Podcasts about cpa magazine

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 16, "Accounting Firm Hybrid Working Strategies: Bill Reeb."You can also watch this on youtube here: https://youtu.be/M06oceDTQ8QBill Reeb is a CPA and has been consulting for three decades in the areas of strategy, leadership and change management. He d became a CPA in 1986. An award-winning public speaker, Bill co-authored Securing the Future: Building Your Firm's Succession Plan and Securing the Future: Implementing Your Firm's Succession Plan.Bill is past Chair of the Board of the AICPA, is a current and past member of the Board of Directors and Council, and past Commissioner on the National Accreditation Commission. He also serves as an advisory board member to several organizations, including CPAFMA. Accounting Today has recognized his efforts by listing him as one of the Top 100 Most Influential CPAs. CPA Magazine has named him as one of the Top 100 Most Influential Practitioners, and Inside Public Accounting has listed him as one of the top 10 most recommended CPA firm consultants.Key takeaways from this episode include:⍟ how competition is everywhere and what is happening in the world is pushing accounting professionals to constantly get better⍟ where the CPA or accounting firm will move in the future and what it will take just to be in the professional services game⍟ the mistake most accountants make in not linking data to decision and only focusing on financial data⍟ the challenge for accountants who are overwhelmed by data but who cannot discern what is relevant data⍟ why most financial data and reporting coming from accountants is out of date and therefore not useful to business owners⍟ some of the many constraints faced by accountants and the number one thing business clients want from them most of all⍟ what will happen to accounting firms who focus mostly on the commodity work of compliance in coming years⍟ how the working environment has changed for accounting firms as a result of the pandemic⍟ the kind of things that are really hard for an accountant to learn in a remote work situation⍟ the challenges for accounting professionals working from home who struggle with initiative, motivation and self-responsibility⍟ what virtual interactions lack that in person ones don't for accountants, CPAs and clients⍟ what situations and kinds of people necessitate being present 'in the office' for accountants and CPAs⍟ the power of accountability for accounting leaders and employees in accountancy firms⍟ the warning signs for accounting firm leaders that mean they need to give their employees more attention⍟ one of the biggest drivers of employee turnover or churn in accounting firms, especially with the best talent⍟ the mental problems caused by isolation and overload, and what accountants can do to cope better⍟ what the best accountancy firms are doing to retain their best talent in these 'arms length' challenging times⍟ the key priorities for the accountancy profession everywhere and the #1 reason why they are so tough to solve⍟ the impacts of strategic planning windows shrinking for accounting leaders in these uncertain times⍟ explaining why the success factors for accounting firm growth are different moving from $1m to $10m to $100m and stages in between⍟ how complexity increases significantly as professional firms grow and greater resources, training, processes and consistency are required⍟ crystal ball - what accounting firm leaders need to be planning for NOW to be...

