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from tax to transformation

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transformation talks: paul mueller, cpa, took a leap of faith when he left a national accounting firm at the apex of his career to start a new firm serving small- and medium-sized businesses.

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center for accounting transformation
center for accounting transformation

transformation talks
with bill penczak
center for accounting transformation

paul mueller was at a crossroads. as a national manager for the tax group of a large firm, he should have felt like leonardo dicaprio, yelling, “i’m the king of the world!” yet, something just wasn’t right.

more: five lead generation mistakes to avoid | five post-tax season growth ideas | five better ways to say no | are you solving your clients’ problems? | five ways to grow: talent new service lines | business development and sales aren’t scary
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today, he is the managing director of his own firm, mueller pye & associates, cpa llc in loveland, colo. his is a story of a late-life career transformation.

takeaways

  • there is life—a really fulfilling one—after a departure from a large national firm into a small firm in rural colorado.
  • in order to effect transformation either as a firm, or as a professional, it’s important to have a support network you can trust and open up to about your challenges
  • while firms do a great job of advising their clients on succession planning, that’s not always the case for themselves.

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how to face hiring challenges head-on

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the disruptors: penny breslin says don’t blame robots.

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with liz farr
for 卡塔尔世界杯常规比赛时间

the accounting profession has faced staffing issues for years now and, especially post-pandemic, the problem has compounded. penny breslin, 卡塔尔世界杯常规比赛时间 contributor and the founder of moneypenny, talks about how firms are facing the hiring challenges and popular solutions that seem to be working, including using predominantly cloud-based apps for collaboration and engagement and taking a true evaluation of the talents and skills needed for each position.

more disruptors: 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 partnership the 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

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breslin says firms need to look at the talent they have and realize that not everyone has to be “a duplicate of yourself.”

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ai, ocr, nlp & cpas: oh my!

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innovation insights: how trullion is trying to revolutionize rev. rec. and lease accounting.

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innovation insights
with donny shimamoto
center for accounting transformation

center for accounting transformation
center for accounting transformation

accounting, along with legal, pioneered technology that continues to grow and allows automation of mundane tasks. isaac heller, the co-founder and ceo of trullion, discusses with donny shimamoto how ai uses optical character recognition (ocr) and natural language procession (nlp) to read documents like pdfs and excel, and extracts relevant data, like lease dates, into databases, where they can be used for computations or searching.

more on trullion: trullion lands $15 million in series a | trullion: new a.i. startup targets rev rec, lease accounting

more on lease accounting: lease accounting hits hard | lease accounting is about to get very real

more podcasts & videos: cas or caas? getting clarity | the seller’s guide to getting the best price for your firm | 世界杯比赛名单  | 2022足球世界杯小组赛赛程 | 世界杯2022赛程时间表决赛 | 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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heller and shimamoto discuss the origins of professional technology, sharing how accounting was the perfect breeding ground for database software. “when you think of oracle and sap and intuit going way back, these were really the pioneers of database software,” heller says. “it’s as simple as that, you know, the general ledger and the accounts payable and accounts receivable framework fits really, really well in a software model. so, there was kind of this jump out of the gate where we were able to do so much in accounting.”

more takeaways:

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thinking smart about new tech: byron patrick

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the intersection of technology and intentionality.

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the disruptors
with liz farr
for 卡塔尔世界杯常规比赛时间

an explosion of new tech tools is giving accounting firm owners the opportunity to improve efficiency, attract and retain talent, and serve their clients better, tech guru byron tells liz farr in this exclusive interview.

more disruptors: 世界杯比赛名单  |  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

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not only do these tools help ease the pressure of capacity problems, but they may also provide firms with a new revenue stream when they extend that expertise into their clients’ businesses.

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世界杯2022赛程时间表决赛

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how cpa jamie lopiccolo’s subscription pricing models manage client expectations and the firm’s cash flow.
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with steven sacks
2022年世界杯足球比赛赛程表

james (jamie) n. lopiccolo, cpa, cgma
lopiccolo

jamie lopiccolo, the managing member of a small midwest firm, has been employing a subscription-based model for more than four years to invoice clients for services rendered. in addition to positioning the cpa as the client’s partner for success, it also encourages those who employ the system to provide maximum value in each client interaction, rather than focusing on getting as much money or billable hours as possible. catch another conversation with lopiccolo here: sell service, not hours.

more: 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 partnership the 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

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

the approach is to both manage expectations by the client and ensure a normalized cash flow for the firm. additional benefits include a more strategic approach to dealing with new clients because they are getting the full picture of their business’s needs.

more takeaways:

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2022足球世界杯小组赛赛程

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innovation insights: the future of audit is risk advisory, according to jin chang. to recruit, the profession must shift focus from manual work to advisory work.

