Podcasts about accounting profession

Blake and David return from Sage Future 2025 with insights into how AI is reshaping accounting—from eliminating the financial close to real-world use cases. They also cover Elon Musk and Donald Trump's public breakup, the latest in Deel's corporate spying allegations, Deloitte's unapologetically intense work-life balance ad, and a billion-dollar “AI” startup that turned out to be powered by humans.SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperTeamUp - http://accountingpodcast.promo/teamup Payhawk - http://accountingpodcast.promo/payhawkChapters(00:00) - Welcome to The Accounting Podcast (01:02) - AI in Accounting: Real-World Examples (05:08) - Sage Intacct Roadmap and AI Innovations (12:02) - AI's Impact on Accounting Jobs (18:33) - AI in Auditing: Tools and Trends (26:54) - Internal Audit and AI Adoption (32:36) - Elon Musk and Donald Trump Fallout (35:43) - Impact of Tariffs and Political Alliances (37:03) - Rippling vs. Deel: Allegations and Legal Battles (40:45) - Deloitte's Work-Life Balance Ad Controversy (43:10) - Accounting Profession's Retention and Salary Issues (46:43) - CPA Title Removal Debate (49:23) - 150-Hour Rule and Master's Degree Debate (52:56) - Trump-Musk Fallout and Its Implications (01:01:07) - Alliant Group and IRS Commissioner Controversy (01:05:14) - AI Startup Fraud Exposed (01:07:08) - Conclusion and Announcements  Show NotesComing soon!Need 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: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

“I am begging firms: do not let go of your DEI&B initiatives. It is a mistake.” MOVE Like ThisWith Bonnie Buol RuszcykFor CPA TrendlinesIn a wide-ranging and deeply personal conversation on the Move Like This podcast, Sandra Wiley, president of Boomer Consulting, shares powerful insights about the evolving culture of the accounting profession and what firms must do to thrive in 2025 and beyond. From building inclusive workplaces to solving the talent crisis, Wiley emphasizes one central idea: firms that embrace change, empathy, and innovation will outlast those that cling to the status quo. More MOVEWiley, a longtime leader in public accounting consulting, outlines Boomer Consulting's growth from a tech-focused firm to a holistic advisor in five key operational areas: leadership, talent, growth, technology, and process. These “back office” functions, she explained, are often overlooked in CPA firms, yet they're critical to long-term sustainability. Through consulting, training, peer communities, and the Boomer Knowledge Network, Wiley and her team are helping firms modernize how they work and who they are. 

Good news for the accounting profession: Recent research shows that progress is being made in getting more young people interested in pursuing an accounting career. In this episode, we speak with Liz Barentzen of the Center for Audit Quality, who breaks down the significant findings of this study. We explore the factors contributing to this trend and discuss actions the profession can take to continue attracting and retaining talented young professionals. Resources:Expanding the Accounting Profession Pipeline reportCPA Pipeline Knowledge Hub

Good news for the accounting profession: Recent research shows that progress is being made in getting more young people interested in pursuing an accounting career. In this episode, we speak with Liz Barentzen of the Center for Audit Quality, who breaks down the significant findings of this study. We explore the factors contributing to this trend and discuss actions the profession can take to continue attracting and retaining talented young professionals. Resources:Expanding the Accounting Profession Pipeline reportCPA Pipeline Knowledge Hub

Good news for the accounting profession: Recent research shows that progress is being made in getting more young people interested in pursuing an accounting career. In this episode, we speak with Liz Barentzen of the Center for Audit Quality, who breaks down the significant findings of this study. We explore the factors contributing to this trend and discuss actions the profession can take to continue attracting and retaining talented young professionals.Resources:Expanding the Accounting Profession Pipeline reportCPA Pipeline Knowledge Hub

“The real question isn't whether a firm is diverse enough. It's whether the people in that firm feel like they truly belong there.” MOVE Like ThisWith Bonnie Buol RuszcykFor CPA TrendlinesIn this episode of MOVE Like This, host Bonnie Buol Ruszczyk and guest Donny Shimamoto, CPA.CITP, CGMA, explore the complex landscape of diversity, equity, and inclusion (DEI) in the accounting profession, specifically in the current political climate.Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, shares insights into the challenges faced by underrepresented professionals, drawing from his personal experiences as an Asian male in leadership roles. They discuss the persistent barriers that prevent women and people of color from advancing to top leadership positions despite making up a significant portion of accounting graduates.  More MOVEThe discussion delves into the current political climate surrounding DEI efforts, acknowledging the pushback and misconceptions about diversity initiatives. Shimamoto emphasizes that these efforts are not about quotas or tokenism but about creating genuine opportunities and a sense of belonging for all professionals. The conversation highlights the importance of moving beyond mere inclusion to fostering an environment where every team member feels they truly belong and can contribute meaningfully.  

In this episode of Paisa Vaisa, Anupam Gupta hosts CA Anand Bathiya, President of the Bombay Chartered Accountants Society (BCAS), to delve into the pivotal role of Chartered Accountants in India's financial ecosystem, how BCAS plays an important role for CAs and more.

Episode 251FACULTY: Paul DunnCLASS: #TheGuideJoin Scott as he sits down with Paul Dunn, an author and a veteran in the accounting profession with over 30 years of experience. From the eye of a cyclone in Brisbane, Paul shares profound insights on finding purpose and creating a lasting impact. They delve into the importance of driving businesses beyond mere tools to creating significant outcomes, leveraging AI in transformation, and reframing business strategies to enrich the lives of both clients and team members. Paul also introduces B1G1, his initiative for making a social impact with every business transaction. Tune in for a compelling discussion that aims to inspire accountants and business owners to stand for something bigger than themselves.

Welcome back to another insightful episode of The SaaS CFO Podcast! Today, we have an enlightening conversation with Michael Kravshik, the co-founder and CEO of LumiQ. Starting from its humble beginnings between 2015 and 2016, LumiQ has evolved from a recruitment-focused product for CPAs to a leading platform in CPA education, officially launched in 2019. Now operating across North America with a dedicated team in Toronto, LumiQ has achieved impressive milestones, including surpassing an annual recurring revenue of $10 million and securing its first institutional funding through a private equity deal. Join us as Michael shares his journey in transitioning from traditional CPA roles to innovative banking security, and the entrepreneurial path that led him to creating LumiQ. We'll dive into LumiQ's unique monetization strategies, their go-to-market approach, and the intricate process of maintaining and expanding CPE credits for finance professionals. Michael also provides valuable insights on fundraising, the importance of transparency with investors, and the impacts of cultural differences on business growth. Tune in for a deep dive into the world of SaaS financial leadership and learn from Michael's firsthand experiences and strategic outlook. Show Notes: 00:00 Founded Lumiq, an educational podcasting platform. 04:20 Content and platform integration ensures compliance. 07:19 Founded in 2015-16; launched Lumaq in 2019. 12:05 Initially targeted small businesses, expanded to accounting firms. 15:02 Focused on sustainable, cashflow-positive business growth. 16:51 We prioritized transparency, fostering strong investor trust. 21:49 Canadians less risk-taking, impacting growth and stability. 25:51 Alignment with partners is crucial for success. 27:44 ARR and cash are primary focus metrics. 30:38 Caring deeply about CPAs drives success. Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/lumiq-secures-funding-round Michael Kravshik's LinkedIn: https://www.linkedin.com/in/michaelkravshik/ LumiQ's LinkedIn: https://www.linkedin.com/company/lumiqlearn/ LumiQ's Website: https://lumiqlearn.com/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