Episode 53. In today's interview, "Accounting Firm Hybrid Working Strategies with Bill Reeb." Bill Reeb is a CPA and has been consulting for three decades in the areas of strategy, leadership and change management. He d became a CPA in 1986. An award-winning public speaker, Bill and his partner, Dom Cingoranelli, have co-authored Securing the Future: Building Your Firm's Succession Plan and Securing the Future: Implementing Your Firm's Succession Plan. Bill is past Chair of the Board of the AICPA, is a current and past member of the Board of Directors and Council, and past Commissioner on the National Accreditation Commission. He also serves as an advisory board member to several organizations, including CPAFMA. Accounting Today has recognized his efforts by listing him as one of the Top 100 Most Influential CPAs. CPA Magazine has named him as one of the Top 100 Most Influential Practitioners, and Inside Public Accounting has listed him as one of the top 10 most recommended CPA firm consultants. Key takeaways from this episode include: ⍟ how competition is everywhere and what is happening in the world is pushing accounting professionals to constantly get better ⍟ where the CPA or accounting firm will move in the future and what it will take just to be in the professional services game ⍟ the mistake most accountants make in not linking data to decision and only focusing on financial data ⍟ the challenge for accountants who are overwhelmed by data but who cannot discern what is relevant data ⍟ why most financial data and reporting coming from accountants is out of date and therefore not useful to business owners ⍟ some of the many constraints faced by accountants and the number one thing business clients want from them most of all ⍟ what will happen to accounting firms who focus mostly on the commodity work of compliance in coming years ⍟ how the working environment has changed for accounting firms as a result of the pandemic ⍟ the kind of things that are really hard for an accountant to learn in a remote work situation ⍟ the challenges for accounting professionals working from home who struggle with initiative, motivation and self-responsibility ⍟ what virtual interactions lack that in person ones don't for accountants, CPAs and clients ⍟ what situations and kinds of people necessitate being present 'in the office' for accountants and CPAs ⍟ the power of accountability for accounting leaders and employees in accountancy firms ⍟ the warning signs for accounting firm leaders that mean they need to give their employees more attention ⍟ one of the biggest drivers of employee turnover or churn in accounting firms, especially with the best talent ⍟ the mental problems caused by isolation and overload, and what accountants can do to cope better ⍟ what the best accountancy firms are doing to retain their best talent in these 'arms length' challenging times ⍟ the key priorities for the accountancy profession everywhere and the #1 reason why they are so tough to solve ⍟ the impacts of strategic planning windows shrinking for accounting leaders in these uncertain times ⍟ explaining why the success factors for accounting firm growth are different moving from $1m to $10m to $100m and stages in between ⍟ how complexity increases significantly as professional firms grow and greater resources, training, processes and consistency are required ⍟ crystal ball - what accounting firm leaders need to be planning for NOW to be ready for the coming challenges ⍟ why it's a great time to be in the accounting profession and the one kind of person who would not see the opportunities in an accountancy career Bill enjoys a number of hobbies. He is an avid golfer and skier but spends the majority of his free time as a senior black belt teaching martial arts. Contact them here: Website: https://www.successioninstitute.com (https://www.successioninstitute.com) LinkedIn: https://www.linkedin.com/in/billreeb...

Episode 20. In today's episode, Rob Brown interviews Bill Reeb and Tommye Barie on "People Development Tips for Growing Accounting Firms." Tommye Barie is a recently retired partner of one of the 100 largest full-service accounting and consulting firms in the US. Her thought leadership on culture, strategy and innovation led to Tommye being recognized as one of the 100 most influential people in the accounting profession, as published in Accounting Today. She is a past Chair of the Board of the American Institute of CPAs and is actively involved in the international accounting profession. She currently represents the United States as a board member of the International Federation of Accountants (IFAC). The IFAC is a global organization supporting the development of and promoting the adoption and implementation of high-quality international standards. Bill Reeb is a CPA and has been consulting for three decades in the areas of strategy, leadership and change management. He d became a CPA in 1986. An award-winning public speaker, Bill and his partner, Dom Cingoranelli, have co-authored Securing the Future: Building Your Firm's Succession Plan and Securing the Future: Implementing Your Firm's Succession Plan. Bill is past Chair of the Board of the AICPA, is a current and past member of the Board of Directors and Council, and past Commissioner on the National Accreditation Commission. He also serves as an advisory board member to several organizations, including CPAFMA. Accounting Today has recognized his efforts by listing him as one of the Top 100 Most Influential CPAs. CPA Magazine has named him as one of the Top 100 Most Influential Practitioners, and Inside Public Accounting has listed him as one of the top 10 most recommended CPA firm consultants. Key takeaways from this episode include: ➤ Proof that accountants are actually 'people people' and why accountants are actually NOT unique in what they do ➤ The problem of accountability in professional firms and the importance of knowing who your real boss is ➤ The biggest shortcoming in professional firms of any size ➤ The vital role of competences for people development in accounting firms ➤ The problem caused by accounting fee-earners being technically strong or soft skills strong, but not both ➤ What will happen to those accountants who are not willing or able to be coached or developed in their firm ➤ Why people's goals should be tied to performance in an accounting firm ➤ The big reason most accountants don't know how to manage people ➤ The 5 core skills that modern day accountants need to be successful ➤ What gets 70% of accountants promoted and what makes 80% of them fail ➤ The role of culture in developing a coaching, development mentality in accounting firms ➤ The one thing that makes you money in your accounting role ➤ Why 'not having the time' is a bad excuse for professionals who avoid doing what needs doing in a firm ➤ The difference between subjective and objective goals for accounting professionals ➤ What leaders in professional firms are really responsible for ➤ Exactly what accountability means when leading and managing your people ➤ Why self motivation doesn't work in professional firms who want to grow ➤ What makes performance evaluations or development reviews fail in professional service firms ➤ The biggest challenge growing accounting firms face in developing their people ➤ The two main areas that require investment in the future for accounting firms to succeed ➤ Why technology is now a key component of the accounting qualification, at least in the US ➤ Why accountants must move from the data and information space to the knowledge and decision space ➤ Why the accounting profession is the greatest there is ➤ What causes complacency and lack of change in accounting firms Tommye has always placed importance on leveraging her leadership skills and experiences to influence the lives of young professionals. Throughout her career...

