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kelly mann: women in leadership, thriving against all odds | arc

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“i’d go through cancer again before i’d go back to not having confidence.”

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accounting arc
with arpan grewal
center for accounting transformation

more arc: analysis, reaction, comedy

when kelly mann left her public accounting job, she had no clients, no roadmap, and no guarantee of success. but what she did have was a vision—and a willingness to take risks. today, she is the ceo of auditminer, a groundbreaking software company that simplifies 401(k) audits for cpa firms across the country. 

more accounting arc: are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting success | how coaching can unlock professional success | demystifying accounting governance |  top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | 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 education

“i was always told to stop being a bull in a china shop,” mann recalls. “but i realized i was okay with being a bull—i just needed to leave the china shop.” that realization set her on the path to entrepreneurship. 

in 2020, mann was preparing to launch auditminer when she was diagnosed with stage 3 breast cancer. facing both a global pandemic and a personal health battle, she nearly gave up.

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roman villard: ditch the suit & shine | the disruptors

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dress for the job you want, not the job you have. seriously.

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

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the disruptors
with liz farr

traditional accounting firms are undergoing a seismic shift, and at the forefront of this transformation is roman villard, founder of full send accounting. in this episode of the disruptors podcast, liz farr sits down with villard to explore his unconventional approach to running an accounting and data consultancy. from redefining firm culture to embracing technology, villard shares how his firm is reshaping what it means to be a modern accountant.

more podcasts and videos: 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 | 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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many in the accounting industry grew up hearing, “dress for the job you want.” but for villard, that meant rethinking what kind of job—and firm—he actually wanted. tired of the rigid expectations of traditional accounting firms, he built full send to foster authenticity, allowing professionals to bring their whole selves to work. from casual attire to a brand identity inspired by adventure sports, full send is a firm built on passion, energy, and going all in.

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steve yoss: cybersecurity musts | quick tech talks

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stopping cyber threats before they start begins with adopting one essential email habit today.

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quick tech talk
with steve yoss
cpe today

in today’s digital age, email continues to be a critical tool for communication—but it’s also a leading gateway for cyber threats such as malware, ransomware, and financial scams. for professionals, this makes email not only a convenience but also a significant risk factor.

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email requires your utmost vigilance. cybercriminals often use sophisticated tactics like phishing and spear phishing to disguise themselves as trusted clients or colleagues. spotting these scams can be incredibly challenging, as fraudulent emails often mimic legitimate communication styles and addresses.

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expert panel: are you risking obsolescence? | accounting influencers

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innovation, ai, and next-gen leaders must successfully adapt to constantly changing landscapes.

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accounting influencers
with rob brown

industry leaders bobby lane, ceo of factotum; tony szczepaniak, ceo of lea global; randy wootton, ceo of maxio; and rick richardson, ceo & founder of richardson media & technologies, probe the state of accounting, the biggest threats facing the profession, and the opportunities ahead.

szczepaniak sees hope in the pressing issue of talent shortages, noting that regulatory bodies are exploring new ways to accelerate certifications and attract non-traditional candidates. he acknowledges that while some firms are innovating, others remain stagnant. “the firms that can clearly articulate their value proposition and adapt to strategic conversations internally will thrive,” he asserts.

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bill sheridan: adapt or be left behind | gear up for growth

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focus on your clients…or someone else will.

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

bill sheridan, chief communications officer at the maryland association of cpas, believes cpa firms must embrace change to stay competitive. as technology automates compliance work, firms that focus on client advisory services will be the ones that thrive.

“our clients’ expectations are changing, and they are looking for more than just traditional compliance services,” sheridan says. “the firms that recognize this shift and focus on client advisory services will be the ones that thrive.”

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

sheridan emphasizes that while automation is transforming the accounting industry, it is not eliminating the need for cpas. instead, it is creating opportunities for professionals to enhance their roles.

“technology isn’t the biggest threat to cpa firms,” sheridan explains. “the real danger is failing to prioritize client relationships.” he drew a powerful comparison to the retail industry: “amazon didn’t kill retail—bad customer service did. the same applies to cpas. if we stop being client-focused, we’ll become irrelevant.”

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are we ready for the hidden risks of ai in accounting? | arc

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“without ai literacy, we’re all at risk.” 

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

more arc: analysis, reaction, comedy

artificial intelligence is revolutionizing accounting, automating everything from bookkeeping to tax preparation. but as ai advances, accountants must ask: can we trust it? 

in this accounting arc episode, donny shimamoto, cpa.citp, cgma; byron patrick, cpa.citp, cgma; and liz mason, cpa, explore the growing risks ai poses to the profession, including deepfake fraud, financial market manipulation, and the loss of data privacy. 

more accounting arc: the research imperative: why data drives accounting success | how coaching can unlock professional success | demystifying accounting governance |  top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | 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 education

traditionally, software was designed and programmed by humans, making its logic transparent. now, ai writes its own code, making its decisions harder to audit. as patrick, ceo of verifyiq and co-founder and educator for tb academy, notes, “if we don’t know how ai arrives at conclusions, how can we verify its accuracy?” 

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monique swansen: align firm values with services | the disruptors

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do the work that fulfills you.

