أفضل بودكاسات Trendlines (2024)

1
Art Werner, Quick Tax Tip: Qualified Plans - IRAs 1:42

17h ago1:42

1:42

Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Get more Art Werner at cpatrendlines.com here: https://cpatrendlines.com/author/art-werner/ Werner’s lecture topics and specialties include business, tax, financial, and estate planning for high-net-worth individuals. …

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Steve Yoss, Quick Tech Talks: Advanced Data Visualization Techniques in Excel 2:09

1d ago2:09

2:09

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…

1
Accountants in Pop Culture: Myths, Realities, and Stereotypes - Accounting ARC 24:53

2d ago24:53

24:53

From "The Office" to "Parks and Recreation," listen in on how TV and movies shape our view of accountants. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accountants are often depicted in popular culture in ways that range from humorous to downright exaggerated. In a recent episode of ARC, hos…

1
Jody Grunden: Be Different. Make More Money. 56:34

7d ago56:34

56:34

Prove the naysayers wrong. The Disruptors With Liz Farr In 2013, Jody’s firm, Summit Virtual CFO, became one of the first financial firms in the world to go fully remote. At the same time, they narrowed their focus to creative agencies. Those two changes, combined with a weekly subscription pricing model they’ve been using since 2007, resulted in a…

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Dawn Brolin: Grow Your Firm By Shrinking It 1:18:20

8d ago1:18:20

1:18:20

Make life at work better for yourself, your team, and your clients. The Disruptors With Liz Farr Dawn Brolin, CPA, CFE, intentionally shrank her firm, Powerful Accounting, from 11 to three team members, the opposite of the way most firms grow. She also drastically cut her client list, while nearly tripling her fees from a select group of just 19 cl…

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Chris Hervochon: Be the Leader You Want to Work For 55:59

8d ago55:59

55:59

Build a firm for your tribe. The Disruptors With Liz Farr Chris Hervochon is building his firm, Better Way CPA, “in a very specific way, for our tribes.” He explains, “Not everyone needs to be our customer, not everybody’s our tribe, not everybody needs to be our employee.” Leading with their core values, the process for bringing on new customers a…

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Accounting ARC: Exploring AI's Role in Modern Accounting 31:27

9d ago31:27

31:27

Stringent ethical oversight and proactive regulation are needed as AI becomes more integrated into daily life. Accounting ARC With Donny Shimamoto and Liz Mason Center for Accounting Transformation Hosts Liz Mason, CPA, and Donny Shimamoto, CPA/CITP, CGMA, explore the evolving role of artificial intelligence (AI) in the accounting profession, focus…

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Archos Advisors: A Structured Approach to Change Management 39:55

9d ago39:55

39:55

Innovation Insights Center for Accounting Transformation With Donny Shimamoto Center for Accounting Transformation Managing change effectively is crucial for organizational success in a rapidly evolving business landscape. In the latest episode of Innovation Insights, Donny Shimamoto, CPA.CITP, CGMA, hosts Diane Brown, Managing Principal, and David…

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Rosenbloom: Don't Merge for the Money 1:01:22

11d ago1:01:22

1:01:22

Merge to make a better business. The Disruptors With Liz Farr Ira Rosenbloom has worked in the M&A area with accounting firms for years, but things are changing today. The community of buyers is shrinking, so firms are being more selective about with whom they partner. Rosenbloom is also seeing more creativity in transactions, and acquiring firms a…

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Quick Tech Talks with Steve Yoss: Automation for Accountants 2:47

12d ago2:47

2:47

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 CPA Trendlines 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 de…

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150 Hours Revisited: The Profession Needs a Facelift 15:08

13d ago15:08

15:08

What if pipeline issues aren't related to education or experience, but rather just image? With Steven Sacks The NEW Fundamentals: Thriving in Disruption While firms and accountants continue to lament staffing challenges and research continues into finding workable solutions for firms and finance teams of all sizes, one idea that is beginning to gai…

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Accounting ARC: Where in the World Are You Seeing This? 44:31

