karbon and co-founder and educator for TB Academy; Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation; and Liz Mason, CPA, CEO of High Rock Accounting, reflect on what they observe during this year's conference season—and what those observations reveal about the profession's next challenge.

Susan Hayes Culleton spoke to Tom Francis, Head of Accounting at Kinore to discuss the importance of businesses having well-managed accounts

Sharon Cooke, technical director at 20:20 Innovation, joins the latest episode of No Accounting for Taste to talk about training in a changing profession, the skills accountants will need and why development should support a firm's wider strategy.

In this episode, Parag from WebGility shares what he's observed in the profitability differences between six, seven, and eight-figure e-commerce sellers. Other than that, Parag also dives into SKU level economics, overlooked fees, and the best channels to expand to, to maximize profits. Accounting is one of the most boring things about e-commerce.  But it remains to be one of the most important parts of running an e-commerce business.  Because if you are only keeping an eye on your top-line revenue, you might be overlooking an important aspect of your profitability.  That's why in today's episode I'm joined by Parag Mamnani, the CEO of Webgility, where we talk about the most overlooked factors that affect profitability and what the biggest differences are between 6, and 8 figure sellers.  Thinking about taking some risk off the table? Or are you looking at taking an extended break from e-commerce in general? Know what your e-commerce business is worth with Quiet Light Brokerage. Timestamps 00:00 - Introduction to seller profitability tiers 00:29 - WebGility's role in e-commerce bookkeeping 04:28 - Differences between WebGility and competitors 07:15 - Real-time SKU level data and AI integration 09:33 - Lessons from scaling from six to eight figures 11:02 - Emerging profitable channels beyond Amazon 13:22 - Channel expansion and complexity management 16:42 - Impact of AI and brand differentiation 18:28 - Transparency and competition on Amazon 21:38 - Revenue size and scaling challenges 24:32 - Thresholds for business sophistication 28:47 - Granular expense analysis for profitability 32:36 - WebGility's SKU-level reporting and support 34:51 - The importance of accountability in financial data 35:32 - Ideal customer profile for WebGility Resources WebGility - https://www.webgility.com Quiet Light Brokerage - https://quietlight.com The Exitpreneur - https://www.amazon.com/s?k=The+Exitpreneur Want to hear more about Parag or Webgility? You can learn more about Parag through his linkedin page here, and through his company Webgility.  As always, if you have any questions or anything that you need help with, leave a comment down below if you're interested. Don't forget to leave us a review on iTunes if you enjoy our content. Thanks for listening! Until next time, happy selling!

Working harder than ever, but the money still isn't following? Here's the uncomfortable truth: the worst thing you can do to make more money is work more. The money was never in the hours — it's in your packages. This episode breaks down the duo-pricing shift that lets you charge two to four times more, shed the clients who drain you, and finally build a firm you actually like again. Summer's the time to start.…Link to full shownotes: https://www.businessstrategyforcpas.com/397…Want the skinny on pricing?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free, and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want to hear what works, from 57+ clients?Check out the Client Success Stories podcast: LISTEN »

On this episode of the Woodard Report podcast, Heather speaks with Peter McCarroll about why accounting firms must treat AI adoption as a strategic business transformation rather than simply adding new software tools. Peter explains the pricing pressures threatening traditional compliance work, the need to redesign firms around advisory value and human relationships, and how reusable AI instructions and skills can help teams turn individual experimentation into shared, repeatable processes. About Peter McCarroll Peter McCarroll is a Chartered Accountant (NZ), CPA (Canada), and the founder of The AI Accountant — the only AI training and implementation platform built exclusively for CAS practices. He runs a full-service accounting practice at Fuel Accountants, where he has spent the past two years deploying AI across real client workflows. Peter helps accounting firms move from experimentation to operational transformation — not with theory, but with systems built inside a working practice. The AI Champion's Field Guide: What to Do Now, What to Ask For Learn more about The AI Accountant Learn more about Fuel Accountants Connect with Peter on LinkedIn Thank you to our show sponsor, Bill! Bill is the intelligent way to create and pay bills, send invoices, manage expenses, control budgets, and access the credit your business needs to grow, all in one platform. Learn more about the show and our sponsors at Woodard.com/podcast

