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jason staats: thriving in turbulence | accounting influencers

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balancing tech, trust, and innovation.

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accounting influencers
with rob brown

in a recent episode of the “accounting influencers” podcast, jason staats, a content creator and influencer in the accounting industry, shared insights on balancing innovation, mental health, and technology in today’s profession. staats, known for his ability to mix accounting expertise with entrepreneurial thinking, has become a prominent voice in the field.

staats’ mission is to help accountants and firm owners create enjoyable and sustainable ways to manage their practices. through platforms like twitter, linkedin, and youtube, staats encourages his audience to rethink traditional success in accounting.

“sometimes, we mistake working hard for working smart,” staats said. “running into the same wall for the tenth time isn’t progress—it’s a sign to rethink your approach.”

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break the burnout cycle in accounting | arc

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“a firm’s culture during busy season reveals its true colors.”  

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accounting arc
with liz mason, byron patrick, and donny shimamoto.
center for accounting transformation

as the busiest time of year looms for accountants, industry leaders byron patrick, cpa.citp, cgma; donny shimamoto, cpa.citp, cgma; and liz mason, cpa, share practical advice in the first episode of the second season of accounting arc on maintaining resilience during tax season. their conversation explores actionable strategies to counteract stress and promote mental health. 

more accounting arc: accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok 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 numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision |

the hosts share relatable anecdotes, from patrick’s newfound habit of scheduling haircuts to mason’s candid discussion about balancing adhd with professional responsibilities. shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation, adds, “if it’s not on my calendar, it’s not happening,” highlighting the need for intentional scheduling. 

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steve yoss: ai’s power in assurance services | quick tech talks

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efficiency meets innovation when you turbocharge audits with ai.

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quick tech talk
with steve yoss
cpe today

accountants can leverage ai tools—not just the industry-specific platforms like mindbridge and inflow systems, but also generative ai tools such as chatgpt and claude—to enhance their auditing processes.

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amazing, dedicated ai tools exist for accountants, but did you know you can use general generative ai to analyze excel workbooks and other data files?

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salim omar: identify the $100k problem | the disruptors

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if you try to help everyone, you don’t help anyone.

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

salim omar, cpa, opened his firm in 1996 after working as a cfo in a small investment boutique firm because he wanted to be his own boss. but the experience was terrible: “i found myself working long hours. i was not enjoying the work i was doing. having the team was a revolving door.”

“there’s got to be a better way,” omar said then. “if this is what entrepreneurship is, i’m not sure if i want it anymore.”

more podcasts and videos: jackie meyer: earn more with fewer clients | jack flaherty: 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 relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy 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 | caleb jenkins: firm growth requires owners to shift roles |

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

omar started reading and studying books by other entrepreneurs, many outside the accounting industry. “and i just took what they were saying and what they were doing in their business, and they were getting success, and i brought it back to my own practice.”  after adding a few minor tweaks here and there, omar, the ceo of straighttalkcpas, says, “my practice was very different to what it had been when i started it a few years back.”

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expert panel: how marketing is reshaping the accounting profession | capstone conversations

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“this is the golden age of opportunity for accounting… let’s seize it.”

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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

accounting marketing has come a long way since the landmark bates v. state bar of arizona case, which 45 years ago allowed professional services firms to market their services. today, as firms navigate digital transformation, client experience, and talent challenges, marketing plays an increasingly pivotal role. capstone conversations brought together a panel of trailblazers to explore the journey and future of accounting marketing. featuring four decades of association of accounting marketing (aam) marketers of the year, the panel included adrian ornik (ey), sally glick (formerly sobel & co.), eric majchrzak (beachfleischman), and sarah cirelli (hbk cpas & consultants).

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, on fridays here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

ornik, the 1993 marketer of the year, recalls a time when accounting marketing was uncharted territory. “ignorance was bliss,” he shares, reflecting on a period when both marketers and their stakeholders were still learning. despite challenges, ornik emphasizes that the profession’s transformation provided immense opportunity.

glick, recognized by aam in 2003, credits her father, a sole practitioner, for offering her the freedom to innovate when marketing lacked measurable tools. “there wasn’t always a correlation between initiatives and results,” she notes, yet her creative strategies laid the groundwork for relationship-building in the profession.

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art werner: busy season predictions | quick tax tip

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learn why the upcoming busy seasons could be among the most demanding in recent memory.

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quick tax tip
with art werner
cpe today

according to seasoned tax educator art werner, the next busy season may be the last of what he calls a “lull period.” preparers are currently working under existing laws, dealing with the tax returns for the 2024 calendar year. however, significant changes are expected on the horizon.

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“the fact is, busy season in 2025—and especially 2026—will require a lot of knowledge of new laws,” werner explains. he anticipates that navigating these updates will pose a steeper learning curve for tax preparers, resulting in more complicated filing seasons.

one of the primary drivers of this complexity will be legislative changes. with uncertainty around tax reform and the evolving tax landscape, 2025 could see the introduction of new regulations that tax professionals will need to quickly master.