Tommye Barie is a recently retired partner of one of the 100 largest full-service accounting and consulting firms in the US. Her thought leadership on culture, strategy and innovation led to Tommye being recognized as one of the 100 most influential people in the accounting profession, as published in Accounting Today. She is a past Chair of the Board of the American Institute of CPAs and is actively involved in the international accounting profession. She currently represents the United States as a board member of the International Federation of Accountants (IFAC). The IFAC is a global organization supporting the development of and promoting the adoption and implementation of high-quality international standards. Bill Reeb is a CPA and has been consulting for three decades in the areas of strategy, leadership and change management. He d became a CPA in 1986. An award-winning public speaker, Bill and his partner, Dom Cingoranelli, have co-authored Securing the Future: Building Your Firm’s Succession Plan and Securing the Future: Implementing Your Firm’s Succession Plan. Bill is past Chair of the Board of the AICPA, is a current and past member of the Board of Directors and Council, and past Commissioner on the National Accreditation Commission. He also serves as an advisory board member to several organizations, including CPAFMA. Accounting Today has recognized his efforts by listing him as one of the Top 100 Most Influential CPAs. CPA Magazine has named him as one of the Top 100 Most Influential Practitioners, and Inside Public Accounting has listed him as one of the top 10 most recommended CPA firm consultants. Shownotes: Proof that accountants are actually 'people people' and why accountants are actually NOT unique in what they do The problem of accountability in professional firms and the importance of knowing who your real boss is The biggest shortcoming in professional firms of any size The vital role of competences for people development in accounting firms The problem caused by accounting fee-earners being technically strong or soft skills strong, but not both What will happen to those accountants who are not willing or able to be coached or developed in their firm Why people's goals should be tied to performance in an accounting firm The big reason most accountants don't know how to manage people The 5 core skills that modern day accountants need to be successful What gets 70% of accountants promoted and what makes 80% of them fail The role of culture in developing a coaching, development mentality in accounting firms The one thing that makes you money in your accounting role Why 'not having the time' is a bad excuse for professionals who avoid doing what needs doing in a firm The difference between subjective and objective goals for accounting professionals What leaders in professional firms are really responsible for Exactly what accountability means when leading and managing your people Why self motivation doesn't work in professional firms who want to grow What makes performance evaluations or development reviews fail in professional service firms The biggest challenge accounting firms face in developing their people The two main areas that require investment in the future for accounting firms to succeed Why technology is now a key component of the accounting qualification, at least in the US Why accountants must move from the data and information space to the knowledge and decision space Why the accounting profession is the greatest there is What causes complacency and lack of change in accounting firms Tommye has always placed importance on leveraging her leadership skills and experiences to influence the lives of young professionals. Throughout her career she has mentored and guided women and men in her own firm and in the many firms she has worked with throughout the United States. Bill enjoys a number of hobbies. He is an avid golfer and skier but spends the majority of...

