the ultimate business hack you’re probably ignoring | arc
model respect. don’t just expect it.
accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation
video
art werner: crypto caution | quick tax tip
are cryptocurrencies the next dot-com bubble?
quick tax tip
with art werner
cpe today
donny shimamoto: reimagine diversity and belonging in the profession | move like this
“the real question isn’t whether a firm is diverse enough. it’s whether the people in that firm feel like they truly belong there.”
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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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间
in this episode of move like this, host bonnie buol ruszczyk and guest donny shimamoto, cpa.citp, cgma, explore the complex landscape of diversity, equity, and inclusion (dei) in the accounting profession, specifically in the current political climate.
shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation, shares insights into the challenges faced by underrepresented professionals, drawing from his personal experiences as an asian male in leadership roles. they discuss the persistent barriers that prevent women and people of color from advancing to top leadership positions despite making up a significant portion of accounting graduates.
the discussion delves into the current political climate surrounding dei efforts, acknowledging the pushback and misconceptions about diversity initiatives. shimamoto emphasizes that these efforts are not about quotas or tokenism but about creating genuine opportunities and a sense of belonging for all professionals. the conversation highlights the importance of moving beyond mere inclusion to fostering an environment where every team member feels they truly belong and can contribute meaningfully.
jean zick: happy team = happy clients | the disruptors
flexible schedules, remote culture, and ‘durable skills’ are reshaping the accounting profession.
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
the traditional accounting firm model is under pressure—and the disruptors podcast is highlighting the pioneers who are rewriting the rules. in this episode, host liz farr talks with jean zick, ceo and co-founder of juna financial, about how she’s building a different kind of accounting firm: remote, people-first, and future-ready.
more podcasts and videos: breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | 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 no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person |
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“we wanted to create a company we would have wanted to work for earlier in our careers,” says zick, who launched juna in 2016 to fill what she saw as a gap in the market: companies paying cfo-level fees for basic bookkeeping tasks. “every company deserves great accounting, no matter their size.”
david podell: build net worth in retirement planning | the concierge cpa
“if you’re not putting your clients into retirement plans, you’re missing one of the biggest value-adds in tax advisory.”
this is a preview. the complete episode is first available exclusively to pro members | go pro here
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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
in a recent episode of the concierge cpa, host dr. jackie meyer welcomes back david podell, ceo and founder of business benefits consultants, for a deep-dive on retirement strategies that are often overlooked by small business owners, cpas, and even seasoned financial professionals.
kicking off with sharp-witted tax news, meyer touches on irs free file expansions, refund reductions, and the hiring of thousands of new auditors—before jumping into a topic that directly connects tax strategy to future financial health: retirement planning.
podell, with more than two decades of experience designing retirement plans, returns to emphasize a crucial point: “if you’re not putting your clients into retirement plans, you’re missing one of the biggest value-adds in tax advisory.”