jeremy sulzmann: can intuit mend fences with accountants at qb connect?
how intuit plans to heal a strained relationship with accountants.
em>by seth fineberg
at large
featured video
james graham: drop the billable hour and you’ll bill more
firm poised to double in size with cfo services.
the disruptors
with liz farr
is this when accountants start taking freshbooks seriously?
twyla verhelst explains ‘collaborative accounting.’
by seth fineberg
at large for 卡塔尔世界杯常规比赛时间
harper & co. cpas: the perspective of a non-accountant is imperative
“the perspective of a non-accountant is imperative.”
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transformation talks
with donny shimamoto
center for accounting transformation
glen harper, cpa, says businesses should be willing to reinvent themselves and that diverse perspectives can be a valuable asset. the owner of harper & company cpas should know: he’s had to embrace both philosophies to become successful.
more transformation talks: menlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis | dustin verity: keep an open mind and constantly learn | james ross: csr for cpas: the missing ingredient | o.d. lanier: stepping into advisory | mike maksymiw: the secret to success? a growth and abundance mindset | paul mueller: from tax to transformation
more podcasts & videos: cas or caas? getting clarity | the seller’s guide to getting the best price for your firm | doing nothing is not an option | why the future is in risk advisory | fine-tuning the subscription fee model | thinking smart about new tech: byron patrick | blake oliver: why tax work yearns to be free | private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | private equity vs. the cpa firm partnershipthe fintech flood: accounting will never be the same | think small to think big with matt wilkinson | your sales tax headaches are only just beginning | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson | turning client service into new revenue | see all podcasts and videos here
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in a recent episode of transformation talks, harper tells host donny shimamoto, cpa, citp, cgma, who is also the founder and managing director of intraprise techknowlogies llc and the founder of the center for accounting transformation, that a good advisor can help you see your business from a different perspective and identify opportunities that you may have missed. he said after some self-reflection, he needed what his successful clients already had–a ceo.
enter julie smith.
jina etienne: practice fearless inclusion
accounting is what we do. it is not who we are.
the disruptors
with liz farr
chris vanover: question the why or stay with the status quo
challenge yourself to do things differently.
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the disruptors
with liz farr
chris vanover is on a mission “to make accounting and auditing better.”
initially, auditclub helped firms mainly with quality control, but over time that grew into offering fractional support on a subscription basis to audit firms that can’t find the talent they need.
more podcasts and videos: jason deshayes: what we’re doing isn’t working | heather satterley: you’ve got to meet people where they are | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson
audit firms are challenged to plan a year or even a month out, so auditclub offers members weekly access. this weekly flexibility allows auditclub to take a concierge approach to help their member firms out a week at a time. plus, vanover may have the secret sauce to getting employees to perform at their optimum levels daily.
jason deshayes: what we’re doing isn’t working
create opportunities for others by getting out of the way.
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).
the disruptors
with liz farr
by age 35, jason deshayes, cpa/pfs, cfp, cka, was already co-owner of a cpa firm in albuquerque. he “hit the magic shangri la that we’re all working for.” but it wasn’t right for him. he was bored with the long hours and felt he wasn’t growing. he wasn’t able to think about his firm the way he wanted to. so he and his partner sold their firm.
more podcasts and videos: heather satterley: you’ve got to meet people where they are | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson
today, he’s coo at cook wealth, a hybrid wealth management and tax firm. providing both types of services means that they don’t deal with “this weird thing, where the client’s in the middle, and they have to be the conduit for information going both ways.” he says that getting his cfp has “been so enriching.” deshayes added, “i love what i do, and it’s because i was willing to drop stuff so other people could learn the stuff i learned, and so i could do fun stuff.”
click “play” to see: what jason deshayes talks about when he’s talking about a “forward-thinking enterprise.” (via wordclouds.com)
heather satterley: you’ve got to meet people where they are
stop saying yes to everything and start saying yes to yourself.
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).
the disruptors
with liz farr
heather satterley is well-known for being an accounting tech expert. but tech isn’t the only skill accountants need today and for the future. “you can have great technology skills, but if you don’t have people skills and those softer skills, that’s going to be a problem,” she said.
more podcasts and videos: bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson
one of those softer skills that will be a key skill for the future is problem-solving, which requires keeping an open mind to “look at not just facts and figures, but look at tools, resources, people and pull them all together,” she explained. no one can be an expert at everything, so having “a wide network of really awesome professionals” is vital for filling in any gaps “to get the job done.”