CPA Trendlines Podcasts

Kenji Kuramoto: Kill the 40-hr work week, online pricing and other archaic accounting etiquettes.

Chad Davis: You have an infinite canvas of opportunities to add more joy to your firm.

"...Clients who have started their own businesses are looking for a combination of “money, time and freedom.” However, Damery said, we’re selling them dashboards, KPIs and cash flow forecasting without explaining why that’s important and what that’s going to do for them. "Clients are looking for an advisor who's going to listen to me, understand my hopes, my fears, my vision, what the challenges are, and be able to be there to support me,” Damery said..."

Erik Solbakken: Create a firm you'd love working in. The Disruptors With Liz Farr for CPA TrendlinesErik Solbakken, a.k.a. “The Heavy Metal CPA,” is on a mission to free accountants from an oppressive business model. Solbakken spent 18 years working his way up to be a partner in a firm in Canada, but when the partnership fell apart, he was liberated to create a new kind of firm, where he and his staff never worked overtime, and he made more money. Today, he acts as the guide he wishes he’d had when he started, empowering accountants to create firms they love working in. More  here: https://cpatrendlines.com/?p=105849

The DisruptorsWith Liz FarrDonny C. Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC, a specialized CPA firm dedicated to helping small businesses and middle market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced organizational growth and development.  Donny also works with larger organizations as a trusted business advisor, facilitating organizational strategic planning and execution, IT governance and planning, enterprise architecture, information architecture and assurance, business process improvement, and business intelligence initiatives.Click here for more Donny ShimamotoAs the founder of The Center for Accounting Transformation, Shimamoto is leading a movement to improve the world by empowering and equipping accountants with leading-edge tools and techniques.Donny was the first Certified Information Technology Professional (CPA.CITP) in Hawaii and is one of only four in the state. The CITP credential is a specialty designation of the American Institute of Certified Public Accountants (AICPA), that identifies Certified Public Accountants (CPAs) with the unique ability to bridge between business and technology, meeting the strict requirements for a CPA license as well as additional training and experience in technology strategic planning, IT architecture, business process enablement, system development and acquisition, IT audit and control, and IT governance. The immediate past chairman of the AICPA’s IMTA Executive Committee, Donny has been both influential and critical in several AICPA initiatives, including the development of an IT Competency Model for CPAs and redesign of the CITP Credential. Donny previously co-chaired the AICPA’s Business Intelligence Working Group, researching and creating practice aids in the area of Evidence-based Management, Application & Data Integration, and Information Assurance.  Donny has also been involved in the authoring of guidance published by the AICPA on IT Considerations for Risk-Based Auditing and Enterprise Business Intelligence. As a subject matter expert, Donny is often invited at national and international webinars and is a familiar keynote speaker at national-level conferences.Donny obtained invaluable knowledge and exposure to a wide range of industries and sectors (retail, hospitality, state government, defense, and higher education) while earning his CPA license as a member of PricewaterhouseCoopers LLP's Business Assurance Services, Operational & Systems Risk Management Services, and Management Consulting Services lines of business.  With ITK he has expanded his industry expertise to include not-for-profit (social services, foundations, and membership organizations), professional services, small businesses, technology, and mobile professionals.

The DisruptorsWith Liz Farr for CPA TrendlinesSubscribe to CPA Trendlines podcasts anywhere: Apple, Google, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, Gaana (India), and Boomplay (Africa). More: https://cpatrendlines.com/?p=105184

Training can triumph over textbooks in the talent wars.The DisruptorsWith Liz Farr for CPA TrendlinesMike Whitmire wants to transform the role of accountants in industry from mere counting beans (though that’s not a bad skill to have) to an operational role that leverages accountants’ knowledge of company finances and operations to drive efficiency throughout an entire organization.More here: https://cpatrendlines.com/?p=103950Subscribe to CPA Trendlines podcasts anywhere: Apple, Google, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, Gaana (India), and Boomplay (Africa).

Too busy? Raise your prices.The DisruptorsWith Liz Farr for CPA TrendlinesWhat do clients – or, as Ed Kless prefers, customers – want from their accountants? It’s not the tax return or the financial statement but the outcome for the customer, which is most often peace of mind.To remain relevant in disruptions like online tax preparation and automated bookkeeping tech firms like Pilot, accountants need to think about other ancillary services they can provide above and beyond those basic services.More here: https://cpatrendlines.com/2022/11/13/ed-kless-clients-dont-want-outputs-they-want-outcomes/

The Disruptors: Billable Hours - Demeaning and Demoralizing or Useful Measurement?With Liz FarrMore here: https://cpatrendlines.com/2022/10/25/seth-fineberg-your-classic-business-model-wont-allow-growth/

Career ReflectionsWith Amy WelchAfter years in public accounting, Chris Ortega decided he wanted something different.Armed with his MBA in corporate finance from the University of Indianapolis, as well as multiple years of experience, Ortega created Fresh FP&A to provide CFO services to companies, helping them transform their finance departments and businesses. And, while many business owners start with dreams and plans, Ortega says his company operates with six key pillars in mind.More here: https://cpatrendlines.com/2022/10/14/the-six-pillars-for-finance-transformation/