The second quarter of 2026 has delivered another wave of innovation across the accounting technology landscape. In this episode, Heather Smith is joined by Tyler Caskey from The Bean Counters to unpack the recent product releases, AI developments, payroll changes, reporting enhancements, and practice management updates shaping the profession. Alongside practical commentary on the latest features from leading accounting platforms, they discuss cybersecurity lessons, the impact of industry layoffs, emerging AI-first accounting systems, and several standout apps that deserve attention. Whether you're an accountant, bookkeeper, advisor, or business owner, this episode offers practical insights to help you stay informed and identify technology worth exploring.   Key discussion points Heather and Tyler discuss major updates from QuickBooks, MYOB, Xero and Easy Business App, including AI-powered reconciliation, open banking developments, Employment Hero integration, and evolving automation features. They explore emerging accounting platforms including Digits and Prosaic, examining how AI-native general ledgers could reshape the future of bookkeeping and financial management. The conversation covers important payroll and compliance developments, including Beam, Employment Hero, Tanda, and practical considerations for Australian businesses adapting to the new requirements. A wide range of specialist apps are highlighted, including RecHound, XBert, Calxa, HoneyBook, TaxDome, MinuteDock, DataSights, Archer Cards, Hello Cashflow, Kloud Connect, WorkGuru, EzyCollect and many more, with practical commentary on where each solution fits. Heather also shares her recent experience recovering a compromised Google account, reinforcing the importance of cybersecurity, strong authentication, backup recovery methods, and maintaining trusted professional networks.   The accounting technology ecosystem continues to evolve at an incredible pace, with AI, automation, compliance, and integration driving much of the innovation. While not every new feature will suit every business, understanding what's available helps accountants and bookkeepers make better technology decisions for themselves and their clients. This episode provides a practical snapshot of where the industry is heading and highlights the solutions that are genuinely worth keeping on your radar.   This episode is also syndicated to Accountants Daily Under the Hood podcast.   Read here how I work with some solutions mentioned  https://endorsementdisclosure.com/     Apps & Tools Mentioned: Apps & Tools Mentioned: Dext – https://dext.com/ Google Workspace (Gmail) – https://workspace.google.com LinkedIn – https://www.linkedin.com GoCardless – https://gocardless.com Reddit – https://www.reddit.com QuickBooks – https://quickbooks.intuit.com Employment Hero – https://employmenthero.com MYOB – https://www.myob.com MYOB Solo – https://www.myob.com/au/products/solo Airwallex – https://www.airwallex.com NAB Connect – https://www.nab.com.au/business/internet-banking/nab-connect CommBiz – https://www.commbank.com.au/business/online-banking/commbiz.html ING – https://www.ing.com.au Xero – https://www.xero.com Claude – https://claude.ai Anthropic – https://www.anthropic.com Easy Business App – https://easybusinessapp.com.au Digits – https://digits.com Ignition – https://www.ignitionapp.com Karbon – https://Karbonhq.com Reach Reporting – https://reachreporting.com Prosaic – https://www.prosaic.works/ Zoho – https://www.zoho.com RecHound – https://rechound.com Easy Month-End – https://easymonthend.com HoneyBook – https://www.honeybook.com TaxDome – https://taxdome.com XBert – https://www.xbert.io/ Calxa – https://www.calxa.com Beam – https://www.beamconnect.com.au Hero Force – https://employmenthero.com Tanda – https://www.tanda.co MinuteDock – https://minutedock.com Google Authenticator – https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2&hl=en&pli=1 Microsoft Authenticator – https://www.microsoft.com/security/mobile-authenticator-app Xero Verify – https://www.xero.com/security/two-step-authentication Archa Cards – https://www.archa.com.au/ Wise – https://wise.com Weel – https://www.weel.com.au DataSights – https://datasights.co Microsoft Azure – https://azure.microsoft.com Power BI – https://powerbi.microsoft.com Lovable – https://lovable.dev Cadence – https://cadenceapp.com.au Hello Cashflow – https://www.hellocashflow.com/ Float – https://float.app Kloud Connect – https://www.kloudconnect.com.au/ FYI – https://fyidocs.com SharePoint – https://www.microsoft.com/microsoft-365/sharepoint com.au – https://pay.com.au EzyCollect – https://ezycollect.com.au Apple Pay – https://www.apple.com/apple-pay Google Pay – https://pay.google.com WorkGuru – https://www.workguru.io Dashboard Insights – https://dashboardinsights.com.au Wagepoint – https://wagepoint.com Sage – https://www.sage.com   Episode resources and links:   Tyler Caskey : https://www.linkedin.com/in/tylercaskey/ The Bean Counters : https://www.thebeancounters.com.au/   If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:   LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

Block's Buzz is an open, self-hostable workspace for humans, AI agents, chat, and code; and it may be the most Linux-friendly vision for what comes next.Sponsored By:Jupiter Party Annual Membership: Put your support on automatic with our annual plan, and get one month of membership for free!Managed Nebula: Meet Managed Nebula from Defined Networking. A decentralized VPN built on the open-source Nebula platform that we love.Support LINUX UnpluggedLinks:Jupiter Broadcasting Buzz CommunityWeb Boost — Send us a boost via sats or USD

The Wasteland beckons! The boys continue their journey of survival and revenge across the irradiated wastes of Fallout New Vegas, led by our good friend Ryan Curran. Gangs, ghouls, and more await!

NAME ECOLONOMY IN SOIL ON CARBON MEASURING IN TO THE SYSTEM OF ECOLONOMY ACCOUNTING -SoEA

In this episode of the ASC Podcast with John Goehle, we run through the ASC news that matters — a sweeping CMS enrollment proposal, the anesthesia squeeze, and more — plus a few things we've been seeing out in the field. Then John sits down with two veteran pharmacy consultants for a practical look at medication safety in the surgery center, from patient screening to drug diversion to malignant-hyperthermia readiness. This episode is sponsored by Surgical Information Systems, RFX Solutions, Medserve and  Ambulatory Healthcare Strategies. Notes and Resources from this Episode: CMS seeks new powers to deny or revoke enrollment for “problematic” Medicare providers — Becker's Hospital Review: beckershospitalreview.com CY2027 Home Health PPS proposed rule (CMS-1844-P) — Medicare enrollment provisions (retroactive revocation, location & affiliation rules, 855B private-equity/REIT disclosure); comments due Aug 31, 2026 — CMS fact sheet: cms.gov Elevance's 10% out-of-network penalty — 3 payer moves disrupting ASCs, physicians — Becker's ASC: beckersasc.com Why anesthesia stipends could be inevitable amid outdated ASC models — Becker's ASC: beckersasc.com Feds: Iowa plastic surgeon defrauded Medicare through false billings — Iowa Capital Dispatch: iowacapitaldispatch.com CMS request for information on episode-based payment for ASCs (ASCA opposed) — ASC News: ascnews.com Companion episode: Episode 283 — Pharmacy Management and Recalls . INFORMATION ABOUT THE ASC PODCAST WITH JOHN GOEHLE ASC Central is our one-stop site for ASC bootcamps, on-demand conferences, and membership programs: conferences.asc-central.com Patron Membership — our base membership for podcast listeners: regular group Zoom sessions, a full resource database to help run your ASC, and several free conferences (Conditions for Coverage, Medical Director, Credentialing, and Finance & Accounting). Become a Patron Member Premium Access Program — includes Patron membership PLUS unlimited Bootcamps (Administrator and Director of Nursing, normally $1,899.99 each), our Credentialing, Conditions for Coverage, Medical Director and Infection Control programs, weekly drop-in Zoom sessions, and up to five hours of private consulting. Sign up for Premium Access Compare both programs: conferences.asc-central.com/membership-programs-2   Important Resources for ASCs: Conditions for Coverage: https://www.ecfr.gov/cgi-bin/text-idx?c=ecfr&rgn=div5&view=text&node=42:3.0.1.1.3&idno=42#se42.3.416_150 Infection Control Survey Tool (Used by Surveyors for Infection Control) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107_exhibit_351.pdf Updated Guidance for Ambulatory Surgical Centers - Appendix L of the State Operations Manual (SOM) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107ap_l_ambulatory.pdf https://www.cms.gov/medicareprovider-enrollment-and-certificationsurveycertificationgeninfopolicy-and-memos-states-and/updated-guidance-ambulatory-surgical-centers-appendix-l-state-operations-manual-som Policy & Memos to States and Regions CMS Quality Safety & Oversight memoranda, guidance, clarifications and instructions to State Survey Agencies and CMS Regional Offices. https://www.cms.gov/Medicare/Provider-Enrollment-and-Certification/SurveyCertificationGenInfo/Policy-and-Memos-to-States-and-Regions Other Resources from the ASC Podcast with John Goehle: Visit the ASC Podcast with John Goehle Website Books by John Goehle Get a copy of John's most popular book - The Survey Guide - A Guide to the CMS Conditions for Coverage & Interpretive Guidelines for Ambulatory Surgery Centers

This year marked the 250th anniversary of the signing of the declaration of independence. Did you celebrate? Because it seems like Washington, D.C. didn't, or at least not very well. Jane talks with art historian and critic Seema Rao about how people like her build better experiences to draw bigger audiences to events like Trump's "Freedom 250," the fair that flopped. You can find Seema at ArtLust on Substack, TikTok, YouTube and other socials. Hosted on Acast. See acast.com/privacy for more information.

