Podcasts about aicpa engage

Episode 229 FACULTY: Ashley Francis, CPA CLASS: #Shoperations In this episode, Scotty and Ashley Francis, CPA discuss her journey in becoming a CPA, building her niche practice focused on high-net-worth individuals, and exploring educational opportunities. Ashley shares her passion for accounting, spurred by early childhood experiences, and her growth from working in large accounting firms to running her own practice. She talks about her unique experience with trust and estate taxes, homeschooling her son, and the challenges and rewards of balancing a practice with educational endeavors. Ashley and Scott do NOT discuss: AI, Jason Staats, or Automation!

In this episode recorded on the floor of AICPA Engage 2024, host Michael Finke, PhD, CFP® welcomes fellow College professor and former podcast co-host David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® to the hot seat for a discussion on one of their favorite topics: comparing what's good and bad about various retirement income planning strategies. Listen as they explore the differences between fixed and flexible approaches, and the best ways to address risks. Find all episodes at TheAmericanCollege.edu/Shares.

In this episode recorded on the floor of AICPA Engage 2024, Michael Finke, PhD, CFP® engages thought leaders and financial professionals in attendance to discuss the impact of The College's upcoming Tax Planning Certified Professional™ (TPCP™) Program. He talks specifics about the content of the program and dives deeper into the value of specialized tax planning knowledge for advisors in all areas of financial services. Find all episodes at TheAmericanCollege.edu/Shares.

Blake and David get brutally honest about why pricey accounting conferences are a no-go and how the industry sidelines neurodivergent professionals. You'll also get a rundown of the rebranded Intuit Connect event's new direction, the political firestorm around IRS Direct File, and a Google Sheets update that will blow your mind. From the mailbag, don't miss one reader's incredible story of passing the CPA exam in record time and our take on why firms need to rethink degree requirements. Plus, we offer real-talk advice for starting your ownbookkeeping biz and take shots at the infamous 150-hour rule.SponsorsOnPay - http://accountingpodcast.promo/onpay Relay - http://accountingpodcast.promo/relayMakers Hub - http://accountingpodcast.promo/makershubChapters(01:02) - David Has FOMO (03:50) - The Cost of AICPA Engage (07:11) - ADHD and Conferences (16:39) - Community Engagement and Comments (21:23) - Intuit Connect Announcement & Going After the Mid-Market (28:54) - Future of Accounting with AI (32:59) - AI Agents Replacing Human Labor (34:07) - Preparing for a Future in Accounting (35:06) - The Value of Practical Experience (36:52) - Listener Feedback and Community Engagement (39:14) - Intuit and IRS Direct File Controversy (48:20) - Google Sheets' New Conditional Notifications (51:11) - Listener Mailbag: Unique Paths to CPA (55:28) - Earning Your Accounting Degree Quick! (59:13) - The Debate on College Degrees and Signaling (01:04:29) - Closing Remarks and Thanks for Listening  Show NotesHouse GOP proposes IRS funding cuts, defunding free tax filing ...Intuit Connect 2024 - Formerly QuickBooks ConnectGoogle Sheets' new ‘conditional notifications' easily keep track of small changes - The VergeNeed 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 Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In the latest episode of the Accounting Influencers Podcast, Randy Johnston shares insights from his experience at AICPA Engage. The event was abuzz with discussions around artificial intelligence (AI), with several major players in attendance. Randy highlights the significance of the event, including the 40 under 40 influencer meeting and the recognition of the most powerful women in accounting. He mentions engaging conversations with CEOs and CTOs, delving into product strategies and insights. Over the years, the focus of the event has shifted from low-level technology to management strategy, reflecting the fast-paced changes in the industry. Randy also addresses concerns about independence in the profession, undisclosed relationships, and the impact of private equity acquisitions on operations and support. He emphasizes the importance of independent advisors and the need for transparency in the industry.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioRandy Johnson is a seasoned finance and accounting professional with an impressive 20 years of experience in the field. With a strong background in credit and collections spanning 10 years, Randy has honed his skills in effectively managing financial transactions and mitigating risks. For the past decade, Randy has focused on accounting, taking on diverse projects and assignments as a Salaried Professional consultant for Robert Half, Inc. Throughout this time, Randy has gained valuable expertise in various accounting areas, including sales and use tax, property tax, Sarbanes-Oxley auditing, and general ledger accounting. With a comprehensive understanding of financial processes and regulations, Randy brings a wealth of knowledge to his roles and consistently delivers accurate and reliable results.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the...

