Shows
CPA Trendlines PodcastsTrue Grit: Recognizing Struggles That Shape Our Successes | ARCThe ARC team spills their messiest moments and why grit—not perfection—matters most. Accounting ARCWith Byron Patrick, Liz Mason, and Donny ShimamotoCenter for Accounting TransformationIn the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP, CGMA, lay down their professional armor to explore one central theme: grit—what it means, when it matters, and how it shows up in real life.
MORE Accounting ARC: More Admins, Fewer Students, No Plan | What Career Advice G...2025-07-1754 minCPA Trendlines PodcastsMore Admins, Fewer Students, No Plan | ARCHosts call out the fiscal dysfunction behind America’s school meltdown.Accounting ARCWith Byron Patrick, and Donny ShimamotoWhen CNBC published a video examining why U.S. public schools are facing severe budget shortfalls, it sparked a passionate accounting conversation. On the Accounting ARC podcast, co-hosts Donny Shimamoto, CPA.CITP, CGMA, and Byron Patrick, CPA.CITP, CGMA, offer a reaction episode that reframes the crisis through the lens of financial strategy—and accountability.
MORE Accounting ARC: What Career Advice Gets Wrong for Gen Z - And...2025-07-1036 minCPA Trendlines PodcastsKimberly Ellison-Taylor: Why Small Firms Hold the Key to Accounting’s Talent Crisis | Gear Up For GrowthThey're not leaving the firm. They're leaving you. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhat’s driving talent out of accounting firms? According to Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, everything from outdated leadership to untold success stories is pushing promising professionals away. In this episode of Gear Up for Growth, powered by CPA Trendlines, host Jean Caragher sits down with the powerhouse behind KET Solutions to explore how the profession can—and must—change to attract and retain the next generation....2025-07-0435 minCPA Trendlines PodcastsThe Hidden Reason You're Exhausted | ARCDiscover the link between triggers, burnout, and the power of saying “not right now.”Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationLet’s be honest: the accounting profession isn’t exactly known for work-life balance. Long hours, tax season sprints, and "just one more thing" emails can leave even the most seasoned pros teetering on the edge of burnout.In this episode of ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byro...2025-07-0338 min
CPA CAREER PATHSEp.83: Accent makes people lean in moreHey everyone, Rosey Flaherty here!In this inspiring episode, we sit down with Ela Bijlani, CPC, CPA, CGMA—leadership coach, consultant, and accounting expert—to explore what it truly means to lead with purpose and authenticity.Whether you're pursuing your CPA or exploring the world of public accounting, this conversation is filled with practical advice and real-world wisdom.✅ Leadership is a skill, not a title✅ Your accent isn’t a weakness, it’s part of your story✅ Good leaders are coachable and always growing✅ Communic...2025-06-3028 minCPA Trendlines PodcastsAmy Vetter: How Professionals Can Reclaim Their Time, Energy, and Purpose | The Concierge CPA“We’re afraid to communicate, we’re afraid to speak up.” The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn a profession known for long hours and technical precision, Amy Vetter, CPA.CITP, CGMA, CSP, RYT, offers a refreshing message.There’s more to success than climbing the traditional career ladder.More Jackie MeyerThe founder of the B3 Method Institute joins Jackie Meyer on The Concierge CPA to share her journey from audit partner to yogi and mindful tech adviso...2025-05-1939 minCPA Trendlines PodcastsThe Ultimate Business Hack You’re Probably Ignoring | ARC“Leaders should model respect, not just expect it.” Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn the age of digital disruption and hybrid work, professional etiquette often feels like an afterthought. But in the latest episode of Accounting ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, argue the opposite: manners are more relevant—and strategic—than ever.
MORE Accounting ARC: Resilience, Real Talk, and the Road to Mental...2025-05-1534 minCPA Trendlines PodcastsResilience, Real Talk, and the Road to Mental Wellness | ARCFrom mindful walking to redefining worth, this conversation reveals what it really takes to thrive. Accounting ARCWith Arpan GrewalCenter for Accounting TransformationIn the latest Student-Led Conversations episode of Accounting ARC, high school business student Arpan Grewal steps in as guest host for a raw, reflective episode centered on mental health and resilience. In conversation with Jina Etienne, CPA, CGMA, CDE, CEO of Etienne Consulting; Rafael Casas, senior consultant with Workday; and Kiera Speed, inspiration logistician for the Center for Accounting Transformation, the episode marks a powerful contribution to...2025-05-0848 minCPA Trendlines PodcastsHow Blockchain Could Still Reshape Business and Accounting | ARCTechnologies like AI and Web3 could eventually unlock blockchain’s full potential. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIs blockchain dead? In a thought-provoking Accounting ARC, hosts Liz Mason, CPA, and Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA; tackle the pressing question and brainstorm other blockchain applications. The short answer is no—but the landscape has changed. MORE Accounting ARC: What Gen Z Wants from Business | Firm Differentiation Depends Upon Client...2025-05-0123 min
The Accounting PodcastRamp Wants to Be the Federal Spend Card, Interview with Mark KozielCould you spend years earning your CPA license only to be told you can't use it? In this episode, Mark Koziel, president of the AICPA, joins Blake and David to discuss the shocking trend of firms prohibiting CPAs from identifying themselves as such in emails, on business cards, and even on LinkedIn. Blake and David also explore the economic uncertainty created by Trump's tariff policies, with major corporations cutting costs and delaying investments. Plus, learn about Republican plans to eliminate the PCAOB, the wave of states creating alternative CPA pathways, and why Ramp could become the federal government's spend...2025-05-011h 12CPA Trendlines PodcastsFirm Differentiation Depends Upon Client Service | Accounting ARCRaising the bar on client service doesn’t mean sacrificing all your time. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationTechnology has changed how firms operate, but relationships—and setting clear expectations—remain central to client satisfaction. In a recent episode of Accounting ARC, co-hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, tackled a pressing issue: how the accounting profession can evolve to deliver better client service in the di...2025-04-1740 minCPA Trendlines PodcastsCrypto, Cash, or Chaos? The Fallout of an IRS-Free America | ARCIf visions of the new administration come to fruition, the IRS could also be on the chopping block. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn a recent episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP and CGMA explore the provocative question, "What if the IRS was shut down?" This discussion aligns with current political movements considering the downsizing or elimination of various government agencies, including the IRS.2025-04-0322 minCPA Trendlines PodcastsWhy Accountants Must Master Tough Conversations | Transformation Talks“Politics affects tax laws, compliance, and financial decisions. We can’t afford to ignore it." Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationPolitics and business have always been intertwined, but today’s climate of deep division presents new challenges for accounting professionals. Whether discussing tax policy, compliance, or broader economic issues, accountants often find themselves in conversations that can quickly become contentious. MORE TRANSFORMATION TALKSIn a recent episode of Transformation Talks, host Donny Shimamoto, CPA.CITP, CGMA leads a discussion with Brian Tankersley, CPA.CITP, CGMA; Ron Bake...2025-03-2747 minCPA Trendlines PodcastsIs Agentic AI an Accounting Game Changer or Game Ender? | ARC"We’ve underestimated how quickly AI is changing our profession." Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn a world where artificial intelligence is rapidly evolving, agentic AI is emerging as a powerful tool that could redefine the accounting profession. Unlike traditional AI applications, agentic AI doesn’t just respond to prompts—it actively coordinates multiple AI models to complete complex workflows. But is this a breakthrough for efficiency, or does it pose risks for the industry? ...2025-03-2032 minCPA Trendlines PodcastsAre We Ready for the Hidden Risks of AI in Accounting? | ARC“Without AI literacy, we’re all at risk.” Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationArtificial intelligence is revolutionizing accounting, automating everything from bookkeeping to tax preparation. But as AI advances, accountants must ask: Can we trust it? In this Accounting ARC episode, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP, CGMA; and Liz Mason, CPA, explore the growing risks AI poses to the profession, including deepfake fraud, financial market manipulation, and the loss of data pri...2025-02-2738 minCPA Trendlines PodcastsThe Research Imperative: Why Data Drives Accounting Success| ARC“It’s not about what’s happening today, but about staying ahead of what’s coming next.” Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting Transformation“Without research, we’re just guessing,” says Donny Shimamoto, CPA.CITP, CGMA, setting the tone for a compelling discussion on the latest episode of Accounting ARC. Alongside fellow thought leaders Liz Mason, CPA, and Byron Patrick, CPA.CITP, CGMA, Shimamoto explores the vital role of research in modernizing and transforming the accounting profession. MORE Accounting ARC: Student Turns Tables on Thought Leaders...2025-02-2024 minCPA Trendlines PodcastsStudent Turns Tables on Thought Leaders | ARCIn a special episode, student Arpan Grewal asks questions future CPAs and business leaders need answered.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoIntroducing Special Guest Arpan GrewalCenter for Accounting TransformationIn an episode that flips the script, Accounting ARC features a fresh voice in business: Arpan Grewal, a high school junior and state officer for Indiana Business Professionals of America. In this inaugural episode of ARC: Student-led Conversations, Grewal takes on the role of interviewer, leading a discussion...2025-02-1347 minCPA Trendlines PodcastsDemystifying Accounting Governance | ARCFrom State Societies to the AICPA, the hosts shed light on the collaborative ecosystem guiding CPAs. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationThe accounting profession operates within a complex framework of governance, where state and national organizations play critical roles in shaping standards, supporting professionals, and maintaining public trust. In a recent episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP, CGMA; and Liz Mason, CPA, dive deep into the often misunderstood relationships between state societies, b...2025-01-3049 minCPA Trendlines PodcastsTop 10 Red Flags to Watch for in Accounting Offices | ARCOutdated technology, unrealistic billable hours, and "unlimited PTO" among key issues discussed. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationThe accounting profession is undergoing significant change, and workplace culture is at the forefront of that transformation. In a recent episode of Accounting ARC, industry leaders Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP, CGMA; and Liz Mason, CPA, explore the red flags professionals should watch for in accounting firms. MORE Accounting ARC: Jeremy Dub...2025-01-2325 minCPA Trendlines PodcastsPrivate Equity as a Catalyst for Growth | ARCCEO says private equity isn’t about cost-cutting—it’s about investing in technology and talent.Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationThe accounting profession is evolving, and if private equity is any indicator, firms like Prosperity Partners are leading the charge. In the latest Accounting ARC episode, host Donny Shimamoto, CPA.CITP, CGMA, speaks with CEO and Prosperity Partners co-founder Jeremy Dubow, CPA, about the firm’s innovative approach, private equity backing, and non-traditional practices. MORE Accountin...2025-01-1631 minCPA Trendlines PodcastsBreaking the Burnout Cycle in Accounting | ARC"A firm’s culture during busy season reveals its true colors." Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationAs the busiest time of year looms for accountants, industry leaders Byron Patrick, CPA.CITP, CGMA; Donny Shimamoto, CPA.CITP, CGMA; and Liz Mason, CPA, share practical advice for maintaining resilience during tax season. Their conversation explores actionable strategies to counteract stress and promote mental health. MORE Accounting ARC: Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Acco...2025-01-0845 minCPA Trendlines PodcastsThe Evolution of Accounting: Insights from Barry Melancon’s Historic Career | Gear Up For Growth"The accounting profession today is living its golden age, driven by its expanded capabilities."Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a landmark episode of the Gear Up For Growth podcast, Barry Melancon, CPA, CGMA, the longest-serving CEO in AICPA history, joined host Jean Caragher to share his invaluable insights on the evolution of the accounting profession. After 30 years at the helm of the AICPA, Melancon stepped down at the end of 2024, leaving a profound legacy of innovation...2025-01-0342 minCPA Trendlines PodcastsAccounting in Transition: Reflections on 2024 and the Road Ahead | ARCAccounting ARC wraps 2024 with insights and bold 2025 predictions. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationSince its launch in May, the Accounting ARC podcast, hosted Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, has quickly gained traction as a thought leader in accounting. As the year concludes, the trio reflects on their journey and the pressing issues reshaping the industry. MORE Accounting ARC: Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo f...2024-12-2939 min
Journal of Accountancy PodcastSeeing the future: 4 CPA leaders look ahead to 2025Last week in San Diego, a group of 165 finance leaders convened for the fourth Future of Finance Summit. This JofA podcast episode is a compilation of takeaways from the event and a look at key areas of focus for leaders in 2025. It is the first of several Future of Finance recordings. The speakers for this episode are: n Tom Hood, CPA/CITP, CGMA, AICPA & CIMA's executive vice president–Business Growth & Engagement n Kimberly Ellison-Taylor, CPA, CGMA, the CEO of KET Solutions and former AICPA chair n Becca Shane, CPA, CGMA, the CFO o...2024-12-1929 min