In this special episode of the ASC Podcast with John Goehle, recorded live at the Colorado ASC Association's annual conference in Golden, John shares five conversations from the meeting — with association and board leaders, a cardiology-focused ASC, and a center administrator — for a look at what's driving Colorado's surgery centers and why the state conference is worth the trip. This episode is sponsored by Surgical Information Systems, RFX Solutions, Medserve and  Ambulatory Healthcare Strategies. Notes and Resources from this Episode: Colorado Ambulatory Surgery Center Association (CASCA) Website: coloradoasc.org INFORMATION ABOUT THE ASC PODCAST WITH JOHN GOEHLE ASC Central is our one-stop site for ASC bootcamps, on-demand conferences, and membership programs: conferences.asc-central.com Patron Membership — our base membership for podcast listeners: regular group Zoom sessions, a full resource database to help run your ASC, and several free conferences (Conditions for Coverage, Medical Director, Credentialing, and Finance & Accounting). Become a Patron Member Premium Access Program — includes Patron membership PLUS unlimited Bootcamps (Administrator and Director of Nursing, normally $1,899.99 each), our Credentialing, Conditions for Coverage, Medical Director and Infection Control programs, weekly drop-in Zoom sessions, and up to five hours of private consulting. Sign up for Premium Access Compare both programs: conferences.asc-central.com/membership-programs-2   Important Resources for ASCs: Conditions for Coverage: https://www.ecfr.gov/cgi-bin/text-idx?c=ecfr&rgn=div5&view=text&node=42:3.0.1.1.3&idno=42#se42.3.416_150 Infection Control Survey Tool (Used by Surveyors for Infection Control) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107_exhibit_351.pdf Updated Guidance for Ambulatory Surgical Centers - Appendix L of the State Operations Manual (SOM) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107ap_l_ambulatory.pdf https://www.cms.gov/medicareprovider-enrollment-and-certificationsurveycertificationgeninfopolicy-and-memos-states-and/updated-guidance-ambulatory-surgical-centers-appendix-l-state-operations-manual-som Policy & Memos to States and Regions CMS Quality Safety & Oversight memoranda, guidance, clarifications and instructions to State Survey Agencies and CMS Regional Offices. https://www.cms.gov/Medicare/Provider-Enrollment-and-Certification/SurveyCertificationGenInfo/Policy-and-Memos-to-States-and-Regions Other Resources from the ASC Podcast with John Goehle: Visit the ASC Podcast with John Goehle Website Books by John Goehle Get a copy of John's most popular book - The Survey Guide - A Guide to the CMS Conditions for Coverage & Interpretive Guidelines for Ambulatory Surgery Centers

In this special episode of Accountants Daily Insider, produced in partnership with Business Automation Works (BAW), the team behind ATOmate and Omble, we explore changes to how the ATO is managing debt and compliance, and what those changes mean for accounting practices. Host Jerome Doraisamy and Stan Corner, CEO and founder of Business Automation Works (BAW), discuss: The biggest changes to the ATO's approach in recent years. The types of activity being undertaken by the ATO that practices should be paying attention to. Who receives a DPN and how accounting practices become aware of them. Ongoing PAYG challenges. Management of ATO communications. How ATOmate helps practices become more proactive. Click here to learn more about Business Automation Works (BAW), ATOmate and Omble, click here.

Manuel Aragon helps individuals and small businesses build financial clarity through expert accounting, bookkeeping, and tax preparation, delivering clean books, confident decisions, and a stronger foundation for growth. Top 3 Value Bombs 1. You cannot build a successful business on a weak financial foundation. Clean books create the visibility needed to make confident decisions and scale effectively. 2. Financial clarity drives growth. Accurate records help entrepreneurs secure funding, identify profit leaks, improve cash flow, and make better strategic decisions. 3. A great accountant or bookkeeper should not feel like an expense. They should function as an investment that continually pays for itself through improved financial performance and decision-making. Check out Manuel's website to learn more about him and his services - Aragon Tax Return Services Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Strawberry - Discover what's possible with a professional coach by your side. Start today and get 50 percent off your first coaching session at Strawberry.me/fire.

In a 21st-century knowledge economy where tech valuations eclipse physical industrial giants, traditional accounting frameworks like IAS 38 are struggling to reflect what actually drives modern corporate value. In this episode of Risky Women Radio, host Kimberley Cole sits down with strategic advisor, researcher, and governance expert Katrin Gülden Le Maire. Bringing a rare interdisciplinary lens spanning finance, tech, ESG, and philosophy, Katrin unpacks why intangible assets—from human relationships and talent to organisational trust—require a radical rethink in governance. Together, they explore why relying purely on quantitative algorithms misses the mark, how AI is reshaping human connective labour, and why courageous business leaders must take charge of defining social capital before regulators do it for them. Shownotes 02:03 – From Inner-City Outreach to Private Jets: Katrin's Multidisciplinary Journey 05:51 – Principles vs. Preferences: Turning Down Corporate Mandates for Values 11:40 – Systems Thinking: Applying Cybernetics to Interconnected Business Networks 15:47 – The Knowledge Economy & The Outdated Limits of IAS 38 Accounting 23:06 – Defining Social Capital: Balancing Economic & Sociological Perspectives 27:44 – Why Business Leaders—Not Regulators—Must Drive the Social Capital Debate 38:00 – Practical Exercise: A Two-Page Challenge for Boards and Executive Leaders

