today's features
leadership

cancel culture or curious culture? you choose. | transformation talks

turn communication breakdowns into trust-building moments. 

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transformation talks
with donny shimamoto
center for accounting transformation

in the latest episode of transformation talks, host donny shimamoto, cpa.citp, cgma, leads a powerful discussion on “assumed discrimination”—the cultural collisions that happen when others project bias onto someone’s words or actions. 

more transformation talks

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joining him are arianna campbell, coo of boomer consulting; ed kless, co-founder of threshold and co-host of the soul of enterprise; and amy welch, apr, cae, mission advocacy strategist with the center for accounting transformation and svp/executive producer for 卡塔尔世界杯常规比赛时间. 

the episode begins by reframing how we talk. “discussion” implies conflict, while “dialogue” is about listening. “the origin of ‘discussion’ is literally ‘to strike,’” says kless. “but dialogue means ‘twin telling.’ that shift in mindset is everything.” 

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personal financial planning

art werner: the hidden perk most miss | quick tax tip

the retirement planning hack can be a secret weapon for tax-free growth.

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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quick tax tip
with art werner
cpe today

when most people hear “hsa,” they think of medical expenses and high-deductible health plans. but in the latest episode of quick tax tip, tax educator and attorney art werner urges tax professionals—and their clients—to look deeper.

click here for more art werner

in his signature style, werner reframes the health savings account (hsa) as one of the most underrated retirement planning tools available today.

“i don’t look at the hsa as a way to pay for medical bills,” says werner. “i look at it as a disguised retirement plan.”

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pro member exclusive

how firm decisions get made

four people seated around conference table, one with thumb pointed down

bonus: a voting decision grid.

by marc rosenberg
the rosenberg practice management library

“the force can have a strong influence on the weak-minded.” – obi-wan kenobi

there are a number of alternative approaches that firms use to make decisions.

more by marc rosenberg
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1. decision-making authority of the managing partner or executive committee (ec) granted by the partnership. the gold standard for the effective management of any organization is to establish a leader (president, executive director, managing partner, etc.) and bestow the position with sufficient decision-making authority, as contained in the organization’s operating charter or agreement, to manage the entity. this is the best practice for cpa firms’ decision-making.
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pro member exclusive

thirteen ways to demonstrate you’re committed

high angle view of business people stacking hands in a teamwork gesture

do you mean business? show it.

by martin bissett
passport to partnership

rising from senior manager to partner often means being promoted ahead of our peers and contemporaries. it creates a gap in earnings, stature and influence compared to those who were our colleagues on a level playing field just yesterday.

more by martin bissett
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it can also mean that if we are coming into a firm from the outside, we are being promoted over people who have served at that firm for many years and understand the firm’s culture much better than we do now. we may have to lead these people as the head of a department and if so, they’d better be on our side.
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innovation & change management

ditching corporate america: the bold story behind pbs accounting’s rapid rise | the disruptors

after years in corporate roles, samantha hallburn created a firm where people come before profits—and business thrives because of it.

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

samantha hallburn, founder of pbs accounting and tax, didn’t set out to be an accountant. after a progression through sales, marketing, hr, pr, and a stint as ops manager for a telecom company, she was working in banking. her business owner clients needed loans, but when she asked for financials, “they had no idea what i was even talking about,” she recalls.  

more podcasts and videos: 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 turning them away, she offered to help. “i started helping my banking clients by going to their offices on my lunch break, after work, before work, on the weekends, days off to help them be able to get me what i needed.” after one particularly bad day in the corporate world, she decided to “roll the dice” and create a full-time venture. 

“i absolutely had no idea what i was really getting into, and that it was just going to be this snowball. and we grew so fast because there was such a need and such a demand,” hallburn says.  

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