Embrace Any FutureS1 E10: Personal Power vs Positional PowerWelcome to this special episode of our AI-powered podcast! Today, we're diving into one of our most frequently read articles: Personal Power vs. Positional Power. If you haven't already, you can find the full article on my Substack listed below.This week, I’m embracing a family tradition by taking my nephew on his first-ever trip to New York City—a meaningful adventure to share new experiences with the next generation. While I’m offline, I hope you enjoy this podcast, which uses AI to share key highlights from the article.Understanding the balance between person...2024-12-0618 minCPA Trendlines PodcastsCPA Trendlines - The Center for Accounting Transformation - Accounting ARC - Ep 24_Is Accounting Really STEM?Accounting experts debate STEM designation and its implications for the accounting field. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationAs accounting evolves into a technology-driven profession, a question looms: Does accounting qualify as a STEM (Science, Technology, Engineering, and Math) field? On the latest episode of Accounting ARC, thought leaders hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, tackle this provocative question. MORE Accounting ARC: Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fr...2024-12-0436 min
Embrace Any FutureS1 E9: First Find the Company, Then Find the JobThe holiday season is here, and I hope you’re taking time to step away from work and enjoy moments with family and friends. It’s a time to reflect, recharge, and maybe even explore something new.While we’re all embracing this festive break, we decided to create a few AI Podcasts inspired by some of the most popular articles I’ve written over the past three years. One of these, First Find the Company, Then Find the Job, resonated deeply with readers—thank you for all the thoughtful emails and words of encouragement. It’s always rewar...2024-11-2621 min
Embrace Any FutureS1 E8: How Stocks and Companies Compounds - AI Podcast and Study GuideA few weeks ago, I published a 30+ minute episode, S1 E6: Key Drivers of Stock Market Compounding. After some reflection, I decided to take it down. It felt too long-winded and not as organized as I’d like—I simply didn’t have enough time that week to refine it.This new episode replaces it. Thanks to technology, I’m introducing an AI-driven podcast featuring two AI hosts who dive into the subject of stock market compounding. At half the length, this episode is concise and enhanced with relevant examples drawn from the educational materials I provided. It’s an...2024-11-2218 minCPA Trendlines PodcastsTikTok Fraud Exposes Gaps in Financial Literacy | Accounting ARCSocial media users jumped on a Chase ATM “free money” scheme—but the consequences were severe. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationIn the age of social media, financial misinformation can spread as rapidly as it’s created, and the Chase Bank ATM scam exemplifies this.MORE Accounting ARC: How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethic...2024-11-2031 min
Embrace Any FutureS1 E7 Leadership in the Modern Era[00:00–00:12] Introduction: Leadership and Hall of Fame Insights* Overview: Lessons from attending the Hall of Fame dinner at UT Austin. Leadership is not just about professional success but inspiring and empowering others.[00:12–01:12] Lessons from the Hall of Fame: Leadership as a Conductor of Change* Key Idea: Leadership transcends professional and financial success, focusing on empowering others.* Core Principles:* Treat people with dignity and respect to achieve collective goals.* Leverage financial capital, technology, and people effectively.* Set clear visions, influence stakeholders, and build systems for scalability.[0...2024-11-1809 minCPA Trendlines PodcastsGreg Kyte: Being a CPA is Like Being the Marie Kondo of Numbers | Accounting ARCFind your unique voice in the profession, and don’t be afraid to innovate. Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationGreg Kyte defies every stereotype of the typical accountant. Kyte, a licensed CPA and in-house accountant for a company managing medical office buildings, is also a stand-up comedian. In a recent interview on Accounting ARC, hosted by Donny Shimamoto, CPA, CITP, CGMA, Kyte discussed his unconventional journey and how he uses humor to engage audiences in the acco...2024-11-1236 min
Embrace Any FutureKey Drivers of Stock Market CompoundingIntroductionI'm part of a few different online DIY investing groups, and recently, there was a post from a new/first time investor that sparked my interest. How does equity compounding work? I thought I’d share my thoughts in our newsletter for our mentors of corporate rising leaders and mentees.As we start to review our year to date investment results, you are probably wondering, at the marvels of this year’s stock market returns (thus far). Whether you own a private company, a broadly diversified set of public companies through a mutual fund, or a...2024-11-0135 minCPA Trendlines PodcastsRevolutionizing Ethics Education in Accounting: Expanding Beyond the Basics | Accounting ARC“The difficulty isn’t identifying the ethical decision; it’s making the right choice with difficult implications."Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationAccounting ethics training needs a major reboot, according to the latest episode of Accounting ARC. While traditional ethics training often feels like a check-the-box activity, hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, argue that the profession must move toward a more engaging and comprehensive approach. SHOW NOTES here | MORE Accounting ARC: Leadership for the Fu...2024-10-3041 min
Embrace Any FuturePodcast: S1 E5: Be Prepared When You Show Up to Investors:In this episode, we dive into the critical steps for raising capital, whether for real estate or any other capital-intensive business. I recently received a question from a former client about raising capital for their real estate venture, which inspired me to share the essential tools and strategies that apply to any entrepreneur looking to take on investors instead of securing a loan.We’ll cover:The key legal documents required to raise capital, including the Operating Agreement, Subscription Agreement, and Private Placement Memorandum (PPM).How to build a strong business plan that hi...2024-10-1818 min
Embrace Any FutureS1 E 4: Personal Finance Education Q&AHi, welcome! As part of Hispanic Heritage Month, we’ve put together a Q&A based on questions submitted by our community. Our hope, aligned with our mission, is to help advance financial education and knowledge so that you feel not only more empowered but also financially savvy in making decisions that best suit you and your family.Thank you to everyone who submitted their questions. They are quite in-depth! I’ve got eight pages of notes, so we’ll try to go through them as quickly as possible. Let’s jump in and get started!Questi...2024-09-3042 min
Embrace Any FutureS1 E3 An Agreement With YourselfListen to Rachel as she reads an article she originally wrote in March 2024 about creating your own investment policy statement. In this recording, she expands on the original content to encourage her audience to develop their investing skills. Whether you're opening a savings account at 17 or evaluating your assets as a new retiree, it's never too early or too late to cultivate an investor mindset.Please note that this is not investment advice. It is educational material designed to help listeners grow their understanding of key considerations as they embark on their investment journey.You...2024-09-2022 minCPA Trendlines PodcastsTom Hood: When Your Mindset Is Your Biggest Problem | Gear Up for GrowthGear Up for GrowthWith Jean CaragherCapstone MarketingInvesting in learning and development is essential for retaining and attracting staff. Developing a curriculum that includes both technical and success skills can help firms address the current talent shortage and prepare their employees for higher-value roles.