My guest today is Chander Sankaran, an ERP and change management Specialist. With a professional background in finance and accounting, he has played many cross-functional roles that bridge the gap between finance and information technology. In this conversation, Chander talks aboutBeginning his career in finance and accounting, then entering software through early ERP implementation work in a manufacturing plant in India.His move to the U.S. in the late 1990sHow his accounting and operational background helped him stand out in consulting by giving him stronger context for business requirements.Critical factors for smooth go-livesThe importance of change management for any enterprise technology work How factors such as global teams and hybrid work models require flexibilityThe benefits of AI in improving individual productivitySome concerns about AI's environmental footprint and its potential effect on entry-level roles.He also shares practical career advice including keeping a resume updated, understanding that everyone is replaceableHis personal practices for staying groundedChander S is an ERP Specialist based in Texas, and originally from Chennai, India. With a professional background in finance and accounting, he has played in cross-functional roles that bridge the gap between finance and information technology. Outside of work, Chander enjoys yoga, trekking, and volunteering in his local community.He may be contacted at https://www.linkedin.com/in/chander-sankaran-9027503/

Hyperscalers are pouring hundreds of billions into AI this year. Mid-market companies are right behind them, spending hundreds of thousands to millions on their own AI initiatives. Different scale, same accounting headache.Adam Olsen and Nicole Harger break down how to actually account for AI development costs, and why the playbook finance teams have used for traditional software doesn't map cleanly onto this technology.In this episode:Why framework selection comes first: internal-use software (ASC 350-40), externally marketed products (ASC 985-20), and pure research (ASC 730) all carry different capitalization rulesThe three-stage model under ASC 350-40 and why AI's iterative development cycle makes stage-tracking harder than it looksData costs: the most overlooked, most material line item, and the "alternative future use" judgment that determines its treatmentASU 2025-06: FASB's principles-based overhaul of internal-use software accounting, and the new "significant development uncertainty" concept that changes when AI projects can start capitalizingWhat this all means for budgeting, useful life assumptions, build-vs-buy decisions, and the auditor conversation

With so much AI development going on, companies need to understand how to apply accounting rules. There are existing accounting frameworks under U.S. GAAP that are relevant, but the challenge is applying them to AI. There are grey areas and questions that need to be answered. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:Accounting for AI Implementation Costs: Practical Information for Finance LeadersAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

What does a top venture investor think about AI's impact on accounting, and what should finance professionals actually do about it?In this episode of Blood, Sweat & Balance Sheets, FloQast CEO Mike Whitmire sits down with Roy Luo, General Partner at ICONIQ Capital — an investor in Anthropic, Snowflake, Databricks, and Stripe — to break down what the AI wave really means for the accounting profession.They cover:Why accounting is facing a talent shortage that AI is uniquely positioned to solveHow the shift to AI mirrors the Excel revolution — and what that means for your careerThe concept of "token rationing" and why accounting departments may be last in line for AI resourcesWhy founders with product intuition are better positioned to navigate paradigm shiftsWhat it means to be a trusted partner vs. a vendor in the age of AIWhether you're a controller, CFO, or just trying to future-proof your career, this conversation offers a rare outside-in perspective on where the profession is heading.

ஆஸ்திரேலியாவில் பலரும் தற்போது தங்களது Tax Return-ஐ தாக்கல் செய்து வரும் நேரமிது. இவ்வேளையில் Tax தொடர்பான பல முக்கிய கேள்விகளுக்கு எளிய விளக்கம் தருகிறார் Taxation and Accounting துறைகளில் 20 ஆண்டுகளுக்கும் மேலான அனுபவம் கொண்ட ஸ்ரீ பத்மநாதன் அவர்கள். அவர் Chartered Accountant மற்றும் OzLedger – Accountants & Tax Agents நிறுவனத்தின் நிறுவனர் ஆவார். அவரோடு உரையாடுகிறார் றைசெல்.It is tax return time in Australia, with many people currently lodging their returns. Sri Pathmanathan, a Chartered Accountant with more than 20 years of experience in taxation and accounting, provides clear explanations to some important tax-related questions. He is the founder of OzLedger – Accountants & Tax Agents.

Join us in Clean Biz Network! https://www.cleanbiznetwork.app/Get your Cleaning Business Automated! Visit https://cleanbizuniversity.com/automa...Join this channel to get access to perks:   / @ajsimmonsonline  Schedule a 1 on 1 Consultation: https://calendly.com/ajsimmonsLet my lead generation company to set bid appointments for you! Click here https://www.cleanbizcrm.com/leadgener...Follow: @AjSimmonsOnline on Instagram   / ajsimmonsonline  Need Business Insurance? Click this link https://nextinsurance.sjv.io/Ea23K9Need Business Credit? Apply at this linkhttps://americanexpress.com/en-us/ref...Need help with Accounting, Bookkeeping, and Taxes? This is the company that I use https://www.bench.co/partner/clean-bi...Thank you for watching, subscribing, liking, sharing, and commenting!!!!

Corey's Divorce Will Not Go Away: Courtney is not done with Corey Feldman as she wants her legal and accounting fees paid. We take a look back at the good times through the "Without U" music video. Also some behind the scenes footage and interviewsJerry O'Connell: Jerry O'Connell is trying to hijack the friendship arc and hand it over to the Bonfire. We see you Jerry, also we check in on Corey's Twitter.Adrien Skye: A true Adrien Age Check as she celebrates her birthday and is rehearsing for her upcoming show.COREY FELDMAN!, SHOW STOPPER!, LET'S JUST TALK!, DON CHEADLE!, BOOGIE NIGHTS!, JIM AND THEM IS POP CULTURE!, COREY FELDMAN SHOW!, REAL ONES!, PO BOX!, ALL DAY GOONS!, CONTEST!, FEDDOG SUMMER 2!, STARTED WITH A BURGER!, HDM!, AI!, BANGER!, BLAME IT ON THE CHEESEBURGER!, SONIC!, CREAM SHAKE!, NELLY!, COURTNEY FELDMAN!, DIVORCE!, OUTSTANDING FEES!, ACCOUNTING!, LEGAL FEES!, FINANCIAL DISPUTE!, WITHOUT U!, MUSIC VIDEO!, LOOK BACK!, ROMANCE!, GOOD TIMES!, TOMATO!, GUY!, GOLDMEMBER!, SHORT FILM!, JAKE PERRY!, OLD BEEF!, BEHIND THE SCENES!, ALL THAT!, LEEBOY TV!, PANELED ROOM!, BENTLEY MITCHUM!, GREGG!, LEE FRIERSON!, CHINESE!, JAPANESE!, WHAT ARE THOSE!?, SUGAR!, BRAIN!, INTERVIEW!, CRINGE!, POP SONG!, COMEBACK KING!, AAVE!, TALK BLACK!, CODE SWITCH!, INTERVIEW!, LYRICS!, JERRY O'CONNELL!, SAM ROBERTS!, PIVOT!, BIG JAY!, ROBERT KELLY!, ADRIEN SKYE!, SCOOBY DOO!, BIRTHDAY!, REEL!, ADRIEN AGE CHECK!, COREY'S TWITTER!, PRESS CONFERENCE!, MIKE PATTON!, FRED DURST!, LIES!, BUNGLE BOYS!, HDM!You can find the videos from this episode at our Discord RIGHT HERE!