Jason interviews Robert about the SECURE Act. Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler  & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 250 favorable private letter rulings including several key rulings of "first impression." He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 25 years including the AICPA's: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute and is currently the chair of the AICPA's Advanced Estate Planning Conference. To learn more visit: keeblerandassociates.com

Sidney Kess, of Counsel to Kostelanetz & Fink, LLP and a Senior Consultant at Citrin Cooperman & Co., is a nationally renowned tax expert and author/coauthor of hundreds of tax books on financial and estate planning. He has written hundreds of AICPA tax workshops, audio and video programs, and is the recipient of the AICPA Distinguished Lecturer Award. Mr. Kess is often quoted in The Wall Street Journal, The New York Times and other national publications. He was included in Accounting Today’s “100 Most Influential CPAs in the U.S.” as well as CPA Magazine’s “Most Influential CPAs in the U.S.”Mr. Kess is the recipient of the AICPA’s “Special Recognition Award” for his many years of contributions to the AICPA’s Continuing Professional Education program and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners and Councils for his distinguished service in the field of estate planning. He also received the AICPA’s Gold Medal Award for Distinguished Service (the highest award in the CPA profession), and was named the 2015 winner of the New York State CPA Society’s Dr. Emanuel Saxe Outstanding CPA in Education Award. Mr. Kess most recently was honored with the AICPA 2016 PFP Distinguished Service Award, which is granted annually to a member whose volunteer efforts have made significant contributions to the growth and advancement of the personal financial planning profession.Mr. Kess received his JD from Harvard University School of Law, LLM from New York University Graduate School of Law and BBA from Baruch College.

Sidney Kess, of Counsel to Kostelanetz & Fink, LLP and a Senior Consultant at Citrin Cooperman & Co., is a nationally renowned tax expert and author/coauthor of hundreds of tax books on financial and estate planning. He has written hundreds of AICPA tax workshops, audio and video programs, and is the recipient of the AICPA Distinguished Lecturer Award. Mr. Kess is often quoted in The Wall Street Journal, The New York Times and other national publications. He was included in Accounting Today’s “100 Most Influential CPAs in the U.S.” as well as CPA Magazine’s “Most Influential CPAs in the U.S.” Mr. Kess is the recipient of the AICPA’s “Special Recognition Award” for his many years of contributions to the AICPA’s Continuing Professional Education program and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners and Councils for his distinguished service in the field of estate planning. He also received the AICPA’s Gold Medal Award for Distinguished Service (the highest award in the CPA profession), and was named the 2015 winner of the New York State CPA Society’s Dr. Emanuel Saxe Outstanding CPA in Education Award. Mr. Kess most recently was honored with the AICPA 2016 PFP Distinguished Service Award, which is granted annually to a member whose volunteer efforts have made significant contributions to the growth and advancement of the personal financial planning profession. Mr. Kess received his JD from Harvard University School of Law, LLM from New York University Graduate School of Law and BBA from Baruch College.

This Five Star Tips Podcast will share with you some of the strategies and tools that top practices implement that can also help you take your practice to the next level. In this episode, Ken Unger will be discussing multi-touch marketing systems.  Ken Unger is the industry’s leading coach of mid- to high-level advisors and has almost forty years of experience in the financial service industry. For the last 20 years, he has focused on coaching and has helped many financial advisory firms achieve top honors and reach levels of productivity that they never thought possible. He is Founder and President of “The Academy of Preferred Financial Advisors”.  Joining him at the Academy is educator Tom Gau, CPA, CFP, who was featured multiple times as #1 Advisor in Oregon and as one of the top advisors in the United States on Barron’s List. Tom has tremendous experience in understanding how to build a top advisory firm. Also, on the Academy’s training team is Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, who was named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Bob was also inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He helps Academy members understand relevant and essential tax strategies. At the Academy, this dynamic trio can make your dreams in the financial industry a reality. This episode shares:   How to build a twelve-month multi touch marketing plan of meaningful activity.   How to properly think about marketing for your firm.   Committing and scheduling your company to a 12-month marketing calendar.   How to properly implement this 12-month marketing calendar.   Resources Mentioned in the Show: The Academy of Preferred Financial Advisors The Exclusive Coaching Program  