 

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innovation insights
with donny shimamoto
center for accounting transformation

because audit work is nonlinear and highly complex, disparate workflow systems in audit are not only an it risk, they’re also a project nightmare. jin chang, the founder of fieldguide, explained to donny shimamoto that the end-to-end project has many workflows that need to be templatized and automated along the project life cycle.

center for accounting transformation
innovation insights is a center for accounting transformation production, presented by 卡塔尔世界杯常规比赛时间.

more: 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 partnership the 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

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

he added that the best way to recruit is for the profession to shift from manual work to advisory work.. further, while financial reporting has always been a risky area, people in business today are caring about many other risk areas and choosing to do business with other companies that also subscribe to their values from supply chain to deliverables and beyond.

more takeaways:

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世界杯比赛名单

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the disruptors: if we don’t change, we’ll be irrelevant, says rob brown.

 

follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.

with liz farr
for 卡塔尔世界杯常规比赛时间

it’s a changing world, and if we don’t change with it, we will cease to be relevant, u.k.-based accounting podcaster rob brown tells 卡塔尔世界杯常规比赛时间’ liz farr.

more disruptors: 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 partnership the 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

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

a host of the accounting influencers podcast, brown says what got us here won’t get us there in the fight to be relevant in our practices, with our clients and in our careers. brown’s podcasting partner is martin bissett, a 卡塔尔世界杯常规比赛时间 contributor and world-renowned growth advisor to accounting firms.

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the seller’s guide to getting the best price for your firm

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featuring ira rosenbloom, cpa (lr), “the merger master”

a 卡塔尔世界杯常规比赛时间 flash briefing: rapid-fire 30-minute how-to, followed by an all-questions-answered discussion with participants.

stream the video or listen to the podcast: follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.

with rick telberg
for 卡塔尔世界杯常规比赛时间 

cpa firm m&a advisor ira rosenbloom presents “the seller’s guide to getting the best price for your firm,” a flash briefing webinar hosted by rick telberg for 卡塔尔世界杯常规比赛时间.

pro members: get the top take-aways, the transcript, and the slide deck download, with a bonus “12-point checklist for seller readiness:”

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grunden, zecca, minkler ink anders deal

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the merger joins jody grunden, author of “building the virtual cfo firm in the cloud,” with bob minkler’s top 100 super-regional.

minkler

minkler cites 卡塔尔世界杯常规比赛时间 for sparking the deal.
grunden

summit cpa co-founders jody grunden and adam hale and all 60 staff members are joining st. louis-based anders, bringing anders’ total partners and staff to 335 with revenue of  $60 million.

anthony zecca, ceo of growth path partners llc, and author of 卡塔尔世界杯常规比赛时间’ “leading from the edge,” advised anders on the transaction. zecca was instrumental in connecting anders and summit, and he will continue to serve as an advisor as the merger solidifies and grows. zecca is a retired partner of cohnreznick and was managing partner of the firm’s advisory group.

more grunden here | see “building the virtual cfo firm in the cloud” by grunden
more zecca here | see “leading from the edge” by zecca

founded in 2002, summit has been a pioneer of remote work in the accounting industry since 2013. by offering virtual cfo services, including cash flow management, business tax planning and financial forecasting, summit has grown fast to $8.5 million, approximately doubling in size every three years since 2010 and has been recognized by inc. 5000. anders has also grown rapidly through the addition of advisory services, new industry lines, organically and through mergers, doubling to over $51 million since 2013.

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why tax work yearns to be free

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disruptors: blake oliver says the business model isn’t broken yet, but the pyramid scheme is crumbling.

follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.

with liz farr for 卡塔尔世界杯常规比赛时间

the accounting firm is a pyramid scheme destined for collapse, according to podcaster and enfant terrible blake oliver in this exclusive interview with liz farr for 卡塔尔世界杯常规比赛时间.

more disruptors: 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 partnership the 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

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

in this exclusive interview with liz farr for 卡塔尔世界杯常规比赛时间, oliver says the system is simple and simply devious: bring in staff, work them a ton of hours, and the profits flow to the top, blake says.