This year's pricing benchmark report is out, and there's a gap in it I think matters more than the numbers themselves. I share what I found in this episode. For more, join me and Dawn Brolin live on July 23rd: https://www.ignitionapp.com/webinars/are-you-charging-what-youre-worth

In this episode, David Perez dives deep into how AI is reshaping the accounting industry, why human connection remains invaluable, and how business owners can adapt to automation without losing their edge. From lessons on value-based pricing to the importance of integrating AI efficiently, David brings clarity and actionable advice for entrepreneurs navigating this new landscape.Chapters:00:00 - Intro: David Perez02:27 - AI Layoffs & How To Adapt04:49 - Balancing AI and human connection06:00 - Can AI Boost Your Business?10:27 - How Good Are AI Agents?14:25 - The Problem With AI17:26 - AI Hate & Taxes On Layoffs 20:00 - Will AI Replace You?21:44 - How To Get Replaced23:00 - Biggest Mistake You Can Make!David Perezhttps://www.taxplanexperts.com/https://taxmaverick.ai/https://www.youtube.com/ ⁨@iamdavidaperez⁩  https://www.davidaperez.com/#ai #business #aiagents #podcast

Alicia sits down with longtime friend and Intuit Trainer/Writer Network co-founder Alison Ball to trace her path from Intuit through Liscio and BookKeep to running her own consulting practice as a trusted sounding board for tech companies and practitioners alike. Alison breaks down why so many accounting tech products stumble (hint: they skip the accountants), shares Blake Oliver's now-famous advice to fix your bottleneck before pointing AI at anything else, and makes the case for why the UK's tax system might be a preview of where the US is headed. Grandkids, gardens, and gamillion-dollar vines make an appearance too.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix(00:00) - Podcast Welcome Guest Intro (00:45) - Off Brand QBO Shirt Story (01:36) - How We Met At Connect (04:24) - TWN Origins And Auditions (07:05) - TWN Disbanding Impact (09:03) - Layoffs And Career Shifts (12:43) - Product Design Mistakes (15:25) - AI Bottlenecks And Decisions (17:39) - Community Collaboration Shift (22:13) - Canada Vs US Accounting (24:29) - Canadian Community Leaders (25:21) - Inclusive Culture And Travel Plans (26:16) - Training Tour Across Canada (27:03) - Advice For Industry Change (28:48) - Getting On The AI Train (31:16) - Tech That Fades Into Background (32:21) - AI Apps And Workflow Value (35:25) - Making Tax Digital Future (40:05) - Life Updates And Where To Connect (43:36) - QuickBooks Hands On Training Pitch (45:24) - Final Thanks And Wrap Up LINKSReach out to Alison at https://www.linkedin.com/in/alisonball/Listen to our episode about Intuit layoffs: uqb.show/146July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

On this episode of the ASC Podcast with John Goehle, we discuss the latest news and information, including extreme heat shutting down elective surgery at an Illinois surgery center, a federal court ruling against the Leapfrog Group and Leapfrog's plan to publicly rate nearly 4,000 ASCs later this month, recent drug recalls, and the new Section 504 accessibility requirements. In our focus segment, we discuss pharmacy management and recalls in the ASC. This episode is sponsored by Surgical Information Systems, RFX Solutions, MedServe and Ambulatory Healthcare Strategies. Notes and Resources from this Episode: Extreme heat forces an Illinois ASC to halt elective surgeries — Becker's ASC: beckersasc.com Federal court orders the Leapfrog Group to pull hospital safety grades — Fierce Healthcare: fiercehealthcare.com Pharmacy recall & shortage resources: FDA Drug Recalls: fda.gov/drugs/drug-recalls Drug Shortages (FDA/ASHP via ASCA): ascassociation.org/drug-shortages   |   Conditions for Coverage §416.48 (eCFR): ecfr.gov §416.48 John's panel — “Winning the ASC Talent War,” ASC News Investments & Operations Conference (Grand Hyatt Denver, July 8–9, 2026); full agenda: ascninvestmentsandoperations.com/2026-agenda Leapfrog ASC Public Reporting Program — nearly 4,000 ASCs publicly rated beginning July 25, 2026 (CMS ASCQR measures, accreditation standards, and the voluntary ASC Survey 2.0): leapfroggroup.org — ASC Program Look up your own center on Leapfrog's Hospital and Surgery Center Ratings site: ratings.leapfroggroup.org INFORMATION ABOUT THE ASC PODCAST WITH JOHN GOEHLE ASC Central is our one-stop site for ASC bootcamps, on-demand conferences, and membership programs: conferences.asc-central.com Patron Membership — our base membership for podcast listeners: regular group Zoom sessions, a full resource database to help run your ASC, and several free conferences (Conditions for Coverage, Medical Director, Credentialing, and Finance & Accounting). Become a Patron Member Premium Access Program — includes Patron membership PLUS unlimited Bootcamps (Administrator and Director of Nursing, normally $1,899.99 each), our Credentialing, Conditions for Coverage, Medical Director and Infection Control programs, weekly drop-in Zoom sessions, and up to five hours of private consulting. Sign up for Premium Access Compare both programs: conferences.asc-central.com/membership-programs-2   Important Resources for ASCs: Conditions for Coverage: https://www.ecfr.gov/cgi-bin/text-idx?c=ecfr&rgn=div5&view=text&node=42:3.0.1.1.3&idno=42#se42.3.416_150 Infection Control Survey Tool (Used by Surveyors for Infection Control) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107_exhibit_351.pdf Updated Guidance for Ambulatory Surgical Centers - Appendix L of the State Operations Manual (SOM) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107ap_l_ambulatory.pdf https://www.cms.gov/medicareprovider-enrollment-and-certificationsurveycertificationgeninfopolicy-and-memos-states-and/updated-guidance-ambulatory-surgical-centers-appendix-l-state-operations-manual-som Policy & Memos to States and Regions CMS Quality Safety & Oversight memoranda, guidance, clarifications and instructions to State Survey Agencies and CMS Regional Offices. https://www.cms.gov/Medicare/Provider-Enrollment-and-Certification/SurveyCertificationGenInfo/Policy-and-Memos-to-States-and-Regions Other Resources from the ASC Podcast with John Goehle: Visit the ASC Podcast with John Goehle Website Books by John Goehle Get a copy of John's most popular book - The Survey Guide - A Guide to the CMS Conditions for Coverage & Interpretive Guidelines for Ambulatory Surgery Centers