This Five Star Tips Podcast will share with you some of the strategies and tools that top practices implement that can also help you take your practice to the next level. In this episode, Ken Unger will be discussing effective use of delegation. Ken Unger is the industry’s leading coach of mid- to high-level advisors and has almost forty years of experience in the financial service industry. For the last 20 years, he has focused on coaching and has helped many financial advisory firms achieve top honors and reach levels of productivity that they never thought possible. He is Founder and President of “The Academy of Preferred Financial Advisors”.  Joining him at the Academy is educator Tom Gau, CPA, CFP, who was featured multiple times as #1 Advisor in Oregon and as one of the top advisors in the United States on Barron’s List. Tom has tremendous experience in understanding how to build a top advisory firm. Also, on the Academy’s training team is Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, who was named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Bob was also inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He helps Academy members understand relevant and essential tax strategies. At the Academy, this dynamic trio can make your dreams in the financial industry a reality.   This episode shares:   Specific strategies on how to delegate efficiently in order to boost your practice’s potential.   The importance of being clear, giving feedback and setting expectations   The different levels of delegation.   The expectation of having an evaluation meeting after the task is complete.   How to motivate and inspire your team members in order to succeed.  Resources Mentioned in the Show: The Academy of Preferred Financial Advisors The Exclusive Coaching Program    

This Five Star Tips Podcast will share with you some of the strategies and tools that top practices implement that can also help you take your practice to the next level. In this episode, Ken Unger will be discussing Scalable Systems.  Ken Unger is the industry’s leading coach of mid- to high-level advisors and has almost forty years of experience in the financial service industry. For the last 20 years, he has focused on coaching and has helped many financial advisory firms achieve top honors and reach levels of productivity that they never thought possible. He is Founder and President of “The Academy of Preferred Financial Advisors”.  Joining him at the Academy is educator Tom Gau, CPA, CFP, who was featured multiple times as #1 Advisor in Oregon and as one of the top advisors in the United States on Barron’s List. Tom has tremendous experience in understanding how to build a top advisory firm. Also, on the Academy’s training team is Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, who was named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Bob was also inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He helps Academy members understand relevant and essential tax strategies. At the Academy, this dynamic trio can make your dreams in the financial industry a reality.   This episode shares: A key ingredient in financial success is scalable systems.  The importance of strong leadership and great marketing for a company’s success. The systems in your practice should be repeatable processes that can theoretically take place without direct action. The importance of scalability, which is the measure of how much work a system can handle without malfunctioning. Systems must be documented, measured and controlled and include full input from team members. The importance of collaboration within a company and the use technology. The key things that make an operating plan successful. The importance of having a vision and goals that are shared with the whole team.   Resources Mentioned in the Show The Academy of Preferred Financial Advisors The Exclusive Coaching Program  