“when you get to busy season, you’re in this historic mode,” werner said. “you’re preparing tax returns based on the old law. but by 2026, you’ll need to know all the nuances of the new law.”

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accounting in transition: 2024 reflections & the road ahead | arc

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accounting arc wraps 2024 with insights and bold 2025 predictions. 

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more arc: analysis, reaction, comedy

accounting arc
with liz mason, byron patrick, and donny shimamoto.
center for accounting transformation

since its launch in may, the accounting arc podcast, hosted liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, has quickly gained traction as a thought leader in accounting. as the year concludes, the trio reflects on their journey and the pressing issues reshaping the industry. 

more accounting arc: ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok 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 numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision |

mason, ceo and founder of high rock accounting, notes that one of the year’s standout discussions centered on ethics. “it’s fascinating to see how ethical theories apply to our decisions as accountants,” she says. “these frameworks aren’t just academic—they directly impact our role as trusted advisors.” 

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katie lyles: triumphs amid chaos | capstone conversations

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risk-taking and transparency emerge as key drivers for success in accounting marketing.

 

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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

when katie lyles joined dallas-based accounting firm lane gorman trubitt at the end of 2019, she anticipated a role focused on coordinating live events. little did she know, her career trajectory would be shaped by a global pandemic, propelling her into a spotlight she hadn’t foreseen. in 2021, lyles was named the association for accounting marketing (aam) rookie of the year, a testament to her ingenuity, adaptability, and dedication to her craft.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, on fridays here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

on a recent episode of capstone conversations, lyles reflects on her journey, marked by resilience and resourcefulness. when covid-19 halted in-person events in early 2020, lyles quickly pivoted to virtual platforms, saving her firm over $90,000 and generating record-breaking revenue. beyond the financial impact, her efforts were instrumental in lane gorman trubitt’s ppp task force, where her marketing expertise contributed over 55% of the task force’s revenue.

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steve rosvold: what makes the best cfos? | accounting influencers

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move from being just an accountant to a successful finance leader using these four pillars of success.

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accounting influencers
with rob brown

rob brown and steve rosvold discuss whether accountants and cpas make the best cfos, cfo.university, and the four competencies of top financial professionals.

more accounting influencers with rob brown here

steve rosvold is the founder of cfo.university, a professional development platform for finance leaders. he spent 20 years leading corporate finance teams honing his ability to drive change, improve profitability and ensure long-term financial health for businesses before creating an advisory practice that grew into cfo.university.

michael king: fractional cfos provide challenges and opportunities | accounting influencers

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in a world of ai, outsourcing, and shifting client expectations, accountants can remain indispensable.

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accounting influencers
with rob brown

michael king’s journey to becoming a fractional cfo and mentor to accounting professionals is as unconventional as it is inspiring.

a former nuclear submarine engineer, king transitioned into the world of business management, eventually running a $90 million facility. his lack of understanding of financial principles at the time ignited his passion for empowering business owners with actionable financial insights.

today, king is a fractional cfo and podcaster. he guides others in starting, scaling, and optimizing advisory services through his firm and educational platform, the connected accountant.

fractional cfos are reshaping the financial services landscape by bridging the gap between compliance work and strategic advisory services. king explains that while traditional accounting focuses on rearview mirror reporting—documenting what happened in the past—fractional cfos help businesses look forward with forecasts, projections, and strategic planning.

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steve yoss: automating data entry reconciliations with ai | quick tech talks

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save time and reduce errors with automated transaction mapping. 

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quick tech talk
with steve yoss
cpe today

artificial intelligence is a game-changing technology. its ability to take on tedious processes allows accountants to focus on higher-value work. a prime example is bank feeds in applications like quickbooks, xero, and other accounting platforms.

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bank feeds already streamline workflows by pulling transaction data directly into accounting systems, but ai takes it further. it can automatically match transactions to existing entries, intelligently categorize expenses, and continuously improve its accuracy based on user input and patterns from other businesses.

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ron baker: visions for the accounting profession | arc

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“i’d rather have questions i can’t answer than answers i can’t question.”

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more arc: analysis, reaction, comedy

accounting arc
with donny shimamoto.
center for accounting transformation

ron baker discusses his revolutionary journey in accounting, his challenge to the status quo, and how accountants can lead transformation. 

in the latest episode of accounting arc, baker, founder of the verasage institute, shares his insights into the accounting profession’s evolution. a pioneer in value pricing, baker’s career is defined by a relentless pursuit of better client relationships and innovative business models. 

more accounting arc: angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok 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 numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision |

“i knew i wanted to be a cpa in high school,” baker says. this passion led him to a big eight firm, but it wasn’t long before he began questioning traditional practices like the billable hour. “the billable hour was a lousy customer experience,” he explains. 

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