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"We're going to see automation making a big impact on our staff in the near term,” says Tom Hood, CPA, CGMA...2024-09-1334 min
Accounting High224 Guide to Ground your Growth with Gratitude (feat. Tim Petrey, CPA)Episode 224
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FACULTY: Tim Petrey, CPA
CLASS: #TheGuide
In this episode of the podcast, Scotty interviews Tim Petrey, CPA about his approach to firm growth with gratitude. Tim shares his journey from washing semi trucks to building a successful CPA firm and several other ventures. Tim emphasizes...2024-09-0836 min
Future-Proof218. CPA: The C is for 'cool', with Carla McCallIn this episode, we discuss the need to change the narrative around what it truly means to be a CPA.I’m joined by Carla McCall, the 2024-25 Chair of the AICPA, to explore how the accounting profession can attract new talent by focusing on purpose and passion rather than just tasks and hours. By highlighting the “why” behind accounting—what makes it exciting, meaningful, and impactful—we can inspire the next generation to see the true value of a career in this field.Carla’s views perfectly align with the MACPA’s “Purpose of a CPA” campaign...2024-08-2927 minCPA Trendlines PodcastsAI Will Steal Your Job. And That's a Good Thing | Accounting ARCAccounting ARCWith Liz Mason, Byron Patrick and Donny ShimamotoCenter for Accounting TransformationFew industries are poised for a dramatic transformation as accounting in the rapidly advancing world of artificial intelligence. This episode of the Accounting ARC show, "AI Will Take Your Job—And That's a Good Thing," explores the impending shift, offering a fresh and optimistic perspective on AI's role in the profession. EPISODE NOTES HERE The episode's hosts, Liz Mason, CPA, and Byron Patrick, CPA,CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, delve into the implications of AI...2024-08-2133 minCPA Trendlines PodcastsThe Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARCARC hosts discuss redefining efficiency in the accounting profession and when it pays to 'slack off.' Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationHosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP and CGMA discuss an unconventional yet powerful concept: the right kind of lazy. This idea, which involves strategically optimizing workflows to eliminate non-value-adding tasks, offers a fresh perspective on efficiency and productivity in accounting.EPISODE NOTES here2024-08-1431 minCPA Trendlines PodcastsAccountants in Pop Culture: Myths, Realities, and Stereotypes - Accounting ARCFrom "The Office" to "Parks and Recreation," listen in on how TV and movies shape our view of accountants.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationAccountants are often depicted in popular culture in ways that range from humorous to downright exaggerated. In a recent episode of ARC, hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, delve into these portrayals, discussing their favorite fictional accountants and the stereotypes that come with them.EPISODE NOTES here 2024-08-0824 min
Earmark Podcast | Earn Free Accounting CPEPractical Strategies for Recruiting and Retaining Top Talent in AccountingExplore cutting-edge hiring solutions for accountancy firms with Robin Thieme, CEO and founder of KBS CFO, and industry expert Blake Oliver. Learn how work simulations provide a "try before you buy" approach, ensuring a better fit for the firm and the candidate. Discover the benefits of apprenticeship programs, which KBS CFO has successfully implemented. Robin will share insights from her experience running a Results Only Work Environment and discuss how these innovative practices can help your firm attract and retain top talent. Don't miss this opportunity to revolutionize your hiring process!(Originally recorded on June 19, 2024, on Earmark...2024-07-111h 04CPA Trendlines PodcastsAccounting ARC: Decoupling DEIB - A Nuanced Approach with Jina EtienneAccounting 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...2024-07-0936 minCPA Trendlines PodcastsAccounting ARC: Busting the Big 4 MythThe 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 he...2024-06-1148 min
Earmark Podcast | Earn Free Accounting CPENavigating the Identity Crisis in the CPA ProfessionThe CPA profession faces an identity crisis, with challenges in the candidate pipeline, non-attest services' role, and CPE's effectiveness. This webinar explores the impact of the fifth-year requirement, the value of consulting services, the need for engaging CPE, and the use of the CPA designation in non-traditional roles. Join our expert panel as we discuss solutions to navigate the profession's challenges and opportunities and redefine the CPA identity in an ever-changing landscape.(This episode originally aired on April 9, 2024 on Earmark Webinars+)SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(01:11...2024-04-221h 00
Embrace Any FutureYour Financial Well-beingIn this podcast episode, we delve into personal finance reflections and address questions from the community, emphasizing the uniqueness of personal finance journeys and advocating for informed, value-driven decisions. The episode covers several key themes:* Investment Discipline During Economic Stress: Hear some of my experiences with market downturns and the importance of sticking to core values and investment principles. The discussion underscores the significance of balance, support systems, and aligning financial decisions with personal values over purely economic gains.* Learning from Financial Crises: Reflecting on past financial crises, you will hear lessons learned about global...2024-03-3035 min
Digital CPA by CPA.comThe Inspiring Intersection of Technology & AccountingKimberly Ellison-Taylor is a trailblazer in the realms of accounting & technology, an individual whose prowess in merging financial expertise with cutting-edge technology has set new standards of innovation and excellence. In a world where the landscape of finance is rapidly evolving, Kimberly stands as a beacon of ingenuity, reshaping the accounting & finance profession through the lens of advanced technological solutions. With a unique blend of proficiency in both finance and technology, she has not only mastered the intricacies of numbers but has also harnessed the power of digital tools to revolutionize how we approach financial management. 2024-02-1533 min
Tax Smart Real Estate Investors Podcast260. Tax Structuring Considerations for Transferring Real Estate Wealth to the Next GenerationIn this episode, Ryan and Thomas welcome Tim Wallen, CPA and CEO, along with Rick Reuter, CPA, CGMA, and Controller of MLG Capital, for a deep dive into:
- Tim's journey into real estate with MLG and why now is a pivotal time to invest.
- The challenges investors face when transferring real estate to the next generation and strategies to minimize taxes in the process.
-How funds like MLG's Legacy Fund can minimize income and estate taxes and offer practical solutions to common challenges in tax-deferred investments.
If you liked our previous episodes on 721 exchanges, you'll like this one...2024-02-1351 min
The Battle Plan Marketing Podcast[Interview] - Profit First Accounting, Fractional CFOs, and Why It’s All About the Numbers [with Susanne Mariga, CPA, CGMA] - BPMP #137Today we have a special guest on the podcast, Susanne Mariga, CPA, CGMA, and Founder of The Mariga Group out of Houston, Texas.Susanne specializes in high net-worth tax strategies for 7 and 8-figure entrepreneurs using the very popular “Profit First” system developed by Mike Michalowicz.Susanne was a delight to speak with and shared lots of helpful info on how to transform from a company whose profits are what’s left over after deducting all of your expenses to one that makes profits very intentional and the first part of your pricing calculations.For co...2024-01-1040 min
Vino el ViernesDe Pasión a Profesión - Mi viaje como profesional desde mis inicios hasta hoy - S05-EP01En este episodio celebrando el comienzo de una nueva temporada, donde estrena un nuevo año, una nueva temporada contributiva y una nueva marca personal quiero acercarme a tí de una manera humana. Es bueno conocer al profesional que opera detrás del escritorio y mucho mas de su trayectoria. Conectar no solamente en los informes profesionales sino que, también en un estilo de vida de continuo mejoramiento.Durante esta entrevista comparto mi historia contigo, lo que me llevó de una pasión a una profesión. Te cuento cómo ha sido mi viaje como CPA desd...2024-01-0526 min
The Accounting Technology LabGenerative AI: Dall-E and MS-DesignerTechnologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA discuss artificial intelligence generators Dall-E and MS-Designer.2023-12-2918 minThe Accounting Technology LabAI in Microsoft ProductsTechnologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA discuss the built-in artificial intelligence options in Microsoft's products.2023-12-2920 min
The Accounting PodcastSolving the CPA Pipeline Problem: An Interview with AICPA's National Pipeline Advisory GroupLexy Kessler, National Pipeline Advisory Group (NPAG) chair and Sue Coffey, Chief Executive Officer – Public Accounting with AICPA join us for a special bonus episode to address the accounting talent crisis and talk about how we can improve the CPA pipeline. Along with these issues, they also emphasize the importance of working together as a profession, being data-driven in their approach, and looking at the broader ecosystem of accounting, with updates and more comprehensive strategies expected to be detailed in the NPAG draft national strategy plan in May 2024.Meet Our GuestsLexy Kessler, Ch...2023-12-2128 min
Digital CPA by CPA.comOkorie Ramsey, Chair of AICPA talks about Tech, Leadership, Culture, DEI & the Next Gen of Accountants CPA.com is delighted to have Okorie Ramsey, Chair of the AICPA join Kalil and Kacee to discuss the big picture of what is happening in the accounting profession today and in the future. Get a unique insight into the perspectives and what drives Okorie Ramsey as he discusses: · What should we be thinking about as the impact of tech continues to accelerate and our agility becomes more important than ever. · The importance of upskilling and reskilling for the next era of the accounting profession – skills we need now and will need soon. · W...2023-12-0328 min
The Accounting PodcastHow to Survive Public Accounting and the CPA ExamCPA Exam prep rockstars Peter Olinto and Roger Philipp join Blake and David to discuss the evolution of the CPA Exam over time, the importance of making studying entertaining, and challenges facing the accounting profession like public accounting burnout. Both Olinto and Philipp believe competition between CPA review courses drives innovation and helps students pass the exam, and they aim to make studying engaging through humor, memory techniques, and technology.Sponsors LiveFlow - http://accountingpodcast.promo/liveflowChapters(00:38) - Where did you learn to make CPA exam prep entertaining?
