Accounting Today Podcast

Sarah Dobek from Inovautus Consulting, a leader at the crossroads of strategy and service delivery, discusses the pivotal role of practice leaders in driving firm growth. She emphasizes the necessity of aligning services with firm strategy through effective market analysis and client engagement. Sarah also highlights the dual responsibilities these leaders face, balancing current operations with new client acquisition. The conversation showcases the evolution of leadership in accounting, stressing the importance of communication and strategic planning in responding to market demands.

Client advisory services Kane Polakoff of CohnReznick looks into the future of this fast-growing service area, and outlines the steps firms need to take to succeed in CAS's next iteration.

John Napolitano, Founder of Napier Financial, discusses the importance of ongoing financial planning post-retirement. Topics include income changes, Social Security, estate planning, managing debt, and balancing a portfolio. Emphasizes avoiding overspending early in retirement, staying flexible, and planning for unexpected events to ensure financial stability.

The National Pipeline Advisory Group's recommendations cover a wide range of ways to attract more people to the profession, and NPAG facilitator and ConvergenceCoaching co-founder Jennifer Wilson walks us through what everyone can do to bring in the next generation. If you're interested in helping, you can take the Pipeline Pledge here.

Laura Sprouse, the new CEO of a top 100 accounting firm, discusses her career trajectory and future plans. Topics include leadership, succession planning, firm growth through acquisitions, navigating industry challenges, technology in accounting, and advice for young accountants.

What it means to be an accountant is changing -- and that may be an important part of attracting more young people too the profession, says David Bergstein.

Joe Woodard, an expert in accounting, discusses the disconnect between what clients value and what accountants think they value. He emphasizes the importance of providing value beyond basic deliverables, educating clients on the accountant's role, offering controller services, and adapting to the changing landscape of accounting services in a world of artificial intelligence.

Why work 80 hours a week when you can work 40? Why work 40 when you can work 25? Consultant Geraldine Carter explains why it's not the hours you work that matter, but what you and your clients get out of them, and shares strategies from her new book to help build accounting practices that take less of your time but deliver just as much value -- if not more.

The co-leaders of the Rosenberg Group, Marc Rosenberg and Kristen Rampe look back at three decades of change in the accounting profession — and what lies ahead.

Kelly Fisher, chief practice officer at Top 100 Firm Wipfli, offers a practical look at artificial intelligence, current use cases, and how accounting firms should be thinking about it.