Hello Halton, Toronto, Hamilton, Brantford, St. Catharines, Niagara, Welland, Thorold real estate investors!!!   Who doesn't like live music especially when they put on THE BEST live performance.  My credo is, life is all about experiences and I recommend you catch USS if they're ever playing a gig near you.  The both shows in Hamilton and my friends Mike Gillespie, St Catharines investor extraordinaire; John Roumanis, Hamilton investor of $600,000 in 6 Years fame; and Steve had a great time.     Here is a youtube from one of their lives shows: https://www.youtube.com/watch?v=TT3KZIE27xo   With life being so short and everyone being so busy, I find my social circle continually distills down to just awesome people who are also successful in business which makes for great conversations. So keeping with living your real estate investor's life of health, wealth, family and fun; for those who enjoy having fun along side successful real estate investors, a group of us including: Andy Tran (second suite guy), Charles Wah (land developer guy), James Maggs (10 property guy), Roger Auger (property management guy), Zach Twose (contractor guy), John Roumanis ($600k in 6 years guy), me (Chinese guy); we are planning a social get together of fun and adult beverages at Dave and Busters in Oakville which is basically Chucky Cheese for adults with a liquor license. Since there is no Halton REI Meeting for December, we figured we'd put out an open invite to everyone for an Xmas social. No tickets or passes, just pay your own way.   Welcome ladies and gentlemen investors across the greatest country in the world.  My name is Erwin Szeto aka Mr. Hamilton bringing you the Truth About Real Estate Investing show for Canadians where it is my job to bring you experts in the world of investing.  We will learn from their experience, pick out the lessons, tips and tricks, and figure out what makes them tick so you too can replicate their success to enhance your real estate investor's life of health, wealth, friends, family and fun.     This week we have something different, like we do every week! In last week's episode Ryan Carr and I were stumped on the principle residence capital gains exemption Ryan is entitled to after he recently sold his current principle residence.  This area of real estate tax is not well known and of course I didn't have the answer so I did what any investor would do: walk down the hall to my wife's office and ask her.  It just so happens I'm married to the Cherry Chan of www.realestatetaxtips.ca who this month was published in the CPA Magazine, where she goes on to educate Chartered Professional Accountants on taxation of investment real estate.     Anyways, I walk back to my office, called my wife, clicked record and asked her how to properly maximize one's returns by declaring a rental property as one's principle residence along with some additional difficult follow-on questions.  I hope you all enjoy this as I know how difficult it is to find answers to these very specific questions without paying Accounting fees.  And as always, everyones' situation is different so do please contact your professional Chartered Accountant specializing in real estate investments.   To Listen: On iTunes: https://itunes.apple.com/ca/podcast/truth-about-real-estate-investing…/id1100488294 Google Play: http://goo.gl/CAM5Mn On Stitcher: http://www.stitcher.com/s?fid=87335&refid=stpr Download as an MP3 by right clicking here and choosing “save as”     To reach out to Cherry: website: www.realestatetaxtips.ca  Facebook: https://www.facebook.com/CCCPA/   Till next time, Just do it, I believe in you. Erwin Hamilton, St. Catharines, Toronto Real Estate, Land Development Investor

Ron and Ed were at Sage Summit 2017 in Toronto and recorded an episode featuring a great panel discussion on the bookkeepers and accountants of the future. While the job description for accounting professionals has largely stayed the same, technologies and laws have come into play to change the way business is done. It is time that accountants alter the way they do business to keep up with the shifting tide. Join our discussion with Dianne Mueller, Rachel Fisch, and Tamar Satov. Tamar Satov is the managing editor at CPA Magazine, and is an award-winning journalist specializing in business, parenting and personal finance. Rachel Fisch is the National Bookkeeping Lead for Deloitte Canada and has over 20 years of experience in roles from Bookkeeper to Controller for growing businesses. Dianne Mueller is the founder and president of the Institute of Professional Bookkeepers in Canada and Soma Small Business Solutions.

Ron and Ed were at Sage Summit 2017 in Toronto and recorded an episode featuring a great panel discussion on the bookkeepers and accountants of the future. While the job description for accounting professionals has largely stayed the same, technologies and laws have come into play to change the way business is done. It is time that accountants alter the way they do business to keep up with the shifting tide. Join our discussion with Dianne Mueller, Rachel Fisch, and Tamar Satov. Tamar Satov is the managing editor at CPA Magazine, and is an award-winning journalist specializing in business, parenting and personal finance. Rachel Fisch is the National Bookkeeping Lead for Deloitte Canada and has over 20 years of experience in roles from Bookkeeper to Controller for growing businesses. Dianne Mueller is the founder and president of the Institute of Professional Bookkeepers in Canada and Soma Small Business Solutions.

