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 reflection of the companies, but they do not reflect anything we do together in our roles.”  10 MORE TAKEAWAYS: Blumer CPAs show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS:  James Graham: Drop the Billable Hour and You'll ..read more

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 industries. Jackson delves into the profound benefits of DEI, extending beyond business culture to impact recruiting and the overall bottom line. MORE: Scharrell Jackson show notes here MORE CPA TRENDLINES PODCASTS and VIDEOS: Harper & Company C ..read more

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: Brandon Hall show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: James Graham: Drop the Billable Hour and You'll Bill More | Karen Reyburn: Fix Your Marketing and Fix Your Business | Giles Pearson: Fix the Staffing Crisis ..read more

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 executive leadership coach for accountants, helping them transform their lives and careers. 11 MORE TAKEAWAYS: Amber Setter show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS:  Blumer CPAs: Move Leaders Out of Client Service ..read more

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 PODCASTS and VIDEOS:  Karen Reyburn: Fix Your Marketing and Fix Your Business | Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education | Jina Etienne: Practice Fearless Inclusion | Bill Penczak: Stop Forcing Smart People ..read more

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 TRENDLINES PODCASTS and VIDEOS:  Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education | Jina Etienne: Practice Fearless Inclusion | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Jason Deshayes: What We're Doing ..read more

The Disruptors With Liz Farr Getting the word out about client accounting services could help solve the staffing shortage, says Giles Pearson, CEO and co-founder of Accountests, an online knowledge-testing company that focuses on recruitment, selection and development assessments for chartered accountants, accounting graduates and candidates. EIGHT MORE TAKEAWAYS: Giles Pearson show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS:  Jina Etienne: Practice Fearless Inclusion | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Jason Deshayes: What We're Doing ..read more

Twyla Verhelst explains 'collaborative accounting.' With Seth Fineberg At Large for CPA Trendlines FreshBooks is taking another step to evolve from being a cloud-based invoicing solution for gig workers to being more strongly considered a true accounting solution that accountants could use to collaborate with clients as their business needs evolve. MORE FINEBERG: Your Classic Business Model Won’t Allow Growth |  Accounting Tech Decisions You Need to Make Today | You’re Doing Email Wrong | When Live Events Fail | Who’s in Control? You? Or Your Clients? | Time Management Rule #1 for Acco ..read more

Transformation Talks With Donny Shimamoto Center for Accounting Transformation  Glen Harper, CPA, says businesses should be willing to reinvent themselves and that diverse perspectives can be a valuable asset. The owner of Harper & Company CPAs should know: He's had to embrace both philosophies to become successful. MORE: Harper & Company CPAs show notes here MORE CPA TRENDLINES PODCASTS and VIDEOS:  Jason Deshayes: What We're Doing Isn't Working | Heather Satterley: You've Got To Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sand ..read more

The Disruptors With Liz Farr Jina Etienne wants accountants to stop hiding behind our green eyeshades and all the stereotypes we share as CPAs. She practices “fearless inclusion,” which is the freedom to be yourself and to create the space for others to do the same.      MORE: Jina Etienne show notes here MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS:  Heather Satterley: You've Got To Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem? Check Your Culture | Scott Scarano: First, Grow People. Th ..read more