14d ago44:31

44:31

From bullet trains to ski slopes, accountants embrace the freedom of remote work. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In an era where remote work is becoming increasingly prevalent, professionals are discovering the freedom and flexibility to work from virtually anywhere. EPISODE NO…

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Art Werner, Quick Tax Tip: Estate Planning Strategies — Advanced Techniques and Tools 1:32

15d ago1:32

1:32

Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Get more Art Werner at cpatrendlines.com here: https://cpatrendlines.com/author/art-werner/ Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals. Werner…

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Steve Yoss, Quick Tech Talk: Digging into Statistical Analytics with Microsoft Excel 1:50

16d ago1:50

1:50

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…

1
Steve Yoss, Quick Tech Talk: Creating Powerful and Effective Presentations Using Microsoft PowerPoint 1:45

18d ago1:45

1:45

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…

1
Adam Lean: Get Out of the Accountant’s Trap 1:04:53

18d ago1:04:53

1:04:53

Be unstoppable without sacrificing your soul. The Disruptors With Liz Farr Like many of today’s younger accountants, Adam Lean didn’t want to be relegated to the back office recording history and focused on compliance but wanted to have an impact by helping businesses grow. “I didn't want to just be that person that just recorded the fact that the …

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Vimal Bava: Grow in Your Journey; Don’t Just Go Through It 37:26

18d ago37:26

37:26

Humans are the most advanced supercomputers, but there’s no user manual. The Disruptors From the CPA Trendlines network With Liz Farr Like many who start out in public accounting, Vimal Bava didn’t initially question the status quo of our high-stress profession where long hours and little time for self-care are the norm. Part of that stress was a p…

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Randy Crabtree: Stress Management for Overworked Accountants 1:00:29

19d ago1:00:29

1:00:29

With Seth Fineberg for CPA Trendlines Randy Crabtree, perhaps best known as the host of The Unique CPA Podcast, tells Seth Fineberg in this episode of Tax Chat '24 that tax practitioners can avoid tax-season burnout with just a few simple shifts in their workflows. MORE CRABTREE: Follow These 3 Rules to Keep Employees Happy More takeaways: – Practi…

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Art Werner: Maximizing Fringe Benefits 1:53

21d ago1:53

1:53

Quick Tax Tip With Art Werner What are we really trying to accomplish in the area of fringe benefits? We're really trying to find a way to create what I call pseudo-compensation. CPE Webinar: Maximizing Fringe Benefits Strategies for Business and Personal Needs in 2024 and Beyond Wednesday, July 31 9 AM ET / 6 AM PT 8 Credits With Art Werner, J.D. …

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Tax Chat: Eric Green Reveals The Tax Rep Guide to Tax Season 59:14

21d ago59:14

59:14

Seth Fineberg With Eric Green Renowned tax attorney Eric L. Green delivers a roadmap for seizing tax resolution opportunities this tax season in the new video from last week's first Tax Chat of the year, hosted by Seth Fineberg. MORE TAX SEASON: FTC Nails TurboTax for ‘Free Filing’ Scam | Offer Your Tax Clients Other Services | Higher Fees to Start…

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Steve Yoss, Tech Talk: Data Integrity for a Digital World 2:53

21d ago2:53

2:53

Quick Tech Talk With Steve Yoss CPE Today Today, 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 Ste…

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Art Werner: Strategies in Charitable Giving: Unveiling Financial and Estate Planning Techniques 1:32

26d ago1:32

1:32

Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of Werner-Rocca Seminars Ltd., a professional education firm. Get more Art Werner at cpatrendlines.com here: https://cpatrendlines.com/author/art-werner/ Werner’s lecture topics and specialties include business, tax, financial, and estate planning for high-net-worth individuals. …

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Geraldine Carter: Why Charging More Is Better for Your Clients 53:56

28d ago53:56

53:56

Do the work you love for clients who value your expertise. The Disruptors With Liz Farr Geraldine 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 Geral…

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Accounting ARC: Decoupling DEIB - A Nuanced Approach with Jina Etienne 36:26

1M ago36:26

36:26

Accounting ARC With Donny Shimamoto Center for Accounting Transformation JOIN: 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, …