Ron and Ed were at Sage Summit 2017 in Toronto and recorded an episode featuring a great panel discussion on the bookkeepers and accountants of the future. While the job description for accounting professionals has largely stayed the same, technologies and laws have come into play to change the way business is done. It is time that accountants alter the way they do business to keep up with the shifting tide. Join our discussion with Dianne Mueller, Rachel Fisch, and Tamar Satov. Tamar Satov is the managing editor at CPA Magazine, and is an award-winning journalist specializing in business, parenting and personal finance. Rachel Fisch is the National Bookkeeping Lead for Deloitte Canada and has over 20 years of experience in roles from Bookkeeper to Controller for growing businesses. Dianne Mueller is the founder and president of the Institute of Professional Bookkeepers in Canada and Soma Small Business Solutions.

Michael Rozbruch is a nationally recognized entrepreneur and is the founder of Michael Rozbruch's Tax and Business Solutions Academy™, a training and consulting services company that trains and helps other CPAs, Attorneys and Enrolled Agents (as well as other professionals) to build highly profitable practices through proven marketing systems and strategies. But he doesn't stop there. He also trains on how to "close" the sale, manage the client relationship and knows firsthand how a best practice IRS Problem client niche practice should be run and operated. An unconventional CPA (licensed in Maryland) himself, Michael helped pioneer the tax resolution industry 16 years ago. He founded and built one of the most reputable tax resolution firms in the country. On the verge of a personal bankruptcy in 1998, he started Tax Resolution Services, Co. on his dining room table with zero clients and grew it into a nationally marketed powerhouse registering $23 million in sales, 4,000 clients and 125 employees. He is an author, a 2011 semi-finalist in Ernst & Young's Entrepreneur of the Year Award, made INC's. 500/5000 list in 2010 and 2011, is the president of the prestigious National Association of Tax Resolution Companies. Michael is a member of the CPE committee of ASTPS. Michael has been featured numerous times as the guest expert on the Fox News Network, KCAL and KABC. His interviews and expertise have been published in Inc. Magazine, Tax Analysts® "Tax Notes Today", U.S. News & World Report, The Wall Street Journal, and Entrepreneur Magazine, to name a few. As a Certified Tax Resolution Specialist (CTRS) and CPA, he has represented thousands of taxpayers who owe the IRS, but simply cannot afford to pay. Michael has been a guest speaker at conferences and has been interviewed on numerous TV news programs as a nationally recognized expert guest speaker. In 2009, CPA Magazine honored Michael with the prestigious national recognition of Top Tax Advisor to Know during Recession. He was also named an Executive of the Year Finalist in the 2009 American Business Awards. Additionally, Michael is the recipient of ASTPS's prestigious "Top Practitioner" fall 2005 Award, which recognizes distinguished members for their exemplary professional accomplishments, dedication, and contributions to the organization and the profession. He is also a member of the American Institute of Certified Public Accountants (AICPA), the Maryland Association of CPA's (MACPA), International Academy of Collaborative Professionals, charter member of the American Society of IRS Problem Solvers (ASIPS), member of the Disciplinary Committee of the American Society of Tax Problem Solvers (ASTPS), and a recognized inductee into the "Who's Who" in finance and Industry. In 2011, Michael and Tax Resolution Services, Co. were recognized for the second year in a row on the Inc. 5000 list of America's Fastest Growing Companies, joining the ranks of past honorees such as Apple, Patagonia, Intuit, Microsoft and Oracle. Also, in 2011, he was a semi-finalist in Ernst & Young's "Entrepreneur of the year". In 2012, Michael became the host of a weekly TV show, "TAXMAN", on the BIZ TV Network. Michael accepted a Bronze Stevie Award for the "2012 Maverick of the Year" title on behalf of the American Business Awards which recognized his work as an expert in the tax resolution industry for the past 16 years. He has been interviewed by hundreds of radio stations and has appeared numerous times as a guest expert on national TV, including Fox News. Michael lives in Los Angeles, Ca. He has been married to the love of his life for 30 years who also works alongside him in managing the company. He has two daughters and loves going on family vacations. Michael enjoys good cigars and can usually be found cruising around in his supercharged 1968 Olds 4-4-2 and attending classic car shows on weekends. Learn more about your ad choices. Visit megaphone.fm/adchoices