CPA Trendlines Podcasts

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/

Transformation Talks: Corporate social responsibility reporting all starts with transparency, and leaders should prioritize this, not just for communities but also for sustainability. James Ross, the CSR leader at Buzzacott, a 500-person accounting firm based in London, talks to Donny Shimamoto, for the Center for Accounting Transformation. Published by CPA Trendlines. 

Transformation Talks: A leader at one of the fastest growing firms in the country describes transforming his career, pros and cons of building versus buying and the four (or five) steps to becoming a consulting firm.Transformation TalksWith Bill Penczak, Center for Accounting TransformationMore here: https://cpatrendlines.com/2022/09/28/rick-thisthe-four-or-five-steps-to-moving-into-the-consulting-business/ 

The DisruptorsWith Liz Farrfor CPA TrendlinesAny accountant who has ever met Hector Garcia will likely use the adjective ‘generous’ to describe him. Since 2011, he’s been sharing his encyclopedic knowledge of QuickBooks on a YouTube channel that has generated millions of views. Because of that YouTube channel, he hasn’t printed business cards for two years. In this discussion, he shares tips for transitioning to value pricing, provides a step-by-step blueprint for offering additional advisory services to clients, and discusses two strategies for finding new clients. Instead of hoarding our specialized knowledge as a means to give us job security, Hector believes we should share that knowledge widely to help reduce the misinformation around taxes and accounting.More here: https://cpatrendlines.com/?p=98347

Transformation TalksWith Bill Penczak<a href="https://improvetheworld.net/">Center for Accounting Transformation</a></em>After 16 years of working in firms, Mike Maksymiw, CPA, CGMA, was done. Or, so he thought.Maksymiw discussed his career path in the latest episode of Transformation Talks with Bill Penczak, the chief transformation officer for the Center for Accounting Transformation. Maksymiw, who is now the leader of Aprio's Alliance-Firm Foundation, offers career advice for new CPAs and those considering succession planning.More here: https://cpatrendlines.com/2022/09/12/secret-to-success-a-growth-and-abundance-mindset/

<b>The Disruptors</b><em>With Liz Farr</em><em>for CPA Trendlines</em>Jason Staats started doing videos at the beginning of the pandemic to quickly share information about the PPP and other relief programs with as many clients as possible. Now, he has an entertaining and informative YouTube channel where he shows how to use his favorite tech tools and a new mission to drive accountants into the future with collaborations and vision.

Innovation Insights: Paving the way for ESG reporting. Innovation InsightsWith Donny Shimamoto, CPA, CITP, CGMACenter for Accounting TransformationThose who hesitate to adopt mature technologies could find themselves too far behind to easily catch up, according to tech experts Pete Myers, CEO of Auvenir, and Donny Shimamoto, founder and managing partner of IntrapriseTechKnowlogies.More here: cpatrendlines.com/?p=100196

Transformation TalksPaul Mueller, CPA, is the managing director of Mueller Pye & Associates, CPA LLC in Loveland, Colorado.with Bill PenczakCenter for Accounting TransformationPaul Mueller was at a crossroads. As a national manager for the tax group of a large firm, he should have felt like Leonardo DiCaprio, yelling, "I'm the king of the world!" Yet, something just wasn't right. Today, he is the managing director of his own firm, Mueller Pye & Associates, CPA LLC in Loveland, Colo. His is a story of a late-life career transformation.

With Liz Farrfor CPA TrendlinesThe accounting profession has faced staffing issues for years now and, especially post-pandemic, the problem has compounded. Penny Breslin, CPA Trendlines contributor and the founder of MoneyPenny, talks about how firms are facing the hiring challenges and popular solutions that seem to be working, including using predominantly cloud-based apps for collaboration and engagement and taking a true evaluation of the talents and skills needed for each position.More here: https://cpatrendlines.com/?p=98359

The intersection of technology and intentionality.The DisruptorsWith Liz Farr for CPA TrendlinesAn explosion of new tech tools is giving accounting firm owners the opportunity to improve efficiency, attract and retain talent, and serve their clients better, tech guru Byron tells Liz Farr in this exclusive interview.Not only do these tools help ease the pressure of capacity problems, but they may also provide firms with a new revenue stream when they extend that expertise into their clients’ businesses.The greatest benefits will accrue to leaders who exercise intentionality across many areas of their firms: in their adoption of tech, in making changes to processes, in communication with clients and team members, in accepting the right clients, and in setting aside time for marketing.For Key Takeaways and more,  go here.