(05:18) - Do...2023-11-181h 02
Secrets To Scaling Your Ecommerce BrandEp 490: How To Build Personal Wealth In DTC with Chase Insogna, Insogna CPASend us a textCreate buckets of cash to secure short-term savings, invest in retirement accounts, and keep liquid cash for emergencies and business operations. In this episode, Jordan West and Chase Insogna, CEO and Founder of Insogna CPA navigates the complexities of taxes and financial planning. Together, they delve into the importance of strategic financial management and offer practical tips for entrepreneurs in the ecommerce space. Listen and learn in this episode!Key takeaways from this episode:Reinvesting all profits back into the...2023-10-0626 min
Tax Section OdysseyRed flags and green lights when buying a CPA practice In this episode, Mike Whitmore, CPA, Shareholder — HMA CPA, a member of the AICPA Tax Practice Management Committee, chats with April Walker, CPA, CGMA, Lead Manager — Tax Practice & Ethics, AICPA & CIMA, about a checklist of items to consider when in the market for acquiring a CPA firm. He highlights red flags to look out for and green lights that signal a firm is a “go” for acquisition, and what due diligence is needed to ensure the perfect fit. What you’ll learn in this episode The most crucial due diligence aspect when shopping for a CPA firm (2:08...2023-08-2322 minTax Section OdysseyRed flags and green lights when buying a CPA practice In this episode, Mike Whitmore, CPA, Shareholder — HMA CPA, a member of the AICPA Tax Practice Management Committee, chats with April Walker, CPA, CGMA, Lead Manager — Tax Practice & Ethics, AICPA & CIMA, about a checklist of items to consider when in the market for acquiring a CPA firm. He highlights red flags to look out for and green lights that signal a firm is a “go” for acquisition, and what due diligence is needed to ensure the perfect fit. What you’ll learn in this episode The most crucial due diligence aspect when shopping for a CPA firm (2:08...2023-08-2322 min
Healthy Wealthy & Wise AccountantsThe Entrepreneurial CPA: Growing a Firm to Grow a LifeOn this episode Chase Insogna discusses how he built a successful CPA firm through an entrepreneurial mindset, while also creating freedom and flexibility to enjoy travel and other passions outside of work. He shares perspectives on management, communication, technology, client selection, and more.Connect with Chase Insogna:LinkedIn: https://www.linkedin.com/in/chase-insogna-cpa-cgmahttps://insognacpa.com/Connect with Heidi Henderson:LinkedIn : https://www.linkedin.com/in/heidihendersonetsThis Podcast is brought to you by Engineered Tax Services. To learn more visit https://engineeredtaxservices.com/...2023-08-0153 minAccounting High154 Stop Disrespecting the Accounting Game (feat. James Heyward, CPA)Episode 154
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CLASS: #PeerReview
FACULTY: James Heyward, CPA & Jason Ackerman, CPA
TITLE: Stop Disrespecting the Accounting Game
In this episode of Accounting High, hosts Scott and Jason interview James E Heyward CPA, CGMA. James shares his story of how he got into accounting, the advantages of not studying accounting in college, and his journey in starting his own firm. He also gives advice on scalability, hi...2023-06-211h 06
Accounting High089 Thinking Big and Small (feat. Jason Staats, CPA) | #StaatSnacksEpisode 89 | Recorded September 2, 2022
Our Accounting High listener survey is right here https://bit.ly/3NRSAfD
An episode that’s surely worth capping off 2022. Jason Staats, CPA, MBA and Scott (Lil Toddler) Scarano gives us another great talk about everything big and small, and I mean EVERYTHING! Career? Business? Family? Purpose? Contents? Hobbies? You name it. This lengthy episode is no short of topics that’ll make you ponder on the things that you’ve done, how far you’ve reached, and how much more you can accomplish. From all of us here at Accounting High, Wishing...2022-12-312h 03CPA Trendlines PodcastsDonny Shimamoto: Future Firm Growth Requires a Mindset ShiftThe DisruptorsWith Liz FarrDonny C. Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC, a specialized CPA firm dedicated to helping small businesses and middle market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced organizational growth and development. Donny also works with larger organizations as a trusted business advisor, facilitating organizational strategic planning and execution, IT governance and planning, enterprise architecture, information architecture and assurance, business process improvement, and business intelligence initiatives.Click here for more Donny ShimamotoAs the f...2022-12-0147 min
The Practical Wealth ShowHelping Ecommerce Business Owners to Build Wealth While They Build Their Business with Chase Insogna, CPAIn this recent episode, I interviewed Chase Insogna, CPA, CGMA. He has always loved entrepreneurship and small business, and that is why he focuses on helping fellow small businesses grow. He was in the business for 12 years already and is using his tax expertise and investment insights to save them as much money as possible. Chase also gives insights on how eCommerce business owners can save on taxes and pay the IRS the least amount legally possible. Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 ye...2022-12-0137 min
Embrace Any FutureInvestor Mindset Session - Q&AThis is a Q&A from the October 4, 2022 AT&T HACEMOS Webcast. How do you build an investor mindset. Here are few questions asked after the session:1) Is it too late to start in your thirties, forties, or fifties, in terms of creating an investor mindset and ultimately creating wealth? (0:10)2) What is your advice for creating an investor mindset in teenagers or youth? Any recommendations on books or articles to read? (2:11)3) What financial advice would you tell someone who's starting investing? Is there a particular investment strategy type that you'd recommend? And what advice would...2022-10-1914 min
Purpose In Action: Accountants building a better worldHow defending CPA licensure protects the publicCritical professional licensing laws are under attack in legislatures throughout the nation. But CPAs are fighting back to protect the public interest. Legislators on both sides of the aisle have been pushing for laws that would eliminate professional licensure requirements in a handful of states across the country. Accounting professionals and state CPA societies have been fighting to preserve professional licensing rules because they protect the public. Licensing rules give consumers comfort that when they hire a CPA, they will be working with a professional who is held to high standards of expertise, training, and...2022-09-2120 minCPA Trendlines PodcastsCareer Advice and Success Planning for Accountants from Mike MaksymiwTransformation TalksWith Bill PenczakCenter for Accounting TransformationAfter 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/2022-09-1333 min