Season 4 Episode 87 Accounting High is supported by our Booster Club Thank you G-ACCON Check em out, 14 day free trial, go to accon.services  FACULTY: David Leary CLASS: #GuidePosts TITLE: The Cluetrain Manifesto Accounting Podcast Conversation In this podcast episode, at the CPA Engage Earmark Mobile recording Studio, Scott interviews David Leary of the Cloud Accounting Podcast and delves into the Clue Train Manifesto, the power of decentralized education and communication, and the desire for human connection over corporate entities. Exploring the Clue Train Manifesto and its significance in the digital landscape. Reflecting on the early days of the internet and the emergence of the manifesto. Recognizing the transformative power of the internet in facilitating decentralized education and communication. Discussing how online communities and platforms like YouTube have enabled individuals to bypass traditional corporate channels. Emphasizing the human connection aspect, where people prefer interacting with individuals rather than faceless companies. Highlighting the fear companies have in engaging with the market and the importance of building communities to address concerns. Learning from the failure of Southwest Airlines as an example of the consequences of not adapting to market demands. Stressing the need for accountants to engage in meaningful conversations with their clients. Acknowledging that without embracing change, others will seize the market opportunity. Encouraging individuals to wake up, take action, and not wait for opportunities to come their way. Shout Outs: George Constanza, Blake Oliver, Cluetrain Manifesto, Xero, Intuit, Lean Startup, AICPA Engage, Earmark, QuickFee --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 84 FACULTY: Joe Woodard CLASS: #GuidePosts TITLE: Let Your Vision Guide Your Mission on Purpose  In this podcast episode, Scott interviews Joe Woodard of Scaling New Heights, CEO of Woodard. The episode covers valuable insights into the accounting industry's evolution, the significance of industry events, the importance of differentiation and branding, and Joe Woodard's experiences and perspectives throughout his career. Joe shares his personal story of how he entered the accounting field. The early days of cloud technology and Joe's experience in starting a consulting practice. Origin stories and development of QuickBooks Connect and Scaling New Heights conferences. Joe's role as a certified professional for Intuit and his contributions to the industry. The purpose and significance of Scaling New Heights as an event for accounting professionals. The dynamics and competition between Xero and Intuit in the accounting software market. Comparing the approaches of AICPA Engage and Scaling New Heights. Reflection on the relevance and necessity of the CPA license in the modern accounting landscape. The importance of differentiation in building a successful accounting practice. Defining and aligning purpose and vision to drive growth and success. The role of personal branding and using one's name as a business identity. Parting wisdom from Joe, emphasizing the importance of not wasting time with non-ideal clients or situations. Shout Outs: Dave Barrett, Expensify, Doug Slater, Scaling New Heights, SleeterCon, QuickBooks Connect, Intuit, Xero, Rod Drury, AccountX, Engage, Simon Sinek, Jack Sergeant --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