"This is the golden age of opportunity for accounting marketers. Let's seize it.”Capstone ConversationsBy Jean CaragherFor CPA TrendlinesAccounting marketing has come a long way since the landmark Bates v. State Bar of Arizona case, which 45 years ago allowed professional services firms to market their services. Today, as firms navigate digital transformation, client experience, and talent challenges, marketing plays an increasingly pivotal role. Capstone Conversations brought together a panel of trailblazers to explore the journey and future of accounting marketing. Featuring four decades of Association of Accounting Marketing (AAM) Marketers of the Year, the panel included Adrian Ornik (EY), Sally Glick (formerly Sobel & Co.), Eric Majchrzak (BeachFleischman), and Sarah Cirelli (HBK CPAs & Consultants). Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher's other show, Gear Up for Growth, on Fridays here. | And browse all the shows in the CPA Trendlines broadcast network hereOrnik, the 1993 Marketer of the Year, recalls a time when accounting marketing was uncharted territory. "Ignorance was bliss," he shares, reflecting on a period when both marketers and their stakeholders were still learning. Despite challenges, Ornik emphasizes that the profession's transformation provided immense opportunity.Glick, recognized by AAM in 2003, credits her father, a sole practitioner, for offering her the freedom to innovate when marketing lacked measurable tools. “There wasn't always a correlation between initiatives and results,” she notes, yet her creative strategies laid the groundwork for relationship-building in the profession.Majchrzak, awarded by AAM in 2015, speaks of broadening his influence beyond traditional marketing. He underscores the importance of stepping into leadership roles by challenging legacy business models and contributing to firm strategy. "Marketers can be the advocates for clients and catalysts for innovation," he says, urging professionals to push boundaries.The pandemic was a defining challenge for Cirelli, the 2021 AAM Marketer of the Year. “We had to rethink everything—how we deliver services, communicate, and generate business,” she shares. Despite the hurdles, she highlights the pandemic's silver lining: the acceleration of digital strategies and internal innovation.

Episode 240 FACULTY: Calvin Harris Jr, CPA In this episode, Scotty interviews Calvin Harris Jr., the CEO of the New York Society of CPAs. Calvin shares his extensive career journey, his background, his love for music and tattoos, and his thoughts on the future of accounting amidst technological changes such as AI. Calvin passionately advocates for the CPA profession, emphasizing the opportunities it offers and its evolving nature with advancements in technology. Sit back and take notes on the state of the Accounting Profession.

Today, Blake, David, and special guest, ChatGpt, examine the impact of private equity on accounting firms, looking at how PE ownership affects partner compensation and firm structures. They dig into some recent data showing record numbers of accounting errors in public companies, linking these issues to the broader talent shortage crisis. Next, they explore CalCPA's pushback against proposed licensing changes, the surprising economic costs of Daylight Savings Time, and much more!  SponsorsLiveFlow - http://accountingpodcast.promo/liveflowSuralink - http://accountingpodcast.promo/suralinkSmartVault - http://accountingpodcast.promo/smartvaultTaxBandits - http://accountingpodcast.promo/taxbanditsChapters(00:59) - Introducing ChatGPT as Co-Host (01:58) - Hot Topics in Accounting News (04:05) - Private Equity in Accounting Firms (07:35) - Debating the Impact of Private Equity (22:40) - DirectFile Controversy (28:02) - App News and Updates (34:23) - Enron's Return? (38:28) - Fraudsters and Presidential Pardons (42:00) - Accounting Errors on the Rise (44:52) - The Daylight Savings Debate (50:04) - AI Tools: The Good, The Bad, and The Ugly (58:26) - Final Thoughts and Announcements  Show NotesAccounting errors force US companies to pull statements in record numbershttps://www.ft.com/content/716c4ad5-e8fa-4a34-afba-9fb2d1db019d Republican lawmakers ask Trump to kill IRS Direct Filehttps://www.nextgov.com/digital-government/2024/12/republican-lawmakers-ask-trump-kill-irs-direct-file/401595/ IRIS to buy Dext in £500m dealhttps://www.accountingweb.co.uk/tech/accounting-software/iris-to-buy-dext-in-ps500m-deal How Private Funds Could Hurt Americans Under Trumphttps://www.nytimes.com/2024/12/03/opinion/trump-presidency-billionaires.html LegalZoom and 1-800Accountant Join Forces to Deliver Full-Service Tax and Bookkeeping Solutions for Small Business Ownershttps://investors.legalzoom.com/news-releases/news-release-details/legalzoom-and-1-800accountant-join-forces-deliver-full-service Zoho Releases New Payroll Solution in the U.S.https://www.cpapracticeadvisor.com/2024/12/13/zoho-releases-new-payroll-solution-in-the-u-s/152935/ BILL Unveils 1099 Form Filing Solution for SMBshttps://investor.bill.com/news/news-details/2024/BILL-Unveils-1099-Form-Filing-Solution-for-SMBs/default.aspx Is Enron back? Here's what we know … https://www.houstonchronicle.com/news/houston-texas/trending/article/is-enron-back-houston-19953844.php CalCPA Submits Comments on Exposure Draft on CPA Licensurehttps://www.calcpa.org/whats-happening/articles/calcpa-submits-comments-on-exposure-draft-on-cpa CEOs Want Trump to Change Course on Tariffs. He Isn't Budging.https://www.wsj.com/economy/trade/trump-tariff-plan-business-lobbying-8f02ccea Donald Trump vows to end daylight saving timehttps://www.youtube.com/watch?v=EDR1IURzO1QMore Than a Lost Hour of Sleep: The True Cost of Daylight Saving Timehttps://www.chmura.com/blog/dst#:~:text=our%20methodology%20below.-,Results,was%20approximately%20%24672.02%20million%20annuallyNeed 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 Cloud 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: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsForwardly - https://www.forwardly.com/Client Hub - https://clienthub.app/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, ...

"I'd rather have questions I can't answer than answers I can't question." Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationRon Baker discusses his revolutionary journey in accounting, his challenge to the status quo, and how accountants can lead transformation. MORE Accounting ARC: Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy | How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethics Eduction | Bailey Lenart: From Ledger Sheets to Transformational Change | Election Tax Plans: What CPAs Need to Know | Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision |In the latest episode of Accounting ARC, Baker, founder of the VeraSage Institute, shares his insights into the accounting profession's evolution. A pioneer in value pricing, Baker's career is defined by a relentless pursuit of better client relationships and innovative business models. “I knew I wanted to be a CPA in high school,” Baker says. This passion led him to a Big Eight firm, but it wasn't long before he began questioning traditional practices like the billable hour. “The billable hour was a lousy customer experience,” he explains. 

Join Blake Oliver as he interviews Yuri Kapilovich, a CPA who's cracked the code on balancing work and life in accounting. Discover how Yuri maintains a thriving practice while working just 10-15 hours per week outside tax season and a maximum of 40 hours during crunch time. Learn actionable strategies for setting the right fees, optimizing workflows, and prioritizing fun and family without sacrificing success. Yuri will share his insights on transforming accounting from a grueling profession into an enjoyable and rewarding career. This webinar will equip you with practical tools to revolutionize your work-life balance and rediscover the joy in accounting. Don't miss this opportunity to make your career more fulfilling and efficient!(Originally recorded on December 4, 2024, on Earmark Webinars+)SponsorMakersHub - https://earmarkcpe.promo/makershubChapters(00:00) - Planning Babies Around Tax Season (01:11) - Introducing Yuri Kapilovich, The Fun CPA (03:07) - Yuri's Journey Through Multiple Firms (03:32) - The Reality of Billable Hours (09:27) - Leaving Public Accounting to Start a Firm (12:12) - Overcoming Fear and Building a Practice (17:20) - The Fun CPA Brand and Networking (24:50) - Selecting the Right Clients for a Lifestyle Firm (32:27) - Realistic Client Time Management (33:28) - Building a High-Value Client Base (34:22) - Setting and Communicating Fees (35:23) - The Value of Selective Clientele (40:28) - Quarterly and Monthly Packages (43:27) - Solo Practice vs. Building a Team (47:19) - Financial Transparency and Career Choices (52:11) - The True Cost of High Salaries (59:31) - Navigating the Accounting Profession (01:02:19) - Final Thoughts and Resources Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Yuri KapilovichLinkedIn: https://www.linkedin.com/in/ykapilovich/Learn more about The Fun CPAhttps://www.thefuncpa.co/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Episode 232 FACULTY: Becca Smith, MAAT In this episode, Scotty interviews Becca Smith, MAAT an Education Leader at Xero. Learn about the global nuances of accounting practices, Xero's educational initiatives, and community events like Xerocon and Xero roadshows. Hear updates about Xero's innovative payment solutions, their AI companion JAX, and the evolution of financial technologies. Join us to learn how these advancements are shaping the future of accounting!

