mark fritz: leadership lessons for today | accounting influencers

“you don’t get to choose the leader you need to be. your people tell you who you need to be to get the best out of them.”

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accounting influencers
with rob brown

leadership is in the spotlight like never before. in a recent episode of the accounting influencers podcast, global leadership expert mark fritz shares his insights on how leaders can navigate today’s complex environment. fritz emphasizes that the core principles of leadership remain timeless, but their application must adapt to the rapidly changing demands of the modern world.

drawing from his early career implementing enterprise systems globally, fritz highlights how his international experience shaped his understanding of business operations and leadership dynamics. “the principles of leadership are universal,” he explains. “but the key is adapting them to the specific needs of your people.”

fritz underscores that effective leaders must evolve based on the situation. “your people tell you who you need to be to get the best out of them,” he notes, stressing the importance of flexibility and understanding diverse team dynamics.

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tim allen: serendipitous specialization leads to success | gear up for growth

full commitment is critical in niche accounting.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in the world of accounting, niche specialization is often a deliberate strategy. for tim allen, cpa, however, his journey into winery finance was more serendipitous than strategic. with over 30 years of experience—including time at a big 4 firm, leadership roles at multiple wineries, and now managing a successful boutique firm exclusively dedicated to the wine industry—allen has carved out a unique space for himself and his team.

“i didn’t set out to specialize in wineries—it just happened,” allen says. “but looking back, every step led me here.”

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

allen’s accounting came unexpectedly during his tenure at deloitte’s san francisco office. while his colleagues gravitated toward high-profile clients, tim found himself drawn to wineries—clients that others overlooked. the opportunity allowed him to work closer to his family in santa rosa while developing a deep understanding of the industry’s financial intricacies.

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student turns tables on thought leaders | arc

in a special episode, student arpan grewal asks questions future cpas and business leaders need answered.

 

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accounting arc
with liz mason, byron patrick, and donny shimamoto
introducing special guest arpan grewal
center for accounting transformation

in an episode that flips the script, accounting arc  features a fresh voice in business: arpan grewal, a high school junior and state officer for indiana business professionals of america. in this inaugural episode of arc: student-led conversations, grewal takes on the role of interviewer, leading a discussion with donny shimamoto, cpa.citp, cgma; liz mason, cpa; and byron patrick, cpa.citp, cgma—three industry leaders with diverse career paths in accounting. 

more arc: analysis, reaction, comedy

 

more accounting arc: how coaching can unlock professional successdemystifying accounting governancetop 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accountingaccounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting professionangie grissom: next gen inspo for accountantsdoes accounting belong in stem?rose wang: where numbers meet strategy and creativitytiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbersrachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change

grewal comes prepared with questions that high school and college students often ask when considering careers in business. the conversation covers the realities of the profession, the importance of career flexibility, and why accounting is anything but boring. 

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alan anderson: applying jit concepts to the audit process

reduce audit time by 20% without reducing quality.

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by alan anderson, cpa
transforming audit for the future

for most audit firms, the concept of “just in time” means that the audit was completed and the financials were delivered “just in time” to meet the deadline. but in this webinar, alan anderson explains how concepts from just-in-time manufacturing can be applied to make audits more efficient, reducing time by at least 15-20% while also improving quality and customer service

 

more alan anderson: are you using the right business model? | give advice while remaining independent | the new formula for an accounting business | don’t risk losing good employees for bad clients | four questions to make your firm more successful as a business | say adios to audit fee pressure | deliver more audit value by getting out of the conference room | six essential elements in audit planning | before the audit: more than just planning | five crucial attributes for successful audit leadership | put the ethics code to work for your clients and your firm | is audit in crisis because of definitions?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

just-in-time manufacturing was devised to reduce inventory costs, downtime, and waste by following four sequential steps for every manufacturing process: design, build, inspect, and delivery. by analogy, the four steps of jit manufacturing correspond to the four audit phases of planning, fieldwork, review, and delivery. the raw materials of an audit consist of the trial balance and schedules supplied by the client, and the final deliverable is the audit report.  