We're back from the AICPA Engage conference sharing takeaways. Also, we're talking about all the latest generative AI developments in accounting, plus the recent PwC scandal in Australia.SponsorsLiveFlow - https://cloudaccountingpodcast.promo/liveflowZoho - https://cloudaccountingpodcast.promo/zoho Helcim - https://cloudaccountingpodcast.promo/helcimChapters (00:00) - PREVIEW: The PwC scandal (00:46) - Blake and David are back from AICPA Engage (02:08) - Blake shares his mom's tax return horror story (10:13) - Thoughts on the AICPA's 100th Town Hall podcast episode (16:10) - How can AICPA grow Engage to be an even bigger event (21:03) - It was great to see everyone at AICPA Engage (27:11) - Advanced Auto Parts misses 10-Q deadline because they couldn't staff position (30:37) - Accounting firms are getting sued for improper ERC returns (35:31) - Checking in on the live chat (37:31) - Intuit's AI announcement (43:33) - CPA.com announces their own generative AI initiative (44:50) - Spreadsheet company Equals launches AI Assist (45:29) - ChatGPT makes up court cases in federal briefing (47:59) - Ikea buys warehouse management SaaS company (48:58) - Google DeepMind can create its own algorithms (51:23) - Crypto scams are 5x more costly than other cyber crimes (52:09) - Let's talk about PwC Australia (01:01:25) - Wrap up and where to reach Blake and David Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesGoogle DeepMind's game-playing AI just found another way to make code faster | MIT Technology Review              https://www.technologyreview.com/2023/06/07/1074184/google-deepmind-game-ai-alphadev-algorithm-code-faster/ Crypto scams five times as costly as other cybercrimes says study | Accounting Todayhttps://www.accountingtoday.com/news/crypto-scams-five-times-as-costly-as-other-cybercrimes-says-study A Man Sued Avianca Airline. His Lawyer Used ChatGPT. - The New York Timeshttps://www.nytimes.com/2023/05/27/nyregion/avianca-airline-lawsuit-chatgpt.html?smid=nytcore-ios-share&referringSource=articleShareEquals Launches the First Native AI Assistant for Spreadsheetshttps://www.newswire.com/news/equals-launches-the-first-native-ai-assistant-for-spreadsheets-22045667 Intuit introduces proprietary large language models for fintech with GenOShttps://cointelegraph.com/news/intuit-introduces-proprietary-large-language-models-for-fintech-with-genos Intuit (INTU) Introduces Generative AI Operating Systemhttps://www.zacks.com/stock/news/2105195/intuit-intu-introduces-generative-ai-operating-system?cid=CS-ZC-FT-analyst_blog|company_news_tech_sector-2105195 Intuit Unveils Generative AI Operating System and Finance LLMs for TurboTax, Credit Karma, QuickBooks, and Mailchimp Developers    https://voicebot.ai/2023/06/07/intuit-unveils-generative-ai-operating-system-and-finance-llms-for-turbotax-credit-karma-quickbooks-and-mailchimp-developers/ Intuit Introduces Generative AI Operating System with Custom Trained Financial Large Language Modelshttps://financialpost.com/pmn/business-wire-news-releases-pmn/intuit-introduces-generative-ai-operating-system-with-custom-trained-financial-large-language-models Intuit Launches GenOS: AI Operating System for Financial Datahttps://medium.com/@cryptomarket06/intuit-launches-genos-ai-operating-system-for-financial-data-6bf8f161ef3a IKEA Parent Ingka Acquires Supply Chain Software Solutions Provider Made4nethttps://www.pymnts.com/news/retail/2023/ikea-parent-ingka-acquires-supply-chain-software-solutions-provider-made4net/ Landscaping Business Sues Accounting Firm Over Alleged COVID ...https://www.law.com/dailyreportonline/2023/05/30/landscaping-business-sues-accounting-firm-over-alleged-covid-19-scheme/ Intuit Expert BrandVoice: How Intuit Is Leveraging AI To Catapult The Role Of Tax And Bookkeeping Experts To Deliver Confidence Inspiring Customer Experiences           https://www.forbes.com/sites/intuit-expert/2023/05/23/how-intuit-is-leveraging-ai-to-catapult-the-role-of-tax-and-bookkeeping-experts-to-deliver-confidence-inspiring-customer-experiences/  Get 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 ClassifiedsClient Hub - https://clienthub.app/Future Firm Accelerate - https://futurefirmaccelerate.com/capUncat - https://www.uncat.com/Nett Tracker - https://www.nett-tracker.com/FinDaily - https://findaily.io/ Benchmark Growth - https://marketingforaccountingfirms.com/mastermind/Forwardly - https://www.forwardly.com/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

