CPA Trendlines Podcasts

Quick Tech TalkWith Steve YossCPE TodayToday, most companies leverage six to 12 main systems inside their companies, including operations such as accounting, inventory, HR, payroll, and more. That's why it's critical to have a digital source of truth or a central system that can be trusted to deliver accurate information.Click here for more Steve YossSetting up your system correctly from the start is critical. Most enterprise deployments fail 40% of the time, which is an incredible amount. Ultimately, it comes from a lack of understanding of what an organization is trying to do, that problem that they're trying to solve, and not properly setting up their systems and building them out effectively. Don't fall into that trap. By building good systems, you're building good information, and you're building integrity in your company.

Do the work you love for clients who value your expertise.The DisruptorsWith Liz FarrGeraldine Carter wants accountants to get off the treadmill of working too many hours for too little pay. Her new book – Down to 40 Hours – will help accountants achieve the “utterly reasonable” goal of working only 40 hours a week. 13 MORE TAKEAWAYS: More Geraldine Carter Disruptor Notes  MORE PODCASTS and VIDEOS from CPA Trendlines here.

Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationJOIN: July 16 free webinar, “The DEI Journey of Accounting Professionals – A Research Study Analysis.”Jina Etienne, CPA, CGMA, CDE, stands out as a beacon of change in the constantly evolving landscape of the accounting profession. As a CPA and Certified Diversity Executive, Etienne has dedicated her career to fostering inclusive cultures within accounting firms. In this Accounting episode, Etienne shares her journey and insights into the critical importance of diversity, equity, inclusion, and belonging (DEIB) in the workplace. MORE HERE:  https://cpatrendlines.com/2024/07/09/accounting-arc-decoupling-deib-a-nuanced-approach-with-jina-etienne/

Jody Grunden, experienced CPA, discusses the game-changing shift to subscription pricing, emphasizing value over hourly billing. He explores the benefits of subscription-based billing, challenges of Excel for financial projections, and the importance of collaboration in the accounting industry. Grunden also shares insights on being a fully remote company, building employee autonomy, and transitioning to advanced forecasting models for improved scalability.

"Coming out was not an option at that time in public accounting." Accounting ARC With Donny ShimamotoCenter for Accounting TransformationRebecca "Becky" DuPree, an experienced accountant and auditor, shares her compelling journey on the latest Accounting ARC, hosted by Donny Shimamoto, CPA.CITP, CGMA. With 17 years in public accounting and internal audit, DuPree’s story highlights the diverse career paths in accounting and the importance of resilience and authenticity in navigating professional challenges.More here: https://cpatrendlines.com/?p=126533

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.

Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn this episode of the Accounting ARC podcast, hosts Byron Patrick, Liz Mason, and Donny Shimamoto explore predictions for the accounting profession over the next decade. They discuss the accelerating pace of technological change, the rise of niche firms, the impact of AI and blockchain, and the evolving landscape of tax software. Program Notes: Dive deeper into this episode and browse the complete network of CPA Trendlines podcasts, webinars and programs here.

Stop letting your business and career "suck the life out of you."The DisruptorsFrom the CPA Trendlines networkWith Liz Farr Loren Fogelman is on a mission to help accountants and bookkeepers build businesses that “don’t suck the life out of you.” As Fogelman says, “How much can you actually give up your personal life before it's not sustainable any longer?” Program Notes: Dive deeper into this episode and browse the complete network of CPA Trendlines podcasts, webinars and programs here.

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.

The realities and opportunities beyond Big 4 firms.With Donny Shimamoto, Liz Mason, and Byron PatrickCenter for Accounting TransformationThe new episode of Accounting ARC, "Busting the Big 4 Myth," offers various perspectives on accounting careers.  Hosts Donny Shimamoto, CPA, CITP, CGMA; Byron Patrick, CPA, CITP, CGMA; and Liz Mason, CPA, share their unique experiences, challenging the notion that success in accounting is synonymous with working for one of the Big Four firms. Program Notes: Dive deeper into this episode and browse the complete network of CPA Trendlines podcasts, webinars and programs here.