Rebekah Brown Olson didn't plan to lead a state CPA society. A single leadership assessment during a firm training session reframed how she saw her own strengths, and thirteen years later she's the CEO of the Maryland Association of CPAs, connecting firm leaders across the profession every day. In this conversation, Brannon Poe talks with Rebekah about what's really driving change in accounting right now, and why she believes community, not information, is what separates firms that thrive from firms that struggle.Rebekah shares an encouraging read on the student pipeline, pointing to strong turnout and impressive second-career candidates at a recent University of Maryland accounting graduation event. She also walks through her theory on where private equity is headed: a barbell shaped profession, with large firms formed through consolidation on one end and a new wave of small, independent firms on the other, as CPAs who leave newly acquired environments choose to build something of their own.For firm owners thinking about their own exit, Rebekah's advice centers on two habits: treating strategy as something to revisit constantly rather than a plan that sits on a shelf, and involving the people around you early, since real alignment comes from letting your team weigh in on where the firm is headed.The Conversation Covers:How a leadership assessment redirected Rebekah's entire career pathWhy community may be the biggest differentiator for CPA firms over the next decadeHow private equity could reshape the profession into a barbell-shaped structureWhy small firms are positioned to specialize and move faster than larger competitorsHow involving your team early creates real strategic alignment ahead of a transitionWhy choosing the right private equity partner matters more than the deal itselfRebekah closes with a story from her college years at Ohio State, working as a football field manager during a live scrimmage, that ties back to the same theme running through the whole conversation: what it looks like when a community shows up for someone.This Episode Is For:Firm owners curious about how community and connection shape long-term successLeaders ready to think through a 5 to 10 year exit and succession planPractitioners wondering how private equity might change hiring, retention, and cultureAnyone interested in how small firms can compete through specialization and speedBook Recommendation:The Upside of Stress: Why Stress Is Good for You, and How to Get Good at It by Dr. Kelly McGonigal Amazon linkTimestamps:00:00 - Brannon Poe intro and podcast welcome 00:14 - Introducing Rebekah Brown Olson, CEO of the Maryland Association of CPAs 00:57 - How a quarter-life crisis and a leadership assessment changed Rebekah's career path 01:41 - From CPA firm senior to curriculum developer at the Maryland Association of CPAs 03:12 - Working part time, then full time, then becoming CEO three years ago 04:02 - What Brannon and Rebekah share: burning out of public practice and finding a better fit 04:45 - What Rebekah gets to do now: advocate for the profession and connect people across it 05:06 - The big picture view: what the Maryland Association of CPAs CEO is seeing right now 05:31 - Why getting good at change is the most important capability for any accounting firm 06:00 - Why community is the competitive advantage when complexity and change accelerate 06:34 - Why you can't know everything but you can know a lot of people 07:19 - Recruiting new students: are the numbers moving and what kind of students are coming in 08:15 - Why the pipeline alarm is starting to work and what recent graduation events are showing 08:40 - Accounting as a stable major during economic uncertainty 09:07 - What the new wave of accounting students looks like: different backgrounds, strong leaders 09:30 - Retention: are people staying in the profession better than they used to? 10:01 - The historical reality of planned attrition in CPA firm hiring 10:45 - The move from public to private still happens but may be slowing 11:10 - Brannon's theory on PE-driven salary increases and the poaching risk that comes with it 11:37 - Why starting salaries in accounting need to keep rising to compete for talent 12:00 - How private equity is creating a barbell-shaped profession 12:40 - What the disappearance of the midsize CPA firm looks like and why it matters 13:29 - How small firms can win through specialization and speed on technology 14:25 - What Rebekah would tell a CPA firm owner who is 5 to 10 years from an exit 15:17 - Why a 5 to 10 year plan has to be iterative, not static 15:43 - Involving your team in strategy: why it changes buy-in, retention, and execution 16:08 - The Business Learning Institute and working with small to midsize firms on strategy 16:32 - Why the best insight sometimes comes from the person scheduling client appointments 17:53 - Vision casting as a retention tool: why people stay when they know where the firm is going 18:45 - What happens when someone is not bought in: it's okay, not every culture fits every person 18:56 - What Maryland Association of CPAs members are saying about private equity and succession planning 19:25 - The top-level conversation: are we picking the right PE partners? 20:06 - The case for remaining independent and why different firm models are healthy for the profession 20:50 - What non-decision-makers feel about PE: caution, valid concerns, and fear of change 21:17 - Why settling on a PE buyer too soon is one of the biggest risks in a sale process 21:42 - Why every PE firm is different and why comparative analysis matters more than people realize 22:23 - Football story: handing the ball to Troy Smith and getting tackled by Ted Ginn Jr. 25:17 - What the experience after the tackle taught Rebekah about community showing up for people 26:45 - Book recommendation: "The Upside of Stress" by Dr. Kelly McGonigalDownload Now: https://poegroupadvisors.com/accounting-practice-academy/increase-letter/Price increases are nothing to fear. The real challenge is effectively informing clients of these changes. Our templates will help you demonstrate your value and help clients understand the increases necessary to keep your firm afloat.*Download now and receive:*- (1) Major Fee Increase Letter Template- (1) 20% Fee Increase Letter Template

And can you do it without tanking your revenue?There's a consistent, counterintuitive theme from the clients I work with in the VIP Lounge: the more clients they disengage, the more money they make.Wendy Norman cut her roster in half, tripled her prices, and crossed a million dollars working 25 hours a week outside tax season. She also... 5x'd her take-home. Yeah.Four years of real numbers, a few "how dare you" moments, and a few clients she kept long past when she should have let them go. If you're buried and can't see the path out, this is an episode you don't want to miss.…Link to full shownotes: https://www.businessstrategyforcpas.com/396…Want the skinny on pricing?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free, and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want to hear what works, from 57+ clients?Check out the Client Success Stories podcast: LISTEN »

In his senior year at UCLA, Alan L. Green secured an internship as an actuary with Equity Funding, a fast-growing financial conglomerate. Only a short time later, he was invited to play a small part in a fraud that would eventually be exposed as one of the biggest corporate scandals of the 20th century.SponsorsC&R Consulting - https://ohmyfraud.promo/cnr Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CEDownload the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.CONNECT WITH CALEBTwitter: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/Resources Billion Dollar Bubble (1978) [YouTube]I led 66,000 Lives [Rolling Stone]