Why AICPA's 12-point plan won't solve the CPA crisis; Earnings reports from Intuit, Sage, and Xero; Ramp adds AI features to spend management platform; why grads are ditching jobs at the Big Four; 70% of Gen Z employees would switch jobs for better tech, and more!SponsorsLiveFlow - https://cloudaccountingpodcast.promo/liveflowTech Guru - https://cloudaccountingpodcast.promo/techguruClient Hub - https://cloudaccountingpodcast.promo/clienthubChapters (00:00) - IRS Loses $10 Billion In Debt Ceiling Deal & Proof ChatGPT Massively Increases Productivity (00:52) - Welcome to the show (04:52) - Potential debt-ceiling deal cuts IRS funding by $10 billion (07:38) - Chat GPT made workers 37% faster at completing tasks (11:44) - Accounting Today has ChatGPT retake the CPA exam (16:36) - Number of people taking accountancy exams drops to lowest level in 17 years (19:23) - WSJ article on the accounting industry's low starting pay problem (23:35) - The AICPA's 12-point plan to solve the accountant shortage (35:13) - Thetab.com article on why grads are ditching jobs at Big Four firms (38:13) - Update on the IRS's Free File tax system (41:18) - Let's talk about the Intuit earnings call (46:38) - Sage had their earnings call (48:43) - Ramp announces "Ramp Intelligence" (53:31) - Employee satisfaction reached an all-time high last year (55:33) - Gen Z employees would change jobs for better tech (01:01:34) - Wrap up and where to reach us. See you at AICPA Engage! Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesNew MIT Research Shows Spectacular Increase In White Collar Productivity From ChatGPT – JOSH BERSINhttps://joshbersin.com/2023/03/new-mit-research-shows-spectacular-increase-in-white-collar-productivity-from-chatgpt/ ChatGPT retakes CPA Exam as v4.0, passes | Accounting Todayhttps://www.accountingtoday.com/news/chatgpt-retakes-cpa-exam-as-v4-0-passes AICPA Council approves CPA pipeline plan | Accounting Todayhttps://www.accountingtoday.com/news/aicpa-council-approves-cpa-pipeline-plan 70% of Gen Z Employees Say They Would Switch Jobs for Better Tech: Weekly Stathttps://www.cfo.com/human-capital/workforce-management/2023/05/gen-z-gen-x-baby-boomer-millennials-technology-work-environments-productivity-work-life-balance/ AICPA details plans to boost CPA pipeline | Accounting Todayhttps://www.accountingtoday.com/news/aicpa-details-plans-to-boost-cpa-pipeline Overworked and underpaid: Why grads are ditching jobs at the Big Fourhttps://thetab.com/uk/2023/05/10/big-four-grad-scheme-whats-it-like-306634 The Future of AI in Finance is Here | Ramp Intelligencehttps://ramp.com/intelligence Numbers taking US accountancy exams drop to lowest level in 17 years | Financial Timeshttps://www.ft.com/content/e8dc2264-6b8d-4ed5-8bbd-e4a67e7d1e46 Avii Announces Significant Uplifts to Financial Modules In Avii ...https://www.businesswire.com/news/home/20230508005420/en/Avii-Announces-Significant-Uplifts-to-Financial-Modules-In-Avii-WorkspaceTM-Platform-for-Accounting-Firms Overworked and underpaid: Why grads are ditching jobs at the Big Fourhttps://thetab.com/uk/2023/05/10/big-four-grad-scheme-whats-it-like-306634 Sage Intact Launches Native