How well-equipped is the accounting profession to handle rapid technological advancements and a changing workforce? Are firms ready to embrace the future or stuck in outdated models?Rob Brown hosts an expert panel featuring Todd Robinson, Angie Grissom, Itamar Jobani, and James Hickey to discuss the future of the accounting profession. The conversation explores critical challenges facing accountants today, such as adapting to technological changes, AI integration, talent retention, and shifting towards a more advisory-based role. The panel shares their unique insights on how firms must navigate cultural shifts, embrace leadership, and rethink their traditional business models to stay competitive.The discussion also highlights the necessity of upskilling accountants and the role of technology in shaping the future. The panel dives deep into the transformative impact of AI, the benefits of a corporate rather than partnership model, and how firms can move from good to great by telling better stories and offering more personalized advisory services. They also emphasize the importance of attracting and retaining talent in a profession undergoing rapid change.Key Takeaways:✓ The accounting profession faces a critical people problem with talent shortages, driven by long work hours and declining interest from younger generations.✓ Contrary to fears, AI will not replace accountants but will enhance their roles by automating mundane tasks and enabling them to focus on strategic advisory services.✓ Strong leadership and innovative culture are key to moving accounting firms from good to great. Firms must empower young talent and create a strategic approach to problem-solving.✓ Accountants need to stop fearing technology and start viewing it as an enabler that helps streamline operations and enhance client service.✓ The outdated partnership model should evolve toward a corporate structure, enabling firms to be more agile and strategic.Quotes:"Your top clients are your competitors' top prospects. Are you showing up as their trusted advisor?" – Angie Grissom"AI won't kill the accounting profession; it will free accountants to do the work that really matters." – Itamar Jobani"Firms need to stop doing what they've always done and rethink what it means to add value in today's market." – James Hickey"The biggest threat? Talent. The next generation doesn't see accounting as sexy, and we need to change that." – Todd RobinsonView this episode in video on YouTube here: https://youtu.be/JLCm3FGilXk◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.ukIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

“Finding a good mentor can be hard, but it is such a big deal. My internship opened my eyes to all the possibilities the industry has to offer.” – Chayton Farlee  The finer details of this episode:The need for modernizing content delivery methods in the accounting profession.The potential of using platforms like TikTok and LinkedIn to engage younger audiences.The importance of mentorship and networking for accounting students.The challenges faced by students in understanding the diverse career paths in accounting.The significance of practical experience and internships in preparing for accounting careers.The role of storytelling in reshaping how accounting is viewed by prospective students.The importance of early outreach to students to highlight opportunities in accounting. Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you'd like to be a guest on the show: youngcpasuccessshow@anderscpa.comWe're hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitiesConnect with Chayton here: https://www.linkedin.com/in/chaytonfarlee/ Timestamps:Introduction to the Podcast (00:00:00)The host welcomes listeners and outlines the podcast's purpose for young accounting professionals. Need for Content Change (00:00:23)Joey discusses the necessity to adapt their content creation strategy, suggesting a TikTok account. Mixed Feelings About TikTok (00:00:37)Hannah shares her apprehensions about using TikTok while acknowledging its potential to engage younger audiences. Old Guys at the Party (00:01:00)Joey compares their TikTok venture to being the older alumni at a college party, emphasizing the importance of relevance. Responsibility to the Next Generation (00:01:54)Joey reflects on the responsibility to disseminate information for the next generation entering the accounting field. Influence of TikTok (00:02:23)Hannah acknowledges TikTok's influence and the importance of storytelling in reaching audiences. Potential LinkedIn Challenge (00:03:42)Joey anticipates a LinkedIn challenge from Producer Rob to enhance their professional networking. Building Professional Relationships (00:04:57)Joey discusses the significance of cultivating professional connections and shares insights from Jaden on effective networking. Chayton Farlee's Introduction (00:06:10)The speakers introduce Chayton Farley, an accounting student, and invite him to share his background. Chayton's Journey into Accounting (00:06:33)Chayton recounts his journey into accounting, emphasizing his experiences during COVID and discovering his passion for the field. Influence of Podcasts (00:08:54)Chayton discusses how listening to accounting podcasts helped him understand the profession beyond classroom teachings. Rebranding the Accounting Profession (00:16:02)Chayton advocates for rebranding accounting to highlight its value-adding aspects beyond compliance and traditional roles. Experiences from an Internship (00:20:39)The conversation shifts to Chayton's current internship, exploring the differences between classroom learning and practical experience. Chayton's Internship Experience (00:20:42)Chayton shares insights about his internship, highlighting mentorship and practical experience with tax returns and firm management software. Understanding Operations in Accounting (00:22:29)Discussion on the importance of operations within accounting firms, often overlooked in traditional education. Learning About Budgeting (00:23:33)Joey emphasizes the significance of understanding budgeting in accounting, a concept rarely taught in school. The Value of Mentorship (00:26:07)Hannah reflects on the importance of mentorship, sharing her positive internship experience and its impact on her career. Networking on LinkedIn (00:27:40)Discussion on the benefits of networking on LinkedIn, including finding mentors and job opportunities. Building Relationships over Transactions (00:34:08)Chayton stresses the importance of cultivating genuine relationships rather than viewing networking as a transactional process. Professors' Role in Student Networking (00:36:19)Chayton suggests that professors should be more active on LinkedIn to help students connect with industry professionals. Challenges of Content Creation on TikTok (00:38:15)Joey discusses the difficulties accountants face in creating concise, engaging content on platforms like TikTok. The Need for Quality Content (00:41:20)Joey expresses concerns about the quality of accounting information shared on TikTok. Discussion on TikTok Strategy (00:42:00)The group discusses the potential of starting a TikTok account for engaging younger audiences. Importance of Information Dissemination (00:42:10)Joey emphasizes the responsibility of professionals to share digestible information with students. Daily TikTok Clips Strategy (00:43:00)Chayton shares his goal of posting daily short clips from his podcast on TikTok. Changing Perspectives on Accounting (00:44:57)Chayton discusses the negative perceptions of accounting compared to consulting and tech careers. Challenges of Additional Education Costs (00:45:39)Joey highlights the financial burden of pursuing an extra year of education for accounting. Tech's Impact on Accounting (00:45:48)Joey mentions how technology has changed the accounting landscape, affecting career choices. Content Creation Ideas for Accounting (00:46:19)Joey suggests creating relatable content showcasing modern accounting work-life. Perception Issues in Accounting (00:47:09)The speakers agree on the need to change outdated perceptions of accounting careers. Highlighting Tech and Consulting in Accounting (00:48:34)Chayton advocates for showcasing tech integration in accounting to attract new talent. Flexibility in Modern Accounting Jobs (00:50:02)Joey discusses the increased flexibility and work-life balance in contemporary accounting roles. Encouraging Student Engagement (00:53:35)Chayton suggests reaching out to students through virtual meetings to discuss diverse accounting careers. Importance of Early Career Engagement (00:55:02)Joey emphasizes the need to engage students early about accounting career opportunities. Open Dialogue Between Generations (00:56:52)Joey calls for open communication to understand what younger generations want from their careers. Closing Thoughts and Connections (00:57:23)Chayton shares how listeners can connect with him for further discussions and insights.