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stefan van duyvendijk: develop operational mindset | the disruptors

don’t just check the boxes. provide benefits.

sponsored by holistic guide to wealth retention, by rory henry – see today’s special offer
this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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the disruptors
with liz farr

stefan van duyvendijk, accounting operations evangelist at floqast, wants accountants in the industry to expand their roles.

in addition to the vital role of providing the basic requirements of accounting, he wants them to develop an operational mindset, as described in the book van duyvendijk co-authored with mike whitmire, ceo of floqast: shift happens: the rise of the operational mindset and how controllers can drive real value. liz farr served as a developmental editor.

more podcasts and videos: steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur?beth whitworth: focus on outcomes not hours | mike sylvester: learn to say nosalim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationshipsmike maksymiw: be the leader you wish you hadterrell turner: build a solid business showing up as yourselfkelly mann: be the bull in the china shopalicia katz pollock: create a human-centric businessnancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial |

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the operational mindset isn’t just about “making sure we make the product, and we move the product, and we get it to people,” but it means taking the discipline accountants already have for optimizing accounting processes and taking that and applying it to our work and saying, i’m going to track what i do in work. i’m going to measure what i do and work objectively so that i can go in and improve it and change it,’ van duyvendijk explains.  

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steve yoss: unlock business insight with power bis | quick tax tip

 revolutionize how businesses visualize and interpret data.

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quick tech talk
with steve yoss
cpe today

businesses today are moving beyond traditional reporting methods to embrace the transformative potential of business intelligence tools. industry leaders emphasize the importance of platforms like tableau, qlik, and power bi, which allow companies to turn raw data into dynamic, interactive dashboards. these tools empower decision-makers to access real-time insights tailored to their specific needs, enabling them to make informed choices that drive success.

more steve yoss
more tech
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

business intelligence tools go far beyond static financial reports like balance sheets and income statements. by integrating sales, marketing, inventory, e-commerce, and even email newsletter data, companies can create a comprehensive “heads-up display” of their operations. imagine transforming sales data into visual charts, mapping customer trends geographically, and combining diverse datasets into a single interactive platform. these tools enable businesses to manage proactively, focusing on forward-looking strategies rather than relying solely on retrospective analysis.

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jean caragher: fire clients who don’t fit | accounting influencers

removing clients isn’t just about profitability—it’s a firm-wide morale booster.

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accounting influencers
with rob brown

with over 35 years of industry experience, jean caragher has witnessed the profession’s transformation, noting that marketing roles in accounting firms are now more strategic and influential than ever.

caragher describes her work at capstone marketing, where she serves as a fractional chief marketing officer for firms specializing in branding, content marketing, pricing, and client satisfaction strategies. “the foundation of marketing remains the same,” she explains, “but today, we have a wealth of digital tools and data to enhance how firms promote themselves.”

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michelle golden-river: break the billable hour | gear up for growth

firms that price for time rather than value are holding themselves back.

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

for decades, accountants have relied on billable hours, tracking time spent on client work and invoicing accordingly. however, according to michelle golden-river, ceo of fore llc, this model is fundamentally flawed.

“accountants have taken their cost structure—allocating hours to clients and projects—and turned that into their revenue model,” she explains. “they’re not supposed to be the same thing.”

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

despite the evident inefficiencies, many firms remain resistant to change. david yeghiaian, chief strategy officer for kerberrose, noted that the biggest hurdle is uncertainty: “they’re just not used to it. there’s a fear of getting the pricing wrong—what if i estimate too low? what happens if a client expects more than i anticipated?”

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doug slaybaugh: coaching unlocks professional success | arc

coaching isn’t about fixing people—it’s about helping them unlock their full potential.” 

sponsored by 
holistic guide to wealth retention, by rory henry  
see today’s special offer

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accounting arc
with donny shimamoto
center for accounting transformation

for many accountants, career progression follows a predictable path—graduate, gain experience, and work toward a leadership role. however, as the industry transforms, many cpas find themselves seeking something beyond technical expertise: personal growth, leadership skills, and work-life integration. 

that’s where doug slaybaugh, cpa (a.k.a., the cpa coach), comes in.

more arc: analysis, reaction, comedy

 

more accounting arc: demystifying accounting governancetop 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accountingaccounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting professionangie grissom: next gen inspo for accountantsdoes accounting belong in stem?rose wang: where numbers meet strategy and creativitytiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbersrachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change

a former big four auditor and regional firm partner, slaybaugh now dedicates his career to helping accountants thrive through professional coaching. 

slaybaugh’s journey into coaching wasn’t a straight line. after spending years in public accounting, rising through the ranks at arthur andersen and later price waterhouse, he realized his passion wasn’t just in financial statements—it was in people. 