AP Bill Automation to Cut Down on ...https://www.digitaljournal.com/pr/news/pr-zen/sage-intact-launches-native-ap-bill-automation-to-cut-down-on-invoice-processing-time Intuit Inc. (INTU) Q3 2023 Earnings Call Transcript              https://seekingalpha.com/article/4606883-intuit-inc-intu-q3-2023-earnings-call-transcript Intuit (INTU) Reports Q3 Earnings: What Key Metrics Have to Sayhttps://www.zacks.com/stock/news/2098768/intuit-intu-reports-q3-earnings-what-key-metrics-have-to-say ChatGPT retakes CPA Exam as v4.0, passes            https://www.accountingtoday.com/news/chatgpt-retakes-cpa-exam-as-v4-0-passes Xero reports 28% year-over-year growth https://www.accountingtoday.com/news/xero-reports-28-year-over-year-growth Pentagon Says Accounting Mistake Leaves U.S. With $3 Billion ...https://www.wsj.com/articles/accounting-error-leaves-pentagon-with-3-billion-more-in-arms-for-ukraine-u-s-says-6d6f4576 AICPA details plans to boost the CPA pipeline                https://www.accountingtoday.com/news/aicpa-details-plans-to-boost-cpa-pipeline AICPA releases expanded plan for addressing CPA pipeline ...https://www.journalofaccountancy.com/news/2023/may/aicpa-releases-expanded-plan-addressing-cpa-pipeline-challenges.html IRS to pilot free tax prep system in January            https://www.accountingtoday.com/news/irs-to-pilot-free-tax-prep-system-in-january Why Graduates Aren't Hot on Accounting Careers: Low Starting Pay ...https://www.wsj.com/articles/why-graduates-arent-hot-on-accounting-careers-low-starting-pay-onerous-testing-c05bf267 Software giant Sage strikes deal for US construction platform Coreconhttps://www.business-live.co.uk/technology/software-giant-sage-strikes-deal-26883546 Plan to accelerate talent pipeline solutions | Resources   https://www.aicpa-cima.com/resources/article/draft-plan-to-accelerate-talent-pipeline-solutions QuickBooks Connect Returning to Las Vegas in 2023https://www.intuitiveaccountant.com/education-hub/training-center/quickbooks-connect-returning-to-las-vegas-2023/ AICPA Council approves CPA pipeline plan              https://www.accountingtoday.com/news/aicpa-council-approves-cpa-pipeline-plan Intuit's (INTU) Q3 Earnings Beat Expectations, Sales Miss (Revised)https://finance.yahoo.com/news/intuits-intu-q3-earnings-beat-080700418.html The Sage Group plc (SGGEF) Q2 2023 Earnings Call Transcripthttps://seekingalpha.com/article/4605500-sage-group-plc-sggef-q2-2023-earnings-call-transcript Financial results announcements | Sage Investor Relationshttps://www.sage.com/investors/financial-information/results/ Sage Group 1H Revenue Beat Consensus as Underlying ARR Rose -- Earnings Reviewhttps://www.marketwatch.com/story/sage-group-1h-revenue-beat-consensus-as-underlying-arr-rose-earnings-review-daf93f65Get 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 ClassifiedsClient Hub - https://clienthub.app/Future Firm Accelerate - https://futurefirmaccelerate.com/capUncat - https://www.uncat.com/Nett Tracker - https://www.nett-tracker.com/FinDaily - https://findaily.io/ Benchmark Growth - https://marketingforaccountingfirms.com/mastermind/  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

