Accounting Today Podcast

Anthony Pugliese of the Institute of Internal Auditors discusses the new and perennial risks and challenges facing his members, and the new standards and resources the IIA is rolling out to help.

Sarah Dobek, founder and president of Innovatus Consulting, shares her expertise on aligning pricing strategies with ideal client profiles amid evolving market dynamics. She argues that hourly billing is outdated and that firms often miss margins by not reflecting their true value in pricing. Sarah emphasizes transparency and communication to educate clients about pricing. By defining client tiers and adopting a proactive approach, firms can better match their services to the right clients, ultimately enhancing trust and engagement.

Technical skills will never go away, but there's a whole other set of leadership and 'soft' skills that firms can't afford to neglect, says consultant and coach Erin Daiber of Well-Balanced Accountants.

Angie Grissom of The Rainmaker Companies dives into why everyone in an accounting firm has a role to play in business development, and what those different roles are.

As more and more firms add a chief growth officer to their leadership teams, Sarah Dobek of Inovautus Consulting dives into what they should be doing and how firms can get the most out of them.

CAS expert Kane Polakoff of Top 100 Firm CohnReznick digs deep into the current staff of client advisory services, and how this fast-growing service offering is rapidly evolving.

Clients are looking for truly holistic advisors, and accountants are perfectly positioned to be just that, says Rory Henry, a director at Arrowroot Family Office and author of "Holistic Guide to Wealth Management."

Matt Rampe, a partner at Rosenberg Associates and author of an upcoming book on strategic planning, shares his insights on the crucial need for accounting firms to adopt strategic planning. He discusses how firms often overlook this essential task in the hustle of daily operations. The conversation highlights the shift required from a technical focus to a business-oriented mindset, the involvement of diverse stakeholders in creating inclusive strategies, and the importance of accountability and leadership engagement for future growth.

Long-time industry observer and author of the new book "Civil Warrior" Kristy Short shares best practices for keeping your staff -- and yourself -- from burning out.

Long-time industry observer and author of the new book "Civil Warrior" Kristy Short shares best practices for keeping your staff -- and yourself -- from burning out.