Accounting High065 Making Accounting Sexy (feat. Lindsay Stevenson, CPA)Episode 65 | Recorded March 14, 2022 (π day)
Guest: Lindsay Stevenson, CPA, CGMA
Hosts: Jason Ackerman and Scott Scarano
Join Jason and Scott in getting to know more about Lindsay, BPM LLP’s Chief Transformation Officer. What does that role do? We weren’t too sure ourselves until Lindsay gave us a glimpse of what she does. Listen to how she started out as a staff accountant until becoming an integral part of a large firm and how she was able to go through a midlife crisis in identifying what she really wanted to do with her caree...2022-09-0849 minAccounting High058 The Unique CPA is Bridging the Gap (feat. Randall J. Crabtree, CPA)Episode 58 | Recorded February 21, 2022
Guest: Randall J. Crabtree, CPA (as per his CPA Certificate, but we're still not sure if "Jack" is spelled out, or if they just have the J)
Hosts: Scott Scarano and Jason Ackerman, CPA, CFP, CGMA
With us today is the Co-Founder and Partner of Tri-Merit, Randy Crabtree, who specializes in R&D Tax Credits, Cost Segregation, 179D, and 45LR. Also, host at The Unique CPA, a show where they go beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading-edge management techniques...2022-08-0247 min
Journal of Accountancy PodcastBreaking down the top issues facing CPA firmsIRS service issues are a top concern for firms small and large, according to results of the 2022 AICPA Private Companies Practice Section (PCPS) CPA Firm Top Issues Survey. But those service issues are not the only concern. Lisa Simpson, CPA, CGMA, AICPA vice president–Firm Services, and Carl Peterson, CPA, CGMA, vice president–Small Firm Interests, take a closer look at the issues and what those issues will mean for firms going forward.2022-07-2119 min
Bette Hochberger, CPA, CGMAExciting Crypto Announcements at Bette Hochberger CPA, CGMAHi, I'm Bette Hochberger, CPA, CGMA, and I have exciting news! We are officially accepting crypto as payment. Our firm knew that accepting cryptocurrency as payment was the only natural next step after solidifying our relationship with TaxBit. If you don't already know, at Bette Hochberger CPA, CGMA, we pride ourselves on being a crypto-informed CPA firm. Some of you may ask yourself, "What is a crypto-informed CPA Firm?" And to that, I will tell you one of the many stories I have heard from my clients who are involved with crypto. For the sake of the story, we w...2022-05-1702 minTax Section OdysseyPlaybook for surviving and thriving in year one for a CPA firmThe April 2022 tax deadline has passed and many tax practitioners are soaking in a well-deserved respite. Now may be the opportune time to think about starting up your own tax practice. While the thought of being a successful entrepreneur may seem daunting, there’s some best practices to get you started. On this episode of the Tax Section Odyssey April Walker, CPA, CGMA, Lead Manager — AICPA Tax Section, talks with Kelly Rohrs, CPA, P.C., Owner — Kelly A. Rohrs, CPA, about her transition over the past year to owning her own tax practice and lessons learned for succes...2022-04-2825 minTax Section OdysseyPlaybook for surviving and thriving in year one for a CPA firmThe April 2022 tax deadline has passed and many tax practitioners are soaking in a well-deserved respite. Now may be the opportune time to think about starting up your own tax practice. While the thought of being a successful entrepreneur may seem daunting, there’s some best practices to get you started. On this episode of the Tax Section Odyssey April Walker, CPA, CGMA, Lead Manager — AICPA Tax Section, talks with Kelly Rohrs, CPA, P.C., Owner — Kelly A. Rohrs, CPA, about her transition over the past year to owning her own tax practice and lessons learned for succes...2022-04-2825 min
Accounting High045 It’s Always Sunny in Maryland (feat. Byron Patrick, CPA)Episode 45 | Recorded January 3, 2022
Shout out to our sponsors; Clockwork.ai and Botkeeper
Alright, alright, alright ... This week, we’re talking to the Matthew McConaughey of Accounting, it's Byron Patrick, CPA.
Byron’s career started with a cool-ass high-school accounting teacher
shout out to HeimLantz CPA, F. Carter Heim and Thomas J. Lantz
Byron has branded himself, literally, with a CPA tattoo
You can’t talk about the Maryland Association of CPAs without talking about Tom Hood, and the AICPA, and Kimberly Ellison-Taylor and Anoop N. Mehta, CPA, CGMA
Shout out to all of...2022-04-041h 16CPA Trendlines PodcastsHow Private Equity Changes EverythingChanging the way firms are structured, operated, and financially managedWith Steven SacksFor CPA TrendlinesThe CPA profession is entering another period of shifts in how firms will attain growth levels – the main force being the influx of private capital entering the accounting profession, according to David Bergstein, CPA, CITP, CGMA.See more hereNew, external investments will change the way firms are structured, operated, and financially managed, as well as granting them increased capabilities to make more strategic decisions, Bergstein tells Sacks for CPA Trendlines.2022-03-1912 min
Earmark Podcast | Earn Free Accounting CPEHow to fix the IRS and CPA with AICPA's Sue Coffey and Tom HoodSign up to get free CPE for listening to this podcast:https://earmarkcpe.com Download the Earmark CPE App: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our GuestsSue Coffey, CPA, CGMAChief Executive Officer - Public Accounting at Association of International Certified Professional Accountantshttps://www.linkedin.com/in/susan-s-coffey-cpa-cgma-7b26a68/ Tom Hood, CPA, CITP, CGMA EVP Business Engagement & Growth at Association of International Certified Professional Ac...2022-02-0852 min
Journal of Accountancy PodcastA blockchain glossary, the CPA firm of the future, and Excel malwareTwo CPAs are featured in this episode, which also highlights news of a rapid rise in malware attacks related to Microsoft Excel add-ins. First, Di Krupica, CPA, CGMA, of the Association of International Certified Professional Accountants, discusses the creation of the Blockchain Universal Glossary. Next, Mark Koziel, CPA, CGMA, the CEO of Allinial Global, shares some of the ways CPA firms can integrate with technology, how business models and firm structure might change, and more.2022-02-0319 min
The Cannabis Accounting PodcastEp. 83: How Cannabis Transformed My Practice--with Chip Schweiger, CPA, CGMAIt’s a new year and the perfect time to finally take that leap into the exciting world of Cannabis.