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release of the podcast, host L. Gary Boomer, Founder, Visionary, and Strategist of Boomer Consulting, and Eric McMillen, CEO, Chief Security Architect, and Founder of The McMillen Group, discuss the critical role of patch management in the accounting profession. They cover the history and growing necessity of security patches, the challenges of managing vulnerability windows, and the rise of zero-day exploits. The conversation also addresses the difficulties firms face during busy seasons and the risks of neglecting patching. Stay tuned as they emphasize the importance of layered security, strong leadership, and the benefits of automating patch management to enhance security and efficiency. Takeaways Patch management is crucial for maintaining the security and stability of computer systems. Shortening vulnerability windows and the rise of zero-day exploits have increased the urgency of patching. Firms face challenges in patching during busy seasons, but the consequences of neglecting patching can be severe. Layered security, including patch management, is essential for protecting against malware and other threats. Gary on Social Media: X: @lgboomer LinkedIn: lgboomer Eric McMillen on Social Media: X: @ericmcmillen LinkedIn: ericmcmillen Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth.  For more information about Boomer Consulting, visit boomer.com

Caleb and Greg discuss the case of a small California city tainted by big corruption.SponsorsSafeSend - https://ohmyfraud.promo/safesendThe Small Business Research Institute - https://ohmyfraud.promo/ceanowinterVal - https://ohmyfraud.promo/interval(00:00) - Introduction to Bell, California (01:38) - Discussing Salaries in the Accounting Profession (07:02) - The Rise of Robert Rizzo (13:22) - Rizzo's Cost-Cutting Measures (21:50) - Rizzo's Controversial Salary Increases (28:11) - Investigations and Comparisons (33:59) - Controversial Salaries Defended (35:56) - Community Outrage and Resignations (36:26) - Legal Actions and Arrests (38:39) - Unauthorized Loans and Misappropriations (44:51) - Absentee Ballots and Voter Fraud (50:13) - Trials and Pleas (01:00:17) - Lessons learned (01:07:44) - Fraud Discovery and Media's Role HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.Download 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 THE HOSTSGreg Kyte, CPATwitter: https://twitter.com/gregkyteLinkedIn: https://www.linkedin.com/in/gregkyte/Caleb NewquistTwitter: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/Email us at ohmyfraud@earmarkcpe.comSources:Bell, California [Wikipedia]City of Bell scandal [Wikipedia]Bell (city), California [US Census Bureau]BELL : City OKs Rizzo as Administrative Head [LAT]In Maywood, a quiet changing of the guard [LAT]Is a city manager worth $800,000? [LAT]10 YEARS AFTER THE BELL SCANDAL ARE WE MORE ETHICAL? [League of California Cities]D.A. investigating why Bell council members get nearly $100,000 a year for a part-time job [LAT]Bell council used little-noticed ballot measure to skirt state salary limits [LAT]Californians Protest City Manager's $800,000 Salary [Bloomberg]Bell leaders hauled off in cuffs [LAT]California's Bell Used as ‘Cash Drawer,' Chiang Says [Bloomberg]How Bell hit bottom [LAT]California city manager's pension could top $30 million [Reuters]Bell officials won't receive massive pensions [ABC7]​​Differing views of CA official: Crook or victim? [AP]Bell corruption trial: Mixed verdicts, 1 ex-councilman acquitted [LAT]Bell corruption verdicts, charges [LAT]Photos: Arrests in Bell [LAT]Five Former Bell Officials Accept Plea Deal In Corruption Case [CBSLA]Robert Rizzo blames assistant for Bell corruption, gets prison [LAT]In Spaccia defense, a simple premise: Her high pay wasn't a crime [LAT]Former Chief Administrative Officer For City Of Bell Agrees To Plead Guilty To Conspiracy And Tax Charges In Plot To Avoid Income Taxes [DOJ]Bell corruption case ends, last defendant gets a year in jail [LAT]Former Chief Administrative Officer For City Of Bell Sentenced To Federal Prison For Cheating IRS To Avoid Taxes On Corrupt Activities [DOJ]Bell must give up $2.9 million in illegal property taxes [LAT]California Board of Accountancy Update Fall 2012 [CBA]

How Artificial Intelligence Will Actually Impact The Accounting Profession - Fintech Flo: Episode 33 (8/22/24)There has been A LOT of hype about A.I. throughout 2024, but to get the best opinion on what is actually realistic, you need to speak to the professionals who are the experts at the top of the industry - so we brought in Dr. Sean Stein Smith, CPA, Professor at Lehman College, and Blockchain Expert, to discuss how artificial intelligence will most likely impact the accounting profession, from the work accountants do, to the effect it could have on the talent pipeline, and the ways to ethically and properly implement it's usage. Get the truth as of August 2024, on this episode of the FinTech Flo with Drew Carrick, CPA.This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app (links below!)Earn CPE credit while you watch, along with a bunch of other high quality, engaging, and entertaining CPE eligible video content for free as a member of FloQademy! https://learn.floqast.com/  or via the Earmark app! https://www.earmark.app/@fintechflo There's lots you can do in your career with an accounting background - we're hiring! Learn more at www.floqast.com/careers Want to watch? Head over to www.youtube.com/floqast Produced by @FloQastStudioshttps://www.instagram.com/floqaststudios https://www.twitter.com/floqaststudios

In this episode of the ESS BizTools podcast, host Peter Towers, Managing Director of ESS BizTools, explores the dynamic challenges and emerging opportunities within the accounting profession. The article emphasises the need for accountants to adapt to a rapidly changing business environment, where technological advancements and evolving client expectations are reshaping the role of financial professionals. Key insights include the importance of embracing digital tools to enhance efficiency, the growing demand for strategic advisory services, and the need for continuous professional development to stay ahead in the industry. This post is a must-read for accountants looking to future-proof their practices by leveraging new opportunities and meeting the increasing complexities of the profession with confidence.

Is accounting really a dying profession? Or is it on the cusp of an exciting revolution?Rob Brown brings together a panel of industry experts to debate the future of accounting. Despite current challenges, the panelists paint a picture of a profession ripe with opportunity for those willing to embrace change and innovation.The discussion covers critical issues facing the accounting world, including talent shortages, technological disruption, and the need to rebrand the profession to attract new generations. The panelists offer insightful perspectives on how firms can adapt their business models, leverage technology, and create more fulfilling career paths. While acknowledging the hurdles, there's a strong sense of optimism about accounting's vital role in helping businesses succeed and the diverse opportunities available to those entering the field.Key Takeaways:✓ The accounting profession needs to rebrand itself to attract new talent ✓ Firms should move away from the "minnow management" business model to improve profitability and work-life balance ✓ Technology vendors need to work more closely with accountants to develop truly useful solutions✓ Involving next-gen talent in technology decisions can help drive innovation in firms ✓ There's a need to make the profession more inclusive and representative of the community Quotable Moments: "Accountants are the superheroes of the economy." - Renee Moelders "The only thing that's consistent in our firm is change." - Andrew Berg "We need to celebrate the successes and focus on the good things about the profession." - Sona AkmakjianView this episode in video on YouTube here: https://youtu.be/QjI8E_kI8Z4◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.ukIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrownYou can also check out all shows on the Accounting Influencers YouTube Channel:https://bit.ly/AI-youtube

Topics include: "Chevron Deference" ruling Government funding Latest on BOI and ERC  Speakers:   Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA  Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA

