video

alan anderson: applying jit concepts to the audit process

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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?
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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

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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 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 | 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 |

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

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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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