Getting into a new industry is scary and you might not know where to start or what to expect. Some of you might have just stumbled on this podcast and the title piqued your curiosity, some of you have been listening along and are figuring out if this is the niche you want to be in, and others are just looking to hear a new perspective. Referred to by some as the “Wild Wild West...2022-01-0434 min
Journal of Accountancy PodcastCPA leader takeaways: Listening, self-awareness, flipping the pyramidA group of finance leaders took an inward focus at the recent Future of Finance Summit in Nashville, Tenn. They also explored their vision for the finance function out to 2030. The group focused on listening, self-awareness, and staff development, among other topics. This episode will be the first of several discussions from the summit, which brought together a range of corporate and not-for-profit executives. The guests in this episode, in order of appearance, are: Tom Hood, CPA/CITP, CGMA, executive vice president of business engagement and growth for the Association of International Certified Professional Accountants; Kimberly...2021-12-1418 min
Contractor Success ForumWhy you should work with a construction-oriented CPASend us a textDoes your accountant have special expertise in the construction industry? Construction-specific accounting methods aren't taught in school. This week, Wade is walking us through those methods and how accounting looks different for construction companies.Topics we cover in this episode include:The individual quirks with construction accounting that aren't taught in schoolHow the percentage of completion method gives a truer picture of where your company isThe importance of job costingHow so many people treat retainage receivable incorrectly on their booksLINKSVisit the...2021-12-1424 minEarmark Podcast | Earn Free Accounting CPESelling advisory services with Josh Lance of Lance CPA GroupOur SponsorTo learn more about how Practice Ignition can help your firm eliminate accounts receivable and for 50% off your first three months, visit https://earmarkcpe.com/piOur GuestJosh Lance, CPA, CGMA on Linkedin: https://www.linkedin.com/in/joshualancecpa/2021-11-2257 min
The Unique CPAThe New Era of Private Equity InvestmentOn Episode 54 of The Unique CPA, Randy is joined by Allan Koltin, CPA, CGMA, the CEO of Koltin Consulting Group. With a laundry list of accolades, including Accounting Today's Top 100 Most Influential People in the Profession for over two decades running, Allan shares his insights into what he calls the "perfect storm" for why private equity firms are taking another shot at investing in accounting firms. He discusses with Randy the benefits to older and younger partners alike, and the danger for firms of being left behind if they don't act decisively. Get the full show notes a...2021-11-1622 min
The CPA MOMS Podcast#155 – Interview With Bridget Kaigler, CPA, About Her Humble Beginnings and Non-Traditional Path To Becoming A CPAEvery CPA has a story and this week on The CPA MOMS Podcast we had the pleasure of interviewing Bridget Kaigler, CPA, CGMA, CMA, MBA. She is a seasoned professional with more than twenty years of experience in tax and financial analyses. Bridget’s humble beginnings and non-traditional path to becoming a CPA was the foundation and encouragement to begin her own company, Bringing Leadership Back, LLC. The company was founded to help aspiring leaders grow. Bridget is the recipient of the 2021 Society of Louisiana CPAs Distinguished Public Service Award and is a frequent speaker and...2021-09-1241 minThe CPA MOMS Podcast#155 – Interview With Bridget Kaigler, CPA, About Her Humble Beginnings and Non-Traditional Path To Becoming A CPAEvery CPA has a story and this week on The CPA MOMS Podcast we had the pleasure of interviewing Bridget Kaigler, CPA, CGMA, CMA, MBA. She is a seasoned professional with more than twenty years of experience in tax and financial analyses. Bridget’s humble beginnings and non-traditional path to becoming a CPA was the foundation and encouragement to begin her own company, Bringing Leadership Back, LLC. The company was founded to help aspiring leaders grow. Bridget is the recipient of the 2021 Society of Louisiana CPAs Distinguished Public Service Award and is a frequent speaker and...2021-09-1241 min
CPA Review & MoreFinancial planning with James McGettigan (Part 2)In this second episode of this two-part episode, Phil continues his conversation with James McGettigan, CPA, CGMA and CFP at Stoker Ostler. James talks about his experience that got him to where he is today. He also shares why he stays in accounting and his goals for the future.2021-08-0322 min
CPA Conversations podcastThe CPA Exam Evolving with the Accounting ProfessionRoger Philipp, CPA, CGMA, creative chief officer of UWorld Roger CPA Review in San Francisco, joins us to talk all things CPA Exam, including when would-be CPAs know they are ready to take the exam, tips for excelling on the day of the big test, and changes to the exam in conjunction with the CPA Evolution Project. To read the full transcript click here.2021-08-0218 minCPA Review & MoreFinancial planning with James McGettigan (Part 1)In the first part of this two-part episode, Phil speaks with James McGettigan, CPA, CGMA and CFP at Stoker Ostler. James shares why he became a certified personal financial specialist. He also talks about how and why he feels the accounting industry is evolving.2021-07-2730 min
Journal of Accountancy PodcastHow CPA parents cope during the pandemicSeveral months into the pandemic, we take a look at how some CPA parents are faring. They talk about the struggles they’ve faced, how they balance parenting and working from home, what they do to recharge, and the unexpected joys they’ve experienced while spending more time with their families. Our guests for this episode are Lindsay Stevenson, CPA, CGMA, and Chris Hervochon, CPA. Stevenson is vice president of finance at 1st Financial Bank in North Sioux City, S.D., founder and CEO of Origin Evolution LLC, and mom to three sons: a 19-year-old college student, a 17-year-old high...2020-10-2620 min
Side Hustle ElevatorSALES TAX SIDE HUSTLE : Why UNDERSTANDING Sales Tax Can Save You Big Bucks with Susette McNeel, CPA, CGMASusette M. McNeel, CPA, CGMA is the founder and president of GeoInvoice, a mobile sales tax App that gets sales tax rates anywhere.
