• CPA Trendlines Podcasts

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CPA Trendlines Podcasts

著者: CPA Trendlines
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  • Exclusive information. Extraordinary insight.

    See all podcast episodes here: https://cpatrendlines.com/category/podcast/

    CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions.

    We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients.

    Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support.

    You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed.

    Facts. Figures. Insights. Implications.

    Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.

    We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.

    We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.

    Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

    Copyright 2024 CPA Trendlines
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あらすじ・解説

Exclusive information. Extraordinary insight.

See all podcast episodes here: https://cpatrendlines.com/category/podcast/

CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions.

We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients.

Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support.

You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed.

Facts. Figures. Insights. Implications.

Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.

We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.

We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.

Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

Copyright 2024 CPA Trendlines
エピソード
  • Unlocking the Secrets to Smart Growth with Alan Whitman | Gear Up For Growth
    2024/11/22

    "Speed and being nimble are critical to being able to try new things and iterate quickly."


    Gear Up For Growth

    With Jean Caragher

    For CPA Trendlines


    Alan Whitman, CEO of ADW Advisory, formerly led Baker Tilly U.S. through a meteoric rise from $475 million to $1.5 billion in revenue. In this episode of Gear Up For Growth, he shares his wealth of experience and insights.


    Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's competitive landscape. More Gear Up for Growth every Friday here. | More Capstone Conversations with Jean Caragher every Monday | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here


    One of the central themes of the conversation is the potential for smaller CPA firms to outpace their larger counterparts in innovation and agility. Whitman highlights the advantages small firms have, such as their ability to pivot quickly and try new approaches without the bureaucratic hurdles larger organizations face. “Speed and being nimble are critical,” Whitman asserts. However, he notes that smaller firms must adopt a forward-thinking mindset, emphasizing, “Hopefully, smaller firms aren’t biased by always doing it the way you’ve done it in the past.”

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    40 分
  • TikTok Fraud Exposes Gaps in Financial Literacy | Accounting ARC
    2024/11/20

    Social media users jumped on a Chase ATM “free money” scheme—but the consequences were severe.

    Accounting ARC
    With Liz Mason, Byron Patrick, and Donny Shimamoto.
    Center for Accounting Transformation

    In 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 Ethics Eduction | Bailey Lenart: From Ledger Sheets to Transformational Change | Election Tax Plans: What CPAs Need to Know | Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | In-Person Conferences Still Essential | Non-Accountants in Accounting: A Game-Changer for the Profession | Rubik Yeriazarian: Smaller Firms Offer Big Opportunities for Rapid Skill Development in Forensic Accounting | Accounting ARC | AI Will Steal Your Job. And That’s a Good Thing | Accounting ARC | The Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARC

    A supposed “glitch” that allowed users to deposit checks and withdraw amounts above the federally set limit for immediate withdrawals became a viral trend on TikTok, leading many to commit fraud unknowingly. Hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA; analyze the scam’s implications and highlight the lack of financial literacy that may have facilitated its spread.

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    31 分
  • Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | The Disruptors
    2024/11/19

    Your pricing isn’t aligned with the future, and neither is your business model. Plus: 18 more takeaways.

    The Disruptors
    With Liz Farr

    Jody Padar, The Radical CPA, has been pushing for big changes in accounting for years. Her latest book, Radical Pricing, is a blueprint for firm owners who want to fully transform their businesses to serve clients better, make employees happier, and be more profitable. Padar maintains that combining pricing with standardization and productization drives firm profitability.

    FULL show notes here | MORE Disruptors here | MORE PODCASTS and VIDEOS: Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | Mike Maksymiw: Be the Leader You Wish You Had | Terrell Turner: Build a Solid Business Showing Up as Yourself |

    This handbook isn’t just about “putting pricing on something,” Padar says. “That’s putting lipstick on a pig.” Many firms that have tried value pricing say it doesn’t work, but Padar says that’s because their business model isn’t aligned with their pricing. “If you leave the old school model and just put pricing on top of it, you're going to struggle,” she says. Radical Pricing walks readers through a process of standardizing and productizing services, defining the ideal customer, developing pricing, and even explaining how to bring legacy customers on board.

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    58 分

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