disruptors

paul dunn: from standard, to stand out, to stand for | the disruptors

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this milestone episode proves that accountants can change lives—and legacies—every single day.

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

in its milestone 100th episode, the disruptors features paul dunn, a four-time tedx speaker, accounting innovator, and co-founder of the global giving platform b1g1. a true visionary, dunn has spent decades redefining what it means to be an accountant, and his message to the profession is as bold and inspiring as ever.

卡塔尔世界杯常规比赛时间 celebrates: the 100th episode of the disruptors

more streaming: jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | 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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“if you’re in a sea of sameness, you’re not serving anyone,” dunn tells host liz farr. “we need to move from ‘standard’ to ‘stand out’ because we ‘stand for’ something that is bigger than ourselves.” that “something bigger” is impact.

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

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use ai to work smarter and connect deeper.

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

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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jean zick: happy team = happy clients | the disruptors

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flexible schedules, remote culture, and ‘durable skills’ are reshaping the accounting profession.

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 卡塔尔世界杯常规比赛时间 pro membership  – see today’s special offer

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the disruptors
with liz farr

the traditional accounting firm model is under pressure—and the disruptors podcast is highlighting the pioneers who are rewriting the rules. in this episode, host liz farr talks with jean zick, ceo and co-founder of juna financial, about how she’s building a different kind of accounting firm: remote, people-first, and future-ready.

more podcasts and videos: 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 | jack fleherty: don’t be a ‘yes’ person |

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

“we wanted to create a company we would have wanted to work for earlier in our careers,” says zick, who launched juna in 2016 to fill what she saw as a gap in the market: companies paying cfo-level fees for basic bookkeeping tasks. “every company deserves great accounting, no matter their size.”

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breslin & greathead: be a client advocate | the disruptors

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help customers catapult their businesses forward.

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

back in 2013, before cas became part of the accounting vernacular, penny breslin and damien greathead taught roomfuls of accountants how to do what breslin called bookkeeping and back office support, or bos.

“we had 200 accountants sitting in the room wanting to know how to grow this part of their business,” greathead recalls.

more podcasts and videos: 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 | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling  | 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

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

cloud-based accounting tools like xero and quickbooks online were just entering the u.s. market, and the two recognized an opportunity for firms.

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dominic piscopo: clear pay=bargaining power | the disruptors

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“if you can’t afford fair salaries, it’s time to fix your machine—not squeeze your people.”

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 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro  – see today’s special offer

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the disruptors
with liz farr

like many accountants, dominic piscopo, the founder of big4transparency.com, was frustrated by the lack of transparency in salary data. “i’d found it really, really frustrating trying to get good quality data on what to expect, looking ahead for my salary,” piscopo explains. before creating the platform, piscopo discovered his firm offered the lowest starting salaries in his city. by gathering compensation data from peers and presenting it to leadership, he secured “a little bit under a 10% pay bump” for his entire cohort.

more podcasts and videos: 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 | 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 |

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

“data is so powerful,” he says. “if you can advocate for yourself and show real objective numbers, then it becomes a real conversation, versus just like, ‘oh, my employee is throwing a fit.’”

what began as a simple spreadsheet shared on reddit “went really, really viral, kind of right away,” confirming a significant need in the accounting community.

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debbie kilsheimer: stop thinking small | the disruptors

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“too often, we’re stepping over dollars to pick up pennies.”

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 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro  – see today’s special offer

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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.”

more podcasts and videos: 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 | 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 |

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

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.”

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dave kersting: collaborate with co-firming | the disruptors

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expand capabilities, boost client satisfaction, and build thriving businesses—without sacrificing independence.

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

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the disruptors
with liz farr

dave kersting, founder and ceo of capovario, is disrupting the status quo firm structure by introducing co-firming. while he and tanya schulte, owner of the profit constructors, started on the co-firming path in a contractor-subcontractor relationship, they quickly realized they wanted more. “…we want to win together, and we want to lose together,” kersting recalls.

more podcasts and videos: 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 | 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 |

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

co-firming brings multiple specialized firms together to serve clients collaboratively rather than competitively. as kersting explains, “what the client gets out of that is experts in the field, all working on the same client to make that client’s journey better. again, it’s winning together, losing together.”

this model isn’t about subcontracting work but creating a unified team of specialists. with 11 firms now working together, “we kind of do look at ourselves as like this big super firm, a super firm, that we’re all team. we’re all one big, ginormous team,” says kersting.

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liz scott: bookkeepers may beat cpas in the race to advisory | the disruptors

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the real value of accounting isn’t in the numbers but in the conversations we’re not having.

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

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the disruptors
with liz farr

liz scott, like many other disruptors, prefers keeping her firm small. “i did try and grow my firm to this million-dollar firm. and i found myself in a spot where i was managing 10 team members, and that’s all that i had time for,” she recalls. “so i wasn’t able to do the thing that i actually really love, which is the tech development. i love that piece.”

more podcasts and videos:  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 | 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 |

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

her firm, accounting lifeline, serves as an incubator across various industries and technologies so she and her team can test different apps. at the same time, the consulting side of her business, liz scott training and consulting, dives in deeper to spend time testing apps and giving feedback to developers.

scott was attracted to accounting because she wanted to help other entrepreneurs in her family understand and grow their bottom lines. “if you’re going to be spending time working, how do you maximize your efforts? so how can you make the most money in the least amount of time?”

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ashley francis: ai’s a partner, not a replacement | the disruptors

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don’t be a vending machine for tax compliance.

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 “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – 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

ashley francis wants accountants to value their time and expertise. “i want accountants to stop thinking of themselves as just vending machines for tax knowledge and vending machines for tax compliance,” she says. “i’m not the default. you put a quarter in me, and i’m going to spit out an answer.”

more podcasts and videos: 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 | 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 |

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

on linkedin, and formerly on twitter, francis is well-known for generously sharing her expertise in trust and estate accounting and taxation, areas in which many accountants lack knowledge. many firms designate someone as the “trust person” simply because they’ve done it once before, but this specialized area requires deep expertise.

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richard roppa-roberts: collaboration over competition | the disruptors

by

find your community; find your people.

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 “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – 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

richard roppa-roberts created roundtable labs by accident.

more podcasts and videos: 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 | 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 |

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

he had just started his consulting firm, quasar cowboy, “and i had one spot available for a new client, and i had nine prospects, and i didn’t know what to do,” roppa-roberts explains. “i was new at this whole thing, and i’m like, well, i’m gonna put them all in a room together and see what shakes out. and what shook out was the first cohort of roundtable labs.”

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