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podcast

jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | the disruptors

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the disruptors
with liz farr

jacob schroeder, founder of ascend consulting, is clear-eyed about artificial intelligence. he doesn’t see it as a silver bullet or a threat. instead, he sees it as a catalyst that helps accountants get back to what matters most: being human.

“ai is not the solution. it’s a tool,” schroeder says. “if you’re trying to make ai the solution, you’re going about it wrong.”

more podcasts and videos: ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | 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

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instead of chasing efficiency for efficiency’s sake, ascend uses ai to free up time for meaningful conversations and thoughtful, strategic guidance.

by embedding quickbooks data directly into client emails, for instance, schroeder’s team ensures that every communication is not only efficient but also infused with empathy and relevance.

“suddenly, now your response can be more human.”

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marketing & sales

check nine points before meeting prospects

young businessman knotting his necktie

how comfortable you feel in your own skin shows.

by martin bissett
business development on a budget

winning your first client is also known by various other names, including closing the first sale and winning the first deal. no matter what it’s called, it is one of the central principles you must follow as you begin the business development on a budget process.

what does it mean?

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basically, it represents a mindset you must develop before you ever speak to a prospective new client. i developed the principle of winning your first client in response to a common concern often raised by partners of accounting firms – one that holds them back from going after new business. it’s the belief that they don’t really have anything to offer above and beyond what an organization is receiving from its current accountant.
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audit & assurance

focus on data for deeper audits

woman in white office meeting with man

technology that finds all the needles in the haystack is better than sampling.

by alan anderson, cpa
transforming audit for the future

most auditors have grown up their entire career with a balance sheet orientation. “i can audit any balance sheet,” is a common defense against making any of the changes needed to move into the future. it is not an easy task to think about a data-driven orientation.

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but the amazing part of moving to a data orientation is that it deepens your understanding of your client. you understand how data moves through their systems, a perspective you cannot have if you just look at the balance sheet. you start asking your client deeper questions, so you understand what these transactions do. i’ve had partners tell me that after they work with this data-driven approach, they’re embarrassed by how little they previously knew about their clients. conversations with your client are more profound, more valuable and more relevant when they focus on the kpis specific to a client and their industry.
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advisory & consulting

ten tips to help clients avoid scams | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

the world seems to be suffering a plague of scams. every day there are multiple new attempts to rip people off, and digital communication is making it easier. and artificial intelligence is making it harder to detect.

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your clients need your help. warn them about these 10 general scams.

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accounting influencers

jen cryder: rewrite the rules | accounting influencers

as the first woman ceo of picpa, cryder shares how she’s tackling the cpa pipeline crisis and why it’s time to re-evaluate long-standing licensure rules.

sponsored by “holistic guide to wealth management” by rory henry, cfp, bfa  – see today’s special offer

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accounting influencers
with rob brown

in this episode of accounting influencers, jen cryder, cpa, ceo of the pennsylvania institute of certified public accountants (picpa), opens up about her unexpected path to leadership, the challenges shaping the accounting profession today, and why she believes this is one of the most exciting times to be a cpa.

with oversight of 20,000 accounting and finance professionals, cryder is not just a figurehead—she’s a force behind reshaping the profession’s image and strategy. from the cpa pipeline crisis to questions about the 150-hour rule, she addresses head-on the systemic changes needed to secure the future of the profession.

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