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private equity shakes up u.k. firms

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martin bissett argues professionals must think like the business owners they are.

the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

to win the staffing wars, you must develop a talent pipeline, globe-trotting practice advisor martin bissett tells liz farr in this exclusive interview.

the firms winning in recruiting and retention are using a portfolio approach to nurture prospects who might be ready to join the firm at some point in the future, a world-renowned sales and marketing consultant, a long-time contributor at 卡塔尔世界杯常规比赛时间, and, most recently, the co-host of the uk-based accounting influencers podcast.

more videos and podcasts: brannon poe: the status quo must go | private equity vs. the cpa firm partnership | the fintech flood: accounting will never be the same | the disruptors: re-inventing accounting with tyler anderson |  the disruptors: how to scale with new padgett coo amanda aguillard | eat that frog: asking for a prospect meeting | growing revenue through client service | lease accounting is about to get very real | google ads for new tax season clients | exclusive: eisner ceo charly weinstein explains the private equity deal  | flash briefing: a “call to arms” after private equity deal | four ways to beat the staffing shortage, with pasha malik

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

listen: follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.


more take-aways and transcript from martin bissett:

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the status quo must go

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follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.

the disruptors: brannon poe
with liz farr for 卡塔尔世界杯常规比赛时间

brannon poe is the founder of poe group advisors and the creator of accounting practice academy. he began facilitating successful accounting practice transitions in 2003. today he is pioneering a consulting-based approach to transitioning accounting firms, culminating in poe group advisors’ proprietary process for a “seamless “succession.”

in this episode, poe tells 卡塔尔世界杯常规比赛时间:

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unlock your accountant super powers

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the disruptors: geni whitehouse shows how to shift from a focus on mere data to priceless wisdom.

follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.

with liz farr
for 卡塔尔世界杯常规比赛时间

covid showed us that we can do more than traditional services and that we can respond to change even when we don’t have all the information, cpa geni whitehouse tells liz farr in an exclusive interview for 卡塔尔世界杯常规比赛时间.

more videos and podcasts: private equity vs. the cpa firm partnership | the fintech flood: accounting will never be the same | the disruptors: re-inventing accounting with tyler anderson |  the disruptors: how to scale with new padgett coo amanda aguillard | eat that frog: asking for a prospect meeting | growing revenue through client service | lease accounting is about to get very real | google ads for new tax season clients | exclusive: eisner ceo charly weinstein explains the private equity deal  | flash briefing: a “call to arms” after private equity deal | four ways to beat the staffing shortage, with pasha malik

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covid has given the profession the opportunity to impact clients in a very real way, and clients now see accountants in a very different light, says whitehouse long an evangelist in the profession for progressive practices and innovation.

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private equity vs. the cpa firm partnership

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watch the video or listen to the podcast.

follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.

with steven sacks
for 卡塔尔世界杯常规比赛时间

the cpa profession is entering another period of shifts in how firms will attain growth levels – the main force being the influx of private capital entering the accounting profession, according to david bergstein, cpa, citp, cgma.

more: the fintech flood: accounting will never be the same | the disruptors: re-inventing accounting with tyler anderson |  the disruptors: how to scale with new padgett coo amanda aguillard | eat that frog: asking for a prospect meeting | growing revenue through client service | lease accounting is about to get very real | google ads for new tax season clients | exclusive: eisner ceo charly weinstein explains the private equity deal  | flash briefing: a “call to arms” after private equity deal | four ways to beat the staffing shortage, with pasha malik

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new, external investments will change the way firms are structured, operated, and financially managed, as well as granting them increased capabilities to make more strategic decisions, bergstein tells sacks for 卡塔尔世界杯常规比赛时间.

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the fintech flood: accounting will never be the same

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venture capital and private equity are pouring billions into financial technology start-ups. and this business will never be the same.

watch the video or listen to the podcast: follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here or grab the rss feed here.

with rick telberg
for 卡塔尔世界杯常规比赛时间

transcript and slide deck available exclusively for pro members (login required).

a tsunami of venture capital and private equity is flooding into new tech startups, enough to swamp the entire tax, accounting, bookkeeping, and payroll sector, according to a new study by 卡塔尔世界杯常规比赛时间.

more: how private equity changes everything | the fintech flood: accounting will never be the same | the disruptors: re-inventing accounting with tyler anderson |  the disruptors: how to scale with new padgett coo amanda aguillard | eat that frog: asking for a prospect meeting | growing revenue through client service | lease accounting is about to get very real | google ads for new tax season clients | exclusive: eisner ceo charly weinstein explains the private equity deal  | flash briefing: a “call to arms” after private equity deal | four ways to beat the staffing shortage, with pasha malik

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

transcript and slide deck available exclusively for pro members (login required).

here 卡塔尔世界杯常规比赛时间 founder, publisher, and editor rick telberg delivers the keynote at the terrapinn finance & accounting show, explaining what it means for the future of the profession, including:

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