Are you looking for ways to deepen relationships with next generation clients and staff? In this episode of the PFP Section podcast, AICPA PFP Standing Ovation Award recipient Akeiva Ellis, CPA/PFS, shares how she keeps her younger clients feeling cared for and important. She also shares tips on what to think about to attract talented next gen advisors to your firm. Akeiva answers the following questions: What is the definition of next gen? What are some ways you have engaged these clients in your work? How do you run family meetings to keep all generations connected? How can firms of all sizes approach deepening these relationships? What can firms do to attract young talent? What's the top takeaway you'd like our audience to leave with today? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Use the PFP Section member benefit, Broadridge Advisor, to communicate concepts to your clients.  If you are a 40 and under CPA/PFS and you haven't been recognized with the PFP Standing Ovation Award, make sure to get your nomination in by April 28th.  Apply for the P. Thomas Austin Personal Financial Planning Division Scholarship that covers the registration fee for an emerging CPA to attend the 2023 Advanced Estate Planning Conference at AICPA ENGAGE. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

Season 3 Episode 49 | Recorded July 14, 2022 Enrico Palmerino, CEO of Botkeeper is an automated accounting platform that uses human-assisted machine learning and AI to deliver the fastest, most accurate, and lowest cost bookkeeping available to accounting firms. He is also an investor and advisor to several business venture funds and sits on the Technology Advisory Committee & Board of Corporators at Fidelity Bank. We discuss how regretful situations can blossom into blessings from the ground up. This episode is not short of inspiration and snippets in the life Enrico and how he went from making lighting more efficient and cost-friendly to innovating in the accounting space. 4 - What do you think of Accounting High? 5 - Botkeeper: The cool kids of the Accounting Space 7 - A way to make meetings cool? Have it in the pool! 8 - I'm like my best self and that's myself I'm putting out there, unapologetically, unfiltered 9 - We can all evolve. We're still us at our core, we're never gonna really change who we 12 - Go out, you know, take risks, make changes, make mistakes, just learn from them, but never regret the life Shoutout to Daniel Pink's The Power of Regret 13 - Enrico's lose-a-car, gain-a-family story 14 - The difference on our hosts' need for speed Shoutout to Dawn Brolin, CPA, CFE, ThinkLite 15 - ThinkLite: Enrico's college business turned into a multi-million dollar company 19 - Botkeeper: the back office for accounting firms Shoutout to Byron Patrick, CPA.CITP, CGMA 22 - I was like bored, stiff, and like couldn't sit still. And then was also just feeling like I lost my identity 24 - Think like a lot of entrepreneurs: Your next game is to tackle the problem you had at the prior business 27 - So more businesses demanding accounting, fewer accountants to do it. So I'm like, aha! Light bulb moment 28 - It wasn't to be like we're replacing accountants in the accounting industry. It was that if you make one accountant, do the work of three 35 - It's way easier to sell advisory to the existing clients you have and upsell them than it is to go and find new clients and convince them Shoutout to James Ashford's Untapped 37 - Unknowns are very scary for a lot of us accountants 38 - AI Unchained: Hands-on, sleeves up, get sh*t done conference. This 9/25 - 9/27 in Boston Shoutout to Karbon, Thriveal 42 - If we make firms highly efficient, standardized, next-level cloud, and they're not a Botkeeper user today, they become the best and easiest, like potential users for Botkeeper 44 - We don't necessarily know how to be good owners, managers, CEOs, people Shoutout to Hap Klopp, Brad D. Smith Dark Horse CPAs, AICPA Engage, Joyner Lucas --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

As we have heard often in this podcast series, Lori Luck, CPA/PFS, didn't take a straight path to becoming a CPA financial planner. Though the knowledge and skills she learned along the way developed her into a CPA financial planner who has clients for life. In this episode of the PFP Section podcast guided by Lyle Benson, CPA/PFS, Lori shares her story and her wisdom by answering the following questions: Why do the business, finance, and tax skills of CPAs make them strong personal financial planners? How did your own life events play a role in becoming a financial planner? How do you offer the full scope of needs for your clients from tax compliance to investment management and all in between? What is AICPA doing to make sure students know about this career path and serve CPA financial planners throughout their career journey? What is the future of the CPA financial planning profession? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Learn about the pathways to the CPA Personal Financial Specialist Credential. Make use of the resources in the AICPA Personal Financial Planning Section. Check out the blueprint for the new CPA exam which includes personal financial planning. Submit feedback by September 30th. Save the dates for PFP Summit taking place in Austin, TX from January 30th through February 1st. Save the dates for the advanced PFP conference at AICPA ENGAGE at the Aria in Las Vegas from June 4th through 7th. To listen to more episodes in this series, visit here. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Our first guest! In this very special episode of the CPA Advisory Show (CAS) we met up with Logan Graf of The Graf Tax Co. PLLC at AICPA ENGAGE 2022 to talk about Logan's experience starting his tax-first firm and his move into offering Client Accounting Services (CAS). We also talk about Logan's TikTok skills and dancing prowess. Seriously. Logan is a must follow on Twitter @LoganGrafTax. --- Send in a voice message: https://anchor.fm/cpaadvisoryshow/message

Last week's AICPA Town Hall was broadcast live from the AICPA ENGAGE conference. CBS Analyst and host of Jill on Money, Jill Schlesinger, joined CPA.com CEO Erik Asgeirsson and AICPA CEO Barry Melancon to provide the latest news from DC and discuss the economic outlook for the remainder of 2022.     AICPA VP of Firm Services, Lisa Simpson presented the 2022 PCPS Top Firm Issues survey results.   New AICPA Chair, Anoop Mehta, joined the panel to discuss the future of finance in business & industry.  