1
Jody Grunden Says Subscription Pricing Plays a Game Changer 1:15:26

1M ago1:15:26

1:15:26

Get rid of the noise of hourly billing and create value. The Disruptors With Liz Farr For over a decade, Jody Grunden, CPA, has been doing things that many firms are just now discovering. Summit Virtual CFO (now part of Anders) offers weekly subscription-based pricing as a fully remote firm, and their main offering is virtual CFO services or, in to…

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Accounting ARC: Breaking Barriers - How Becky DuPree's Love for Data Analytics and Her Identity Shaped Her Professional Path 19:28

2M ago19:28

19:28

"Coming out was not an option at that time in public accounting." Accounting ARC With Donny Shimamoto Center for Accounting Transformation Rebecca "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 intern…

1
Steve Yoss, Tech Talk: Blockchain and Regulatory Compliance for Tax, Accounting and Finance Professionals 2:47

2M ago2:47

2:47

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…

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Accounting ARC: Forecasting Finance & the 2034 Accounting Landscape 50:26

2M ago50:26

50:26

Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In 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 nich…

1
Fogelman: Stop Undercharging and Be Client-Centered 49:25

2M ago49:25

49:25

Stop letting your business and career "suck the life out of you." The Disruptors From the CPA Trendlines network With 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 …

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Steve Yoss, Tech Talk: A.I. Automation Tools for Tax, Accounting and Finance Professionals 2:02

2M ago2:02

2:02

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…

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Accounting ARC: Busting the Big 4 Myth 48:33

2M ago48:33

48:33

The realities and opportunities beyond Big 4 firms. With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Accounting Transformation The 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 …

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Brannon Poe: Grow Your Business by Preparing to Let it Go 51:04

2M ago51:04

51:04

The less you do, the more someone will want your firm. The Disruptors From the CPA Trendlines network With Liz Farr After helping people buy and sell accounting firms for years, Brannon Poe realized he had a treasure trove of valuable information that could help firm owners who were “motivated to change their practices for the better.” He’s leverag…

1
Geni Whitehouse: Conquering Client Chaos 55:42

2M ago55:42

55:42

With Seth Fineberg for CPA Trendlines Genie Whitehouse, CPA.CITP, the "Countess of Communication" for Brotemarkle, Davis & Co., LLP (BDCo), says you must meet your clients where they are and understand their personalities to better communicate with them. Doing so, she says, will provide the ultimate value for your clients. In this episode, Whitehou…

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Steve Yoss, Tech Talk: The Power in Microsoft Power BI for Tax, Accounting and Finance Professionals 2:40

2M ago2:40

2:40

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…

1
Steve Yoss, Tech Talk: Cloud Computing for Tax, Accounting and Finance Professionals 2:47

2M ago2:47

2:47

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…

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Top Ten Strategies for Effective Management and Organizational Growth - Accounting ARC, Ep. 4 30:45

2M ago30:45

30:45

The takeaways crucial to ensuring sustainability and growth. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation When a CPA realizes his business-owner client has never paid sales tax, it can be a jaw-dropping moment. When a CPA realizes his business-owner client has never paid sales tax, it can be…

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Quick Tech Talks with Steve Yoss: When A.I. Does the Heavy Lifting for Tax, Accounting and Finance Professionals 2:13

3M ago2:13

2:13

With Steve Yoss CPE Today Besides OpenAI, Microsoft, Google, Facebook and the others you know,there are a number of really interesting and useful niche AI applications that are popping up as well, says Steve Yoss in this Quick Tech Talk. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss These AI tools can leverage large la…

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Disruptors: Chase Birky Builds the Anti-CPA Firm 1:09:29

3M ago1:09:29

1:09:29

Don't reinvent the wheel. Join a better wheel. The Disruptors With Liz Farr In the latest episode of "The Disruptors," host Liz Farr talks with Chase Birky, the trailblazing co-founder of Dark Horse, a firm designed to redefine the traditional CPA experience. Born from a vision of a more equitable and efficient CPA firm, Dark Horse provides sole pr…