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art werner: the godfather and tax issues | quick tax tip

the corleone family’s quest for legitimacy mirrors modern business succession planning.

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quick tax tip
with art werner
cpe today

imagine a tax class inspired by “the godfather” by mario puzo. beyond its thrilling narrative of crime and family loyalty, this iconic novel is surprisingly rich in business succession and adaptation lessons. while such a class might remain hypothetical, its concept offers a fascinating lens for understanding contemporary tax issues like the corporate transparency act (cta).

click here for more art werner

at its core, “the godfather” chronicles the corleone family’s struggle to transition their empire from illegal activities to legitimate business ventures. this narrative mirrors the challenges many businesses face in succession planning: ensuring smooth continuity while navigating regulatory landscapes. for tax professionals, the story underscores the importance of understanding compliance and transparency requirements, particularly as they pertain to ownership structures.

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steve evans: why traditional hiring methods fail | the disruptors

redefine how you hire and develop top accounting talent.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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the disruptors
with liz farr

in 2012, steve evans’ friend giles pearson, a big four accountant in new zealand, needed help. pwc kept making the same hiring mistakes because they had no way to assess a candidate’s technical accounting skills. steve, an expert in psychometric testing, thought it might take half a day to scour the marketplace for appropriate tests but found nothing useful.   

more podcasts and videos: roger knecht: can you be an accountrepreneur?beth whitworth: focus on outcomes not hours | mike sylvester: learn to say nosalim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationshipsmike maksymiw: be the leader you wish you hadterrell turner: build a solid business showing up as yourselfkelly mann: be the bull in the china shopalicia katz pollock: create a human-centric businessnancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial |

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

they’re all rubbish,” he recalls telling giles. they’re out of date. they’re not country-specific. they’re not really accounting-specific. they’re just math questions dressed up as an accounting test.” out of that failure, accountests was born.  

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steve yoss: how powered bi connects data | quick tech talks

unlock insights quickly, from quickbooks to custom systems.

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quick tech talk
with steve yoss
cpe today

microsoft’s power bi revolutionizes how professionals and businesses interact with their data. this cutting-edge tool, designed for business intelligence and dashboarding, is user-friendly, highly versatile, and incredibly powerful. whether you’re working with sales, marketing, accounting, inventory, payroll, or other datasets, power bi seamlessly connects to nearly 100 native cloud resources—including quickbooks online—bringing your data to life through interactive dashboards, charts, maps, and graphs.

more steve yoss | more tech

one of power bi’s standout features is its ease of use. by simply entering your username and password, you can connect directly to quickbooks online without the need for third-party integrations or extra fees. moreover, its support for odbc (open database connectivity) makes it possible to integrate virtually any system, from inventory management to payroll and hr, or even external web data requiring login credentials.

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diversity and technology take center stage in accounting debate | accounting influencers

firms must embrace ai, digital tools, and diversity to remain competitive.

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accounting influencers
with rob brown

in the latest episode of accounting influencers, an international panel of distinguished accounting professionals gathered to discuss the profession’s challenges, opportunities, and future. featuring dr. anton lewis, kelly mann, sabby gill, and eriona bajrakurtaj and hosted by rob brown, the conversation delves into the pressing issues shaping the accounting landscape and the innovative solutions driving transformation.

the panelists from diverse professional backgrounds shared insights into the industry’s evolution. dr. anton lewis, associate professor of accounting at governor state university, highlights the acute shortage of accounting professionals, particularly in the u.s., and its implications on talent development and diversity. he emphasizes the need for greater collaboration between academia and the profession to better equip students for the modern workplace.

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