In today's episode of Building the Premier Accounting Firm, Roger Knecht and guest Matt Granados discuss how accounting firm owners can move beyond basic efficiency to reach true effectiveness. They explore how setting clear client expectations and implementing structured planning systems help reduce burnout and improve profitability. In This Episode: 00:00 Efficiency vs Effectiveness in Accounting 03:50 Managing Expectations and Client Satisfaction 07:13 Bridging Intention and Execution 12:24 Evolution of Leadership Styles 17:24 Creating Margin and Optimal Performance 23:29 Strategic Planning for Success 27:33 Combating Burnout Through Systems 33:49 Closing Insights and Resources Key Takeaways: Differentiate between efficiency (speed) and effectiveness (quality) to provide better client outcomes. Set clear, professional expectations with clients early in the onboarding process to manage workloads and maintain boundaries. Prioritize personal and organizational margin to ensure you are prepared for unexpected business or life challenges. Shift your leadership style from a "drill sergeant" to an "architect" to help your team perform optimally. Featured Quotes: "Efficient is based on speed. Effective is based on quality of the outcome." — Matt Granados "No one accidentally becomes fulfilled. I've seen people accidentally become rich. I've seen people accidentally become successful, but I've never seen someone be accidentally fulfilled." — Matt Granados "The most successful people I work with have a system and solution before they need it." — Matt Granados Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: This is a monthly group coaching call to help high performers level up to optimal performance. community.lifepulseinc.com Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777.  And know that if it's about accounting, it's Universal.

Convertible debt can offer an issuer a lower-cost financing alternative, but the accounting can be complex depending on the instrument's terms, settlement features, and related transactions. This episode discusses the key accounting models for convertible debt, including bifurcation under ASC 815, the own stock scope exception, substantial premium model, single instrument model, related features such as capped calls and contingent interest, and diluted EPS considerations.  For further guidance on the accounting for this topic, see chapter 6 of PwC's Financing transactions guide.   This is the final episode in our debt-related miniseries. In case you missed any, listen to our previous episodes: Debt restructuring: Accounting for borrowers Beyond debt: Accounting for other liability-classified arrangements Current or noncurrent? Getting debt classification right  Follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.  About our guests  Bret Dooley is a PwC National Office Deputy Chief Accountant who leads teams focused on the financial services sectors and accounting for financial instruments. He has over 25 years of experience in the financial services, banking, and capital markets industries. Bret focuses on emerging financial reporting issues related to financial instruments, developing interpretive guidance, and assisting clients in resolving complex accounting matters.  Chip Currie is a partner in PwC's National office with 30 years of experience assisting companies in resolving complex business and accounting issues. He concentrates on the accounting for financial instruments under both current and emerging standards and works with many of the firm's largest financial services clients and a number of non-financial services clients on treasury-related matters.  About our guest host  Diana Stoltzfus is a partner in PwC's National Office who helps to shape PwC's perspectives on regulatory matters, responses to rulemakings and policy development, and implementation related to significant new rules and regulations. Prior to rejoining PwC, Diana was the Deputy Chief Accountant in the Office of the Chief Accountant (OCA) at the SEC where she led the activities of the OCA's Professional Practices Group.   Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.

Our friends Heather Smith and Tyler Caskey are back to provide an update on technological features, functionalities, and happenings across the accounting profession, from the recently-ended quarter.  Tune in to hear more about:  Lessons from a recent email hack. Redundancies across the market.  A new partnership between between large tech providers.  Reflections on leveraging technology in an evolving regulatory landscape. 

Roger and Annie preview Roger's upcoming NATP presentation, using ERC and the Kwong case as case studies for how firms can turn disruptive tax changes into revenue rather than just extra work. They walk through the mistakes made during ERC (delayed action, existing-clients-only focus, missed growth opportunity), the closing window on Kwong refund claims, and what firms need in place internally and externally to capitalize on the next unexpected change. The conversation closes with a candid take on AI's role in reshaping the profession, and why proactive communication, not tax return production, is where firms will keep their value.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Welcome Back Annie (00:50) - Previewing The Conference Talk (02:46) - Clients Want Advisory (08:09) - AI And The Future (10:03) - ERC Lessons Learned (15:16) - Tools For Fast Changes (17:29) - Marketing Beyond Clients (26:05) - OBBA And Data Mining (31:14) - Invest in Tech Stack (32:16) - OBB Client Communication (34:58) - Kwong Case Refund Window (39:29) - Data Mining and Online Accounts (41:45) - Communicate Even If Referring (46:18) - From Awareness to Action Plan (48:08) - AI as Drafting Assistant (49:39) - Future of Advisory Work (53:18) - AI Judgment and Pricing (58:08) - Wrap Up and Next Updates Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Can AI do more than improve efficiency? In this episode of Future-Proof, we sit down with Brad Gustafson, Head of the Accounting Partner Channel at Ramp, to explore how AI is reshaping the accounting profession and helping firms address long-term talent challenges.Brad shares why AI should be viewed as a capacity multiplier rather than a replacement for accountants, how agentic AI is transforming workflows, and why the firms embracing AI strategically today will be best positioned to grow tomorrow.This conversation offers practical insight into how firm leaders can use AI to strengthen client relationships, increase capacity, and build a more resilient future.Resources:Ramp for Accounting & Finance ProfessionalsBrad Gustafson, Channel Partnership Leader at Ramp, LinkedIn ProfileMACPA Preferred ProvidersMACPA AI Resource Page

The Invisible Power of Global Data Centers. Simon Constable. Data centers represent the digital future, with Virginiahousing the world's highest concentration for the federal government. Despite accounting for over 4% of U.S. electricity usage, a quiz reveals that a quarter of Americans know nothing about these facilities. The U.K. holds the second-highest number of data centers globally. (14)