Is the accounting profession facing an identity crisis? Can it adapt to meet the demands of a rapidly changing business landscape?Rob Brown brings together a panel of industry experts to discuss the future of accounting. Jeff Phillips, Maureen Dillmore, Samantha Louis, and Sandra Wiley share their perspectives on the challenges and opportunities facing the profession.The panelists share their thoughts with various topics, including the talent shortage, the impact of technology, the changing business model, and the need for a rebrand of the accounting profession. They discuss the importance of work-life balance, the role of private equity, and the need for firms to adapt to survive in a competitive landscape. The conversation also touches on the potential of AI, the importance of strategic technology adoption, and the need for better compensation models to attract and retain talent.Key Takeaways:✓ The accounting profession needs to rebrand itself to attract new talent ✓ Firms need to adapt their business models and embrace change to survive ✓ Technology integration and strategic adoption are crucial for future success ✓ Work-life balance and flexible work arrangements are becoming increasingly important ✓ Private equity is reshaping the accounting firm landscape Quotes:"Remote work is a great thing for our profession." - Jeff Phillips"We need to get over the idea that you can't have a work-life balance if you work for an accounting firm." - Samantha LouisView this episode in video on YouTube here: https://youtu.be/ZHg0IIw-wyU◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.ukIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrownYou can also check out all shows on the Accounting Influencers YouTube Channel:https://bit.ly/AI-youtube

Adam Zaki of CFO.com joins Blake and David to explore the trends reshaping the industry, from AI to the talent shortage. They dive into the murky waters of corporate financial controls and audit practices. They also examine what makes a truly effective CFO in today's dynamic business environment and why authenticity might be the most valuable trait in a leader's toolkit. Get an insider's perspective on the 150-hour CPA licensing requirement and hear ideas for reform that could revolutionize the profession.Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/casRightRev - http://accountingpodcast.promo/rightrevMakers Hub - http://accountingpodcast.promo/makershubChapters(01:18) - AI Trends in Finance (02:42) - Adoption and Challenges of AI (09:34) - Talent Shortage in Finance (13:33) - Gen Z in the Finance Profession (20:36) - Real Consequences of The Breakdown of Financial Controls (30:03) - AT&T is Bypassing Big 4 Recruitment & Blake's Career Path (31:45) - Q&A Session Begins (32:22) - Would You Trade Your Job for a CFO Role? (33:23) - Work-Life Balance in Accounting (35:10) - Other Ways We Can Attract Talent to The Accounting Profession (39:21) - Challenges in the Accounting Profession (50:06) - Mentorship and Leadership in Accounting (57:22) - Closing Remarks and Future Guests  Show NotesFollow Adam's stories on CFO.com: https://www.cfo.com/editors/azaki/75% of employees use AI at work: report | CFO San Francisco 49ers, MLB Star Shohei Ohtani Wrestle With Poor Financial Controls 34% of KPMG tax, audit and advisory interns plan to stay 5 years at first job: report | CFO Gen Z Pivots from Accounting, Pursues Creative Freedom and Entrepreneurship | CFO No Gimmicks, Just Authenticity: How To Attract Gen-Z Talent | CFO Peacocking, newskilling and digital detox: 9 new workplace trends CFOs must know | CFO Senior Leaders Nearly Twice as Likely To Receive AI Resources as Junior Staff | CFONeed 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 Cloud 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: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Sandra Wiley, Shareholder and President at Boomer Consulting gives us 5 priorities HR Leaders should be thinking about and working on right now in their accounting firms.  Sandra Wiley Social Media:  Twitter: @sandrawiley  LinkedIn: sandrawiley Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com

Join Ron and Ed as the interview Hector and Carlos Garcia about their upcoming conference Reframe 2024: Influential Conversations for Accountants. This conference centers on the transformative power of language in reshaping professional identities, corporate cultures, and business models within the accounting sector. Key topics will include the strategic rebranding of firms and individuals through careful word choice, preparing for challenging conversations with various stakeholders, and enhancing service value via unique offerings and persuasive language. For more information go to REFRAME2024.com and use coupon code TSOE for a 25% preferred price through June 30.

Kick-start a new era in accountancy with Alan Whitman, the former CEO of Baker Tilly US. Using his invaluable experience as a CEO for nearly 8 years, Alan will share novel insights on transforming traditional CPA firms into modern, sustainable, and innovative powerhouses. This session delves into people development, strategic growth, service models, and methods for breaking from long-standing conventions that hinder progression. It's time to BREAK THE MOLD (TM) and lead the transition toward the future of professional services and the CPA industry. If that's your ambition, this session was designed with you in mind.(Originally recorded on May 8, 2024, on Earmark Webinars+)SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(01:48) - Alan Whitman's Journey to CEO (03:32) - Breaking the Mold in CPA Firms (07:06) - Challenges of Traditional Models (16:48) - Ethics and Systemic Issues in Accounting (18:37) - Advising Firms on New Business Models (25:46) - Developing and Retaining Talent (29:33) - Navigating the Future of Advisory Firms (32:44) - Transforming the Practice: Multidisciplinary Approach (34:22) - Building Businesses Within a Business (37:40) - Journey to CEO: Building International (40:41) - Rebranding and Global Expansion (42:00) - The Importance of Branding in Professional Services (42:55) - Recruitment and Retention Challenges (46:52) - Education and Training in Accounting (50:29) - The Future of the Accounting Profession (01:00:50) - Final Thoughts and Advice for Firm Owners Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Alan WhitmanLinkedIn: https://www.linkedin.com/in/alan-whitman-357ab91/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Dr. Mfon Akpan, Assistant Professor of Accounting at Methodist University joins Blake and David for a conversation on the impact of AI on accounting education, the challenges faced by accounting graduates entering the workforce, and the future of the CPA profession. Dr. Akpan shares his insights on incorporating AI into the classroom and the importance of lifelong learning in the rapidly evolving world of technology.Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/casKeeper - http://accountingpodcast.promo/keeperBean - http://accountingpodcast.promo/beanChapters(01:43) - AI in Accounting Education (02:49) - Prompting Techniques for AI (04:36) - Practical Applications of AI in Accounting (05:52) - Challenges and Benefits of AI in Education (07:00) - Incorporating AI into Accounting Curriculum (15:07) - Debate on Accounting Education and Skills Gap (23:51) - The 5th-Year Requirement for CPAs (35:01) - The Value of Personal Interaction in Education (35:42) - The Importance of Smaller Class Sizes (37:33) - The Role of AI in Education (41:29) - Improving Salaries in the Accounting Profession (43:09) - The Impact of Technology on Accounting Jobs (43:55) - Balancing Work and Life in Accounting (56:26) - The Future of Accounting Education (01:00:27) - Embracing AI in Accounting (01:03:30) - Final Thoughts and Conclusion  Meet our Guest, Dr. Mfon AkpanWebsite: https://mfonakpan.com/LinkedIn: https://www.linkedin.com/in/drmfonakpan/Need 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 Cloud 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: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Calvin Harris has one of the most geographically and economically diverse state accounting professional societies to oversee as CEO of the New York State Society of CPAs. He brings his diverse experiences to the role, emphasizing building relationships and partnerships while stressing key factors such as harnessing and leveraging AI to reinvent the work CPAs do and the roles they can create. He talks on Paychex THRIVE, a Business Podcast, about how to bridge the gap between traditional practices and innovative approaches – including recruitment – and how to appreciate the adaptable nature of the profession while finding balance in your personal life.  Topics Include: 00:00:00: Episode Preview 00:01:10: Introduction to Calvin Harris 00:01:29: Some Background on Calvin Harris 00:02:42: Calvin's Love for Funny T-Shirts 00:05:13: Differences Between CFO and CEO Roles 00:06:16: Challenges of Being a CEO - Balance of Costs and Investments 00:08:59: Unique Needs of New York CPAs 00:09:30: Importance of Local Chapters for NYSSCPA 00:14:08: Recruiting for Accounting Profession 00:16:10: Technology's Impact on the CPA Profession 00:18:24: Changes to the CPA Exam and Requirements 00:21:56: Investing in Yourself and Your Career Path 00:24:42: Future Focus for Accounting Professionals 00:26:00: Using Technology as Leverage in Career 00:27:05: What's New and Where are the Successes  00:29:11: Wrap-up and thank you   DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