1
Steve Yoss, Tech Talk: The New Regulatory Framework for Accounting and Finance Professionals 2:31

3M ago2:31

2:31

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…

1
Steve Yoss, Tech Talk: The Accountant Jobs A.I. Will Replace in Tax, Accounting and Finance 2:44

3M ago2:44

2:44

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…

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Accounting ARC: Unraveling the Collapse of Silicon Valley Bank 50:18

3M ago50:18

50:18

Accounting ARC: Unraveling the Collapse of Silicon Valley Bank With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Accounting Transformation In the labyrinth of financial intricacies, the collapse of a bank sends shockwaves through the economic landscape, leaving stakeholders scrambling for answers. The podcast "Accounting ARC: Unraveling…

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Steve Yoss, Tech Talk: How to Rescue the Shrinking Tax, Accounting and Finance Profession 2:00

3M ago2:00

2:00

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…

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TRAILER: Steve Yoss, Tech Talk: This Is Steve Yoss. From cpatrendlines.com 2:43

3M ago2:43

2:43

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…

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On a Mission: Introducing Accounting, Reaction, Comedy 1:01:47

3M ago1:01:47

1:01:47

On a Mission: Introducing Accounting ARC With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Accounting Transformation In a universe where financial chaos threatens to overwhelm even the bravest souls, our trio of accounting change agents emerge to restore order, one ledger at a time. These stewards of integrity are uniting to serve the i…

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Blumer CPAs: Move Leaders Out of Client Service 51:04

5M ago51:04

51:04

Intentionality can bring freedom and joy. The Disruptors With Liz Farr When Jason Blumer and Julie Shipp joined forces to build Blumer CPAs more than a decade ago, they eschewed the traditional partnership structure, where decision-making power depends on ownership percentage. Instead, Blumer said, “We figured out the ownership is a legal reflectio…

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Scharrell Jackson: Lead with Diversity of Thought 35:47

5M ago35:47

35:47

Transformation Talks With Donny Shimamoto Center for Accounting Transformation In the latest episode of Transformation Talks, renowned international speaker, leadership coach, and business consultant Scharrell Jackson emphasizes the pivotal role of Diversity, Equity, and Inclusion (DEI) in ensuring the sustainability of businesses across diverse in…

1
Brandon Hall: Firms Try to Make Too Much on Tax Prep 50:52

5M ago50:52

50:52

Try for a 10-15% margin. The Disruptors With Liz Farr Brandon Hall says that the reason accountants have such long and grueling busy seasons is that “firms try to make way too much money at tax prep.” Firms don’t have enough capacity to deliver on services, so everyone – including the partners – ends up working a ton of hours. 14 MORE TAKEAWAYS: Br…

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Amber Setter: Coaching Helps Resolve the Tension Between Safety and Purpose 51:13

5M ago51:13

51:13

Safety's knowing you can pay the bills. Purpose is knowing there's something more. The Disruptors With Liz Farr Amber Setter, the chief enlightenment officer for Conscious Public Accountants, started out as a Type A overachiever CPA, but after a few busy seasons, she realized that she "didn’t want to be an accountant anymore.” Today she’s an execut…

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James Graham: Doubling the Firm with CFO Services 59:27

9M ago59:27

59:27

Where there are unmet needs, there are opportunities. The Disruptors With Liz Farr James Graham’s firm, Richtr Financial Studio, gave up the billable hour 10 or 15 years ago, and points to that choice as something that made the biggest difference in his firm. 10 MORE TAKEAWAYS: James Graham show notes here MORE: Disruptors MORE CPA TRENDLINES PODCA…

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Karen Reyburn: Not MORE Clients, BETTER Clients 1:04:27

9M ago1:04:27

1:04:27

Fix Your Marketing and Fix Your Business. The Disruptors With Liz Farr Karen Reyburn wants accountants to stop thinking “about marketing as this one-off thing where you tick little boxes,” but instead about how to use your marketing to connect to the human experience. 17 MORE TAKEAWAYS: Karen Reyburn show notes here MORE: Disruptors MORE CPA TRENDL…

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