Sons of CPAs Bonus episodes where Nikole “Niks” Mackenzie and Scott Scarano share a small but useful piece of practical advice as it relates to running their professional accounting firms. This episode is brought to you by the letter P this one's a 2 parter... on Podcasts 3 shout out to AICPA Engage, best conference of the year 2021 5 Marcus Mire, Make it Count Podcast 9 Ryan Lazanis, Future Firm Podcast 11 Xero's What Led You Here w/ Steve Vamos Podcast 12 how has the podcast enabled you to move the industry forward? 13 David Barrett, Expensify big ass Table Podcast 15 Gusto's Caleb Newquist and Greg Kyte's Oh My Fraud! Podcast 18 the Process to Producing this Podcast 19 Cloud Accounting Podcast, David Leary & Blake Oliver 20 The Scallion Pancake, Jason Ackerman's food Podcast 22 Cover Art explained, shout out to Scarano, Ackerman, Niks, LySki and Zachary --- Send in a voice message: https://anchor.fm/sonsofcpas/message

We are a remote work world now. Which means, for all of you leaders and managers out there, that we have to figure out how to best manage remote workers. That means finding new ways to manage technology, engagement, wellness, culture, and trust. Jennifer Wilson is co-founder and partner of ConvergenceCoaching, a national consulting firm dedicated to developing leaders and transforming teams. She is also one of Accounting Today's 100 Most Influential People in Accounting, one of INSIDE Public Accounting's Top 10 Most Recommended Consultants, and one of CPA Practice Advisor's Top 25 Thought Leaders and Most Powerful Women in Accounting. Jennifer gave a talk at the 2021 AICPA Engage conference on the topic of remote work, and she shares her insights here with us today. We touch on what the future of work looks like, potential landmines that employers have to watch out for with remote arrangements, the opportunities that these kinds of environments offer, and what employees themselves can do to make the transition easier. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: https://convergencecoaching.com/ (convergencecoaching.com) LinkedIn: https://www.linkedin.com/in/jenniferwilsonprofile (linkedin.com/in/jenniferwilsonprofile) https://digiday.com/marketing/it-feels-so-invasive-employers-turn-to-tracking-software-to-monitor-remote-workers-raising-ethical-questions/ (Employers turn to tracking software to monitor remote workers) Future-Proof is a production of http://crate.media (Crate Media)

While attending a post-pandemic in-person gathering may appear straightforward, you may encounter some lessons to be learned and a few surprises. In the August 13, 2021 Leadership Lunch Chat, Jennifer Wilson and Amy Vetter share their experience and key takeaways from their time in-person at AICPA ENGAGE. Join us next week for a live discussion of all things leadership -- in the profession and in our communities every Friday at 11am CT/12pm ET!

Jody Padar been described as a “feeling leader” - someone who is driven by a passion to foster real change in the accounting profession. Her path started in the tax department of a mid-size public accounting firm. Since then, her experiences leading her own firm (New Vision) and the transformational #radicalcpa movement have inspired her to look for what's next.

Jody Padar been described as a “feeling leader” - someone who is driven by a passion to foster real change in the accounting profession. Her path started in the tax department of a mid-size public accounting firm. Since then, her experiences leading her own firm (New Vision) and the transformational #radicalcpa movement have inspired her to look for what's next.

AZ Zabala is an unshakable optimist, “connecter”, and leader who believes in a bright future and our ability to work together to build it. His ‘WHY' is to inspire and empower people to achieve their goals so they can serve others and help them do the same. 

To our loyal Huddle listeners, you will hear that Ignatius is returning from the AICPA ENGAGE 2021 Conference that was recently held in Las Vegas. He, however, is excited to join Eric as they talk with John Murray, CFP, (Certified Financial Planner). John has a career in the financial services industry that spans about 40 years. He specializes in life insurance product offerings, with specific focus on how they can be leveraged to support charitable causes. John espouses, “Leveraging Your Legacy While Building Charities.” The Huddle Guys recognize that life insurance is not always a popular topic, or one that is easy for many to discuss. John, however, brings practical wisdom to the subject for those who are seeking to learn more about how life insurance benefits families and business owners, and what types of products and coverages are best suited for your end goals. John provides advice for professional athletes who are considering their options in this space. On a fun note, John is also a golf enthusiast who played for the University of Texas. His best tournament score was a 65. Maybe the next time the Huddle Guys meet with John, they can do so on the golf course. It's time to huddle up!

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Join Host of Let's Get Radical Jody Padar and our partners AICPA and 1st Global as we broadcast live from the 2018 AICPA ENGAUGE Event at the MGM Grand in Las Vegas. Jody and her guests provide thought provoking discussion and insight into the world of technology for CPA'S and firms of the future in this rapidly expanding field.

AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!