CEO Shelly Weir discovered that her notions of what CPAs were like differed from who they actually are when she came to the Florida Institute of CPAs. Putting aside the “number crunchers” concept, she has leaned into their strategic and critical thinking skills and their people-person approach to help revamp educational efforts to the next generation of accounting professionals. With Florida growing so quickly, the need for quality and specialized CPAs is growing, too, and she details on Paychex THRIVE, a Business Podcast, what FICPA is doing to address this. Weir also shares her take on AI and how it can reshape the accounting profession. Topics Include: 00:00:00: Episode preview 00:01:01: Introduction to Shelly Weir 00:01:29: Background of Shelly Weir 00:05:50: Learnings about CPAs 00:06:17: Qualities of successful CPAs 00:09:07: Specialization in CPA profession 00:12:41: Major CPAs' specialties in Florida 00:16:03: Unique CPA practices in Florida 00:20:43: Pipeline and recruiting in the profession 00:21:16: National level recruitment challenges and solutions 00:26:59: Programmatic solutions for recruitment 00:28:10: Certification requirements discussion 00:30:59: Impact of work-from-home on accounting profession 00:33:27: Future of Remote Work – a Florida perspective 00:37:21: Future of AI in the accounting profession 00:40:58: Impact of AI in accounting profession 00:42:01: Wrap-up and thank you DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Rob Brown, Co-Founder of Accounting Influencers Roundtable (AIR), and author of the book “Build Your Reputation.” Rob and Randy delves explore the evolving responsibilities of accountants and accounting firms as they navigate an industry that demands a shift from traditional compliance to more strategic advisory roles. Rob touches upon the challenges faced due to an aging profession, technological advancements, and the shift towards value-added services. Listen this week as Rob shares effective strategies for making an impact and selling to accountants, highlighting the significance of establishing authentic partnerships and providing impactful solutions. Quotes“Accountants have to be able to sell an argument, an opinion, an excuse, a statement, a fact. They have to be able to get behind the stats. You're asking much more of an accounting and finance professional now than you ever were. That is why it's rarefied air to get somebody that can do all of those things and this is why we've got a problem.” -Rob Brown [18:54]“There's so many different ways to define an influencer. There's a lot of people that make a lot of noise on social media and they look popular and they have thousands of followers, but their content is lousy. It's lame. It's unoriginal. It's not innovative. They've regurgitated it from other people or they've said the same thing for years. You would look at them and think they're influencers. But I measure influence by relationships rather than noise and social media metrics.” - Rob Brown[48:27]Expert Takeaways The transition from traditional teaching to influencing the accounting industry is underscoring the need for education systems to instill real-life applicable skills.Accounting is an aging profession facing a talent shortage, prompting a shift from compliance-centric roles to advisory and consultative engagements.Technological savviness, commercial acumen, people skills, and selling abilities are identified as key skills for modern accounting professionals to remain relevant.Private equity firms are increasingly investing in accounting firms, seeing potential in streamlining operations and capitalizing on technological efficiencies.Selling to accountants is challenging due to their risk-averse nature; building strategic partnerships and establishing credibility is crucial for success in this market.Timestamps(00:02) Rob Brown intro(06:23) The evolving relationship between accounting firms and startups(11:33) Accountants are reinventing themselves as consultants, coaches, and mentors(19:18) The need for additional certifications to develop business awareness(25:47) AI may not have a rapid impact on the accounting industry(34:05) Three ways to get the attention of accountants(39:41) Understanding the target market(45:15) Focusing on deep work(50:37) The difference between influence and impactLinksMAXIOUpcoming Events

Jodi Ann Ray, CEO of the Texas Society of CPAs, talks about the efforts of TXCPA to create a better pipeline in the accounting profession that faces gaps with an upcoming retirement wave, including leveraging AI and other technology to drive growth and expand the advisory role of CPAs. She also acknowledges the need for more diversity and inclusion in the profession, including the rise of women in leadership roles, in her conversation with Gene Marks on Paychex THRIVE, a Business Podcast. Topics Include: 00:00:00: Episode Preview 00:01:22: Introduction of Jodi Ann Ray 00:03:37: Discussion about variations between CPA groups 00:04:03: The role of CPAs in society 00:05:20: Discussion about the diversity in CPA groups 00:06:45: Discussion about female leadership in CPA groups 00:08:36: Services provided by Texas CPA society 00:09:25: Importance of advocacy by Texas Society of CPAs 00:12:38: What are the demographics of CPA firms in Texas 00:13:25: Recruitment solutions for CPA professionals 00:17:10: Opportunities in CPA profession 00:18:34: The versatility of the CPA profession 00:21:32: CPE credits 00:25:11: Impact of AI in the accounting profession 00:30:24: Wrap-up and thank you   DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting talks to Geoffrey Brown, President and CEO at Illinois CPA Society about retention within the accounting industry and the challenges we face with it. Dive into the results of a survey focused on why retention is such a challenge in accounting.  Jon Hubbard on Social Media:  X: @jon_hubbard  LinkedIn: @jonhubbard Geoffrey/Illinois CPA Society on Social Media: Geoffrey on LinkedIn: @geoffrey-brown-cae-9039484 Illinois CPA Society on LinkedIn: @illinois-cpa-society Illinois CPA Society on X: @illinoiscpa Illinois CPA Society on Facebook: @ICPAS

This episode features a panel discussion on the challenges and future of the accounting profession. Panelists include Ed Kless, Michael Turner (Validis), Steve Cox (IRIS), and Dan McMahon (Integrated Growth Advisors). They delve into issues like the billable hour model, talent shortages, resistance to change, the role of technology like AI, client advisory services, private equity's impact, and more. The conversation offers insightful perspectives on where accounting is stuck and what kind of transformation is needed.Panelists:- Ed Kless, Former Senior Director of Partner Development and Strategy at Sage- Michael Turner, CEO of Validis- Steve Cox, Business Intelligence Director at IRIS - Dan McMahon, Management Consultant at Integrated Growth AdvisorsKey Topics:- The billable hour as the "cancer" holding back accounting- Need to transition to selling knowledge/value instead of time- Talent shortage and struggles to attract newcomers - Importance of purpose, values, and accountability for great firms- Role of change management to drive transformation- Predictions on multidisciplinary teams, data-driven audits, advisory services"Stuck. In a word, stuck...The cancer of the accounting profession is the billable hour and the timesheet." - Ed Kless"Let's eliminate the annual performance review and instead institute after action reviews...that is the replacement for the timesheet." - Ed Kless◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events◣━━━━━━━━━━━━━━━━━━━━◢Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/londonIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrownYou can also check out all shows on the Accounting Influencers YouTube Channelhttps://bit.ly/AI-youtube