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

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the disruptors
with liz farr

cannabis accounting is not for the faint of heart, says monique swansen, owner of accounting for green, which provides accounting services to cannabis businesses. first, there’s a big inventory component, so “if you’re an accounting professional that does not want to deal in inventory, cannabis is not your space,” swansen says. cannabis inventory is further complicated by federal law, which disallows tax deductions for anything but the cost of goods sold. this means meticulous tracking of all direct costs to get the maximum possible tax deduction. compliance with state laws also requires “documentation for every single movement of inventory or money,” says swansen. banking is also challenging because “no federal banks will bank cannabis.”  

more podcasts and videos: 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 | 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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cannabis business owners tend to know less about running a business than many other types of businesses. “so you really have to start that relationship early and really try to talk with those people and understand those people where they’re at so that you can really help them,” swansen recommends. her personal sweet spot is starting to work with cannabis businesses three to six months before they become operational. read more →

steve yoss: train staff to i.d. fraud | quick tech talks

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engage in proactive fraud detection to spot issues early.

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quick tech talk
with steve yoss
cpe today

fraud detection isn’t just the responsibility of leadership—it’s a team effort. one of the most effective ways to safeguard your firm and clients from fraud is to empower your staff with the knowledge and awareness needed to recognize red flags. in the latest episode of quick tech talks, the importance of this often-overlooked topic is explored in detail, offering practical tips for fostering a vigilant and informed workforce.

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more tech
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regular discussions about potential fraud scenarios with your team can make all the difference. employees are often the first line of defense, serving as the organization’s “eyes and ears.” training them to detect warning signs—such as discrepancies in transactions, inconsistencies in customer information, or high-pressure tactics—can help mitigate risks before they escalate.

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amy vetter: strategies for transforming workplace culture | gear up for growth

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failure to address corporate climate can critically impact talent recruitment and retention.

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

amy vetter, ceo of the b3 method institute, discusses how accounting firms can transform workplace culture, reduce stress, and empower leaders to create a thriving work environment on the latest gear up for growth episode.

“a thriving workplace culture starts with strong leadership, clear communication, and a commitment to values,” vetter says. “when leaders empower employees and lead with transparency, firms can create an environment where people feel supported and engaged.” 

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

vetter highlights the importance of setting boundaries to reduce stress. “we carry belief systems from when we started our careers—like feeling guilty for leaving the office at a reasonable hour,” vetter explains, “but no one is actually judging you for setting healthy boundaries. communicating expectations and structuring your day can help reduce unnecessary stress.” 

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the research imperative: why data drives accounting success| arc

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“it’s not about what’s happening today, but about staying ahead of what’s coming next.”

 

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

more arc: analysis, reaction, comedy

“without research, we’re just guessing,” says donny shimamoto, cpa.citp, cgma, setting the tone for a compelling discussion on the latest episode of accounting arc. alongside fellow thought leaders liz mason, cpa, and byron patrick, cpa.citp, cgma, shimamoto explores the vital role of research in modernizing and transforming the accounting profession. 

more accounting arc: how coaching can unlock professional success | demystifying accounting governance |  top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | 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 education

research, they agree, is the backbone of informed decision-making. “data allows us to see what’s truly happening, not just what we assume,” says mason, ceo of high rock accounting. for the panel, evidence-based strategies are essential to keeping pace with rapid industry changes. 

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art werner: you can still help clients reduce tax burden | quick tax tip

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look for silver linings in tough situations.

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quick tax tip
with art werner
cpe today

with tax season in full swing, many accountants are deep in the trenches, sorting through clients’ paperwork and preparing returns. while proactive tax planning is ideal, there are still opportunities to help clients optimize their tax situation—even in february and march.

tax expert art werner stresses that while year-end planning is crucial, tax professionals can still take strategic steps to ensure clients don’t overpay.

click here for more art werner

“sometimes, we have to make the best of bad situations,” werner explains. “if something unexpected happened to a client—whether it’s a financial loss, a major expense, or a shift in income—there may be ways to maneuver the tax code to lighten the load.”

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tina mcgill: how to create lasting client impact | the disruptors

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meet your clients where they are.

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

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

the disruptors
with liz farr

when tina mcgill, founder of mmas cpa, transitioned from working as an assistant cfo at a university to public accounting, she first noticed “how segmented we were from the client experience.” she was delivering the data the partners told her needed to be delivered, “but the client didn’t necessarily understand what i was delivering.” for seven years, in her conversations with clients, she followed the “checklist of what i’m supposed to give you.” while she felt good about achieving what she was supposed to do, she realized that she “wasn’t creating meaningful impact.” 

more podcasts and videos: 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 | 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 |

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

that insight inspired her to start her advisory journey to provide clients with the information they need for success. “what business owners are really looking for are actionable insights,” says mcgill. she points out that, as accountants, “there’s so much value that we can bring to the table with these numbers and analytics and data, but we’re not providing it in a way that’s efficient and effective for them to make decisions.”   read more →

steve yoss: master excel integration and enhance productivity | quick tech talks

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level up your skills with powerful lookup formulas.

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quick tech talk
with steve yoss
cpe today

for professionals wrestling with massive datasets, finding specific information in excel can feel like searching for a needle in a haystack. whether it’s a customer id, transaction number, or check number, pinpointing related details like totals, names, or dates can be daunting without the right tools. enter excel’s powerful lookup formulas.

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among the trio of essential lookup functions—vlookup, index-match, and the modern xlookup—the latter emerges as the star. while vlookup and index-match have long been staples for data retrieval, xlookup combines their strengths with enhanced features, offering users a faster, more versatile solution.

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