The post SALES TAX SIDE HUSTLE : Why UNDERSTANDING Sales Tax Can Save You Big Bucks with Susette McNeel, CPA, CGMA appeared first on Side Hustle Elevator.2019-11-2200 min
Employer Blueprint PodcastBuilding Company culture with a Remote Workforce w. Josh Lance CPAThe Employer Blueprint podcast is excited to present the Managing Director of Lance CPA Group, Joshua Lance, CPA, CGMA. As you can tell by the initials after his name, Josh is a Certified Public Accountant, and a Chartered Global Management Accountant. After graduating from Miami University in 2005, Josh began his journey as an Audit Manager, a Controller, and an Entity Group Manager, before opening his own firm with a mission to help small businesses, Lance CPA Group. Josh and Lance CPA Group have won multiple awards including CPA Practice Advisor 40 under 40 in 2017 and 2018, as well as 2017 AICPA Leadership Academy...2019-10-2128 min
Simply TaxLiving the CPA LifeGuest Tim Jipping—host of the “Journey View” podcast—joins “Simply Tax” host Damien Martin on an exploration of their careers in the CPA profession. The two share their personal experiences from working in the CPA profession and discuss the profound effect the AICPA Leadership Academy has had on both their careers and personal lives. TIME STAMPS Who is Tim Jipping? [02:45] The experience of starting a podcast [07:34] Creating and being creative [09:18] Simply creativity and innovation [13:51] How the AICPA Leadership Academy can change you [21:56] Tim’s journey and the role of fear and vulnerability [28:37] Wait, Damien majored in music? [35...2019-10-101h 11CPA Review & MoreInterview with Keith James, CPA - Episode 022CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCASTIn this episode Phil interviews Keith James C.P.A., MBA, CGMA. Yaeger CPA Review Subscription Plan https://www.yaegercpareview.com/pricing.cfmContact the Yaeger Office (301) 874-4900Contact us podcast@yaegercpareview.comCPA Review & More on the Web https://yaegercpareview.com/podcast.cfmTop 10 CPA Podcasts https://blog.feedspot.com/cpa_podcasts/Need help with your writing? https://grammarly.go2cloud.org/SH1YlGet paid to listen to podcasts with the Podcoin app, use code YAEGER to receive 300 bonus PC when...2019-07-0255 min
Employer Blueprint PodcastBuilding Company culture with a Remote Workforce w. Josh Lance CPAThe Employer Blueprint podcast is excited to present the Managing Director of Lance CPA Group, Joshua Lance, CPA, CGMA. As you can tell by the initials after his name, Josh is a Certified Public Accountant, and a Chartered Global Management Accountant. After graduating from Miami University in 2005, Josh began his journey as an Audit Manager, a Controller, and an Entity Group Manager, before opening his own firm with a mission to help small businesses, Lance CPA Group. Josh and Lance CPA Group have won multiple awards including CPA Practice Advisor 40 under 40 in 2017 and 2018, as well as 2017 AICPA Leadership Academy...2019-06-1728 min
FLP, the Finance Leadership Podcast"Fear" with Lindsay Stevenson, CGMA, CPA and Founder/CEO of Origin Evolution LLC (South Dakota, USA) "As a society we've raised our children to make fear-based decisions unintentionally. Being able to change that mindset to an OPPORTUNITY-based decision really changes the way you think about what is possible for you". GBD49. Lindsay Stevenson, CPA, CGMA is the Vice President of Finance & Tax at 1st Financial Bank USA, and was recognised as one of 2018's "Most Powerful Women in Accounting" by AICPA and CPA Practice Advisor and one of CPA Advisors’ 2017 "40 Under 40". She talks to AICPA & CIMA's Jennifer Gardner about challenging fears, finding purpose and leveraging it to positively impact the innovation and success of...2019-03-2228 minFLP, the Finance Leadership Podcast"Fear" with Lindsay Stevenson, CGMA, CPA and Founder/CEO of Origin Evolution LLC (South Dakota, USA) "As a society we've raised our children to make fear-based decisions unintentionally. Being able to change that mindset to an OPPORTUNITY-based decision really changes the way you think about what is possible for you". GBD49. Lindsay Stevenson, CPA, CGMA is the Vice President of Finance & Tax at 1st Financial Bank USA, and was recognised as one of 2018's "Most Powerful Women in Accounting" by AICPA and CPA Practice Advisor and one of CPA Advisors’ 2017 "40 Under 40". She talks to AICPA & CIMA's Jennifer Gardner about challenging fears, finding purpose and leveraging it to positively impact the innovation and success of...2019-03-2228 min
Tower Talk Business RadioRobert Brown, CPA CGMARay Schwetz and Donyshia Boston-Hill talk with Robert Brown, CPA CGMA and past president of the National Conference of CPA Practitioners, about his life and journey through nearly 40 years of accounting experience!2019-03-2128 min
Where Accountants Go - The Accounting Careers Podcast090: Founder of GrowthForce – Stephen King, CPA, CGMAIn this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Stephen King CPA, CGMA, and founder of GrowthForce, a leading cloud-based accounting service business for both commercial businesses and non-profits.
The Value of Accounting Knowledge and a Diverse Background
Early in his life, specifically high school, Stephen learned that accounting was an excellent career choice for several reasons:
1) He would always be able to find work. People ALWAYS need their books taken care of properly, no matter what the industry is – including rock-n-roll! (Listen to the audio & you’ll see what we mean)
2) If you are t...2018-07-1051 minWhere Accountants Go - The Accounting Careers Podcast077: Donny Shimamoto CPA – Tech, BI, AI, & Public Speaking!In this episode of Life In Accounting: The Where Accountants Go podcast, Donny Shimamoto, CPA, CITP, CGMA shares his career journey, which is unique as it has been heavily focused on technology and business intelligence. Additionally, Donny also reveals what his life is like as a business owner, consultant, and public speaker!
Formal Education
Donny’s track in college was influenced by one of his early supervisors in an internship opportunity. That individual had a double major in Accounting & Management Information Systems and encouraged Donny to look into a similar path. After college, his first job was with Coopers & Lybrand and...2018-04-0350 minWhere Accountants Go - The Accounting Careers Podcast051: David Porter, CPA, CMA, CGMA – Be A Part of The SolutionDavid Porter, CPA/CMA/CGMA is this week’s guest on Life In Accounting: The Where Accountants Go podcast!
“What’s the toughest major?”
As you are going to hear from the audio interview, David has built his career by never shying away from a challenge. In fact, that willingness to accept a challenge started early in his career when deciding what to choose as a major in college. He asked his advisor what the toughest major was in the business school, and accounting was the response… so he chose accounting.
Staying curious & helping organizations improve
David’s career started along a comm...2017-09-2639 minWhere Accountants Go - The Accounting Careers Podcast034: Kelly Noe, PhD CPA CGMA – Don’t Second Guess It, Just Go For ItKelly Noe, a PhD CPA & CGMA that is currently serving as the Interim Director for the School of Accountancy at Stephen F. Austin University in Nacogdoches, Texas, joined us this week for Life In Accounting: The Where Accountants Go podcast.
“I’ve been a lucky person”
In this episode, Kelly recounts the story of how she decided to become an accountant in the first place – a process that started with the influence of her grandmother. At 11 years old, she was paid $5/hour to help in her grandmother’s firm with basic bookkeeping related tasks. And 5 years later when she got a job work...2017-05-2336 min