“A conflict means something important is at stake. Empathy has an inverse relationship to conflict; the higher the conflict, the empathy bucket goes out because we're living in our own pain points.” -Carol Bowser The finer details of this episode:●       Need for conflict-resolution skills in the workplace●       Navigating conflicts in a remote work environment●       Recognizing generational and cultural differences in conflict-resolution approaches●       Practical tips for handling unexpected conflicts and receiving feedback●       Importance of empathy and emotional intelligence in conflict resolution●       Advice for entering the workforce and approaching conflicts Episode resources:●Summit Virtual CFO by Anders website: https://www.summitcpa.net/●Email us with questions or if you'd like to be a guest on the show: youngcpasuccessshow@anderscpa.com●We're hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities●https://conflictmanagementstrategies.com/about-us/carol-bowser-jd/●https://www.linkedin.com/in/carol-bowser/ Timestamps:Introduction (00:00:00)Overview of the podcast and its relevance to young accounting professionals.Challenges in the Accounting Profession (00:00:23)Discussion on the tough nature of the accounting industry and the need for conflict resolution skills.Becoming a Conflict Resolution Expert (00:01:30)Carol's journey from employment law to becoming a conflict-resolution expert.Understanding Conflict Resolution (00:05:15)Defining conflict resolution and discussing the right and wrong approaches to handling conflicts in the workplace.Personal Experiences and Insights (00:08:21)Personal experiences and insights related to conflict resolution in the accounting industry.Navigating Conflict in the Workplace (00:08:56)The importance of developing conflict resolution skills early in one's career and the impact of experience on handling conflicts.Power Dynamics and Generational Differences (00:10:22)Exploring power dynamics, generational differences, and work-life balance in the context of conflict resolution.Challenges in Remote Work Environment (00:12:03)Challenges and adjustments in conflict resolution when transitioning to a more flexible and remote work environment.Cultural Blindness and Communication Challenges (00:13:44)Discussion on cultural blindness, communication challenges, and the impact of generational differences on conflict resolution.Empathy and Multi-Layered Conflict Resolution (00:18:56)The importance of empathy and multi-layered approaches to conflict resolution, including situational awareness and emotional intelligence.The empathy-conflict relationship (00:21:04)Discussion on the inverse relationship between empathy and conflict, emphasizing the need to recognize everyone's point of pain.Preparation for conflict resolution (00:22:12)Advice for initiating conflict resolution conversations in a neutral and empathetic manner, highlighting the importance of time for emotional catch-up.Dealing with unexpected conflict (00:24:06)Issues of unexpected conflict and seeks advice on responding in such scenarios.Handling unexpected feedback (00:30:02)Concerns about receiving feedback and seeks advice for younger CPAs, leading to discussion on fear of feedback and its impact on personal growth.Navigating feedback and conflict in the workplace (00:31:16)Challenges of giving and receiving feedback, highlighting the judgmental nature of feedback and its impact on personal and professional development.Seeking clarity and asking questions (00:38:38)Importance of asking questions about the organizational culture and decision-making processes, emphasizing the role of trust in navigating workplace dynamics.Interviewing the firm (00:40:17)Significance of candidates asking about conflict resolution in an interview, highlighting the power balance and the freedom to interview the firm.Conflict Resolution in the Workplace (00:41:26)Discussion on advice for handling conflicts in the workplace and finding comfort in conflict resolution.Approaching Conflict Conversations (00:41:55)Insights on recognizing the importance of conflicts, framing proposals, and understanding the other party's ask in conflict conversations.Reflecting on Conflict Resolution (00:44:47)Reflections on improving conflict resolution skills and becoming the go-to person for conflict resolution.Connecting with Conflict Resolution Expert (00:47:40)Information on how to connect with the conflict resolution expert for personal development and professional services.Career Development Opportunities (00:48:31)Promotion of remote work opportunities and open positions for young CPAs at Summit Virtual CFO and Anders CPAs and Advisors.

Article about OpenAI developing agent software https://gizmodo.com/openai-wants-to-control-your-computer-1851240566The browser agent I mentioned HyperWrite https://www.hyperwriteai.com/Google Gemini 1.5 announcement https://x.com/JeffDean/status/1758146022726041615?s=20

Geof Brown is Illinois CPA Society President and CEO, role he took over in 2023 and has quickly moved to maintain the society's position as a thought leader in the profession while stepping up as one himself. In fact, Geof was named as one of Accounting Today's most influential people in the profession! In December 2023, the ICPA released the society's latest Insight Special Feature, “Righting Retention,” which addresses the leading factors driving perpetually high turnover in the accounting profession based on the personal responses of both employees and employers. Summary Accounting profession turnover with Illinois CPA Society president. Geof Brown, Illinois CPA Society president and CEO, discusses the society's latest insights on writing retention in the accounting profession. Talent retention in the accounting profession. Retention is a growing concern in the profession, with high turnover rates and associated costs impacting businesses. Employee retention in accounting and finance industries. Valued feeling and career advancement opportunities drive retention in public accounting, while burnout and lack of recognition affect industry professionals. Retaining employees in the workplace. Geof suggests connecting people to the mission and culture of organizations to improve retention. The impact of a dedicated public educator and the importance of retention in the finance and accounting profession. Geof Brown praises his mother as a hero for her dedication to public education and her unwavering support.

Welcome to another episode of Empowering Entrepreneurs, where we feature dynamic individuals who are revolutionizing their industries. In today's episode, hosts Glenn Harper and Julie Smith sit down with Liz Branch, the innovative COO of Accountingfly and GoingConcern. Liz shares her insights on changing the landscape of the accounting profession and the vital role of communication and teamwork in entrepreneurship. From her experience in building successful remote teams to her passion for helping clients find the right talent, Liz's story is one of empowerment and inspiration. Join us as we dive into Liz's journey, her unique problem-solving approach, and her vision for the future of remote work. It's an episode packed with valuable advice and captivating stories that's not to be missed!Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Copyright 2024 Glenn Harper

Edwin Willis, Director of Channel Sales for Quadian Financial Automation, shared his journey in the channel sales industry, emphasizing the role of mentors and his team in his growth. He also discussed his focus on helping his team achieve their goals. The need for strong partner relationships to drive business growth was a topic of discussion. Ed and Edwin also discussed the impact of the declining interest in accounting degrees and the resulting workforce gap in the industry, which Edwin suggested will be increasingly automated. Ed concluded the interview by asking Edwin about his heroes. Ed Willis is the Director of Channel Sales for Quadient Financial Automation. With over 10 years of channel experience, Ed leads the Quadient partner team in shaping strategic channel direction with a strong focus on building partner relationships that drive mutually beneficial business growth. Quadient Financial Automation encompasses Beanworks Accounts Payable Automation which is the white labeled solutions powering Sage AP Automation for Sage 50, 100 & 300 as well as Yaypay Accounts Receivable Automation.

In the late 1990s, Ryan Kerry initiated his investment technology career at Advent software. Advancing through roles at Advent, he later joined SEI to oversee their outsourced investment management. With a knack for data management and client service, he established Accusource in 2008, specializing in white-glove operations for family offices. Addressing the challenge of transferring investment data to general ledgers, Ryan founded KnowLedger in 2020. Based near Philadelphia, he harmonizes family life with his love for bicycling. Summary Using technology to make accounting easier. Ryan Kerry loves using data and computers to make life easier for accountants. Using technology to reduce data entry in accounting profession. Ryan proposes using AI to automate data entry in accounting, potentially reducing fees. Automating accounting processes with AI. Ryan discusses how their technology can reduce audit time by tagging journal entries in real-time. Using AI to automate accounting tasks and avoid errors. Ed Kless and Ryan discuss ways to identify and correct suspicious financial data, with Ryan emphasizing the importance of staying in their lane and not overstepping into the auditor's territory. Mentors, heroes, and leadership with Ryan Kerry. Ryan Kerry highlights mentors and heroes in his career, including Harry Truman, and shares how he stays connected with them through Vistage and other groups.