Alicia and returning guest Margie Remmers-Davis unpack the ProAdvisor program's transformation into ProPartner, from the Intuit Connect stage mishap that sparked panic to what the new tiers, three-year revenue share, and Career Pipeline Program actually mean for practitioners. They also dig into why the name change hits differently after a decade of Intuit pushing bookkeepers toward advisory work, and share fresh details on expanded ProAdvisor support hours that didn't make it into last week's episode.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilot(00:00) - Welcome Back Catch Up (01:15) - ProPartner Paradox Setup (05:24) - Why The Name Change (08:43) - Pricing Shock Story (15:26) - Partner Means Affiliate (22:10) - Badges Vs Benefits (25:45) - Directory Leads Changes (27:32) - Spam Kills Lead Form (29:15) - Directory Future Changes (31:06) - Tier Requirements Debate (33:50) - Better Client Matching (34:57) - Fall Points Preview (35:45) - Certification Season Timing (38:17) - New Tier Benefits (41:50) - Expanded Support Hours (44:36) - Closing Thanks Intuit (46:25) - CAS Academy Update (50:18) - Alicia Fall Training Plans (51:31) - Final Wrap Up LINKSNew QBO Support Hours: https://www.firmofthefuture.com/product-update/june-2026-mpu/The new ProPartner Program: https://www.firmofthefuture.com/propartner/introducing-intuit-propartner-accountants-program/July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907CAS Academy https://goakadian.com/cas-academyWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Debt restructuring accounting remains top of mind for borrowers as companies refinance debt that may have been issued in a very different interest rate environment. This episode discusses the accounting models for debt restructurings, including lender-by-lender assessments, modification versus extinguishment outcomes, troubled debt restructurings, fee allocations, and syndicated debt transactions. We break down the key considerations and share insights on navigating common challenges in applying ASC 470 guidance.For further guidance on the accounting for this topic, see chapter 3 of PwC's Financing transactions guide. For cash flow presentation, see section 6.8 and for debt presentation and disclosure, see chapter 12 of PwC's Financial statement presentation guide. This episode is part of our debt-related miniseries. Stay tuned for our final episode next week, and in case you missed them, listen to our previous episodes:Beyond debt: Accounting for other liability-classified arrangementsCurrent or noncurrent? Getting debt classification rightFollow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.  About our guests Suzanne Stephani is a director in PwC's National Office specializing in the statement of cash flows as well as the application and interpretation of the accounting guidance related to financing, leasing, and foreign currency transactions. Christopher Gerdau is a partner in PwC's National Office specializing in accounting for financial instruments and banking-related topics. Chris also conducts technical reviews of SEC filings and provides technical support to PwC's practice offices. Chris's client service expertise includes the banking, capital markets, and insurance industries. About our guest host Diana Stoltzfus is a partner in PwC's National Office who helps to shape PwC's perspectives on regulatory matters, responses to rulemakings and policy development, and implementation related to significant new rules and regulations. Prior to rejoining PwC, Diana was the Deputy Chief Accountant in the Office of the Chief Accountant (OCA) at the SEC where she led the activities of the OCA's Professional Practices Group. Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.comDid you enjoy this episode? Text us your thoughts and be sure to include the episode name.

Are fake AI receipts becoming the next big headache for finance teams? Blake Oliver and David Leary unpack the surge in AI-generated expense fraud, why tax pros are rapidly adopting AI research tools, and how firms are using AI to automate month-end close and revenue recognition. They also cover NASBA's response to criticism, Intuit's renewed focus on accountants, and the implications of private equity and a shifting work culture for the future of accounting firms.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casThe Value Builder System - http://accountingpodcast.promo/valueOnPay - http://accountingpodcast.promo/onpayChapters(00:00) - AI Tax Research Surge (00:23) - Show Intro and Lead Story (02:11) - AI Receipt Fraud Explodes (04:42) - Fraud Types and Detection (06:32) - Vibe Coding Goes Mainstream (10:19) - Claude for Rev Rec Workpapers (11:48) - NASBA Letter Follow Up (17:38) - Earmark CPE and New Audit Show (20:08) - Intuit Courts Accountants (23:04) - AI in Tax and IRS Guidance (28:45) - Hourly Billing Debate (29:10) - Disclosing AI Use (29:36) - NASBA Free Speech Question (31:34) - Customer Focus vs Regulation (35:52) - AI Close Tools Meridian (37:38) - DIY Agents for Accounting (39:20) - Claude Builds Rev Rec (44:46) - Eide Bailly Takes PE (48:06) - Big Firms Losing Control (53:01) - PE Meets Culture Shift (53:55) - Wrap Up CPE and Pricing  Show NotesUse of AI receipts in expense fraud soarshttps://www.accountingtoday.com/news/use-of-ai-receipts-in-expense-fraud-soarsThe future of the ecosystem: Is everyone a developer now?https://devblog.xero.com/the-future-of-the-ecosystem-is-everyone-a-developer-now-f3899ddf0b24Blue J and CPA.com Survey Finds AI Adoption Among Tax Firms Has Nearly Doubled in One Yearhttps://www.cpa.com/news/blue-j-and-cpacom-survey-finds-ai-adoption-among-tax-firms-has-nearly-doubled-one-yearIRS rolls out introductory AI guidelines for tax practitionershttps://www.accountingtoday.com/news/irs-rolls-out-introductory-ai-guidelines-for-tax-practitionersIRS electronic tax advisory committee recommends AI and preparer safeguardshttps://www.accountingtoday.com/news/irs-electronic-tax-advisory-committee-recommends-ai-and-preparer-safeguardsThe end of hourly billing Ignition's 2025 benchmark signals pricing shift for firmshttps://www.ignitionapp.com/news/the-end-of-hourly-billing-ignitions-2025-benchmark-signals-pricing-shift-for-firmsIntuit CEO to accountants You are the customer not a channelhttps://www.accountingtoday.com/news/intuit-ceo-to-accountants-you-are-the-customer-not-a-channelPilot Launches Meridian The AI Platform That Fully Closes the Books for Accounting Firmshttps://www.globenewswire.com/news-release/2026/06/16/3312500/0/en/pilot-launches-meridian-the-ai-platform-that-fully-closes-the-books-for-accounting-firms.htmlKinter.ai Launches Agentic AI Accountants to Automate The Financial Closehttps://www.prnewswire.com/news-releases/kinterai-launches-agentic-ai-accountants-to-automate-the-financial-close-302807330.htmlEide Bailly Advances Growth Strategy and Client Service Commitment Through Investment from Reverence Capital Partnershttps://www.eidebailly.com/insights/firm-news/2026/reverence-capital-partners-investmentWith 1.8 Billion Dollar Deal Eide Bailly Set for Explosive Growthhttps://cpatrendlines.com/2026/06/25/with-1-8-billion-deal-eide-bailly-set-for-explosive-growth/Losing Control The Erosion of Disciplinary and Pastoral Power in Accounting Firmshttps://onlinelibrary.wiley.com/doi/10.1111/1911-3846.70028Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher:

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