art werner: shift gears post-tax season | quick tax tip
replace reactive reporting with proactive planning.

quick tax tip
with art werner
cpe today
replace reactive reporting with proactive planning.

quick tax tip
with art werner
cpe today
“too often, we’re stepping over dollars to pick up pennies.”
the disruptors
with liz farr
by age 25, debbie kilsheimer was already disrupting the traditional accounting mindset. at her first job, she questioned why clients were billed by the hour when speed and efficiency weren’t rewarded.
“the smarter i get, the more efficient i become, the less you make,” she told her boss. “i don’t understand that. plus, the clients don’t know what anything will cost—so they’re afraid to call.”
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her suggestion to switch to flat-rate pricing was met with disbelief, but she knew she was onto something. two decades later, kilsheimer and her husband, hal, run a million-dollar firm built on premium service, not time sheets.
“i’m going to be starbucks. i’m going to be louis vuitton,” she says. “i’m going to be the most expensive accountant they talk to—and i’m going to deliver on that promise.”
optimizing the client experience is the real key to growth and profitability.
the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
on a recent episode of the concierge cpa, liscio founder and ceo chris farrell joins host jackie meyer to challenge the conventional wisdom about workflow systems in accounting. his core message? firms don’t just need better systems—they need a client-first approach to technology.
“most of the problems firms are facing stem from one thing,” said farrell, a cpa and veteran software innovator. “you’re always waiting on the client.”
farrell knows both sides of the equation: as a former arthur andersen accountant and cfo, and as a serial entrepreneur who’s spent 15 years building tools specifically for accountants. with liscio, a client experience platform, he’s tackling a key pain point: fragmented communication. “when clients don’t know where to send documents or how to respond, the firm grinds to a halt.”
“accounting isn’t a ‘fake it ’til you make it’ job.”
move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间
in a recent episode of move like this, ashley kostos, sales manager at accountests, joined host bonnie buol ruszczyk to explore how data-driven assessments are helping accounting firms hire smarter, retain top talent, and create clearer career paths. with ongoing staffing shortages and high turnover across the industry, testing may be the tool firms didn’t know they needed.
accountests, founded by a former pwc partner and a psychometric testing expert, offers skills, ability, and personality assessments specifically designed for the accounting profession. these tools help employers move past resume claims and polished interviews to evaluate real-world competencies, including things like understanding financial statements, tax knowledge, and software fluency. “accounting isn’t a ‘fake it till you make it’ job,” kostos emphasizes. “you need to know how to do the work.”
raising the bar on client service doesn’t mean sacrificing all your time.

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