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Amanda Wilkie, Consultant at Boomer Consulting and Kacee Johnson, VP of Strategy and Innovation at CPA.com, discuss emerging technologies in the accounting profession and how to prepare for them.  Amanda Wilkie on Social Media: Twitter: @amandawilkieBCI LinkedIn: @amanda-wilkie-pmp Kacee/CPA.com on Social Media: Website: www.Cpa.com/gen-AI Twitter: @KaceeBOP LinkedIn: @kacee-johnson CPA.com Twitter: @CPA.com CPA.com LinkedIn: @CPA.com Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com

Scott Scarano is an eccentric entrepreneur with the heart of a lion and the soul of a housecat. He loves approaching problems from a different perspective and analyzing solutions—his “Why” is empowering all growth-minded entrepreneurs to thrive and prosper. Scott did the school thing and has the credentials, but his real value comes from his questioning mind and ability to push through any adversity. Scott lives in Raleigh, bleeds Carolina blue, and dedicates himself to his astonishing wife, Juana, and their three surprisingly intelligent kids Julia, Frankie, and Arya. Summary The importance of community and collaboration in the accounting profession Innovation and rebranding in the accounting profession Leadership and ego in a professional setting Using AI for rap music creation Heroes and influences in the accounting industry with Scott Serrano

Ben Richmond, Xero's Country Manager for the United States, joins us to discuss new Xero product features like improved inventory management and AI integration, plans for the upcoming XeroCon 2024 conference, the future of the accounting profession, and Xero's sponsorship of the FIFA Women's World Cup. Ben provides an insider's look into Xero's roadmap and vision for transforming accounting with technology. (00:00) - Intro and XeroCon Conference Plans (02:15) - New Xero Product Features (07:15) - AI in Accounting Software (14:30) - Rebranding the Accounting Profession (21:45) - Advice for Accounting Firms (25:30) - Activating Brand Sponsorships (30:15) - Xero's Small Business Fund (37:00) - Diversity and Inclusion in Accounting Meet Our Guest, Ben RichmondLinkedIn: https://www.linkedin.com/in/ben-richmond-ca-b8794220/Twitter: https://twitter.com/BenRichmond1Learn more about Xerohttps://www.xero.com/us/Show Notes: Xero Beautiful Business Fund (applications close Oct. 6)AI guideXero's 2023 Money Matters Report Future Focus: Xero's AI Guide for Accountants and Bookkeepers Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

In this episode, Brad interviews Paul Dunn, his mentor of over 30 years. They discuss the meaning of success and how it is different for everyone. Paul defines success as having the freedom to do the things that are important to him. They delve into the power of focusing on the impact we create in the world and how it can ultimately bring success back to us. Paul shares his wisdom and experiences, including his work with B1G1, a charity based in Singapore, and his accomplishments as a speaker and advisor. Tune in to gain valuable insights on finding success and making a difference.Paul DunnB1G1's Co-Founder and the biggest cheerleader, Paul is a hugely respected and admired business leader who has helped make B1G1 what it is today. He's a four-time TEDx speaker and frequently travels around the world, educating businesses about B1G1 and sharing inspiring business insights. Paul is also a member of one of the world's leading think tanks and has been honored with a Lifetime Service Award to the Accounting Profession in the UK (though he's definitely NOT an accountant!).Please click here to learn more about Paul Dunn: https://b1g1.com/About Brad SugarsInternationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the #1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and is the owner of the multimillion-dollar franchise ActionCOACH®. As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you – so you can spend more time doing what really matters to you. Over the years of starting, scaling and selling many businesses, Brad has earned his fair share of scars. Being an entrepreneur is not an easy road. But if you can learn from those who have gone before you, it becomes a lot easier than going at it alone.Please click here to learn more about Brad Sugars: https://bradsugars.com/Learn the Fundamentals of Success for free:The Big Success Starter: https://results.bradsugars.com/thebigsuccess-starter

Paul DunnB1G1's Co-Founder and the biggest cheerleader, Paul is a hugely respected and admired business leader who has helped make B1G1 what it is today. He's a four-time TEDx speaker and frequently travels around the world, educating businesses about B1G1 and sharing inspiring business insights. Paul is also a member of one of the world's leading think tanks and has been honored with a Lifetime Service Award to the Accounting Profession in the UK (though he's definitely NOT an accountant!).Please click here to learn more about Paul Dunn.About Brad SugarsInternationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the #1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and is the owner of the multimillion-dollar franchise ActionCOACH®. As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you – so you can spend more time doing what really matters to you. Over the years of starting, scaling, and selling many businesses, Brad has earned his fair share of scars. Being an entrepreneur is not an easy road. But if you can learn from those who have gone before you, it becomes a lot easier than going at it alone. That's why Brad has created 90 Days To Revolutionize Your Life – It's 30 minutes a day for 90 days, teaching you his 30 years of experience in investing, business, and life.Please click here to learn more about Brad Sugars.Learn the Fundamentals of Success for free: The Big Success Starter: https://results.bradsugars.com/thebigsuccess-starter Join Brad's programs here: 30X Life: https://results.bradsugars.com/30xlifechallenge 30X Business: https://results.bradsugars.com/30xbusinesschallenge 30X Wealth: https://results.bradsugars.com/30xwealthchallenge 90X – Revolutionize Your Life: https://30xbusiness.com/90daystorevolutionize Brad Sugars' Entrepreneur University: https://results.bradsugars.com/entrepreneuruniversity For more information, visit Brad Sugars' website: www.bradsugars.com Follow Brad on Social Media: YouTube: @bradleysugars Instagram: @bradleysugars Facebook: Bradley J Sugars LinkedIn: Brad Sugars TikTok: @bradleysugars Twitter: BradSugarsThe Big Success Podcasthttps://businessinnovatorsradio.com/the-big-success-podcast/Source: https://businessinnovatorsradio.com/ep-36-paul-dunn-the-big-success-podcast-with-brad-sugars

The Twins have finished the book!!! In this week's Book Club Episode, the Twins discuss chapters 17 & 18 of "Advice for a Successful Career in the Accounting Profession: How to Make Your Assets Greatly Exceed Your Liabilities" by Jerry Maginnis! Grab your book, a nice cozy blanket, and read along with them!Links mentioned in this episodeLink to Jerry Maginnis' book, now featured in the Accounting Twins' Book ClubAdvice for a Successful Career in the Accounting Profession: How to Make Your Assets Greatly Exceed Your Liabilities by Jerry MaginnisFollow the Accounting Twins on Social Mediatwitter.com/AcctTwinsPodinstagram.com/accttwinspodlinkedin.com/company/accounting-twins-podcastfacebook.com/AccountingTwinsPodcasttiktok.com/@accttwinspodConnect with Beckytwitter.com/beckysteigerlinkedin.com/in/rebeccasteiger Connect with Normatwitter.com/normasteigerlinkedin.com/in/normasteigerReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Accounting Twins Podcast in your favorite podcast app!This podcast is a production of Earmark Media LLCWant to sponsor this podcast? Full transcript available upon request.Book Club

“Our value as CPA's goes beyond giving out facts in any situation. They act as the voice of reason and turn ideas into reality” David Peters David R. Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master's degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Professional Education LLC. People dealing with complex financial jargons that they don't understand need someone to simplify the information and give they sound advice and that is what David believes CPA's are. There is a level of trust that one needs in order to put your life in someone else's hands. As a person you can learn the words of anything but you need to go beyond the words and actually communicate in a way that makes sense to the people in the room with you and it leads you as an accountant to go beyond your normal facts and learn something new. He brings on board his experiences and what he believes is the future and progression of CPA as a whole. More and more the accounting profession is coming off from just a room of accountants to meetings with different individuals, who have different functions in an organization. The accountant needs to begin to evolve and adapt to be able to cater for the needs of all these people. You can catch David on his socials: https://www.davidpetersfinancial.com/ https://www.linkedin.com/in/david-peters-financial/ https://www.facebook.com/davidpetersfinancial https://www.youtube.com/channel/UCBLKAMd0JeKpm6Y9rv4_oLQ https://www.buzzsprout.com/1185392 https://open.spotify.com/show/3qaBHGu27HncW2vtv8YpQ0   Listen to this and so much more in the episode; petermargaritis.com   Learn more about your ad choices. Visit megaphone.fm/adchoices